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;doc: update changelogs

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Simon Michael 2022-02-05 14:57:53 -10:00
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26
CHANGES.md
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@ -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

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hledger-lib/CHANGES.md
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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

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hledger-ui/CHANGES.md
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@ -9,7 +9,7 @@
User-visible changes in hledger-ui.
See also the hledger changelog.
# 57d055b64
# d9b018472
# 1.24.1 2021-12-10

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hledger-web/CHANGES.md
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@ -9,7 +9,7 @@ __ _____| |__
User-visible changes in hledger-web.
See also the hledger changelog.
# 9444e20c3
# d9b018472
# 1.24.1 2021-12-10

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hledger/CHANGES.md
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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