Since 1.29, we unconditionally run part of the --infer-cost logic to
identify redundant costs/equity postings. This was too strict, raising
an error whenever it could not find postings matching the equity
postings. Now we do this (and also the explicit --infer-costs
operation) as a best effort, leaving transactions unchanged if we
can't detect matching postings. This is consistent with
--infer-equity, --infer-market-prices, -B and -V.
Inner empty lines were not being skipped automatically, contrary to
docs. Now all empty lines are skipped automatically, and the `skip`
rule is needed only for non-empty lines, as intended.
This may be a breaking change: it's possible that the `skip` count
might need to be adjusted in some CSV rules files.
Since hledger 1.25, "every Nth day of month" period rules with N > 28
could be off by a couple of days if given certain forecast start dates.
Eg `~ every 31st day of month` with `--forecast='2023-03-30..'`.
Breaking change: previously timeclock descriptions could contain
semicolons. Now a semicolon in the description will end it and
start a comment (which may contain tags).
I found at least one user for whom this would be a breaking change
(they generate forecast txns, and have auto posting rules, but don't
want the latter applied to the former). I guess it's better to keep
things as they were for now: if you need auto postings on your
forecast txns you must use two flags, --forecast --auto.
Boolean queries are now prefixed with an 'expr:' prefix, making them
completely separable from old queries and making the addition of them a
little more migration proof.
The tests are updated accordingly, changes made to the tests previously
are removed and extra cautious documentation is also removed.
This commit changes some of the functions in the Query module and
changes the overall way to parse queries. Instead of using the words''
split function, this commit starts to fully parse the query, as it's
seen as a type of expression.
AND, OR, NOT, and space operators can be used. The space operator
simulates the behaviour from before, leaving a minimal amount of tests
that need to be adjusted to comply to the new behaviour.
I was confused when using 'areg ACCT QUERY'. Now, the title will show
" (matching query)" as a hint when a QUERY is specified,
except when it is a date restriction (which is common and not confusing)
or a depth restriction (which is ignored).
Eg, where previously -p 'monthly from 1/15' or -M -b 1/15 would always
adjust the report start date to 1/1,
unless you used the special -p 'every 15th day of month from 1/15' form,
now the start date will not be adjusted. (It is still adjusted if
the report date is not specified explicitly, eg inferred from the journal).
This keeps behaviour consistent between report periods and periodic transactions.
'in' period expressions, like 'in 2023-01', are a grey area; they
do specify a start date (2023-01-01), although they look a bit implicit.
So previously, -p 'weekly in 2023-01' would adjust the start date to
the preceding monday (2022-12-26), but now it will start exactly on
2023-01-01 (a sunday, which also causes ugly verbose column headings).
To ensure monday based weeks and simple report headings here,
you would have to explicitly specific a start date that is a monday,
eg -p 'weekly from 2022-12-26 to 2023-02'.
You can now write both @/@@ costs and corresponding equity conversion postings
in a transaction at any time, not just when using --infer-costs or --infer-equity.
hledger will recognise the redundancy and ignore it.
One thing has become more strict: hledger now requires conversion postings
to occur in adjacent pairs; an odd number of them is not allowed.
(Conversion postings are postings to accounts of type `V`/`Conversion`,
or named `equity:conversion`, `equity:trade`, `equity:trading`,
or subaccounts of these.)
And, --infer-costs now works in transactions with an implicit amount
(inferring costs from equity now happens after transaction balancing,
not before).
Previously, the accounts passed to account directives would be stripped
of their surrounding brackets, but the required behaviour is to have
account directives plain reject bracketed accounts. This change ensures
that accounts in account directives may not start with a bracket
character.
Currently an account name like "a:(aa)" will not have (aa) unbracketed.
However, this seems reasonable since the full name is unbracketed and
thus will not be confused with virtual or virtual-balanced posting.
"" is equivalent to writing no symbol.
But it's now possible to declare market prices for the no-symbol
commodity, which occurs eg with timedot data.
P 2022-01-01 "" $100
