From ef4da9053837d19c83b163e1f05992f0d091edba Mon Sep 17 00:00:00 2001 From: Simon Michael Date: Sat, 5 Feb 2022 14:57:53 -1000 Subject: [PATCH] ;doc: update changelogs --- CHANGES.md | 26 ++---------- hledger-lib/CHANGES.md | 19 ++++++--- hledger-ui/CHANGES.md | 2 +- hledger-web/CHANGES.md | 2 +- hledger/CHANGES.md | 94 +++++++++++++++++++++++++++++++++--------- 5 files changed, 94 insertions(+), 49 deletions(-) diff --git a/CHANGES.md b/CHANGES.md index 7b2274fe2..7d69be7a0 100644 --- a/CHANGES.md +++ b/CHANGES.md @@ -6,30 +6,10 @@ | .__/|_| \___// |\___|\___|\__| |_| |__/ --> -General changes in the hledger project (and notable all-package releases). -For package-specific changes and minor releases, see the hledger package changelogs. +General changes in the hledger project. +For package-specific changes, see the hledger package changelogs. -# 9444e20c3 - -- stack: note 9.0.2 blocker - -- ;doc: RELEASING: updates - -- ;doc: RELEASING: updates - -- ;ci: linux: drop unused release steps - -- ci: win: fix shell mismatch - -- ci: win: fix skipping of all steps, part 2 - -- ci: win, mac: fix skipping of all steps - -- ;tools: release: push current HEAD, not master - -- ;tools: make stack fixes - -- ;doc: update changelogs +# 443e49214 Features diff --git a/hledger-lib/CHANGES.md b/hledger-lib/CHANGES.md index 0265e2021..f81890fc7 100644 --- a/hledger-lib/CHANGES.md +++ b/hledger-lib/CHANGES.md @@ -9,9 +9,21 @@ Internal/api/developer-ish changes in the hledger-lib (and hledger) packages. For user-visible changes, see the hledger package changelog. -# f36ab179c +# 31fdcdb8e -Improvements +- hledger-lib now builds with GHC 9.2 and latest deps. (#1774) + +- Journal has a new jaccounttypes map. + The journalAccountType lookup function makes it easy to check an account's type. + The journalTags and journalInheritedTags functions look up an account's tags. + Functions like journalFilterPostings and journalFilterTransactions, + and new matching functions matchesAccountExtra, matchesPostingExtra + and matchesTransactionExtra, use these to allow more powerful matching + that is aware of account types and tags. + +- Journal has a new jdeclaredaccounttags field + for easy lookup of account tags. + Query.matchesTaggedAccount is a tag-aware version of matchesAccount. - Costing has been changed to ConversionOp with three options: NoConversionOp, ToCost, and InferEquity. @@ -22,10 +34,7 @@ Improvements equity postings with --infer-equity are mutually exclusive. The cost_ record of ReportOpts has been changed to conversionop_. -- hledger-lib now builds with GHC 9.2 and newer libs (#1774). - - Renamed: CommodityLayout to Layout. - (Stephen Morgan) # 1.24.1 2021-12-10 diff --git a/hledger-ui/CHANGES.md b/hledger-ui/CHANGES.md index 51041a325..9979d82e2 100644 --- a/hledger-ui/CHANGES.md +++ b/hledger-ui/CHANGES.md @@ -9,7 +9,7 @@ User-visible changes in hledger-ui. See also the hledger changelog. -# 57d055b64 +# d9b018472 # 1.24.1 2021-12-10 diff --git a/hledger-web/CHANGES.md b/hledger-web/CHANGES.md index 01eb7b2d7..c74ad6e22 100644 --- a/hledger-web/CHANGES.md +++ b/hledger-web/CHANGES.md @@ -9,7 +9,7 @@ __ _____| |__ User-visible changes in hledger-web. See also the hledger changelog. -# 9444e20c3 +# d9b018472 # 1.24.1 2021-12-10 diff --git a/hledger/CHANGES.md b/hledger/CHANGES.md index 345419fc3..8ef070f1d 100644 --- a/hledger/CHANGES.md +++ b/hledger/CHANGES.md @@ -9,33 +9,66 @@ User-visible changes in the hledger command line tool and library. -# 1716a3e55 +# 507638916 + +Breaking changes + +- Journal format's `account NAME TYPECODE` syntax, deprecated in 1.13, has been dropped. + Please use `account NAME ; type:TYPECODE` instead. + (Stephen Morgan) + +- The rule for auto-detecting "cash" (liquid asset) accounts from account names + for the `cashflow` report has been simplified. + If you have been using the cashflow report, without explicitly declaring Cash accounts, + you might notice a change, and might need to declare your Cash accounts explicitly + (by adding `type:C` tags to top-level cash account directives). Features -- The new --infer-equity flag replaces @/@@ prices in commodity - conversion transactions with equity postings, making them fully - balanced and preserving the accounting equation. (When not doing - cost reporting; --cost/-B overrides and disables --infer-equity.) - For example, `hledger print --infer-equity` will show: +- The new `type:TYPECODES` query matches accounts by their accounting type. + Account types are declared with a `type:` tag in account directives, + or inferred from common english account names, or inherited from parent accounts, + as described at [Declaring accounts > Account types]. + This generalises the account type detection of `balancesheet`, `incomestatement` etc., + so you can now select accounts by type without needing fragile account name regexps. + Also, the `accounts` command has a new `--types` flag to show account types. + Eg: + + hledger bal type:AL # balance report showing assets and liabilities + hledger reg type:x # register of all expenses + hledger acc --types # list accounts and their types + + (#1820, #1822) (Simon Michael, Stephen Morgan) + +- The `tag:` query can now also match account tags, as defined in account directives. + Subaccounts inherit tags from their parents. + Accounts, postings and transactions can be filtered by account tag. + (#1817) + +- The new `--infer-equity` flag replaces the `@`/`@@` price notation in commodity + conversion transactions with more correct equity postings (when not using `-B/--cost`). + This makes these transactions fully balanced, and preserves the accounting equation. + For example: 2000-01-01 - a 1 AAA @@ 2 BBB - b -2 BBB - - as: + a 1 AAA @@ 2 BBB + b -2 BBB + $ hledger print --infer-equity 2000-01-01 a 1 AAA equity:conversion:AAA-BBB:AAA -1 AAA equity:conversion:AAA-BBB:BBB 2 BBB b -2 BBB - The `equity:conversion` account name is used by default. You can use - another account by declaring it with the new `Conversion`/`V` - account type (a subtype of `Equity`/`E`), eg: - account Equity:Currency Conversions ; type: V + `equity:conversion` is the account used by default. To use a different account, + declare it with an account directive and the new `V` (`Conversion`) account type. + Eg: + + account Equity:Trading ; type:V + + (#1554) (Stephen Morgan, Simon Michael) - Normalised, easy-to-process "tidy" CSV data can now be generated with `--layout tidy -O csv`. In tidy data, every variable is a column and each row represents a single data point @@ -44,28 +77,51 @@ Features Improvements -- `check commodities` now always accepts zero amounts with no commodity symbol. +- Strict mode (`-s/--strict`) now also checks periodic transactions (`--forecast`) + and auto postings (`--auto`). + (#1810) (Stephen Morgan) + +- `hledger check commodities` now always accepts zero amounts which have no commodity symbol. (#1767) (Stephen Morgan) -- We now accept smart dates like “in 5 days, 5 weeks ahead, in -6 months, 2 quarters ago” - (an arbitrary number of some period into the future or past). +- Relative [smart dates](hledger.html#smart-dates) may now specify an arbitrary number of some period into the future or past). + Some examples: + - `in 5 days` + - `in -6 months` + - `5 weeks ahead` + - `2 quarters ago` + (Stephen Morgan) - CSV output now always disables digit group marks (eg, thousands separators), making it more machine readable by default. (#1771) (Stephen Morgan) +- Error messages improved: + - Balance assignments + - aregister + - Command line parsing (less "user error") + Fixes +- `--layout=bare` no longer shows a commodity symbol for zero amounts. + (#1789) (Stephen Morgan) + +- `balance --budget` no longer elides boring parents of unbudgeted accounts + if they have a budget. + (#1800) (Stephen Morgan) + - `roi` now shows TWR correctly when investment is zero and there are several profits/losses per day. (#1791) (Dmitry Astapov) Documentation -- Account aliases' ability to cause malformed account names is noted. (#1788) - - There is a new CONVERSION & COST section, replacing COSTING. (#1554) +[Declaring accounts > Account types]: (https://hledger.org/hledger.html#account-types + +- Some problematic interactions of account aliases with other features have been noted. (#1788) + # 1.24.1 2021-12-10 Fixes