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<meta name="author" content="Simon Michael">
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<meta name="dcterms.date" content="2021-04-29">
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<title>Inside hledger: an architectural tour and how-to</title>
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<div class="reveal">
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<div class="slides">
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<section id="title-slide">
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<h1 class="title">Inside hledger: an architectural tour and how-to</h1>
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<p class="author">Simon Michael</p>
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<p class="date">April 29, 2021</p>
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</section>
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<section>
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<section id="introductions" class="title-slide slide level1">
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<h1>Introductions</h1>
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<p><code>0:00 (10m)</code></p>
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</section>
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<section id="who-am-i" class="slide level2">
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<h2>Who am I ?</h2>
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<p>Simon Michael<br />
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Independent software consultant and developer.<br />
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<!-- Currently based in Hawaii. --> <a href="https://joyful.com" class="uri">https://joyful.com</a></p>
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<p>Started in the home computer era (Ireland, 80s). ZX-80, Pet, VIC, C64, Amiga, PC, Mac, VAX/VMS, unix..</p>
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<p>FOSS fan, contributor, project leader. Two big projects:</p>
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<ul>
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<li><p><strong>Zwiki</strong>, 1996-2006, wiki engine, Python/Zope</p></li>
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<li><p><strong>hledger</strong>, 2006-present, accounting tool, Haskell</p></li>
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</ul>
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</section>
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<section id="overview-of-talk" class="slide level2">
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<h2>Overview of talk</h2>
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<ul>
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<li><p>A quick intro to plain text accounting and hledger. (10m)</p></li>
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<li><p>A tour of hledger’s architecture, codebase, evolutions, and design principles. (25m)</p></li>
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<li><p>How to script and develop hledger: custom commands, calling from other apps, troubleshooting, bug investigation, effective pull requests. (25m)</p></li>
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<li><p>Q&A to go deeper on whatever you like. (30m)</p></li>
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</ul>
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</section>
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<section id="whats-plain-text-accounting" class="slide level2">
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<h2>What’s Plain Text Accounting ?</h2>
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<p>A name I proposed (and a website I built) to help unify and grow the communities around Ledger, hledger, Beancount and similar accounting tools.</p>
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<p><a href="https://plaintextaccounting.org" class="uri">https://plaintextaccounting.org</a></p>
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</section>
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<section id="the-pta-ecosystem" class="slide level2">
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<h2>The PTA ecosystem</h2>
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<p>The “big three” apps:</p>
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<ul>
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<li><p><strong>Ledger</strong> - John Wiegley’s pioneering command line accounting app, inspiration for all the rest.<br />
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C++, 2003-present</p></li>
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<li><p><strong>hledger</strong> - Simon Michael’s rewrite/remix.<br />
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Haskell, 2007-present</p></li>
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<li><p><strong>Beancount</strong> - Martin Blais’ variant.<br />
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Python, 2008-present</p></li>
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</ul>
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<p>Many more apps and add-on tools - <a href="https://plaintextaccounting.org/#software" class="uri">https://plaintextaccounting.org/#software</a></p>
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</section>
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<section id="whats-hledger" class="slide level2">
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<h2>What’s hledger ?</h2>
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<p>A suite of tools, file formats, and documentation for doing “plain text accounting”.</p>
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<p><a href="https://hledger.org" class="uri">https://hledger.org</a></p>
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</section>
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<section id="hledger-project-goals" class="slide level2">
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<h2>hledger project goals</h2>
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<p>I was a Ledger user and new Haskeller. I started hledger with many goals:</p>
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<ul>
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<li>acquire a more robust, usable, evolving incarnation of Ledger</li>
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<li>develop a consistent, effective accounting habit</li>
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<li>get better at Haskell</li>
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<li>find out if Haskell was good for end-user apps and maintainer productivity</li>
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<li>grow a useful, long-lasting, financially sustainable FOSS accounting project</li>
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</ul>
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</section>
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<section id="an-end-user-haskell-application" class="slide level2">
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<h2>An end-user Haskell application</h2>
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<p>hledger is something that’s not yet common:</p>
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<p>An end user application (ie: not a programming tool), written in Haskell, that aims to be</p>
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<ul>
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<li>easy to install,</li>
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<li>dependable,</li>
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<li>and pleasing to use,</li>
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<li>on all major platforms,</li>
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<li>by non-techies as well as power users.</li>
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</ul>
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</section>
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<section id="a-successful-foss-project" class="slide level2">
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<h2>A successful FOSS project</h2>
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<p>15 years, 134 contributors, 80-100 chatters, some number of happy users, useful to me every week.</p>
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<p>Reasonably successful.</p>
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<p>Not fulfilling my original goal of being financially self-sustaining and minimally time-consuming !</p>
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</section>
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<section id="tools" class="slide level2">
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<h2>Tools</h2>
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<ul>
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<li>hledger</li>
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<li>hledger-ui</li>
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<li>hledger-web</li>
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<li>hledger-iadd</li>
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<li>hledger-interest</li>
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<li>etc.</li>
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</ul>
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</section>
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<section id="file-formats" class="slide level2">
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<h2>File formats</h2>
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<ul>
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<li>journal</li>
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<li>csv</li>
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<li>timeclock</li>
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<li>timedot</li>
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</ul>
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</section>
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<section id="documentation" class="slide level2">
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<h2>Documentation</h2>
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<ul>
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<li>introductory</li>
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<li>reference</li>
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<li>cookbook</li>
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<li>developer</li>
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</ul>
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</section></section>
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<section>
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<section id="architecture" class="title-slide slide level1">
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<h1>Architecture</h1>
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<p><code>0:10 (25m)</code></p>
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</section>
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<section id="a-fast-run-through-the-evolution" class="slide level2">
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<h2>A fast run through the evolution</h2>
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<ul>
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<li>First commit</li>
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<li>First types</li>
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<li>First report</li>
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<li>Balance report</li>
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<li>Multi-column balance report</li>
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<li>Stateful parser</li>
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<li>Web interface</li>
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<li>Curses interface</li>
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<li>Package split</li>
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<li>Speed, features</li>
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<li>General currency conversion</li>
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<li>Valuation</li>
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<li>Always documentation</li>
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</ul>
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</section>
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<section id="a-tour-of-the-codebase-and-project-today-2021q2" class="slide level2">
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<h2>A tour of the codebase and project today (2021Q2)</h2>
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</section>
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<section id="design-principles" class="slide level2">
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<h2>Design principles</h2>
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</section></section>
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<section>
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<section id="how-to.." class="title-slide slide level1">
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<h1>How to..</h1>
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<p><code>0:35 (25m)</code></p>
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</section>
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<section id="script-hledger" class="slide level2">
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<h2>Script hledger</h2>
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<ul>
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<li><a href="https://hledger.org/scripting.html" class="uri">https://hledger.org/scripting.html</a></li>
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</ul>
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</section>
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<section id="integrate-hledger-in-your-app" class="slide level2">
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<h2>Integrate hledger in your app</h2>
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<ul>
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<li><p>Run cli, capture csv/json</p></li>
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<li><p>Run hledger-web, use http-json api</p></li>
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<li><p>Link with hledger-lib and/or other hledger packages, call public functions</p></li>
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</ul>
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</section>
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<section id="investigate-a-hledger-bug" class="slide level2">
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<h2>Investigate a hledger bug</h2>
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<ul>
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<li><p>Basic troubleshooting - docs, comparison, minimisation, reproduction, support</p></li>
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<li><p>Code debugging</p></li>
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</ul>
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</section>
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<section id="how-to-submit-a-pull-request" class="slide level2">
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<h2>How to submit a pull request</h2>
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<ul>
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<li><a href="https://hledger.org/CONTRIBUTING.html#pull-requests" class="uri">https://hledger.org/CONTRIBUTING.html#pull-requests</a></li>
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</ul>
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</section></section>
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<section id="q-a" class="title-slide slide level1">
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<h1>Q & A</h1>
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<p><code>1:00 (30m)</code></p>
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</section>
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<section id="end" class="title-slide slide level1">
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<h1>End</h1>
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<p><code>1:30</code></p>
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<pre><code>$ git shortlog -s
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Aerex
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Aiken Cairncross
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Alejandro García Montoro
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Aleksandar Dimitrov
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Alex Chen
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||
Alvaro Fernando García
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Amarandus
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||
Amitai Burstein
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Andreas Pauley
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||
Andrew Jones
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Andriy Mykhaylyk
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||
Arnout Engelen
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||
Ben Boeckel
|
||
Ben Creasy
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||
Boyd Kelly
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||
Brian Scott
|
||
Brian Wignall
|
||
Bryan Richter
|
||
Caleb Maclennan
|
||
Carel Fellinger
|
||
Carl Richard Theodor Schneider
|
||
Carlos Lopez-Camey
|
||
Christian G. Warden
|
||
Christoph Nicolai
|
||
Clint Adams
|
||
Colin Woodbury
|
||
Damien Cassou
|
||
David Reaver
|
||
David Zhang
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||
Dmitry Astapov
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||
Dominik Süß
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Doug Goldstein
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||
Eli Flanagan
|
||
Elijah Caine
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Eric Kow
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Eric Mertens
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||
Everett Hildenbrandt
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||
Evilham
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||
Felix Van der Jeugt
|
||
Felix Yan
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||
Fun Ilrys (Nissar Chababy)
|
||
Gabriel Ebner
|
||
Gaith Hallak
|
||
Gergely Risko
|
||
Hans-Peter Deifel
|
||
Henning Thielemann
|
||
Imuli
|
||
Jacek Generowicz
|
||
Jacob Weisz
|
||
Jakob Schöttl
|
||
Jakub Zárybnický
|
||
Jan Zerebecki
|
||
Jeff Richards
|
||
Jesse Rosenthal
|
||
Joachim Breitner
|
||
Joe Horsnell
|
||
Johann Klähn
|
||
Johannes Gerer
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||
John Wiegley
|
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Joseph Weston
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||
Joshua Chia
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||
Joshua Kehn
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||
Judah Jacobson
|
||
Julien Moutinho
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||
Justin Le
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||
Kyle Marek-Spartz
|
||
Luca Molteni
|
||
Léo Gaspard
|
||
M Parker
|
||
Malte Brandy
|
||
Mark Hansen
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||
Marko Kocić
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Martin Michlmayr
|
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Mateus Furquim
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||
Matthias Kauer
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Max Bolingbroke
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Michael Kainer
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Michael Sanders
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Michael Snoyman
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Michael Walker
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Mick Dekkers
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Mitchell Rosen
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Moritz Kiefer
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Mykola Orliuk
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||
Nadrieril
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||
Nicholas Niro
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Nick Ingolia
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Nicolas Wavrant
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Nikhil Jha
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Nissar Chababy
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Nolan Darilek
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||
Oliver Braun
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||
Omari Norman
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||
Pavan Rikhi
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||
Pavlo Kerestey
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||
Peter Simons
|
||
Pia Mancini
|
||
Rick Lupton
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||
Roman Cheplyaka
|
||
Rui Chen
|
||
Ryan Desfosses
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||
Sam Doshi
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||
Sam Jeeves
|
||
Samuel May
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||
Sergei Trofimovich
|
||
Sergey Astanin
|
||
Shubham Lagwankar
|
||
Simon Hengel
|
||
Simon Michael
|
||
SpicyCat
|
||
Stefano Rodighiero
|
||
Stephen Morgan
|
||
Steven R. Baker
|
||
TANIGUCHI Kohei
|
||
Thomas R. Koll
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||
Tim Docker
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||
Timofey ZAKREVSKIY
|
||
Trygve Laugstøl
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||
Vladimir Sorokin
|
||
Vladimir Zhelezov
|
||
Wad
|
||
Xinruo Sun
|
||
afarrow
|
||
agander
|
||
aragaer
|
||
awjchen
|
||
azure-pipelines[bot]
|
||
flip111
|
||
gwern
|
||
jeevcat
|
||
jungle-boogie
|
||
legrostdg
|
||
trevorriles
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||
zieone</code></pre>
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