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@ -76,8 +76,329 @@ Changes in hledger-install.sh are shown
## 2025-06-13 hledger-1.43.2
## 2025-09-03 hledger-1.50
**Better transaction balancing, include improvements, auto posting account interpolation, csv data commands, import archiving, timeclock improvements, fixes**
### hledger 1.50
Breaking changes
- Transaction balancing is now done in a more robust way, using local precisions only (like Ledger) [#2402].
Until now, a transaction was required to balance using its commodities's global display precisions.
Small imbalances were tolerated by configuring display precisions for the whole journal (with `commodity` directives).
Now, a transaction is required to balance using the precisions in its journal entry only.
This means each entry can use the precision it needs, and balancing precision and display precision are independent.
(So eg, increasing the display precision with `-c` no longer breaks the journal.)
In practice this requires journal entries to be more accurate, and you will probably need to fix some old entries.
There are three main ways to fix an entry:
- reduce the amounts' precision (use fewer decimal digits, so a lower balancing precision is inferred)
- make the amounts more accurate (use better decimal digits, so the amounts sum to zero more closely)
- 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).
You can also keep the old transaction-balancing behaviour with `--txn-balancing=old`, for now.
But updating your entries is recommended.
The old behaviour could allow small remainders to accumulate over time,
in accounts that often have an inexact posting amount or cost amount and are never reconciled -
typically equity, revenues, and expenses.
You can check for this in your old journals with a command like
hledger bal cur:\\$ -c '$1.000000000000' | grep -E '\...0*[1-9]'
(show $ account balances, with many decimals, which have a non-zero decimal in the 3rd place or beyond)
- Timeclock format has had various changes:
- Timeclock syntax and parsing is now more robust (when not using --old-timeclock):
- Semicolon always starts a comment (and timeclock account names may not include semicolons).
- Trailing spaces are ignored.
- Clock-ins now require an account name.
- Clock-outs now can have a comment and tags.
- Timeclock entries are processed in parse order.
- Some order-related bugs in 1.43 have been fixed.
- Concurrent/overlapping sessions are now fully supported, even if they have the same account name.
- The timeclock doc has been rewritten.
- The --old-timeclock hidden flag has been renamed, documented, and now also affects included files.
[#2141], [#2365], [#2400], [#2417]
- Some edge cases in balance report behaviour were changed for internal consistency:
- --declared now treats parent accounts consistently.
- --flat --empty now ensures that implied accounts with no postings are not displayed,
but accounts with zero balance and actual postings are.
(Stephen Morgan, [#2360], [#2395])
- hledger now requires at least GHC 9.6 (and base 4.18), to ease maintenance.
Fixes
- Paging long output no longer gives an error when `LESS` is undefined and
`less` does not have mouse support (as on some FreeBSD systems).
- The `all:` query now requires at least one posting to match.
(Previously, matching no postings at all was also considered a success.)
- When using journal format's `include` directive, several kinds of
error (read failure, cyclic include..) could show an off-by-one line
number or excerpt, confusingly. This has been fixed.
Also, attempting to include a rules file now gives a better error message.
- In CSV `if` rules, match group references like `\1` no longer get confused
by differing case.
(Jay Neubrand, [#2419])
- `add`, `commodities`, and `diff` now support the --conf and -n/--no-conf flags,
like other commands.
[#2446]
- On Windows machines, the `add` command now properly shows green prompts instead of ANSI codes.
[#2410]
- Balance reports now properly show the historical balance even when the report period is empty.
[#2403]
- Balance reports' csv output, and the `balance --budget` report, now respect the --summary-only flag.
(Stephen Morgan, [#2411], [#2443])
- The `demo` command no longer mentions `-- ASCIINEMAOPTS` in help (that longer works).
Also it shows a better error message when asciinema is not installed.
- `hledger help -m TOPIC` or `hledger help -i TOPIC` now show the help for TOPIC, as intended.
[#2399]
- Since hledger 1.32.1, the `import` command, when importing multiple files at once,
would write an empty .latest file for data files with no new transactions
(causing all transactions in those data files to appear new on next import).
This is now fixed.
[#2444]
Features
- CSV rules files can now run a shell command to clean the data:
# read the latest foo*.csv file, and replace "USD" with "$"
source foo*.csv | sed -e 's/USD/$/g'
or to generate the data:
# fetch JSON from simplefin.org, then transform it to CSV
source | simplefinjson | simplefincsv
Whenever hledger runs one of these commands, it will echo the command on stderr.
- The `import` command can now automatically archive imported CSV data files,
saving a dated copy in a `data/` directory. This can be useful for troubleshooting,
or for regenerating entries later with improved rules.
To enable it, add `archive` to the rules file.
This and the previous feature can simplify file management and reduce the need for support scripts.
Improvements
- In command line help, flag group headings have been simplified.
And the help for -f/--file, `add`, and `import` is now clearer.
- When given both an unknown command and an unknown flag, hledger now gives
a clearer error message (about the command, not the flag).
[#2388]
- A long standing awkwardness with addon commands has been solved:
you can now use addon options freely in a hledger command line;
you don't need to write a `--` argument first.
[#458]
- In smart dates and period expressions, quarter syntax like `2025q1` or `Q2` is now fully supported.
- In end-value reports where the end date is unspecified, market prices
in the future can no longer influence the report end date and valuation date.
(Market prices on or before today, still can.)
[#2445]
- A `tag:` query with the `accounts` command now only matches account tags, not posting tags.
Eg, `hledger accounts tag:t` now lists only account a from this journal:
account a ; t:
2025-01-01
a 1
b -1 ; t:
- Journal format's `include` directive now has more robust and convenient glob patterns:
- `**` can match both directories and filenames
- `**` now automatically ignores anything under dotted directories, like .git/, foo/.secret/, etc.
(If you do want it to search dotted directories,
you can use the --old-glob flag for now to restore the old behaviour. See also Glob#49.)
- Glob patterns with wildcards now automatically exclude the current file.
Eg `include **.journal` will include all other .journal files in this directory and below.
- `include`'s error messages and debug messages have been improved.
Eg, the including file paths are also shown.
- Journal format's auto posting rules can now use `%account` to insert the account name
from the matched posting.
(Stephen Morgan, [#1975], [#2412])
- The `aregister` command no longer abbreviates account names
when producing `csv`, `html`, or `fods` output.
(savanto, [#1995], [#2416])
- The `commodities`, `payees` and `tags` commands now have --used/--declared/--undeclared/--unused flags, like `accounts`.
And there has been a general cleanup of options and help across these four commands.
- The `import` command now shows info messages on stderr, not stdout.
Its "no new transactions" output is more compact, showing file names not file paths.
And it no longer prints an extra newline.
- The `setup` command's output has been improved.
Lack of a pager is now reported as info, not warning (there's no default pager on Windows).
Shell completions are ignored for now.
Docs
- add: clarify that add is for journal format only
- addon commands: edits, drop `--` argument from all examples [#458]
- areg: clarification
- bin: README updates
- COMMANDS: mention general options
- completions: README updates
- config files: no longer experimental
- csv: date-format: mention lack of support for local time formats [#1874]
- csv: source, archive: rewrite, add examples
- Depth: fix typo
- github release docs: simplify install commands
- import: use windows-compatible quotes in watchexec example
- include directive: update docs; clarify effect, glob limitations
- note fish LEDGER_FILE setup
- options: mention that flag+value can't combine with other flags [#2059]
- print: improve --location help
- smart dates: fix typo
Examples
- CSV rules for Eternl cryptocurrency wallet
- VAT example
Scripts/addons
- renamed paypaljson2csv to paypaljson
- simplefinjson, simplefincsv: new helpers for downloading/converting data from simplefin.org bank aggregator
### hledger-ui 1.50
Breaking changes
- hledger now requires at least GHC 9.6 (and base 4.18), to ease maintenance.
Improvements
- Use hledger 1.50
### hledger-web 1.50
Breaking changes
- hledger now requires at least GHC 9.6 (and base 4.18), to ease maintenance.
Fixes
- The register chart is no longer hidden when the window is narrow.
- Dragging on the register chart now selects date ranges more accurately.
Eg, now you can select a range including transactions at the rightmost edge of the chart.
Improvements
- Use hledger 1.50
### project changes 1.50
Doc updates
- FINANCE
- ISSUES
- REGRESSIONS
- RELEASING
- SCHEDULE & `just schedule` script
Website
- fix the "edit this page" link
- redirects: handle more old pages; fix some old redirects to #FMT-format; stop redirecting /timeclock, /timedot, /timedot.html
- set up a github issue template clarifying this repo's scope
- shortcut urls: release.hledger.org, nightly.hledger.org, regressions.hledger.org; readyprs.hledger.org excludes PRs with needs-* labels
- sidebar: reorganise
- sidebar: leave all links visible to avoid popping
- sidebar: avoid duplicate links, they're no longer allowed
- sidebar: link to the current release's manuals, not the dev version's
- Beancount: edits, new conversion tips
- Docs: consolidate all user docs onto a single Docs page
- Editors: more vs code extensions, more emacs calc notes
- Export: updates
- FAQ: updates
- Hledger By Example: start a new progressive "book", with 18 pages
- Tutorial: hledger basics -> to Tutorial: hledger add
- Home: new, shorter home page content
- Home: show a quote/testimonial, updating on the hour
- Investments: fix link (#2436)
- Invoicing: fix kairos link
- Ledger: edits
Infrastructure/Misc
- hledger now requires at least GHC 9.6 (and base 4.18), to ease maintenance.
- bump default build, tools to lts 24.8 / ghc 9.10.2
- docker: sync Docker GHC version with Stack configuration, update dependencies, and replace deprecated Dockerfile syntax. (Lukas Fleischer)
- github workflows improvements
- tool updates: checkembeddedfiles, devtag, nightly-push, nightlytag, relver, test
- update github issue templates
### credits 1.50
Simon Michael (@simonmichael),
Stephen Morgan (@Xitian9),
Jay Neubrand (@jneubrand),
Lukas Fleischer (@lfos),
savanto (@savanto).
[#458]: https://github.com/simonmichael/hledger/issues/458
[#1874]: https://github.com/simonmichael/hledger/issues/1874
[#1975]: https://github.com/simonmichael/hledger/issues/1975
[#1995]: https://github.com/simonmichael/hledger/issues/1995
[#2059]: https://github.com/simonmichael/hledger/issues/2059
[#2141]: https://github.com/simonmichael/hledger/issues/2141
[#2360]: https://github.com/simonmichael/hledger/issues/2360
[#2365]: https://github.com/simonmichael/hledger/issues/2365
[#2388]: https://github.com/simonmichael/hledger/issues/2388
[#2395]: https://github.com/simonmichael/hledger/issues/2395
[#2399]: https://github.com/simonmichael/hledger/issues/2399
[#2400]: https://github.com/simonmichael/hledger/issues/2400
[#2402]: https://github.com/simonmichael/hledger/issues/2402
[#2403]: https://github.com/simonmichael/hledger/issues/2403
[#2410]: https://github.com/simonmichael/hledger/issues/2410
[#2411]: https://github.com/simonmichael/hledger/issues/2411
[#2412]: https://github.com/simonmichael/hledger/issues/2412
[#2416]: https://github.com/simonmichael/hledger/issues/2416
[#2417]: https://github.com/simonmichael/hledger/issues/2417
[#2419]: https://github.com/simonmichael/hledger/issues/2419
[#2443]: https://github.com/simonmichael/hledger/issues/2443
[#2444]: https://github.com/simonmichael/hledger/issues/2444
[#2445]: https://github.com/simonmichael/hledger/issues/2445
[#2446]: https://github.com/simonmichael/hledger/issues/2446
## 2025-06-13 hledger-1.43.2
### hledger 1.43.2
@ -120,6 +441,7 @@ Simon Michael.
[#2407]: https://github.com/simonmichael/hledger/issues/2407
## 2025-06-04 hledger-1.43.1
### hledger 1.43.1