206 lines
8.8 KiB
Plaintext
206 lines
8.8 KiB
Plaintext
hledger is a robust, cross-platform plain text accounting tool, for
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tracking money, time, stocks, cryptocurrencies or any other commodity,
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using double-entry accounting, private or shared plain text files,
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revision control, and command-line, curses or web UIs.
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Find out more at http://hledger.org and http://plaintextaccounting.org.
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I'm pleased to announce the release of hledger 1.12!
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Thank you release contributors Alex Chen, Jesse Rosenthal, Samuel May,
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Mykola Orliuk, Peter Simons, Moritz Kiefer, Dmitry Astapov, Felix Yan,
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Aiken Cairncross, and Nikhil Jha.
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After two years of regular quarter-end releases, I am speeding up
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hledger's release cadence: we now aim to release every 1-3 months, as
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needed or wanted, with our normal release window being the first few
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days of each month.
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Release notes (http://hledger.org/release-notes):
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-------------------------------------------------
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hledger 1.12
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* install script: ensure a new-enough version of stack; more informative output
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* build with GHC 8.6/base-4.12 (Peter Simons)
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* add required upper bound for statistics (Samuel May)
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* --anon anonymises more thoroughly (including linked original postings) (Moritz Kiefer)
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* unbalanced transaction errors now include location info (Mykola Orliuk)
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* accounts command: --drop also affects the default flat output, without needing an explicit --flat flag
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* accounts command: the --codes flag has been dropped
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* accounts command: filtering by non-account-name queries now works
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* add command: fix transaction rendering regression during data entry and in journal file
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* balance command: fix wrongful eliding of zero-balance parent accounts in tree mode (Dmitry Astapov)
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* journal format, bs/bse/cf/is commands: account directives can declare account types (#877)
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Previously you had to use one of the standard english account names
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(assets, liabilities..) for top-level accounts, if you wanted them to
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appear in the right place in the balancesheet, balancesheetequity,
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cashflow or incomestatement reports.
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Now you can use your preferred account names, and use account directives
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to declare which accounting class (Asset, Liability, Equity, Revenue or
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eXpense) an account (and its subaccounts) belongs to, by writing one of
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the letters A, L, E, R, X after the account name, after two or more
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spaces. This syntax may change (see issue). Experimental.
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Currently we allow unlimited account type declarations anywhere in the
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account tree. So you could declare a liability account somewhere under
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assets, and maybe a revenue account under that, and another asset account
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even further down. In such cases you start to see oddities like accounts
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appearing in multiple places in a tree-mode report. I have left it this
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way for now in case it helps with, eg, modelling contra accounts, or
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combining multiple files each with their own account type
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declarations. (In that scenario, if we only allowed type declarations on
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top-level accounts, or only allowed a single account of each type,
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complications seem likely.)
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* journal format: periodic transaction rules now require a double space separator.
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In periodic transaction rules which specify a transaction description or
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same-line transaction comment, this must be separated from the period
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expression by two or more spaces, to prevent ambiguous parsing. Eg
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this will parse correctly as "monthly" thanks to the double space:
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~ monthly In 2020 we'll end this monthly transaction.
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* journal format: exact/complete balance assertions (Samuel May).
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A stronger kind of balance assertion, written with a double equals sign,
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asserts an account's complete account balance, not just the balance in
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one commodity. (But only if it is a single-commodity balance, for now.)
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Eg:
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1/1
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(a) A 1
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(a) B 1
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(a) 0 = A 1 ; commodity A balance assertion, succeeds
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(a) 0 == A 1 ; complete balance assertion, fails
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* journal format: account directives now allow whitespace or a comment after the account name
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* journal format: using ~ for home directory in include directives now works (#896) (Mykola Orliuk)
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* journal format: prevent misleading parse error messages with cyclic include directives (#853) (Alex Chen)
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* journal format: transaction modifier multipliers handle total-priced amounts correctly (#928).
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Multipliers (*N) in transaction modifier rules did not multiply
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total-priced amounts properly. Now the total prices are also multiplied,
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keeping the transaction balanced.
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* journal format: do amount inference/balance assignments/assertions before transaction modifiers (#893, #908) (Jesse Rosenthal)
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Previously, transaction modifier (auto postings) rules were applied
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before missing amounts were inferred. This meant amount multipliers could
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generate too many missing-amount postings, making the transaction
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unbalanceable (#893).
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Now, missing amount inference (and balance assignments, and balance
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assertions, which are interdependent) are done earlier, before
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transaction modifier rules are applied (#900, #903).
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Also, we now disallow the combination of balance assignments and
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transaction modifier rules which both affect the same account, which
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could otherwise cause confusing balance assertion failures (#912).
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(Because assignments now generate amounts to satisfy balance assertions
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before transaction modifier rules are applied (#908).)
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* journal format: periodic transaction rules are now aware of Y default year directives. (#892)
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Ie when a default year Y is in effect, they resolve partial or relative
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dates using Y/1/1 as the reference date, rather than today's date.
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hledger-ui 1.12
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* fix "Any" build error with GHC < 8.4
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* error screen: always show error position properly (#904) (Mykola Orliuk)
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* accounts screen: show correct balances when there's only periodic transactions
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* drop the --status-toggles flag
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* periodic transactions and transaction modifiers are always enabled.
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Rule-based transactions and postings are always generated
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(--forecast and --auto are always on).
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Experimental.
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* escape key resets to flat mode.
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Flat mode is the default at startup. Probably it should reset to tree
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mode if --tree was used at startup.
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* tree mode tweaks: add --tree/-T/-F flags, make flat mode the default,
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toggle tree mode with T, ensure a visible effect on register screen
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* hide future txns by default, add --future flag, toggle with F.
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You may have transactions dated later than today, perhaps piped from
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print --forecast or recorded in the journal, which you don't want to
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see except when forecasting.
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By default, we now hide future transactions, showing "today's balance".
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This can be toggled with the F key, which is easier than setting a
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date query. --present and --future flags have been added to set the
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initial mode.
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(Experimental. Interactions with date queries have not been explored.)
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* quick help tweaks; try to show most useful info first
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* reorganise help dialog, fit content into 80x25 again
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* styling tweaks; cyan/blue -> white/yellow
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* less noisy styling in horizontal borders (#838)
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* register screen: positive amounts: green -> black
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The green/red scheme helped distinguish the changes column from the
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black/red balance column, but the default green is hard to read on
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the pale background in some terminals. Also the changes column is
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non-bold now.
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Getting started:
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----------------
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All install methods are described at http://hledger.org/download .
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You can download windows binaries, or use a package manager, though in
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some cases these will install an older hledger version.
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You can build the latest hledger packages with stack:
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$ stack install --resolver=lts-12 megaparsec-7.0.4
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cassava-megaparsec-2.0.0 config-ini-0.2.3.0 hledger-lib-1.12
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hledger-1.12 [hledger-ui-1.12] [hledger-web-1.12] [hledger-api-1.12]
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or with cabal:
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$ cabal update && cabal install hledger-1.12 [hledger-ui-1.12]
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[hledger-web-1.12] [hledger-api-1.12]
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or with the hledger installer, on systems with bash installed
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(handy if you don't have a working stack or cabal):
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$ curl -s https://raw.githubusercontent.com/simonmichael/hledger/master/hledger-install/hledger-install.sh > hledger-install.sh
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$ less hledger-install.sh # satisfy yourself that the script is safe
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$ bash hledger-install.sh
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Some commands to try:
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$ hledger add # record some transactions, with guidance
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$ hledger print # show recorded transactions
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$ hledger balance # show totals by account
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$ hledger -h # show quick help
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$ hledger # list available commands
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$ hledger help # list built-in manuals
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To get oriented, see the tutorials and manuals at http://hledger.org ;
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say hello and ask questions in the #hledger IRC channel on Freenode,
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accessible at http://irc.hledger.org .
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New users and contributors are always welcome!
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Best,
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-Simon
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