;doc: changelogs: 1.29
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Simon Michael
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CHANGES.md
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CHANGES.md
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General changes in the hledger project.
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For package-specific changes, see the hledger package changelogs.
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# 1.29 2023-03-11
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Scripts/addons
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- hledger-script-example.hs: rename/cleanup
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- sortandmergepostings: new, sorts postings and merges duplicates (Caleb Maclennan, Murukesh Mohanan)
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- hledger-register-max: new, prints the posting with largest historical balance
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- hledger-git: record shows better error output, no longer force-adds ignored files
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- hledger-git: status is fixed, also shows diffs
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- hledger-git: add short command aliases r, s, l
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- hledger-git: -h is fixed
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- hledger-git: pass unrecognised commands to git
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- hledger-install: also install hledger-edit, hledger-plot
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- hledger-install: add support for installing python packages
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- hledger-install: show quieter stack/cabal output
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- hledger-install: align install status list
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- hledger-install: don't list hledger-install.sh in PATH
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- hledger-install: drop hledger-iadd for now https://github.com/hpdeifel/hledger-iadd/issues/71
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Docs
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- move most dev docs to doc/
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- Scripting hledger: move plugin types table here
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- Scripts: add hledger-plot, hledger-edit, hledger-fifo (Yann Büchau, Simon Michael)
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- update lots mockups, move to Mockups page
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- split Contributor Guide into Contributor Quick Start, LINKS, ISSUES
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- add REPOS, FILES, DECISIONS
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- CREDITS: updates, link to github contributors list
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Infrastructure
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- pr template: mention COMMITS page and prefix convention (#1997)
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- make ghc 9.4 and current stackage nightly the default for dev builds
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- require megaparsec 9.3+ in dev builds, for its useful dbg tool
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- make site-watch: fix runaway recursion, be more verbose
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- new make rules: man-watch
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- new tools: ciwatch, push, pushdocs, gtree
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- misc process updates
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# 1.28 2022-12-01
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Docs
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@ -9,6 +9,43 @@
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Internal/api/developer-ish changes in the hledger-lib (and hledger) packages.
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For user-visible changes, see the hledger package changelog.
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# 1.29 2023-03-11
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- added terminal colour detection helpers:
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terminalIsLight
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terminalLightness
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terminalFgColor
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terminalBgColor
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- Hledger.Data.RawOptions: add unsetboolopt
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- add journalMarkRedundantCosts to help with balancing
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- journalInferCosts -> journalInferCostsFromEquity
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- `BalancingOpts{infer_transaction_prices_ -> infer_balancing_costs_}`
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- Hledger.Data.Balancing: inferBalancingPrices -> transactionInferBalancingCosts
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- Hledger.Data.Balancing: inferBalancingAmount -> transactionInferBalancingAmount
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- Hledger.Data.Journal: transactionAddPricesFromEquity -> transactionInferCostsFromEquity
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- Hledger.Data.Journal: journalAddPricesFromEquity -> journalInferCosts
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- Hledger.Data.Dates: intervalStartBefore -> intervalBoundaryBefore
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- Hledger.Read.Common: cleaned up some amount parsers; describe Ledger lot notation
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```
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amountpwithmultiplier -> amountp'
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amountpnolotpricesp -> amountnobasisp
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amountwithoutpricep -> simpleamountp
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priceamountp -> costp
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```
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- depend on text-ansi
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# 1.28 2022-12-01
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- Hledger.Utils.Debug's debug logging helpers have been unified.
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@ -9,6 +9,12 @@
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User-visible changes in hledger-ui.
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See also the hledger changelog.
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# 1.29 2023-03-11
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- In the help dialog, mention that LEFT shows other screens.
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- In the manual, mention shift-up/down config needed for Terminal.app.
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# 1.28 2022-12-01
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Features
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@ -9,6 +9,13 @@ __ _____| |__
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User-visible changes in hledger-web.
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See also the hledger changelog.
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# 1.29 2023-03-11
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- The add form's typeahead now shows non-ascii text correctly.
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(#1961) (Arsen Arsenović)
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- In the manual, improve --base-url's description. (#1562)
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# 1.28 2022-12-01
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Improvements
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@ -9,6 +9,215 @@
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User-visible changes in the hledger command line tool and library.
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# 1.29 2023-03-11
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Breaking changes
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- Weekly reports are no longer automatically adjusted to start on a
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monday; in some cases you might need to adjust their start date to
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preserve simple week headings (see below).
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Features
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- In journal format there is now a `tag` directive for declaring tag names,
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and the check command now has a `tags` check to enforce use of declared tag names.
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- Periodic transactions and multi-period reports can now start on any date.
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To enable this while still maintaining pretty good backward compatibility,
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hledger now treats inferred dates, and dates where the day is unspecified,
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as "flexible" (which can be automatically adjusted to interval boundaries),
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and dates specified to the day as "exact" (which can not).
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Eg:
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- A periodic rule like `~ monthly from 2023-01-15` now works as
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you'd expect instead of raising an error. This also improves
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our ability to read Ledger files.
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- Period options like `-p 'monthly from 2023/1/15'` or `-M -b 2023/1/15`
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now start the report on exactly 1/15 instead of being adjusted to 1/1.
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Note: periods using `in` may look partial but are considered to specify exact dates.
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So weekly reports such as `-p 'weekly in 2023-01'`, which previously
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were adjusted to start on a monday, will now start exactly on 2023-01-01.
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This can also cause more verbose column headings.
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To guarantee simple week headings, you must now start such reports
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exactly on a monday, eg `-p 'weekly from 2022-12-26 to 2023-02'`.
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(#1982)
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- You can now freely combine @/@@ costs and conversion postings
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in a single transaction. This can help readability, and also allows
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more flexibility when recording cost. hledger will check that the
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two notations are in agreement, and ignore the redundancy if they are.
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(Conversion postings are postings to accounts with type `V`/`Conversion`
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or name `equity:conversion`/`equity:trade`/`equity:trading`,
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or subaccounts of these. See also COST.)
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Improvements
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- hledger's commands list has been reorganised for clarity.
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More add-on commands are now recognised and categorised,
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and unrecognised add-on commands are listed in a more compact
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multi-column layout.
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(Simon Michael, Michael Grünewald)
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- hledger's commands list and command line help now use ANSI (bold
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headings) when supported.
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- hledger's commands list and command line help now use a pager
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(respecting $PAGER) for long output except on MS Windows.
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- hledger's `--version` output no longer shows `+` for dev builds made
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in dirty repos (it was buggy).
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- The add command's Description completions now also include payee names
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(declared with `payee` or recorded in transactions with `|`),
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not just full descriptions.
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- aregister now supports HTML output.
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(#1996) (Jonathan Dowland)
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- aregister now shows a " (matching query)" hint in report title
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when extra query args (other than date: or depth:) are used,
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to reduce confusion.
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- close now has three modes, `--retain`/`--migrate`/`--open`,
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clarifying its uses and providing more useful defaults.
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- register-match is now the `--match` mode of the register command.
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(This command was used by ledger-autosync at one point; if you still
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need it, hopefully `register --match` works similarly.)
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- print-unique has been dropped, because it doesn't
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support print's options, it disorders same-day transactions, I don't
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know of any users or use cases, and it could easily be recreated as
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an addon script.
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- print's JSON output now also includes source positions for `--forecast` transactions.
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(Chris Lemaire)
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- Journal format now allows the empty commodity symbol to be written
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as `""`, so it's now possible to declare market prices for it:
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`P 2022-01-01 "" $100`. This can be useful for timedot data.
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- Inferring costs from equity now happens after transaction balancing,
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not before. As a result, `--infer-costs` now works in transactions
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where an amount is left blank.
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- `account` declarations now reject parenthesised account names,
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reducing confusion.
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(Chris Lemaire)
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- Our journal reader now accepts more Ledger syntax, improving Ledger
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file compatibility (#1962). We now test our ability to at least
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read the sample journals from Ledger's baseline functional tests,
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and our success rate has improved from 80% to 90% since 1.28.
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- `since` is accepted as synonym of `from` in period expressions
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- `apply year` and `year` are accepted as synonyms of `Y`
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- `(lot notes)` in amounts and `((valuation expressions))` after amounts are now ignored
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- directives
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`A`, `assert`, `bucket`, `capture`, `check`, `define`,
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`expr`, `eval`, `python`, `value`,
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`apply fixed`, `apply tag`,
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`end apply fixed`, `end apply tag`, `end apply year`
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are now ignored
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- subdirectives of `payee`, `tag`, and `commodity` (other than `format`) are now ignored
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- `pop` directive is no longer supported
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- When reading CSV, we now check that assigned account names are valid (parseable).
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(#1978)
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Fixes
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- aregister now handles an extra account query correctly. (#2007)
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- balance's `--help` now mentions `--layout=tidy`
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- Balance commands with `--layout=bare` now generate proper table
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layout in HTML output.
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- register's `-w`/`--width` option no longer gives ugly parse error messages.
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- stats's `--help` no longer wrongly claims to support -O/--output-format.
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- Balance assignments with a cost now generate a correct balance assertion. (#1965)
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- The CSV reader now properly skips header lines before attempting to parse records. (#1967)
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Scripts/addons
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- Scripts can now use Hledger.Cli.Script, a convenient new prelude which
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helps reduce import boilerplate. It currently re-exports:
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Control.Monad
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Data.Either
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Data.List
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Data.Maybe
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Data.Ord
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Data.Time
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Text.Printf hiding (formatString)
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Data.Text (Text, pack, unpack)
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Safe hiding (at)
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System.Directory
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System.Environment
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System.Exit
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System.FilePath
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System.Process
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Hledger
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Hledger.Cli
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Hledger.Cli.Main (argsToCliOpts)
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(Not much of Data.Text/Data.Text.IO because those need to be qualified.)
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Docs
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- chunk the hledger manual into parts, rename and rearrange sections for better structure/flow
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- add a cheatsheet demonstrating all the main journal features that I recommend
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- move a number of my not-so-recommended journal features into a less visible "Other syntax" section
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- add: payees/descriptions completion
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- areg: more advice on account-matching
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- bal: --budget: clarify use of print --forecast
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- bal: budget: compare with forecasting; add some tips
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- balance cleanups/reorder
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- check: adjacentconversionpostings was dropped
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- cli: balance: fix link to Budgeting page
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- cli: fix all links to Journal > Tags / Commands > tags
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- codes: improve example suggested by Rob Nielsen
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- csv, timeclock, timedot: clarify comment lines (#1953)
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- csv: add new coinbase example
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- csv: clarify amount-in/amount-out docs (#1970)
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- csv: clarify skip/valid csv semantics (#1967)
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- csv: clarify valid CSV requirements and issues (fix #1966)
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- csv: cleanup, reorder, CSV rules tips -> Working with CSV
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- csv: fix wrong if tables doc; rewrite several sections (#1977)
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- csv: flatten, clean up CSV sections
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- csv: improve Amount field / Setting amounts
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- csv: note -in and -out are used together for one posting (#1970)
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- csv: rules factoring tips
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- csv: try to clarify how CSV fields and hledger fields work
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- document --infer-market-prices with signed costs (#1870)
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- fix duplicate market prices heading breaking info navigation
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- import: note a pitfall with multifile import
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- improve Directives summaries
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- introduction/input/output improvements
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- journal: cheatsheet: clarify date tag
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- journal: rewrite Account names, mention brackets/parentheses (#1915)
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- mention pivoting on a tag with multiple values (#1950)
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- more cost notation docs; describe Ledger and Beancount cost notation
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- more mention of posting order effect on inferring cost (#1959)
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- period expressions doc updates
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- Removed redundant paragraph in documentation. (J. B. Rainsberger)
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- rename directive sections, fix many links
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- reorganise commands list, like the CLI
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- reorganise bin/README & the Scripts page, add entries for recent scripts
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- replace "transaction prices" terminology with "costs"
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- tags: discuss multi-values/overriding (#1950)
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- update market price inference docs per sol
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- Updated section on pivoting. Used synonyms for "member" in cases where there could be confusion with the tag named "member." (Robert Nielsen)
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- use more standard and consistent boilerplate in hledger, ui, web man pages
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- virtual postings: improve wording per Robert Nielsen
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# 1.28 2022-12-01
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Features
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