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;doc: edit changelogs
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Simon Michael
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@ -21,8 +21,6 @@ For package-specific changes, see the package changelogs.
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- shake: show htmlmanuals target in help
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- make site-watch: site-liverender & site-livereload in one command
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- site: download: wine
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@ -3,69 +3,34 @@ For user-visible changes, see the hledger package changelog.
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# 6073c002
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- lib: export aliasnamep for hledger-check (#1072)
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Removals include:
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- lib: setNaturalPrecisionUpTo
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- journalPrices
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- BalanceHistoryReport
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- postingValueAtDate
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- lib: -X/--exchange now supports indirect price chains (#131)
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Adds fgl as a dependency.
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Additions include:
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- lib: clarify price types (#131)
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dropped journalPrices
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- aliasnamep (export)
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- setNaturalPrecisionUpTo
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- new MarketPrice (more pure form of PriceDirective without the amount style information)
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- dbgNWith, ptraceAtWith
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- postingTransformAmount, postingToCost, postingValue
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- amountToCost, mixedAmountToCost
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- valueTypeFromOpts
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- mapJournalTransactions, mapJournalPostings, mapTransactionPostings
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- journalStartDate, journalEndDate
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renamed Price to AmountPrice, AKA "transaction price"
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Changes include:
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renamed MarketPrice to PriceDirective.
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added new MarketPrice (more pure form of PriceDirective without the amount style information)
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Prices is now a more efficient data structure, but not used yet.
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- lib: accountTransactionsReportItems: rewrite using catMaybes and mapAccumL (Henning Thielemann)
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I find the report function less convolved without the integrated recursion.
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- lib: debug helpers: add ptraceAtWith, dbgNWith
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- restore TransactionsReport
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hledger-web's register chart uses it, I didn't see it
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because it's called from a hamlet template.
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- lib: drop TransactionsReport, BalanceHistoryReport
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They seem unused.
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- lib: TransactionsReport/AccountTransactionsReport cleanup
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Split them into separate files, rename journalTransactionsReport to
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transactionsReport.
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- lib: drop postingValueAtDate
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- lib: postingTransformAmount, postingToCost, postingValue
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- lib: amountToCost, mixedAmountToCost
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- lib: valueTypeFromOpts helper
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- bal/bs/cf/is: support --value-at with -H; fix row/col/grand totals
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This also includes a big cleanup of multiBalanceReport, which got
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accidentally mingled.
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- lib: mapJournalTransactions, mapJournalPostings, mapTransactionPostings
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- lib: save the current date in ReportOpts
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We need this for choosing a valuation date, otherwise, report
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functions would have to be in IO or we'd have to pass in yet another
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argument.
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It's optional because it's useful to be able to create report opts
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purely (I think ?) This is not ideal but maybe not a problem.
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- lib: journalStartDate, journalEndDate
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- Change unused argument to undefined to make possible bugs more obvious (Jakob Schöttl)
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- rejigger Hledger.Cli tests to have correct prefix, add Cli.Utils
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- Price -> AmountPrice, AKA "transaction price"
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- old MarketPrice -> PriceDirective
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- TransactionsReport/AccountTransactionsReport split into separate files
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- journalTransactionsReport -> transactionsReport
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- accountTransactionsReportItems: rewrite using catMaybes and mapAccumL (Henning Thielemann)
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- optionally save the current date in ReportOpts
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- Hledger.Cli tests now have correct prefix; add Cli.Utils tests
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- MultiBalanceReport now returns zero for row totals when in cumulative or historical mode (#329)
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# 1.14.1 2019-03-20
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@ -3,7 +3,7 @@ See also the hledger changelog.
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# 6073c002
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- support brick >=0.47 also
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- allow brick >=0.47
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- use hledger 1.15
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@ -3,14 +3,14 @@ See also the hledger changelog.
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# 6073c002
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- web: register page: clip linked accounts to 40 characters (Henning Thielemann)
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- register page: clip linked accounts to 40 characters (Henning Thielemann)
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This was the behaviour before adding the links.
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- web: avoid spaces before commas in register account links (Henning Thielemann)
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- avoid spaces before commas in register account links (Henning Thielemann)
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- web: add links to accounts in register transactions (Henning Thielemann)
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- add links to accounts in register transactions (Henning Thielemann)
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- web: fix "_create_locale could not be located" error on windows 7 (#1039)
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- fix "_create_locale could not be located" error on windows 7 (#1039)
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- use hledger 1.15
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@ -3,171 +3,103 @@ User-visible changes in the hledger command line tool and library.
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# 6073c002
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- rule-generated txns and postings are now marked with tags
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(generated-transaction, generated-posting, modified)
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## General
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- add descriptions, payees, notes commands (Caleb Maclennan)
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- There is a new valuation option --value=TYPE[,COMM], with
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backwards-compatible -B/--cost, -V/--market, -X/--exchange=COMM
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variants. These provide control over valuation date (#329), and
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inference of indirect market prices (similar to Ledger's -X) (#131).
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Experimental. Currently there is a performance regression,
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market valuation is slower than before (#999). Eg (10k txns, 3 balance report columns):
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- close: preserve transaction prices (costs) accurately (#1035)
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Transaction prices were being collapsed/misreported after close/open;
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this is fixed. Now each separately-priced amount gets its own posting,
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and only the last of these (for each commodity) gets a balance
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assertion. Also the equity posting's amount is now always shown
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explicitly, which in multicommodity situations means that multiple
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equity postings are shown. The upshot is that a balance -B report
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will be unchanged after closing & opening transactions.
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$ stack exec -- quickbench -w hledger-1.14,hledger-1.15 "_ -f examples/10000x1000x10.journal bal -Y" "_ -f examples/10000x1000x10.journal bal -YV" "_ -f examples/10000x1000x10.journal reg" "_ -f examples/10000x1000x10.journal reg -V" "_ -f examples/10000x1000x10.journal print" "_ -f examples/10000x1000x10.journal print -V"
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Running 6 tests 1 times with 2 executables at 2019-07-25 11:50:29 IST:
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- csv: strip outer whitespace when interpolating CSV values (#1051)
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This removes a potential snag in amount field assignments, and
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hopefully is harmless and acceptable otherwise.
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Best times:
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+--------------------------------------------++--------------+--------------+
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| || hledger-1.14 | hledger-1.15 |
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+============================================++==============+==============+
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| -f examples/10000x1000x10.journal bal -Y || 3.21 | 3.30 |
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| -f examples/10000x1000x10.journal bal -YV || 50.17 | 70.39 |
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| -f examples/10000x1000x10.journal reg || 3.08 | 3.07 |
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| -f examples/10000x1000x10.journal reg -V || 53.90 | 104.39 |
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| -f examples/10000x1000x10.journal print || 2.46 | 2.42 |
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| -f examples/10000x1000x10.journal print -V || 43.85 | 110.46 |
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+--------------------------------------------++--------------+--------------+
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- csv: don't show invalid inter-field spaces in CSV error messages
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Errors involving a record like:
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- How date options like -M and -p interact has been updated and clarified.
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(Jakob Schöttl) (#1008, #1009, #1011)
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2000-01-01,a,"1"
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- Restore --aux-date and --effective as --date2 aliases (#1034).
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These Ledger-ish spellings were dropped over the years, to improve
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--help's layout. Now we support them again, as semi-hidden flags
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(--help doesn't list them, but they are mentioned in --date2's help).
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displayed the record with extra spaces:
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## commands
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the CSV record is: "2000-01-01", "a", "1"
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which was not accurate or valid RFC-4180.
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- Bugfix for #1011: begin/end date options (Jakob Schöttl)
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- Fix and update documentation on date options (Jakob Schöttl)
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- add, web: disallow unsafe trailing dot paths on windows (fix #1056)
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- add, web: disallow unsafe trailing dot paths on windows (#1056).
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On Windows, ensureJournalFileExists now rejects file paths
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containing any problematic trailing dots, to prevent data loss.
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This affects the add command and hledger-web's add form.
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- lib: -X/--exchange now supports indirect price chains (#131)
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Adds fgl as a dependency.
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- bal: --budget: don't always convert to cost.
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- lib: support -X/--exchange (direct/reverse prices only) (#131)
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- bal: --budget: don't show a percentage when budgeted and actual
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amounts are in different commodities.
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- lib: --value can select commodity (via direct/reverse prices) (#131)
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- bal/bs/bse: -H/--historical or --cumulative now disables -T/--row-total (#329).
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Multiperiod balance reports which show end balances (eg, bal -MH or bs -M)
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no longer show a Totals column, since summing end balances generally
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doesn't make sense.
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- lib: parse optional ,COMM suffix in --value (#131)
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- close: preserve transaction prices (costs) accurately (#1035).
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The generated closing/opening transactions were collapsing/misreporting
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the costs in balances involving multiple costs.
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Now, each separately-priced amount gets its own posting.
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(And only the last of these (for each commodity) gets a balance assertion.)
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Also the equity posting's amount is now always shown explicitly,
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which in multicommodity situations means that multiple equity postings are shown.
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The upshot is that a balance -B report will be unchanged after
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the closing & opening transactions generated by the close command.
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- print: also canonicalise balance assertions' amount style (fix #1042)
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- descriptions, payees, notes commands added (Caleb Maclennan)
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- csv: fix parse error printing, broken since 1.11 (#1038)
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- Gabriel Ebner's hledger-diff is now a built in command,
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and https://github.com/gebner/hledger-diff is deprecated.
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- cli: restore --aux-date and --effective as --date2 aliases (#1034)
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These Ledger-ish spellings were dropped over the years, to improve
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--help's layout. Now they work again, but are considered hidden flags
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so --help doesn't show them automatically (but I decided to mention
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them manually in --date2's description).
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- print: now also canonicalises the display style of balance assertion amounts (#1042)
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- make -V do --value=end in multiperiod reports (#329)
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- reg: fix --average, broken since 1.12 (#1003)
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- reg: replace --value=transaction with --value=cost
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## journal format
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- print: replace --value=transaction with --value=cost
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- Transactions and postings generated/modified by periodic transaction
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rules and/or transaction modifier rules are now marked with tags
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(generated-transaction, generated-posting, modified) for easier
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troubleshooting and filtering.
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- bal etc.: replace --value=transaction with --value=cost (#329)
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## csv format
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- opts: new -B/--cost, -V/--market, --value flags (#329)
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- When interpolating CSV values, outer whitespace is now stripped (#1051).
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This removes a potential snag in amount field assignments, and
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hopefully is harmless and acceptable otherwise.
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- bal: --budget: don't always convert to cost
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And don't show a percentage when budgeted and actual amounts are in
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different commodities.
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- Don't show invalid inter-field spaces in CSV error messages.
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Some CSV errors, eg from an inconsistently quoted record like this:
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- opts: shorten csv separator arg template
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2000-01-01,a,"1"
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- bal/bs/bse: -H or --cumulative now disables -T (#329)
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To reduce confusion, multiperiod balance reports using -H/--historical
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or --cumulative, which show end balances, no longer show a Totals
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column since summing end balances generally doesn't make sense.
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Also the underlying MultiBalanceReport now returns zero for those
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totals when in cumulative or historical mode.
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redisplayed the record with spaces added,
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which was inaccurate and not valid RFC-4180 CSV format:
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- bal/bs/cf/is: support --value-at with -H; fix row/col/grand totals
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This also includes a big cleanup of multiBalanceReport, which got
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accidentally mingled.
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the CSV record is: "2000-01-01", "a", "1"
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- bal/bs/cf/is: mention valuation type in report title
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- Make CSV parse errors human readable again, broken since 1.11 (#1038)
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- bal: document and test --value-at with --budget (#329)
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- CSV rules now allow the amount to be unassigned, if there is an
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assignment to "balance", generating a balance assignment in this
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case. (#1000)
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- reg: fix --value-at=transaction with -M (#329)
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- reg: support --value-at with -H (#329)
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- bal: fix --value-at for old-style single period balance reports (#329)
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- bal: support --value-at=p/t with multiperiod reports (#329)
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- reg: support --value-at=period with periodic reports (#329)
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- date-aware valuation: more thorough --value-at; document status (#329, #999)
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This feature turns out to be quite involved, as valuation interacts
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with the many report variations. Various bugs/specs have been
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fixed/clarified relating to register's running total, balance totals
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etc. Eg register's total should now be the sum of the posting amount
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values, not the values of the original sums. Current level of support
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has been documented.
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When valuing at transaction date, we once again do early valuation of
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all posting amounts, to get more correct results. variants. This means
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--value-at=t can be slower than other valuation modes when there are
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many transactions and many prices. This could be revisited for
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optimisation when things are more settled.
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- faster valuation: speed up -V/--value by converting reports, not the journal (#999)
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Instead of converting all journal amounts to value early on, we now
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convert just the report amounts to value, before rendering.
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This was basically how it originally worked (for the balance command),
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but now it's built in to the four basic reports used by print,
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register, balance and their variants - Entries, Postings, Balance,
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MultiBalance - each of which now has its own xxValue helper.
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This should mostly fix -V's performance when there are many
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transactions and prices (the price lookups could still be optimised),
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and allow more flexibility for report-specific value calculations.
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+------------------------------------------++-----------------+-------------------+--------------------------+
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| || hledger.999.pre | hledger.999.1sort | hledger.999.after-report |
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+==========================================++=================+===================+==========================+
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| -f examples/1000x1000x10.journal bal -V || 1.08 | 0.96 | 0.76 |
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| -f examples/2000x1000x10.journal bal -V || 1.65 | 1.05 | 0.73 |
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| -f examples/3000x1000x10.journal bal -V || 2.43 | 1.58 | 0.84 |
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| -f examples/4000x1000x10.journal bal -V || 4.39 | 1.96 | 0.93 |
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| -f examples/5000x1000x10.journal bal -V || 7.75 | 2.99 | 1.07 |
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| -f examples/6000x1000x10.journal bal -V || 11.21 | 3.72 | 1.16 |
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| -f examples/7000x1000x10.journal bal -V || 16.91 | 4.72 | 1.19 |
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| -f examples/8000x1000x10.journal bal -V || 27.10 | 9.83 | 1.40 |
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| -f examples/9000x1000x10.journal bal -V || 39.73 | 15.00 | 1.51 |
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| -f examples/10000x1000x10.journal bal -V || 50.72 | 25.61 | 2.15 |
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+------------------------------------------++-----------------+-------------------+--------------------------+
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There's one new limitation, not yet resolved: -V once again can pick a
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valuation date in the future, if no report end date is specified and
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the journal has future-dated transactions. We prefer to avoid that,
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but reports currently are pure and don't have access to today's date.
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- lib: speed up -V by sorting market prices just once (#999)
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-V is still quite a bit slower than no -V, but not as much as before:
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+===========================================================++=======+
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| hledger.999.pre -f examples/10000x10000x10.journal bal || 5.20 |
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| hledger.999.pre -f examples/10000x10000x10.journal bal -V || 57.20 |
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| hledger.999 -f examples/10000x10000x10.journal bal || 5.34 |
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| hledger.999 -f examples/10000x10000x10.journal bal -V || 17.50 |
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+-----------------------------------------------------------++-------+
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- Gabriel Ebner's hledger-diff is now built in as the diff command.
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(And the addon command, https://github.com/gebner/hledger-diff, is now deprecated.)
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- Fix behavior of options like -Mp2019 (Jakob Schöttl)
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This fixes the issue #1008
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- reg: test and fix for --average, broken since 1.12 (#1003)
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- csv: accept a balance field assignment instead of an amount (#1000)
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# 1.14.2 2019-03-20
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