;doc: update changelogs
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Simon Michael
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CHANGES.md
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@ -16,6 +16,49 @@ General changes in the hledger project.
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For package-specific changes, see the hledger package changelogs.
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# 66793251
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Doc updates
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- FINANCE
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- ISSUES
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- REGRESSIONS
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- RELEASING
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- SCHEDULE & `just schedule` script
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Website
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- fix the "edit this page" link
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- redirects: handle more old pages; fix some old redirects to #FMT-format; stop redirecting /timeclock, /timedot, /timedot.html
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- set up a github issue template clarifying this repo's scope
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- shortcut urls: release.hledger.org, nightly.hledger.org, regressions.hledger.org; readyprs.hledger.org excludes PRs with needs-* labels
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- sidebar: reorganise
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- sidebar: leave all links visible to avoid popping
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- sidebar: avoid duplicate links, they're no longer allowed
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- sidebar: link to the current release's manuals, not the dev version's
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- Beancount: edits, new conversion tips
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- Docs: consolidate all user docs onto a single Docs page
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- Editors: more vs code extensions, more emacs calc notes
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- Export: updates
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- FAQ: updates
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- Hledger By Example: start a new progressive "book", with 18 pages
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- Tutorial: hledger basics -> to Tutorial: hledger add
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- Home: new, shorter home page content
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- Home: show a quote/testimonial, updating on the hour
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- Investments: fix link (#2436)
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- Invoicing: fix kairos link
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- Ledger: edits
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Infrastructure/Misc
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- hledger now requires at least GHC 9.6 (and base 4.18), to ease maintenance.
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- bump default build, tools to lts 24.8 / ghc 9.10.2
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- docker: sync Docker GHC version with Stack configuration, update dependencies, and replace deprecated Dockerfile syntax. (Lukas Fleischer)
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- github workflows improvements
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- tool updates: checkembeddedfiles, devtag, nightly-push, nightlytag, relver, test
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- update github issue templates
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# 1.43.2 2025-06-13
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@ -11,17 +11,45 @@ Fixes
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Improvements
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-->
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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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# 66793251
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Breaking changes
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- hledger now requires at least GHC 9.6 (and base 4.18), to ease maintenance.
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Fixes
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- Fix liftA2 build error with ghc <9.6 (broken since 1.43.1).
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Improvements
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- Account now stores balances, one per date period. This enables it do
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the hard work in MultiBalanceReport.
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Some new types are created to enable convenient operation of accounts:
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- `BalanceData` is a type which stores an exclusive balance, inclusive
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balance, and number of postings. This was previously directly stored
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in Account, but is now factored into a separate data type.
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- `PeriodData` is a container which stores date-indexed data, as well as
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pre-period data. In post cases, this represents the report spans,
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along with the historical data.
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- Account becomes polymorphic, allowing customisation of the type of
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data it stores. This will usually be `BalanceData`, but in
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`BudgetReport` it can use `These BalanceData BalanceData` to store
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both actuals and budgets in the same structure. The data structure
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changes to contain a `PeriodData`, allowing multiperiod accounts.
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(Stephen Morgan)
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- Hledger.Read: make LatestDatesForFile showable
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- Hledger.Read.Common: accountnamep and modifiedaccountnamep now take a flag to allow semicolons or not
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- Hledger.Utils.IO: getFlag, warnIO, rename exitOnError -> handleExit, improve doc
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- Hledger.Query: matchesCommodity handles all query types, not just cur:, and doesn't match by default
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- Hledger.Data.Amount: move commodityStylesFromAmounts here, drop canonicalStyleFrom
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# 1.43.2 2025-06-13
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- Hledger.Utils.IO: rename exitOnError -> handleExit, improve doc
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@ -18,10 +18,22 @@ Docs
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API
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-->
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User-visible changes in hledger-ui.
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See also the hledger changelog.
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# 66793251
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Breaking changes
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- hledger now requires at least GHC 9.6 (and base 4.18), to ease maintenance.
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Improvements
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- Use hledger 1.50
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# 1.43.2 2025-06-13
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- Use hledger-1.43.2
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@ -18,10 +18,29 @@ Docs
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API
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-->
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User-visible changes in hledger-web.
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See also the hledger changelog.
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# 66793251
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Breaking changes
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- hledger now requires at least GHC 9.6 (and base 4.18), to ease maintenance.
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Fixes
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- The register chart is no longer hidden when the window is narrow.
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- Dragging on the register chart now selects date ranges more accurately.
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Eg, now you can select a range including transactions at the rightmost edge of the chart.
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Improvements
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- Use hledger 1.50
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# 1.43.2 2025-06-13
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- Use hledger-1.43.2
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@ -22,9 +22,215 @@ Scripts/addons
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API
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-->
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User-visible changes in the hledger command line tool and library.
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# 66793251
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## Breaking changes
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- Transaction balancing is now done in a more robust way, using local precisions only (like Ledger) [#2402].
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Until now, a transaction was required to balance using its commodities's global display precisions.
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Small imbalances were tolerated by configuring display precisions for the whole journal (with `commodity` directives).
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Now, a transaction is required to balance using the precisions in its journal entry only.
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This means each entry can use the precision it needs, and balancing precision and display precision are independent.
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(So eg, increasing the display precision with `-c` no longer breaks the journal.)
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In practice this requires journal entries to be more accurate, and you will probably need to fix some old entries.
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There are three main ways to fix an entry:
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- reduce the amounts' precision (use fewer decimal digits, so a lower balancing precision is inferred)
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- make the amounts more accurate (use better decimal digits, so the amounts sum to zero more closely)
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- or (easiest) add an amountless "expenses:rounding" posting (this is not a cheat, it's a more accurate record of what your bank/broker is doing).
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You can also keep the old transaction-balancing behaviour with `--txn-balancing=old`, for now.
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But updating your entries is recommended.
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The old behaviour could allow small remainders to accumulate over time,
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in accounts that often have an inexact posting amount or cost amount and are never reconciled -
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typically equity, revenues, and expenses.
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You can check for this in your old journals with a command like
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hledger bal cur:\\$ -c '$1.000000000000' | grep -E '\...0*[1-9]'
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(show $ account balances, with many decimals, which have a non-zero decimal in the 3rd place or beyond)
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- Timeclock format has had various changes:
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- Timeclock syntax and parsing is now more robust (when not using --old-timeclock):
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- Semicolon always starts a comment (and timeclock account names may not include semicolons).
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- Trailing spaces are ignored.
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- Clock-ins now require an account name.
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- Clock-outs now can have a comment and tags.
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- Timeclock entries are processed in parse order.
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- Some order-related bugs in 1.43 have been fixed.
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- Concurrent/overlapping sessions are now fully supported, even if they have the same account name.
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- The timeclock doc has been rewritten.
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- The --old-timeclock hidden flag has been renamed, documented, and now also affects included files.
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[#2141], [#2365], [#2400], [#2417]
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- Some edge cases in balance report behaviour were changed for internal consistency:
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- --declared now treats parent accounts consistently.
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- --flat --empty now ensures that implied accounts with no postings are not displayed,
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but accounts with zero balance and actual postings are.
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(Stephen Morgan, [#2360], [#2395])
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- hledger now requires at least GHC 9.6 (and base 4.18), to ease maintenance.
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## Fixes
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- Paging long output no longer gives an error when `LESS` is undefined and
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`less` does not have mouse support (as on some FreeBSD systems).
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- The `all:` query now requires at least one posting to match.
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(Previously, matching no postings at all was also considered a success.)
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- When using journal format's `include` directive, several kinds of
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error (read failure, cyclic include..) could show an off-by-one line
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number or excerpt, confusingly. This has been fixed.
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Also, attempting to include a rules file now gives a better error message.
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- In CSV `if` rules, match group references like `\1` no longer get confused
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by differing case.
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(Jay Neubrand, [#2419])
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- `add`, `commodities`, and `diff` now support the --conf and -n/--no-conf flags,
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like other commands.
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[#2446]
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- On Windows machines, the `add` command now properly shows green prompts instead of ANSI codes.
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[#2410]
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- Balance reports now properly show the historical balance even when the report period is empty.
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[#2403]
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- Balance reports' csv output, and the `balance --budget` report, now respect the --summary-only flag.
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(Stephen Morgan, [#2411], [#2443])
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- The `demo` command no longer mentions `-- ASCIINEMAOPTS` in help (that longer works).
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Also it shows a better error message when asciinema is not installed.
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- `hledger help -m TOPIC` or `hledger help -i TOPIC` now show the help for TOPIC, as intended.
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[#2399]
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- Since hledger 1.32.1, the `import` command, when importing multiple files at once,
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would write an empty .latest file for data files with no new transactions
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(causing all transactions in those data files to appear new on next import).
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This is now fixed.
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[#2444]
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## Features
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- CSV rules files can now run a shell command to clean the data:
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# read the latest foo*.csv file, and replace "USD" with "$"
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source foo*.csv | sed -e 's/USD/$/g'
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or to generate the data:
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# fetch JSON from simplefin.org, then transform it to CSV
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source | simplefinjson | simplefincsv
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Whenever hledger runs one of these commands, it will echo the command on stderr.
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- The `import` command can now automatically archive imported CSV data files,
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saving a dated copy in a `data/` directory. This can be useful for troubleshooting,
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or for regenerating entries later with improved rules.
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To enable it, add `archive` to the rules file.
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This and the previous feature can simplify file management and reduce the need for support scripts.
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## Improvements
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- In command line help, flag group headings have been simplified.
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And the help for -f/--file, `add`, and `import` is now clearer.
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- When given both an unknown command and an unknown flag, hledger now gives
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a clearer error message (about the command, not the flag).
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[#2388]
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- A long standing awkwardness with addon commands has been solved:
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you can now use addon options freely in a hledger command line;
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you don't need to write a `--` argument first.
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[#458]
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- In smart dates and period expressions, quarter syntax like `2025q1` or `Q2` is now fully supported.
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- In end-value reports where the end date is unspecified, market prices
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in the future can no longer influence the report end date and valuation date.
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(Market prices on or before today, still can.)
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[#2445]
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- A `tag:` query with the `accounts` command now only matches account tags, not posting tags.
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Eg, `hledger accounts tag:t` now lists only account a from this journal:
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account a ; t:
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2025-01-01
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a 1
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b -1 ; t:
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- Journal format's `include` directive now has more robust and convenient glob patterns:
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- `**` can match both directories and filenames
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- `**` now automatically ignores anything under dotted directories, like .git/, foo/.secret/, etc.
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(If you do want it to search dotted directories,
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you can use the --old-glob flag for now to restore the old behaviour. See also Glob#49.)
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- Glob patterns with wildcards now automatically exclude the current file.
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Eg `include **.journal` will include all other .journal files in this directory and below.
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- `include`'s error messages and debug messages have been improved.
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Eg, the including file paths are also shown.
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- Journal format's auto posting rules can now use `%account` to insert the account name
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from the matched posting.
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(Stephen Morgan, [#1975], [#2412])
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- The `aregister` command no longer abbreviates account names
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when producing `csv`, `html`, or `fods` output.
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(savanto, [#1995], [#2416])
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- The `commodities`, `payees` and `tags` commands now have --used/--declared/--undeclared/--unused flags, like `accounts`.
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And there has been a general cleanup of options and help across these four commands.
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- The `import` command now shows info messages on stderr, not stdout.
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Its "no new transactions" output is more compact, showing file names not file paths.
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And it no longer prints an extra newline.
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- The `setup` command's output has been improved.
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Lack of a pager is now reported as info, not warning (there's no default pager on Windows).
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Shell completions are ignored for now.
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## Docs
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- add: clarify that add is for journal format only
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- addon commands: edits, drop `--` argument from all examples [#458]
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- areg: clarification
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- bin: README updates
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- COMMANDS: mention general options
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- completions: README updates
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- config files: no longer experimental
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- csv: date-format: mention lack of support for local time formats [#1874]
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- csv: source, archive: rewrite, add examples
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- Depth: fix typo
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- github release docs: simplify install commands
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- import: use windows-compatible quotes in watchexec example
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- include directive: update docs; clarify effect, glob limitations
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- note fish LEDGER_FILE setup
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- options: mention that flag+value can't combine with other flags [#2059]
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- print: improve --location help
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- smart dates: fix typo
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## Examples
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- CSV rules for Eternl cryptocurrency wallet
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- VAT example
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## Scripts/addons
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- renamed paypaljson2csv to paypaljson
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- simplefinjson, simplefincsv: new helpers for downloading/converting data from simplefin.org bank aggregator
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# 1.43.2 2025-06-13
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- hledger no longer shows an error message or exits with error status
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@ -1355,7 +1561,7 @@ Fixes
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amount (#2041). Eg, the following transaction is now accepted:
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2023-01-01
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Assets -84.01 USD @ 2.495 GEL
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Assets -8401USD @ 2.495 GEL
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; ^ 209.60495 GEL, recognised as a match for the 209.60 below
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Equity:Conversion 84.01 USD
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Equity:Conversion -209.60 GEL
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