617 lines
23 KiB
Markdown
617 lines
23 KiB
Markdown
Internal/api/developer-ish changes in the hledger-lib package.
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For user-visible changes, see the hledger package changelog.
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# 2df8a6c4
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- lib: refactor, add embedFileRelative
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# 0a31ef84
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# 1e5e30ae
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added:
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- setFullPrecision
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- setMinimalPrecision
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- expectParseStateOn
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changed:
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- amultiplier -> aismultiplier
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- Amount fields reordered for clearer debug output
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- tpreceding_comment_lines -> tprecedingcomment, reordered
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# 1.12 (2018/12/02)
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- switch to megaparsec 7 (Alex Chen)
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We now track the stack of include files in Journal ourselves, since
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megaparsec dropped this feature.
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- add 'ExceptT' layer to our parser monad again (Alex Chen)
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We previously had a parser type, 'type ErroringJournalParser = ExceptT
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String ...' for throwing parse errors without allowing further
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backtracking. This parser type was removed under the assumption that it
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would be possible to write our parser without this capability. However,
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after a hairy backtracking bug, we would now prefer to have the option to
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prevent backtracking.
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- Define a 'FinalParseError' type specifically for the 'ExceptT' layer
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- Any parse error can be raised as a "final" parse error
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- Tracks the stack of include files for parser errors, anticipating the
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removal of the tracking of stacks of include files in megaparsec 7
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- Although a stack of include files is also tracked in the 'StateT
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Journal' layer of the parser, it seems easier to guarantee correct
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error messages in the 'ExceptT FinalParserError' layer
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- This does not make the 'StateT Journal' stack redundant because the
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'ExceptT FinalParseError' stack cannot be used to detect cycles of
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include files
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- more support for location-aware parse errors when re-parsing (Alex Chen)
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- make 'includedirectivep' an 'ErroringJournalParser' (Alex Chen)
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- drop Ord instance breaking GHC 8.6 build (Peter Simons)
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- flip the arguments of (divide\|multiply)\[Mixed\]Amount
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- showTransaction: fix a case showing multiple missing amounts
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showTransaction could sometimes hide the last posting's amount even if
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one of the other posting amounts was already implcit, producing invalid
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transaction output.
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- plog, plogAt: add missing newline
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- split up journalFinalise, reorder journal finalisation steps (#893) (Jesse Rosenthal)
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The `journalFinalise` function has been split up, allowing more granular
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control.
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- journalSetTime --> journalSetLastReadTime
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- journalSetFilePath has been removed, use journalAddFile instead
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# 1.11.1 (2018/10/06)
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- add, lib: fix wrong transaction rendering in balance assertion errors
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and when using the add command
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# 1.11 (2018/9/30)
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- compilation now works when locale is unset (#849)
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- all unit tests have been converted from HUnit+test-framework to easytest
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- doctests now run quicker by default, by skipping reloading between tests.
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This can be disabled by passing --slow to the doctests test suite
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executable.
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- doctests test suite executable now supports --verbose, which shows
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progress output as tests are run if doctest 0.16.0+ is installed
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(and hopefully is harmless otherwise).
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- doctests now support file pattern arguments, provide more informative output.
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Limiting to just the file(s) you're interested can make doctest start
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much quicker. With one big caveat: you can limit the starting files,
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but it always imports and tests all other local files those import.
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- a bunch of custom Show instances have been replaced with defaults,
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for easier troubleshooting. These were sometimes obscuring
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important details, eg in test failure output. Our new policy is:
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stick with default derived Show instances as far as possible, but
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when necessary adjust them to valid haskell syntax so pretty-show
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can pretty-print them (eg when they contain Day values, cf
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https://github.com/haskell/time/issues/101). By convention, when
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fields are shown in less than full detail, and/or in double-quoted
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pseudo syntax, we show a double period (..) in the output.
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- Amount has a new Show instance. Amount's show instance hid
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important details by default, and showing more details required
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increasing the debug level, which was inconvenient. Now it has a
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single show instance which shows more information, is fairly
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compact, and is pretty-printable.
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ghci> usd 1
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OLD:
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Amount {acommodity="$", aquantity=1.00, ..}
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NEW:
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Amount {acommodity = "$", aquantity = 1.00, aprice = NoPrice, astyle = AmountStyle "L False 2 Just '.' Nothing..", amultiplier = False}
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MixedAmount's show instance is unchanged, but showMixedAmountDebug
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is affected by this change:
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ghci> putStrLn $ showMixedAmountDebug $ Mixed [usd 1]
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OLD:
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Mixed [Amount {acommodity="$", aquantity=1.00, aprice=, astyle=AmountStyle {ascommodityside = L, ascommodityspaced = False, asprecision = 2, asdecimalpoint = Just '.', asdigitgroups = Nothing}}]
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NEW:
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Mixed [Amount {acommodity="$", aquantity=1.00, aprice=, astyle=AmountStyle "L False 2 Just '.' Nothing.."}]
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- Same-line & next-line comments of transactions, postings, etc.
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are now parsed a bit more precisely (followingcommentp).
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Previously, parsing no comment gave the same result as an empty
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comment (a single newline); now it gives an empty string.\
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Also, and perhaps as a consequence of the above, when there's no
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same-line comment but there is a next-line comment, we'll insert an
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empty first line, since otherwise next-line comments would get moved
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up to the same line when rendered.
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- Hledger.Utils.Test exports HasCallStack
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- queryDateSpan, queryDateSpan' now intersect date AND'ed date spans
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instead of unioning them, and docs are clearer.
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- pushAccount -> pushDeclaredAccount
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- jaccounts -> jdeclaredaccounts
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- AutoTransaction.hs -> PeriodicTransaction.hs & TransactionModifier.hs
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- Hledger.Utils.Debug helpers have been renamed/cleaned up
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# 1.10 (2018/6/30)
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- build cleanly with all supported GHC versions again (7.10 to 8.4)
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- support/use latest base-compat (#794)
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- support/require megaparsec 6.4+
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- extensive refactoring and cleanup of parsers and related types and utilities
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- readJournalFile(s) cleanup, these now use InputOpts
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- doctests now run a bit faster (#802)
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# 1.9.1 (2018/4/30)
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- new generic PeriodicReport, and some report-related type aliases
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- new BudgetReport
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- make (readJournal\|tryReader)s?WithOpts the default api, dropping "WithOpts"
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- automated postings and command line account aliases happen earlier
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in journal processing (see hledger changelog)
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# 1.9 (2018/3/31)
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- support ghc 8.4, latest deps
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- when the system text encoding is UTF-8, ignore any UTF-8 BOM prefix
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found when reading files.
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- CompoundBalanceReport amounts are now normally positive.
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The bs/bse/cf/is commands now show normal income, liability and equity
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balances as positive. Negative numbers now indicate a contra-balance
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(eg an overdrawn checking account), a net loss, a negative net worth,
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etc. This makes these reports more like conventional financial
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statements, and easier to read and share with others. (experimental)
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- splitSpan now returns no spans for an empty datespan
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- don't count periodic/modifier txns in Journal debug output
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- lib/ui/web/api: move embedded manual files to extra-source-files
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- Use skipMany/skipSome for parsing spacenonewline (Moritz Kiefer)
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This avoids allocating the list of space characters only to then
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discard it.
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- rename, clarify purpose of balanceReportFromMultiBalanceReport
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- fix some hlint warnings
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- add some easytest tests
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# 1.5 (2017/12/31)
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- -V/--value uses today's market prices by default, not those of last transaction date. #683, #648)
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- csv: allow balance assignment (balance assertion only, no amount) in csv records (Nadrieril)
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- journal: allow space as digit group separator character, #330 (Mykola Orliuk)
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- journal: balance assertion errors now show line of failed assertion posting, #481 (Sam Jeeves)
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- journal: better errors for directives, #402 (Mykola Orliuk)
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- journal: better errors for included files, #660 (Mykola Orliuk)
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- journal: commodity directives in parent files are inherited by included files, #487 (Mykola Orliuk)
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- journal: commodity directives limits precision even after -B, #509 (Mykola Orliuk)
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- journal: decimal point/digit group separator chars are now inferred from an applicable commodity directive or default commodity directive. #399, #487 (Mykola Orliuk)
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- journal: numbers are parsed more strictly (Mykola Orliuk)
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- journal: support Ledger-style automated postings, enabled with --auto flag (Dmitry Astapov)
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- journal: support Ledger-style periodic transactions, enabled with --forecast flag (Dmitry Astapov)
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- period expressions: fix "nth day of {week,month}", which could generate wrong intervals (Dmitry Astapov)
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- period expressions: month names are now case-insensitive (Dmitry Astapov)
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- period expressions: stricter checking for invalid expressions (Mykola Orliuk)
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- period expressions: support "every 11th Nov" (Dmitry Astapov)
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- period expressions: support "every 2nd Thursday of month" (Dmitry Astapov)
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- period expressions: support "every Tuesday", short for "every <n>th day of week" (Dmitry Astapov)
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- remove upper bounds on all but hledger* and base (experimental)
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It's rare that my deps break their api or that newer versions must
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be avoided, and very common that they release new versions which I
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must tediously and promptly test and release hackage revisions for
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or risk falling out of stackage. Trying it this way for a bit.
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# 1.4 (2017/9/30)
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- add readJournalFile\[s\]WithOpts, with simpler arguments and support
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for detecting new transactions since the last read.
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- query: add payee: and note: query terms, improve description/payee/note docs (Jakub Zárybnický, Simon Michael, #598, #608)
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- journal, cli: make trailing whitespace significant in regex account aliases
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Trailing whitespace in the replacement part of a regular expression
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account alias is now significant. Eg, converting a parent account to
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just an account name prefix: --alias '/:acct:/=:acct'
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- timedot: allow a quantity of seconds, minutes, days, weeks, months
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or years to be logged as Ns, Nm, Nd, Nw, Nmo, Ny
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- csv: switch the order of generated postings, so account1 is first.
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This simplifies things and facilitates future improvements.
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- csv: show the "creating/using rules file" message only with --debug
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- csv: fix multiple includes in one rules file
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- csv: add "newest-first" rule for more robust same-day ordering
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- deps: allow ansi-terminal 0.7
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- deps: add missing parsec lower bound, possibly related to #596, fpco/stackage#2835
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- deps: drop oldtime flag, require time 1.5+
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- deps: remove ghc < 7.6 support, remove obsolete CPP conditionals
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- deps: fix test suite with ghc 8.2
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# 1.3.1 (2017/8/25)
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- Fix a bug with -H showing nothing for empty periods (#583, Nicholas Niro)
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This patch fixes a bug that happened when using the -H option on
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a period without any transaction. Previously, the behavior was no
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output at all even though it should have shown the previous ending balances
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of past transactions. (This is similar to previously using -H with -E,
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but with the extra advantage of not showing empty accounts)
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- allow megaparsec 6 (#594)
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- allow megaparsec-6.1 (Hans-Peter Deifel)
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- fix test suite with Cabal 2 (#596)
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# 1.3 (2017/6/30)
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journal: The "uncleared" transaction/posting status, and associated UI flags
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and keys, have been renamed to "unmarked" to remove ambiguity and
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confusion. This means that we have dropped the `--uncleared` flag,
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and our `-U` flag now matches only unmarked things and not pending
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ones. See the issue and linked mail list discussion for more
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background. (#564)
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csv: assigning to the "balance" field name creates balance
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assertions (#537, Dmitry Astapov).
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csv: Doubled minus signs are handled more robustly (fixes #524, Nicolas Wavrant, Simon Michael)
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Multiple "status:" query terms are now OR'd together. (#564)
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deps: allow megaparsec 5.3.
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# 1.2 (2017/3/31)
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## journal format
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A pipe character can optionally be used to delimit payee names in
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transaction descriptions, for more accurate querying and pivoting by
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payee. Eg, for a description like `payee name | additional notes`,
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the two parts will be accessible as pseudo-fields/tags named `payee`
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and `note`.
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Some journal parse errors now show the range of lines involved, not just the first.
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## ledger format
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The experimental `ledger:` reader based on the WIP ledger4 project has
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been disabled, reducing build dependencies.
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## Misc
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Fix a bug when tying the knot between postings and their parent transaction, reducing memory usage by about 10% (#483) (Mykola Orliuk)
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Fix a few spaceleaks (#413) (Moritz Kiefer)
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Add Ledger.Parse.Text to package.yaml, fixing a potential build failure.
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Allow megaparsec 5.2 (#503)
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Rename optserror -> usageError, consolidate with other error functions
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# 1.1 (2016/12/31)
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## journal format
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- balance assignments are now supported (#438, #129, #157, #288)
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This feature also brings a slight performance drop (\~5%);
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optimisations welcome.
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- also recognise `*.hledger` files as hledger journal format
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## ledger format
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- use ledger-parse from the ledger4 project as an alternate reader for C++ Ledger journals
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The idea is that some day we might get better compatibility with Ledger files this way.
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Right now this reader is not very useful and will be used only if you explicitly select it with a `ledger:` prefix.
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It parses transaction dates, descriptions, accounts and amounts, and ignores everything else.
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Amount parsing is delegated to hledger's journal parser, and malformed amounts might be silently ignored.
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This adds at least some of the following as new dependencies for hledger-lib:
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parsers, parsec, attoparsec, trifecta.
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## misc
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- update base lower bound to enforce GHC 7.10+
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hledger-lib had a valid install plan with GHC 7.8, but currently requires GHC 7.10 to compile.
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Now we require base 4.8+ everywhere to ensure the right GHC version at the start.
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- Hledger.Read api cleanups
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- rename dbgIO to dbg0IO, consistent with dbg0, and document a bug in dbg*IO
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- make readJournalFiles \[f\] equivalent to readJournalFile f (#437)
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- more general parser types enabling reuse outside of IO (#439)
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# 1.0.1 (2016/10/27)
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- allow megaparsec 5.0 or 5.1
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# 1.0 (2016/10/26)
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## timedot format
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- new "timedot" format for retroactive/approximate time logging.
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Timedot is a plain text format for logging dated, categorised
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quantities (eg time), supported by hledger. It is convenient
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for approximate and retroactive time logging, eg when the
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real-time clock-in/out required with a timeclock file is too
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precise or too interruptive. It can be formatted like a bar
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chart, making clear at a glance where time was spent.
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## timeclock format
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- renamed "timelog" format to "timeclock", matching the emacs package
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- sessions can no longer span file boundaries (unclocked-out
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sessions will be auto-closed at the end of the file).
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- transaction ids now count up rather than down (#394)
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- timeclock files no longer support default year directives
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- removed old code for appending timeclock transactions to journal transactions.
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A holdover from the days when both were allowed in one file.
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## csv format
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- fix empty field assignment parsing, rule parse errors after megaparsec port (#407) (Hans-Peter Deifel)
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## journal format
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- journal files can now include timeclock or timedot files (#320)
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(but not yet CSV files).
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- fixed an issue with ordering of same-date transactions included from other files
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- the "commodity" directive and "format" subdirective are now supported, allowing
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full control of commodity style (#295) The commodity directive's
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format subdirective can now be used to override the inferred
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style for a commodity, eg to increase or decrease the
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precision. This is at least a good workaround for #295.
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- Ledger-style "apply account"/"end apply account" directives are now used to set a default parent account.
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- the Ledger-style "account" directive is now accepted (and ignored).
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- bracketed posting dates are more robust (#304)
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Bracketed posting dates were fragile; they worked only if you
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wrote full 10-character dates. Also some semantics were a bit
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unclear. Now they should be robust, and have been documented
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more clearly. This is a legacy undocumented Ledger syntax, but
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it improves compatibility and might be preferable to the more
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verbose "date:" tags if you write posting dates often (as I do).
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Internally, bracketed posting dates are no longer considered to
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be tags. Journal comment, tag, and posting date parsers have
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been reworked, all with doctests.
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- balance assertion failure messages are clearer
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- with --debug=2, more detail about balance assertions is shown.
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## misc
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- file parsers have been ported from Parsec to Megaparsec \o/ (#289, #366) (Alexey Shmalko, Moritz Kiefer)
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- most hledger types have been converted from String to Text, reducing memory usage by 30%+ on large files
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- file parsers have been simplified for easier troubleshooting (#275).
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The journal/timeclock/timedot parsers, instead of constructing
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opaque journal update functions which are later applied to build
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the journal, now construct the journal directly by modifying the
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parser state. This is easier to understand and debug. It also
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rules out the possibility of journal updates being a space
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leak. (They weren't, in fact this change increased memory usage
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slightly, but that has been addressed in other ways). The
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ParsedJournal type alias has been added to distinguish
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"being-parsed" journals and "finalised" journals.
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- file format detection is more robust.
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The Journal, Timelog and Timedot readers' detectors now check
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each line in the sample data, not just the first one. I think the
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sample data is only about 30 chars right now, but even so this
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fixed a format detection issue I was seeing.
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Also, we now always try parsing stdin as journal format (not just sometimes).
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- all file formats now produce transaction ids, not just journal (#394)
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- git clone of the hledger repo on windows now works (#345)
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- added missing benchmark file (#342)
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- our stack.yaml files are more compatible across stack versions (#300)
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- use newer file-embed to fix ghci working directory dependence (<https://github.com/snoyberg/file-embed/issues/18>)
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- report more accurate dates in account transaction report when postings have their own dates
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(affects hledger-ui and hledger-web registers).
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The newly-named "transaction register date" is the date to be
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displayed for that transaction in a transaction register, for
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some current account and filter query. It is either the
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transaction date from the journal ("transaction general date"),
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or if postings to the current account and matched by the
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register's filter query have their own dates, the earliest of
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those posting dates.
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- simplify account transactions report's running total.
|
|
|
|
The account transactions report used for hledger-ui and -web
|
|
registers now gives either the "period total" or "historical
|
|
total", depending strictly on the --historical flag. It doesn't
|
|
try to indicate whether the historical total is the accurate
|
|
historical balance (which depends on the user's report query).
|
|
|
|
- reloading a file now preserves the effect of options, query arguments etc.
|
|
|
|
- reloading a journal should now reload all included files as well.
|
|
|
|
- the Hledger.Read.* modules have been reorganised for better reuse.
|
|
|
|
Hledger.Read.Utils has been renamed Hledger.Read.Common
|
|
and holds low-level parsers & utilities; high-level read
|
|
utilities are now in Hledger.Read.
|
|
|
|
- clarify amount display style canonicalisation code and terminology a bit.
|
|
|
|
Individual amounts still have styles; from these we derive
|
|
the standard "commodity styles". In user docs, we might call
|
|
these "commodity formats" since they can be controlled by the
|
|
"format" subdirective in journal files.
|
|
|
|
- Journal is now a monoid
|
|
|
|
- expandPath now throws a proper IO error
|
|
|
|
- more unit tests, start using doctest
|
|
|
|
0.27 (2015/10/30)
|
|
|
|
- The main hledger types now derive NFData, which makes it easier to
|
|
time things with criterion.
|
|
|
|
- Utils has been split up more.
|
|
|
|
- Utils.Regex: regular expression compilation has been memoized, and
|
|
memoizing versions of regexReplace\[CI\] have been added, since
|
|
compiling regular expressions every time seems to be quite
|
|
expensive (#244).
|
|
|
|
- Utils.String: strWidth is now aware of multi-line strings (#242).
|
|
|
|
- Read: parsers now use a consistent p suffix.
|
|
|
|
- New dependencies: deepseq, uglymemo.
|
|
|
|
- All the hledger packages' cabal files are now generated from
|
|
simpler, less redundant yaml files by hpack, in principle. In
|
|
practice, manual fixups are still needed until hpack gets better,
|
|
but it's still a win.
|
|
|
|
0.26 (2015/7/12)
|
|
|
|
- allow year parser to handle arbitrarily large years
|
|
- Journal's Show instance reported one too many accounts
|
|
- some cleanup of debug trace helpers
|
|
- tighten up some date and account name parsers (don't accept leading spaces; hadddocks)
|
|
- drop regexpr dependency
|
|
|
|
0.25.1 (2015/4/29)
|
|
|
|
- support/require base-compat >0.8 (#245)
|
|
|
|
0.25 (2015/4/7)
|
|
|
|
- GHC 7.10 compatibility (#239)
|
|
|
|
0.24.1 (2015/3/15)
|
|
|
|
- fix JournalReader "ctx" compilation warning
|
|
- add some type signatures in Utils to help make ghci-web
|
|
|
|
0.24 (2014/12/25)
|
|
|
|
- fix combineJournalUpdates folding order
|
|
- fix a regexReplaceCI bug
|
|
- fix a splitAtElement bug with adjacent separators
|
|
- mostly replace slow regexpr with regex-tdfa (fixes #189)
|
|
- use the modern Text.Parsec API
|
|
- allow transformers 0.4*
|
|
- regexReplace now supports backreferences
|
|
- Transactions now remember their parse location in the journal file
|
|
- export Regexp types, disambiguate CsvReader's similarly-named type
|
|
- export failIfInvalidMonth/Day (fixes #216)
|
|
- track the commodity of zero amounts when possible
|
|
(useful eg for hledger-web's multi-commodity charts)
|
|
- show posting dates in debug output
|
|
- more debug helpers
|
|
|
|
0.23.3 (2014/9/12)
|
|
|
|
- allow transformers 0.4*
|
|
|
|
0.23.2 (2014/5/8)
|
|
|
|
- postingsReport: also fix date sorting of displayed postings (#184)
|
|
|
|
0.23.1 (2014/5/7)
|
|
|
|
- postingsReport: with disordered journal entries, postings before the
|
|
report start date could get wrongly included. (#184)
|
|
|
|
0.23 (2014/5/1)
|
|
|
|
- orDatesFrom -> spanDefaultsFrom
|
|
|
|
0.22.2 (2014/4/16)
|
|
|
|
- display years before 1000 with four digits, not three
|
|
- avoid pretty-show to build with GHC < 7.4
|
|
- allow text 1.1, drop data-pprint to build with GHC 7.8.x
|
|
|
|
0.22.1 (2014/1/6) and older: see http://hledger.org/release-notes or doc/CHANGES.md.
|