simonmichael/hledger
1
1
Fork 0
mirror of https://github.com/simonmichael/hledger.git synced 2024-11-07 21:15:19 +03:00
Code Issues Projects Releases Wiki Activity
7b8df1d34f
hledger/CHANGES.md
Simon Michael 9bad34c341 ;doc: changelogs
2023-12-07 11:36:39 -10:00

27 KiB
Raw Blame History

General changes in the hledger project. For package-specific changes, see the hledger package changelogs.

e2751a79a

1.32 2023-12-01

Scripts/addons

  • hledger-install.sh: replaced hledger-stockquotes with pricehist

  • added gsheet-csv.hs: fetch a google sheet as CSV

  • added hledger-report1: an example custom compound report, with haskell and bash versions

  • justfile: updated import, time report scripts

Examples

  • New:

    • Fidelity CSV rules

  • Updated:

    • roi-unrealised.ledger (Charlie Ambrose)

Docs

  • New:

    • Started a weekly This Week In Hledger news post, inspired by Matrix.
    • There's now a News page, for This Week In Hledger etc.
    • hledgermatic, an up-to-date, simple journal-first workflow
    • How to record journal entries: added
    • Reporting version control stats: added
    • Moved regression bounty info from the issue tracker to Developer docs > REGRESSIONS.

  • Updated:

    • Checking for errors
    • Common workflows
    • Ledger
    • Simon's old setup
    • Videos
    • All docs now use the cli class instead of shell for command-line examples, avoiding inaccurate highlighting.

Infrastructure

  • hledger.org website:

    • Fixed the webhook that was not updating the site on git push.

    • Fixed a problem with cloudflare authentication that was preventing automatic TLS certificate renewal on hledger.org.

    • Updated and committed hledger.org's caddy config and short urls (redirects)

    • Enabled https for code.hledger.org and site.hledger.org short urls.

    • Updated the stars.hledger.org redirect (we have reached the top 30 github-starred Haskell projects 🌟 🎉).

    • Set up a self-hosted Sandstorm server, and a public hledger-web instance (sandbox.hledger.org) in it that is fully writable (until spammers find it). Use it as a pastebin for examples, eg.

  • Github CI (continuous integration) workflows have been optimised somewhat:

    • Scheduled weekly builds have been disabled, as they were propagating to forks and running wastefully there in some cases.

    • Some repeated rebuilding of the hledger-lib and hledger packages that seems unnecessary has been stopped.

    • hledger-ui no longer builds its modules twice.

    • Haddock testing now done only at release time.

    • renamed main CI workflow and branch to "ci"

  • Tools:

    • .ghci: added an :rmain alias, which is like :main but reloads first - saves typing, and is useful eg when changing --debug level.

    • make haddock-watch is now fast

Finance

  • Updated project finance scripts, regenerated the journal with consistent precisions.

  • Updated reports with the last few months of data from Open Collective.

1.31 2023-09-03

Scripts/addons

  • ft, tt shell scripts for collecting financial and time reports

  • A justfile implementation of ft and tt

Examples

  • self-tracking

  • RPG ledger (Eric Mertens)

Docs

Infrastructure

  • tools, CI: checkembeddedfiles, checkversions

  • Shake: avoid making empty commits

  • make functest-PAT: runs a subset of functional tests

  • Provide a ghc-tags.yaml file to make use of ghc-tags with Hledger easy.

    ghc-tags is a standalone tool to replace the formerly-built-in ":ctags" feature (and I presume ":etags") in GHCi. These walked over the source and produced a TAGS file (in vim-compatible ctags or Emacs-compatible etags format) that allows the relevant editors to quickly navigate around function definitions.

    ghc-tags trips over some of the CPP used in Hledger. The solution is to provide ghc-tags with explicit CPP defines via a YAML file. However, if a YAML file is provided, one also must specify the source paths, as the tool XORs config file | paths-on-command-line.

    See https://github.com/arybczak/ghc-tags/issues/6 for more information. (Jonathan Dowland)

1.30 2023-06-01

Scripts/addons

  • hledger-bar: new script for making simple bar charts in the terminal

  • hledger-install: also list cabal, stack, pip tool versions

Examples

  • examples/csv: added a more up-to-date CSV makefile

  • examples/i18: Added sample top level account and type declarations in several languages

Docs

  • A shorter, more example-heavy home page on the website.

  • Simplified website and FAQ structure.

1.29.2 2023-04-07

Scripts/addons

  • hledger-install: re-enable hledger-interest, hledger-iadd; add hledger-lots

1.29.1 2023-03-16

Scripts/addons

  • hledger-install: slight output cleanups

Docs

Infrastructure

  • RELEASING: new release process diagram
  • update hie.yaml so HLS uses GHC 9.4

1.29 2023-03-11

Scripts/addons

  • hledger-script-example.hs: rename/cleanup
  • sortandmergepostings: new, sorts postings and merges duplicates (Caleb Maclennan, Murukesh Mohanan)
  • hledger-register-max: new, prints the posting with largest historical balance
  • hledger-git: record shows better error output, no longer force-adds ignored files
  • hledger-git: status is fixed, also shows diffs
  • hledger-git: add short command aliases r, s, l
  • hledger-git: -h is fixed
  • hledger-git: pass unrecognised commands to git
  • hledger-install: also install hledger-edit, hledger-plot
  • hledger-install: add support for installing python packages
  • hledger-install: show quieter stack/cabal output
  • hledger-install: align install status list
  • hledger-install: don't list hledger-install.sh in PATH
  • hledger-install: drop hledger-iadd for now https://github.com/hpdeifel/hledger-iadd/issues/71

Docs

  • move most dev docs to doc/
  • Scripting hledger: move plugin types table here
  • Scripts: add hledger-plot, hledger-edit, hledger-fifo (Yann Büchau, Simon Michael)
  • update lots mockups, move to Mockups page
  • split Contributor Guide into Contributor Quick Start, LINKS, ISSUES
  • add REPOS, FILES, DECISIONS
  • CREDITS: updates, link to github contributors list

Infrastructure

  • pr template: mention COMMITS page and prefix convention (#1997)
  • make ghc 9.4 and current stackage nightly the default for dev builds
  • require megaparsec 9.3+ in dev builds, for its useful dbg tool
  • make site-watch: fix runaway recursion, be more verbose
  • new make rules: man-watch
  • new tools: ciwatch, push, pushdocs, gtree
  • misc process updates

1.28 2022-12-01

Docs

  • Miscellaneous improvements.

Examples

  • Indian National Pension Service CSV rules (Pranesh Prakash)

Infrastructure

  • make site-watch: switch from entr to watchexec.

  • make hoogle-setup, hoogle-serve: run a local hoogle on hledger code.

  • make man-watch-PROG: watch a hledger program's man page as source files change.

1.27 2022-09-01

Docs

  • https://hledger.org/ERRORS.html - an overview of hledger's error messages.

  • Rewrite/consolidate cost and conversion docs.

  • New template for github releases, with improved install instructions for binaries.

  • Add modern windows binary install instructions. (Lazar Lazarov, Simon Michael)

  • Fix tables of contents in developer documentation. (Alex Hirzel)

  • Update ACHIEVEMENTS. (Alex Hirzel)

  • Corrected the extension for the CREDITS file. (Pranesh Prakash)

  • Fix broken link in bin/README.md. (David D Lowe)

Examples

  • Add example for capital one credit cards CSV. (max thomas)

Process

  • Revive github projects, set up http://projects.hledger.org shortcut url

  • Many cleanups and improvements to the CI test and binary-generating github actions. The CI tests for master now also include hledger-lib's doctests.

  • All packages now disallow name shadowing in their code.

  • make scc gives a modern report of code line counts.

  • make ghci-unit-test loads hledger-lib unit tests in GHCI.

1.26 2022-06-04

Scripts/addons

  • renamed hledger-number.sh to hledger-simplebal

  • added hledger-git, hledger-pijul

  • fin (and bin) scripts show available scripts and their help

  • renamed aliases.sh to bashrc

  • Get hledger-print-location working. (Stephen Morgan)

Docs

  • README cleanup, inspired by feedback from README reviewer Lars Wirzenius.

  • Clearer sponsoring info and more complete sponsor lists on website and README.

  • The new https://github.com/simonmichael/hledger_finance repo keeps track of our public finances (on Open Collective, Liberapay etc.)

Examples

  • invoice: calculate dates accurately on last days of month

Process

  • Stackage nightly and GHC 9.2 are now the default for dev builds.

  • CI workflows:

    • Workflows and binaries have more consistent naming, mentioning platform and architecture.
    • The main test workflow is now linux-x64-test, replacing push and pull. It runs for both pushes and pull requests, and generates binaries on every run.
    • Pushes/merges to master, including Simon's, are required to have passed linux-x64-test on another github branch first.
    • Mac and Windows binaries are now stripped also (if applicable).

  • make buildtimes, make buildtimes-cabal show GHC codegen times.

1.25 2022-03-04

Scripts/addons

  • hledger-install.sh now also installs Pavan Rikhi's hledger-stockquotes tool.

  • The bin/hledger-number addon was added.

  • The bin/hledger-check-fancyassertions addon now shows docs in --help.

  • A new invoice-making script was added: examples/invoicing/invoice-script/invoice

Process/tools

  • The RELEASING doc and release process has been updated, and a new helper script added: tools/releaseprep. make hackageupload now only works from a branch named VERSION-branch or VERSION-release. Ie, making releases from master is no longer allowed, a release branch is always required,

  • CI: The commitlint check is more robust, and now runs only in the push to master and pull request workflows, and not eg when building release binaries. linux-x64 binaries are now built with ghc 9.0, not 8.10. Workflow, branch, and binary names have been improved.

  • make ghci-ui/make ghcid-ui now use older ghc 8.10 to avoid ghc 9.0-triggered failures.

  • hls support: The hie.yaml added to help hls work on mac m1 has been moved out of the way, since it probably makes things worse on other architectures.

1.24.1 2021-12-10

Docs

  • More platform notes for setting LEDGER_FILE.

  • Clarify which commands support which output formats and data layouts.

  • Note that hyphenated field names are allowed in CSV rules.

  • Fix some table layouts in non-HTML docs.

1.24 2021-12-01

Software

  • bin/hledger-check-fancyassertions.hs: fix ugly assertion parse errors. (ShrykeWindgrace)

  • bin/hledger-check-tagfiles.hs: Update description, clarify wording. (Pranesh Prakash)

Docs

  • Account types: prioritise the short one-letter names, hide the deprecated legacy syntax.

  • Directives: a more compact and accurate overview.

  • examples/templates/basic: A new starter file set, and a place to collect them.

  • Expose more developer docs as separate web pages: CHANGELOGS, COMMITS, RELEASING, etc.

  • Fix a link to developer workflows. (Joaquin "Florius" Azcarate)

Process

  • PR template: Fix our github PR template to use proper comment syntax, and link to more relevant docs. (toonn)

  • cabal.project: Drop obsolete compatibility comment. (#1365, toonn)

  • Bump default stackage snapshot to one avoiding buggy happy version.

  • bin/changelog: a new helper making changelog edits more pleasant.

  • make throughput{,-dev,-EXE}: reports transactions per second for a range of file sizes with the hledger in PATH, hledger dev build, or named hledger executable.

  • make install-as-FOO: build executables and save as bin/hledger*-FOO

  • perf: bench-ledger.sh for comparative benchmarking with Ledger.

  • CI: commitlint: be more forgiving when we can't figure out recent commits (don't check any).

  • CI: commitlint: recognise any commit starting with ‘Merge’ as a merge commit (and ignore it). (Stephen Morgan)

1.23 2021-09-21

Software:

  • The bin/hledger-check-fancyassertions.hs addon script, allowing more complex balance assertions, works again. (#1464, Stephen Morgan)

  • Many code cleanups suggested by hlint (Stephen Morgan)

Docs:

  • Added a public BACKLOG.org to the hledger repo and website.

  • Website updates:

    • Reorganised site content.
    • Improved page tables of contents.
    • Content fixes.
    • New docs: Currency conversion. hledger and Beancount/GnuCash/Ledger/Quicken.

  • New examples: systemd and nginx configs for hledger-web (Alan Young)

Tools/process:

  • make site-watch works again

  • make list-commits and make showauthors show those things.

  • Shake cabalfiles now uses (and requires) hpack in $PATH, to avoid building. It should be the version that's in the current stack release, to avoid commit conflicts.

  • shake: changelogs: A leading semicolon now means "skip most CI steps", not "omit from changelog".

  • ci: most steps are skipped if commit message begins with ;.

  • hledger developers now use GHC 9.0/stackage nightly by default. (#1503)

  • Our doctests are disabled with GHC 9 for now to work around an upstream bug. (#1503, #1615)

  • bin/commitlint is a new tool for hledger developers which checks and describes new commit conventions which simplify maintenance of change docs and releasing. It can be run locally while developing, manually or as a pre-commit hook (ln -sf ../../bin/commitling .git/hooks/commit-msg), and is also run by our CI workflows to check pull requests. https://hledger.org/CONTRIBUTING.html#commit-messages, https://github.com/simonmichael/hledger/blob/master/bin/commitlint (#1602)

1.22 2021-07-03

Software:

  • We now provide static executables for GNU/Linux on x64 (amd64) and arm32v7 architectures. These are more portable and more likely to work on your linux system than the dynamic Ubuntu executables we have been providing. These will also be useful for Nextcloud.com users. (#1571) (Garret McGraw)

  • 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.

Docs:

  • The info manuals now have the proper metadata so you or your packager can install them with install-info and they will appear in info's Directory. We also provide a dir file making it easy for developers to see the latest dev manuals in their info Directory. (#1585) (Damien Cassou, Simon Michael)

Chat:

  • The hledger IRC channels (#hledger:libera.chat, #hledger-bots:libera.chat) moved to Libera.chat.

  • The hledger Matrix room (#hledger:matrix.org), is now on at least equal "official" footing with the IRC channel.

  • I upgraded the matrix room to a newer version of the Matrix protocol. This effectively splits it into an old (read only) room and a new room. If you are joined to the old room, you might not have noticed; in your matrix client, please follow the link to the new room, ie #hledger:matrix.org.

  • I briefly bridged the IRC and matrix rooms, because having two chats (four if we consider #plaintextaccounting) is a pain. I hope to try the experiment again at some point.

1.21 2021-03-10

  • roi has a new cookbook doc, and example files have been updated. (Dmitry Astapov)

  • Example CSV rules for the Daedalus wallet have been added.

  • The default stackage resolver/GHC version has been bumped to lts-17.4/ghc-8.10.4.

  • tools/generatejournal now includes more commodities and prices in generated journals. (Stephen Morgan)

  • Our functional tests now also run on BSD. (#1434, Felix Van der Jeugt)

  • Addon scripts in bin/ have been updated for latest hledger API (Stephen Morgan).

  • Addon scripts are now compiled as part of our CI tests, and always with the same version of hledger source they were shipped with. We now require script users to check out the hledger source tree and run the scripts (or, bin/compile.sh) from there. This keeps users and tests in sync, making things more reliable for everyone. (#1453)

  • Last but not least, hledger's bash completions (provided in ./shell-completions/) have been thoroughly updated (#1404, #1410, Vladimir Zhelezov).

    "This was supposed to be just a fix for #1404 but upon visiting the source several issues became apparent and that is why the commit grew a bit more than expected. A complete list of changes below:

    • Fix #1404. No more orphaned temporary directories. Commands, options, etc. that used to be stored in there are included at build-time as here documents in the source.

    • Fix artifacts in /tmp after build. Upon fixing the above I became aware that the build itself was leaving behind a heap of artifacts in /tmp that were not taken care of with a make clean. Fixed by using temporary files and directories in the build directory. Makefile and build scripts adjusted.

    • Produce command aliases. Regular expressions in build scripts changed to produce all command aliases except single letter ones (see below)

    • Do not propose single letters completions. It is simply not useful and adds a lot of noise. It makes completion slower as well because you need to hit yes on the prompt: Display all 200 possibilities? (y or n) output-options.sh now excludes those.

    • Query filters simplified. Keep only the prefix of the filter with the colon in query-filters.txt. This change has two reasons:

    • Single letter completions are not useful (see above). It allows for completion suggestions specific to each Bonus reason: it's a completion engine, not a user manual. Fix completion impacts on global environment The completion script was making a couple of changes to the global environment which had an impact for the rest of the shell session.

    • set -o pipefail: the change is hidden from the user and could lead to subtle errors throughout the shell session. COMP_WORDBREAKS=" ": this affects subsequent completions for us and other programs too. I exclude the colon : from its value and use compopt -o filenames to handle escaping of special characters for us. I would like to find a solution without messing with COMP_WORDBREAKS but it is not straight forward.

    • Fix hiding of legit subcommands. Completion was hiding all possibilities if a subcommand happens to be the prefix of another. On typing balance, one should be proposed balancesheet and balancesheetequity as well.

    • Return early. Try to complete depending on the current context and return immediately if successful. Keep completion list relevant and as short as possible.

    • Context aware completion

      Add handlers for option parameter completion, see _hledger_compreply_optarg() Add handlers for query filters:, see _hledger_compreply_query() Use --file and --rules-file arguments when proposing completions for the above, see _hledger() Propose only top level accounts at first. Again, keep it short and focused. Custom compgen wrapper compgen is fairly complicated. There is no way to feed it a word list with literals. It will mangle your input in so many ways that we cannot trust it. To work around this several wrappers are used: _hledger_compgen() works with _hledger_quote_by_ref() to process and escape newline separated input which is then fed to compgen and finally in COMPREPLY through _hledger_compreply() and _hledger_compreply_append(). It sounds messy and I guess it is, I would like to find a more straight forward way to do it. I think it is still a way better and safer interface with readline than trying to grep our way through.

    • Replace declare with local. Again, this script is sourced by the shell -- keep variable scopes as narrow as possible. Oops, they are actually synonymous when used in a function but local declares our intentions explicitly.

    • Use compopt -o nosort. Often I resort to using it to keep different groups of completions together. Whether this is more ergonomic or not is subjective. But our input lists are already sorted at build-time so why not. Sort manually query-filters.txt when editing it.

    • Remove irrelevant comments. And add some new ones :)

    I think that is all. Give it a spin, try to abuse it, in and outside of quotes, with some funky accounts, payees, tags, whatever, and tell me where it breaks or behaves unexpectedly."

1.20.4 2021-01-29

1.20.3 2021-01-14

  • The run/compile instructions for add-on scripts in bin/ have been updated. The scripts now use stack runghc and are tested (manually with make functest for now) with the corresponding hledger source, not the hledger on stackage.

1.20 2020-12-05

  • examples: clean up & add more budgeting examples

  • examples: stripe csv

  • The functional tests in tests/ have been moved into the respective packages, eg hledger/test/ and hledger-ui/test/.

  • Shake cabalfiles: now gives an error when it fails

  • make bench: add some large tabular reports; run just the slowest commands by default; run after make (func)test

  • a hie.yaml file has been added, so hledger source loads easily in IDEs supporting haskell-language-server

2020-09-07

  • Update shell completions (Jakob Schöttl)

1.19 2020-09-01

  • example scripts:

    • stack scripts now use stack's script command consistently
    • stack scripts no longer have explicit --package lists, stack infers them from the imports
    • hledger-print-location: new script

  • CI:

    • always recompile all modules for robustness
    • generate optimised binaries, which can be downloaded
    • build a single different GHC version with each workflow, reducing total building and carbon footprint a bit
    • stop building with GHC 8.0

  • the default stack file now uses lts 16.12 (ghc 8.8.4)

1.18.1 2020-06-21

  • provide CI binaries for windows, mac & gnu/linux

1.18 2020-06-07

  • new example scripts:

    • hledger-combine-balances.hs, hledger-balance-as-budget.hs (Dmitry Astapov)
    • hledger-check-tag-files.hs, hledger-check-tag-files2.hs

  • more CSV rule examples: coinbase, waveapp

  • new CI (continuous integration) system using Github Actions. Thanks to Travis and Appveyor for their service to date. Improvements:

    • one CI service instead of several
    • more closely integrated with code repo
    • tests run on the three main platforms (linux, mac, windows)
    • harmless commits are ignored automatically ([ci skip] no longer needed for doc commits)
    • scheduled and on-demand testing (push to master, push to ci-* branches, pull request, weekly)
    • now tested: all GHC versions, doctests, haddock building
    • new shortcut url: http://ci.hledger.org

1.17 2020-03-01

  • hledger-install: re-enable installation of hledger-iadd & hledger-interest.

  • hledger-install: bump minimum stack version to 1.9.1 1.7.1 fails with deps using newer cabal file syntax I believe.

  • hledger-install: always do stack update, to help ensure we get the latest packages. https://github.com/commercialhaskell/stack/issues/5112

  • examples: Add a basic example of rule parsing for the output of csb2format. (Evilham) csb2format deals with the CSB43/AEB43 format, which all banks operating in Spain must support. Having these example rules enables easens bootstraping for users with a Spanish bank account.

  • doc: simpler, clearer structure in the manuals and hledger.org sidebar

  • doc: a new Quick Start page

  • doc: a new Common Tasks section in the hledger manual

  • doc: a new invoicing how-to: https://hledger.org/invoicing.html

  • doc: Fix dead pointer in contributing (Aleksandar Dimitrov)

  • doc: Fix build badges for Travis and AppVeyor (Rui Chen)

1.16 2019-12-01

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

  • drop support for GHC 7.10

  • add descriptions to most issue tracker labels

  • matrix.hledger.org now redirects to a more readable/useful url

1.15 2019-09-01

  • install: bump to lts-14.4, hledger 1.15, drop hledger-api

  • bump versions to 1.15

  • api: drop from Shake scripts

  • new unified website: hledger.org now has its own git repo, has absorbed the github wiki, and is generated with Sphinx.

  • hledger-api's functionality is now included in hledger-web, and the hledger-api package is mothballed.

  • hledger-install.sh: updated, now also works on FreeBSD 12 (zieone)

  • bin/ addon scripts: hledger-swap-dates added; hledger-check, hledger-smooth updated. (#1072)

  • shell-completion/ scripts: updated (Jakob Schöttl)

  • github: FUNDING.yml / sponsor button configured

  • site: Wine option added to download page

  • tools: generatejournal updates: vary amount, make reports with fewer zeroes, start from a fixed year to keep tests stable, also generate P records. (#999)

  • tools: make, shake, CI: misc. updates

  • doc: add a README for the functional tests, linked from contrib guide

  • hledger-makeitso has been renamed to hledger-flow (Andreas Pauley)

  • The hledger docker image is now based on the "haskell" image (Dmitry Astapov)

1.14 2019-03-01

  • hledger.org website: now uses https, home page updates, download page improved package list with status badges. Also the github wiki pages are now rendered as part of hledger.org, like the main site pages (with pandoc markdown and tables of contents). Building the site now requires that a copy of the wiki is checked out under wiki/.

  • bash completion support: removed duplicate options, added new options, stopped listing -h as a command, added some completion for external addon commands.

  • release automation improvements

  • makefile cleanups; make site-liverender helps with local site preview

1.13 (2019/01/02)

  • packaging: A docker image providing the main hledger tools is now linked on the download page. This is another way to get up-to-date hledger tools without building them yourself (and, a way to run hledger-ui on windows ?) (Dmitry Astapov, Simon Michael)

  • hledger-install.sh: fix installation of stack when .local/bin is not in PATH (Dmitry Astapov)

  • doc: fixed pandoc typography conversion in web manuals. Eg -- was being rendered as en-dash. (#954).

Developers:

  • developer docs have moved from the wiki into CONTRIBUTING.md (#920)

  • new streamlined changelog update process. Shake targets:

    ./Shake changelogs
./Shake CHANGES.md
./Shake CHANGES.md-dry
./Shake PKG/CHANGES.md
./Shake PKG/CHANGES.md-dry

    update the project-wide and/or package changelogs, inserting new commits (touching the respective directory, since the tag version or commit hash which is the first word in the changelog's previous top heading) at the top, formatted as changelog entries.

  • ./Shake PKG - builds a package plus its embedded docs. ./Shake build - builds all the packages and their embedded docs. ("stack build PKG" does not notice changes in embedded doc files.)

  • make ghci-shake - loads Shake.hs in ghci

  • make tags - includes doc source files, hpack/cabal files, Shake.hs

  • make site-livereload - opens a reloading browser view on the website html (requires livereloadx)

  • added a Dockerfile and helper scripts (Dmitry Astapov)

  • doc files and hpack/cabal files are included in TAGS again

1.12 (2018/12/02)