so we can benchmark things more easily with criterion.
As well as NFData, the Generic instance and a bunch more GHC extensions
seemed necessary. This is a little scary, impact unknown.
Simpler and clearer. We now have "transaction prices" (recorded as part
of transaction amounts) and "market prices" (recorded with P
directives). Both are matters of historical record, also this avoids
confusion with the balance command's "historical balances".
Initial support of market value reporting and currency conversion,
similar in spirit to Ledger's. The balance command now has a -V/--value
flag that converts all the reported amounts using their "default market
price". That is the latest market price (P directive, formerly called
"historical prices") found in the journal for their commodity that is on
or before the report end date.
Unlike Ledger, hledger's -V only uses the market prices recorded with P
directives, ignoring transaction prices recorded as part of posting
amounts (which -B/--cost uses). Using -B and -V together is allowed.
We don't do a good job of calculating good-looking unit prices when the
commodity display precisions are low. Eg when a journal doesn't use any
decimal places, any inferred unit prices are shown by the print command
also with no decimal places, which makes them look wrong.
Now inferred unit prices always have a minimum display precision of 2,
which helps a bit. Could do better.
We now parse, and also print, posting-less journal entries, as I
proposed on the lists.
These are not real General Journal entries/transactions, but here is my
rationale:
- Ledger and beancount parse them
- if we parse them, we should print them
- they provide a natural way to record and report non-transaction events
- most of all, they permit more gradual introduction and learning of the concepts.
Eg a beginner can keep a simple journal even before learning about accounts and postings.
When a transaction posts to two commodities without specifying the
conversion price, we generate a price which makes it balance
(cf http://hledger.org/manual.html#prices).
Until now, these generated prices were always shown with full precision
(all available decimal digits) so that a manual calculation with the
displayed numbers would agree.
If there's just one posting in the commodity being priced, we can use an
exact total price and the precision is no problem.
But if there are multiple postings in the commodity being priced, we
must show the averaged unit price. This can be an irrational number,
which with our current Decimal-based implementation would display an
excessive 255 decimal digits. So in this case we now set the price's
display precision to the sum of the (max) display precisions of the
commodities involved. An example:
hledgerdev -f- print
<<<
1/1
c C 10.00
c C 11.00
d D -320.00
>>>
2015/01/01
c C 10.00 @ D 15.2381
c C 11.00 @ D 15.2381
d D -320.00
>>>=0
There might still be cases where this will show more price decimal
places than necessary. For now, YAGNI.
A transaction/posting status of ! (pending) was effectively equivalent
to * (cleared). Now it's a separate state, not matched by --cleared.
The new Ledger-compatible --pending flag matches it, and so does
--uncleared. The equivalent search queries are now status:*, status:!
and status: (the old status:1 and status:0 spellings are deprecated).
Since we interpret --uncleared and status: as "any state except cleared",
it's not currently possible to match things which are neither cleared
nor pending.
The regex account aliases added in 0.24 trip up people switching between
hledger and Ledger. (Also they are currently slow).
This change makes the old non-regex aliases the default; they are
unsurprising, useful, and pretty close in functionality to Ledger's.
The new regex aliases are also available; they must be enclosed in
forward slashes. Ledger effectively ignores these, which is ok.
Also clarify docs, refactor, and use the same parser for alias
directives and alias options
-N doesn't seem to be used by Ledger currently; we'll
use it as shortcut for --no-total.
-T is used by Ledger to set a custom value expression for the final
total. I'm going to take it as a shortcut for --row-total instead.
A status: query term no longer accepts * as a synonym for 1,
which was a bit confusing since 1 matches both * and !.
For now, it takes a value of 1 (true) or anything else (false).
NOTE: this is important to correctly build JournalContext
NOTE: currently a list reverse must done at the end,
maybe using a Data.Queue would be more efficient.
Eg recognise that 2014/11/30-2014/12/1 can be abbreviated to
2014/11/30d, similarly 2014/12/31-2015/1/1. Doesn't handle feb 29th
correctly, so eg 2000/2/28-2000/3/1 is wrongly abbreviated to
2000/2/28d.
If the CSV records appear to have been in reverse date order,
we'll now reverse them all before also sorting by transaction date,
so that the original order of same-day transactions is preserved.
We detect this using a simple heuristic: if the first converted
transaction's date is later than the last's.
alias match patterns (the part left of the =) are now case-insensitive
regular expressions matching anywhere in the account name. The
replacement string (the part right of the =) can replace multiple
matches within the account name. The replacement string does not yet
support any of the usual syntax like backreferences.
Previously, a depth:0 query produced an empty report (since there are no
level zero accounts). Now, it aggregates all data into one summary item
with account name "...".
This makes it easier to see the kind of data Gwern was looking for from
register-csv (net worth over time). Eg this shows one line per month
summarising the total of assets and liabilities:
hledger register-csv -- -MHE ^assets ^liabilities depth:0
Single and multi-column balance reports behave similarly.
hledger has represented quantities with floating point (Double) until
now. While this has been working fine in practice, the time has come to
upgrade our number representation to something more principled: Decimal,
for now. As a bonus, this brings a ~30% speed boost to most reports.
We'll keep the old representation(s) around for a while, selectable via
hledger-lib cabal flag, for research/testing/benchmarking purposes. To
build with the old Double representation: cabal install -fdouble
hledger-lib hledger hledger-web
The -A flag now enables -E, so that with a report interval the averages
are always per-period and not per-report-line. (Without a report
interval, -E is already the default).
In periodic multicolumn balance reports, column headings now show a more
compact description of common periods (years, half-years, quarters,
months, weeks) for better readability and screen space efficiency.
- show a background color for future and less-than-zero regions
- show points for transactions, not all line corners
- hovering over point shows balance, date, posted amount and transaction
- clicking a point scrolls towards that date
Clarify the semantics and code of account transactions report a bit.
In the web account register view, emphasise the "historical balance" vs
"running total" distinction; show it as a label for the chart as well,
to reduce confusion.
