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.
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).
- 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.
multicolumn balance reports only show accounts with activity (postings)
during the report period, by default. Sometimes you want to show
accounts which have an interesting balance, even if they have no
activity during the period. -E now does this, in addition to showing
leading & trailing empty columns.
- the web UI has been streamlined; edit form, raw & entries views dropped
- we now remember whether sidebar is open or closed
- better help dialog
- keyboard shortcuts are now available
- better add form
- more bootstrap styling
- static file cleanups
- report filtering fixes
- upgrade jquery to 2.1.1, bootstrap to 3.1.1, drop select2, add typeahead, cookie, hotkeys
- clarify debug helpers a little
- refactoring
Fix a refactoring-related regression that the tests missed: if
transactions were not ordered by date in the journal, register
could include postings before the report start date in the output.
We provided a very limited implementation of --display only for one use
case: to see an accurate running balance. Now that is achieved more easily
with -H/--historical, similar to the balance command, and --display
can be dropped.
As with balance. For example, register -p 'weekly in jan' generates
these intervals: 2013/12/30-2014/01/05, 2014/01/06-2014/01/12,
2014/01/13-2014/01/19, 2014/01/20-2014/01/26, 2014/01/27-2014/02/02.
With this change, postings on 2013/12/30-31 and 2014/2/1-2 will be
included in the report, so all period totals are complete and
comparable.
Previously, the first period's heading would show the start date of a
full period, but postings after this date but before the user-specified
report start date were not shown. Now those postings will be included,
making the first column's numbers more correct. Similarly, the report
end date is now adjusted to the displayed end date on the last column.
Periodic, cumulative and historical multicolumn balance reports are now
generated by one code path, which helps with consistency and reducing
the bug/test surface. --tree now also works with --cumulative or
--historical.
Multicolumn balance reports can now be switched to a hierarchical view
with --tree. This is similar to the single column balance report with
--no-elide, ie we do not elide boring parents into the following line.
The --flat and --tree flags are opposites; the last one to appear on
the command line is decisive (in future, if not already).
Changes include:
- flat mode now shows exclusive (subaccount-excluding) balances.
This is a deviation from ledger, but seems simpler and clearer
for users and implementors across the various modes.
- in flat mode, --depth now aggregates deeper accounts at the
depth limit, rather than just excluding them from the report.
This is more useful.
- in flat mode, --empty no longer shows parent accounts with
no postings.
- more tests, more debug output, clearer code
