hledger/hledger-ui/CHANGES.md

User-visible changes in hledger-ui. See also the hledger changelog.

1.28 2022-12-01

Features

• New "Balance sheet accounts" and "Income statement accounts" screens have been added, along with a new top-level "Menu" screen for navigating between these and the "All accounts" screen.

• hledger-ui now starts in the "Balance sheet accounts" screen by default (unless no asset/liability/equity accounts can be detected, or command line account query arguments are provided). This provides a more useful default view than the giant "All accounts" list. Or, you can force a particular starting screen with the new --menu/--all/--bs/--is flags (eg, hledger-ui --all to replicate the old behaviour).

Improvements

• The ENTER key is equivalent to RIGHT for navigation.

• hledger-ui debug output is now always logged to ./hledger-ui.log rather than the console, --debug with no argument is equivalent to --debug=1, and debug output is much more informative.

• Support GHC 9.4.

• Support megaparsec 9.3 (Felix Yan)

• Support (and require) brick 1.5, fsnotify 0.4.x.

Fixes

• Mouse-clicking in empty space below the last list item no longer navigates back. It was too obtrusive, eg when you just want to focus the window. You can still navigate back with the mouse by clicking the left edge of the window.

• A possible bug with detecting change of date while in --watch mode has been fixed.

API

• hledger-ui's internal types have been changed to allow fewer invalid states and make it easier to develop and debug. (#1889, #1919).

• Debug logging helpers have been added and cleaned up in Hledger.Ui.UIUtils: dbgui dbguiIO dbguiEv dbguiScreensEv mapScreens screenId screenRegisterDescriptions

1.27.1 2022-09-18

• Uses hledger-1.27.1

1.27 2022-09-01

Improvements

• At --debug=2 and up, log debug output to ./debug.log.

• Use/require brick 1.0+. (#1889)

• Use hledger 1.27

1.26.1 2022-07-11

• support doclayout 0.4, brick 0.72+

• require safe 0.3.19+ to avoid deprecation warning

1.26 2022-06-04

• Uses hledger 1.26.

1.25 2022-03-04

• Uses hledger 1.25.

1.24.1 2021-12-10

Fixes

• An extra "root" account is no longer shown (a regression in 1.24). (#1782)

• Declared accounts are now filtered correctly by a not:ACCT query. (#1783)

• More reliable --version output, with commit date and without patch level.

1.24 2021-12-01

Features

• hledger-ui can now be controlled with mouse or touchpad. Click to enter things, click left margin or bottom blank area to return to previous screen, and use mouse wheel / swipe to scroll.

• In addition to accounts with postings, hledger-ui now also shows declared accounts, even if they are empty (just leaf accounts, not parents). The idea is to show a useful list of accounts out of the box, when all you have is a starter file with account declarations.

Improvements

• The Z key for toggling display of zeroes is now the easier lower-case z.

• The --watch feature now has a convenient short flag, -w.

• Drop the base-compat-batteries dependency. (Stephen Morgan)

• Allow megaparsec 9.2

Fixes

• When an invalid regular expression is entered at the / (filter) prompt, we now display an error instead of silently ignoring it. (#1394, Stephen Morgan)

• Entering the register screen now always positions the selection mid-screen. Previously it would be at bottom of screen on the first entry.

• Report layout in the terminal is now robust with more kinds of wide characters, such as emoji. (#895, Stephen Morgan)

1.23 2021-09-21

Improvements

• Require base >=4.11, prevent red squares on Hackage's build matrix.

API changes

• Lenses are now available for UIState etc., saving a lot of boilerplate. (Stephen Morgan)

• Renamed:

  version -> packageversion
  versiondescription -> versionStringFor
  UIOpts fields
  

1.22.2 2021-08-07

• Use hledger 1.22.2.

1.22.1 2021-08-02

Improvements

• Document watch mode and its limitations. (#1617, #911, #836)

• Allow megaparsec 9.1.

Fixes

• Up/down keys work on the transaction screen again (broken since 1.22). (#1607, Stephen Morgan)

• Fix a possible off-by-one bug with valuation date when using V key on the transaction screen. (If it ever needs to use the journal's last day as valuation date, use that day, not the day after.)

1.22 2021-07-03

Improvements

• Don't reset the B/V (cost, value) state when reloading with g or --watch. (Stephen Morgan)

• The accounts screen is a little smarter at allocating space to columns. (Stephen Morgan)

• Add support for the kakoune editor, and improve the invocations of some other editors. (crocket)

• The --version flag shows more detail (git tag/patchlevel/commit hash, platform/architecture). (Stephen Morgan)

• GHC 9.0 is now officially supported, and GHC 8.0, 8.2, 8.4 are not; building hledger now requires GHC 8.6 or greater.

• Added a now-required lower bound on containers. (#1514)

Fixes

• Queries in the register screen work again (broken in 1.21). (#1523) (Stephen Morgan)

• Don't write to ./debug.log when toggling value with V, or when reloading with g or --watch in the Transaction screen. (#1556) (Simon Michael, Stephen Morgan)

1.21 2021-03-10

• Register screen: also show transactions below the depth limit, as in 1.19, keeping the register balance in agreement with the balance shown on the accounts screen. This regressed in 1.20. (#1468)

• Transaction screen: all decimal places are now shown. On the accounts screen and register screen we round amounts according to commodity display styles, but when you drill down to a transaction you probably want to see the unrounded amounts. (Like print, #cf 931.)

• New flags --man and --info open the man page or info manual. (See hledger changelog)

1.20.4 2021-01-29

• ui: register: show all txns in/under an account at the depth limit (#1468). In 1.20-1.20.3, the register screen had stopped showing transactions in accounts below a depth limit. Now it properly shows all subaccount transactions, even when there is a depth limit, ensuring that the register's final total matches the balance shown on the account screen.

1.20.3 2021-01-14

• Use hledger 1.20.3.

1.20.2 2020-12-28

• Fix loss of capitalisation in part of the manual.

• Fix the info manual's node structure.

• Use hledger 1.20.2.

1.20.1 2020-12-15

• Fix the F key (toggle future/forecast transactions), which in 1.20 would only work twice. (#1411)

• Fix loss of forecasted transactions when the journal was reloaded while they were hidden. (#1204)

1.20 2020-12-05

• When entering a query with /, malformed queries/regular expressions no longer cause the program to exit. (Stephen Morgan)

• Eliding of multicommodity amounts now makes better use of available space. (Stephen Morgan)

• E now parses the HLEDGER_UI_EDITOR or EDITOR environment variable correctly on Windows (ignoring the file extension), so if you have that set it should be better at opening your editor at the correct line.

• E now supports positioning when HLEDGER_UI_EDITOR or EDITOR is VS Code ("code") (#1359)

• hledger-ui now has a (human-powered) test suite.

1.19.1 2020-09-07

• Allow megaparsec 9

1.19 2020-09-01

• The --color/--colour=WHEN command line option, support for the NO_COLOR environment variable, and smarter autodetection of colour terminals have been added (#1296)

• -t and -l command line flags have been added as short forms of --tree and --flat (#1286)

• Flat (AKA list) mode is now the default

• t now toggles tree mode, while T sets the "today" period (#1286)

• register: multicommodity amounts containing more than two commodities are now elided

• register: a transaction dated outside the report period now is not shown even if it has postings dated inside the report period.

• ESC now restores exactly the app's state at startup, which includes clearing any report period limit (#1286)

• DEL/BS no longer changes the tree/list mode

• q now exits help before exiting the app (#1286)

• The help dialog's layout is improved

1.18.1 2020-06-21

• Fix regression in 'F' (#1255) (Dmitry Astapov)

1.18 2020-06-07

• builds with hledger 1.18

1.17.1.1 2020-03-19

• update bounds after some belated hledger-* version bumps

1.17.1 2020-03-19

• fix a regression, empty register of depth-limited account (fix #1208)

• require newer Decimal, math-functions libs to ensure consistent rounding behaviour, even when built with old GHCs/snapshots. hledger uses banker's rounding (rounds to nearest even number, eg 0.5 displayed with zero decimal places is "0").

1.17 2020-03-01

• don't enable --auto by default

• don't enable --forecast by default; drop the --future flag (#1193)

  Previously, periodic transactions occurring today were always shown, in both "present" and "future" modes.

  Now, generation of periodic transactions and display of future transactions (all kinds) are combined as "forecast mode", which can be enabled with --forecast and/or the F key. The --future flag is now a hidden alias for --forecast, and deprecated.

1.16.2 2020-01-14

• add support for megaparsec 8 (#1175)

1.16.1 2019-12-03

• use hledger 1.16.1, fixing GHC 8.0/8.2 build

1.16 2019-12-01

• add support for GHC 8.8, base-compat 0.11 (#1090)

• drop support for GHC 7.10

• the B and V keys toggle cost or value display (like the -B and -V command line flags)

1.15 2019-09-01

• allow brick >=0.47

• use hledger 1.15

1.14.2 2019-03-20

• support brick 0.47+ as well, to get into stackage nightly.

1.14.1 2019-03-20

• require brick <0.47 to fix build (#995)

• use hledger 1.14.2

1.14 2019-03-01

• use hledger 1.14

1.13.1 (2019/02/02)

• fix build issues with older brick/stack resolvers; require brick 0.23+

1.13 (2019/02/01)

• on posix systems, control-z suspends the program

• control-l now works everywhere and redraws more reliably

• the top status info is clearer

• use hledger 1.13

1.12.1 (2018/12/10)

• avoid build issue with brick 0.44+ (#935)

1.12 (2018/12/02)

• fix "Any" build error with GHC < 8.4

• error screen: always show error position properly (#904) (Mykola Orliuk)

• accounts screen: show correct balances when there's only periodic transactions

• drop the --status-toggles flag

• periodic transactions and transaction modifiers are always enabled. Rule-based transactions and postings are always generated (--forecast and --auto are always on). Experimental.

• escape key resets to flat mode. Flat mode is the default at startup. Probably it should reset to tree mode if --tree was used at startup.

• tree mode tweaks: add --tree/-T/-F flags, make flat mode the default,
  toggle tree mode with T, ensure a visible effect on register screen

• hide future txns by default, add --future flag, toggle with F. You may have transactions dated later than today, perhaps piped from print --forecast or recorded in the journal, which you don't want to see except when forecasting.

  By default, we now hide future transactions, showing "today's balance". This can be toggled with the F key, which is easier than setting a date query. --present and --future flags have been added to set the initial mode.

  (Experimental. Interactions with date queries have not been explored.)

• quick help tweaks; try to show most useful info first

• reorganise help dialog, fit content into 80x25 again

• styling tweaks; cyan/blue -> white/yellow

• less noisy styling in horizontal borders (#838)

• register screen: positive amounts: green -> black The green/red scheme helped distinguish the changes column from the black/red balance column, but the default green is hard to read on the pale background in some terminals. Also the changes column is non-bold now.

• use hledger 1.12

1.11.1 (2018/10/06)

• use hledger 1.11.1

1.11 (2018/9/30)

• use hledger 1.11

1.10.1 (2018/7/3)

• restore support for fsnotify 0.2.1.2, as well as 0.3.x (#833)

• fix a vty version bound & possibly build failures with old vty (#494)

1.10 (2018/6/30)

• the effect of --value, --forecast, and --anon flags is now preserved on reload (#753)

• edit-at-transaction-position is now also supported when $EDITOR is neovim

• support/require fsnotify 0.3.0.1+

• use hledger-lib 1.10

1.9.1 (2018/4/30)

• use hledger-lib 1.9.1

1.9 (2018/3/31)

• support ghc 8.4, latest deps

• when the system text encoding is UTF-8, ignore any UTF-8 BOM prefix found when reading files

• -E/--empty toggles zeroes at startup (with opposite default to cli)

1.5 (2017/12/31)

• fix help -> view manual (on posix platforms) #623

• support -V/--value, --forecast, --auto

• remove upper bounds on all but hledger* and base (experimental)

1.4 (2017/9/30)

• a @FILE argument reads flags & args from FILE, one per line

• enable --pivot and --anon options, like hledger CLI (#474) (Jakub Zárybnický)

• accept -NUM as a shortcut for --depth NUM

• deps: allow ansi-terminal 0.7

• deps: drop oldtime flag, require time 1.5+

1.3.1 (2017/8/25)

• allow megaparsec 6 (#594, Simon Michael, Hans-Peter Deifel)

• allow megaparsec-6.1 (Hans-Peter Deifel)

• allow vty 5.17 (Felix Yan)

• allow brick 0.24

• restore upper bounds on hledger packages

1.3 (2017/6/30)

The register screen now shows transaction status marks.

The "uncleared" status, and associated UI flags and keys, have been renamed to "unmarked" to remove ambiguity and confusion. This means that we have dropped the --uncleared flag, and our -U flag now matches only unmarked things and not pending ones. See the issue and linked mail list discussion for more background. (#564)

The P key toggles pending mode, consistent with U (unmarked) and C (cleared). There is also a temporary --status-toggles flag for testing other toggle styles; see hledger-ui -h. (#564)

There is now less "warping" of selection when lists change:

• When the selected account disappears, eg when toggling zero accounts, the selection moves to the alphabetically preceding item, instead of the first one.

• When the selected transaction disappears, eg when toggling status filters, the selection moves to the nearest transaction by date (and if several have the same date, by journal order), instead of the last one.

In the accounts and register screens, you can now scroll down further so that the last item need not always be shown at the bottom of the screen. And we now try to show the selected item centered in the following situations:

• after moving to the end with Page down/End
• after toggling filters (status, real, historical..)
• on pressing the control-l key (should force a screen redraw, also)
• on entering the register screen from the accounts screen (there's a known problem with this: it doesn't work the first time).

(Items near the top can't be centered, as we don't scroll higher than the top of the list.)

Emacs movement keys are now supported, as well as VI keys. hjkl and CTRL-bfnp should work wherever unmodified arrow keys work.

In the transaction screen, amounts are now better aligned, eg when there are posting status marks or virtual postings.

Deps: allow brick 0.19 (#575, Felix Yan, Simon Michael)

1.2 (2017/3/31)

Fix a pattern match failure when pressing E on the transaction screen (fixes #508)

Accounts with ? in name had empty registers (fixes #498) (Bryan Richter)

Allow brick 0.16 (Joshua Chia) and brick 0.17/vty 0.15 (Peter Simons)

Allow megaparsec 5.2 (fixes #503)

Allow text-zipper 0.10

1.1.1 (2017/1/20)

• allow brick 0.16 (Joshua Chia)

• drop obsolete --no-elide flag

1.1 (2016/12/31)

• with --watch, the display updates automatically to show file or date changes

  hledger-ui --watch will reload data when the journal file (or any included file) changes. Also, when viewing a current standard period (ie this day/week/month/quarter/year), the period will move as needed to track the current system date.

• the --change flag shows period changes at startup instead of historical ending balances

• the A key runs the hledger-iadd tool, if installed

• always reload when g is pressed

  Previously it would check the modification time and reload only if it looked newer than the last reload.

• mark hledger-ui as "stable"

• allow brick 0.15, vty 5.14, text-zipper 0.9

1.0.4 (2016/11/2)

• allow brick 0.13

1.0.3 (2016/10/31)

• use brick 0.12

1.0.2 (2016/10/27)

• use latest brick 0.11

1.0.1 (2016/10/27)

• allow megaparsec 5.0 or 5.1

1.0 (2016/10/26)

accounts screen

• at depth 0, show accounts on one "All" line and show all transactions in the register

• 0 now sets depth limit to 0 instead of clearing it

• always use --no-elide for a more regular accounts tree

register screen

• registers can now include/exclude subaccount transactions.

  The register screen now includes subaccounts' transactions if the accounts screen was in tree mode, or when showing an account which was at the depth limit. Ie, it always shows the transactions contributing to the balance displayed on the accounts screen. As on the accounts screen, F toggles between tree mode/subaccount txns included by default and flat mode/subaccount txns excluded by default. (At least, it does when it would make a difference.)

• register transactions are filtered by realness and status (#354).

  Two fixes for the account transactions report when --real/--cleared/real:/status: are in effect, affecting hledger-ui and hledger-web:

  1. exclude transactions which affect the current account via an excluded posting type. Eg when --real is in effect, a transaction posting to the current account with only virtual postings will not appear in the report.

  2. when showing historical balances, don't count excluded posting types in the starting balance. Eg with --real, the starting balance will be the sum of only the non-virtual prior postings.

     This is complicated and there might be some ways to confuse it still, causing wrongly included/excluded transactions or wrong historical balances/running totals (transactions with both real and virtual postings to the current account, perhaps ?)

• show more accurate dates when postings have their own dates.

  If postings to the register account matched by the register's filter query have their own dates, we show the earliest of these as the transaction date.

misc

• H toggles between showing "historical" or "period" balances (#392).

  By default hledger-ui now shows historical balances, which include transactions before the report start date (like hledger balance --historical). Use the H key to toggle to "period" mode, where balances start from 0 on the report start date.

• shift arrow keys allow quick period browsing

  • shift-down narrows to the next smaller standard period (year/quarter/month/week/day), shift-up does the reverse
  • when narrowed to a standard period, shift-right/left moves to the next/previous period
  • `t` sets the period to today.

• a runs the add command

• E runs $HLEDGER_UI_EDITOR or $EDITOR or a default editor (vi) on the journal file.

  When using emacs or vi, if a transaction is selected the cursor will be positioned at its journal entry.

• / key sets the filter query; BACKSPACE/DELETE clears it

• Z toggles display of zero items (like --empty), and they are shown by default.

  -E/--empty is now the default for hledger-ui, so accounts with 0 balance and transactions posting 0 change are shown by default. The Z key toggles this, entering "nonzero" mode which hides zero items.

• R toggles inclusion of only real (non-virtual) postings

• U toggles inclusion of only uncleared transactions/postings

• I toggles balance assertions checking, useful for troubleshooting

• vi-style movement keys are now supported (for help, you must now use ? not h) (#357)

• ESC cancels minibuffer/help or clears the filter query and jumps to top screen

• ENTER has been reserved for later use

• reloading now preserves any options and modes in effect

• reloading on the error screen now updates the message rather than entering a new error screen

• the help dialog is more detailed, includes the hledger-ui manual, and uses the full terminal width if needed

• the header/footer content is more efficient; historical/period and tree/flat modes are now indicated in the footer

• date: query args on the command line now affect the report period.

  A date2: arg or --date2 flag might also affect it (untested).

• hledger-ui now uses the quicker-building microlens

0.27.3 (2016/1/12)

• allow brick 0.4

0.27.2 (2016/1/11)

• allow brick 0.3.x

0.27.1 (2015/12/3)

• allow lens 4.13
• make reloading work on the transaction screen

0.27 (2015/10/30)

• hledger-ui is a new curses-style UI, intended to be a standard part of the hledger toolset for all users (except on native MS Windows, where the vty lib is not yet supported).

  The UI is quite simple, allowing just browsing of accounts and transactions, but it has a number of improvements over the old hledger-vty, which it replaces:

  • adapts to screen size
  • handles wide characters
  • shows multi-commodity amounts on one line
  • manages cursor and scroll position better
  • allows depth adjustment
  • allows --flat toggle
  • allows --cleared toggle
  • allows journal reloading
  • shows a more useful transaction register, like hledger-web
  • offers multiple color themes
  • includes some built-in help

  hledger-ui is built with brick, a new higher-level UI library based on vty, making it relatively easy to grow and maintain.