Changelog for hledger-lib-1.5

API-ish changes in the hledger-lib package. See also hledger. # 1.5 (2017/12/31) * -V/--value uses today's market prices by default, not those of last transaction date. #683, #648) * csv: allow balance assignment (balance assertion only, no amount) in csv records (Nadrieril) * journal: allow space as digit group separator character, #330 (Mykola Orliuk) * journal: balance assertion errors now show line of failed assertion posting, #481 (Sam Jeeves) * journal: better errors for directives, #402 (Mykola Orliuk) * journal: better errors for included files, #660 (Mykola Orliuk) * journal: commodity directives in parent files are inherited by included files, #487 (Mykola Orliuk) * journal: commodity directives limits precision even after -B, #509 (Mykola Orliuk) * journal: decimal point/digit group separator chars are now inferred from an applicable commodity directive or default commodity directive. #399, #487 (Mykola Orliuk) * journal: numbers are parsed more strictly (Mykola Orliuk) * journal: support Ledger-style automated postings, enabled with --auto flag (Dmitry Astapov) * journal: support Ledger-style periodic transactions, enabled with --forecast flag (Dmitry Astapov) * period expressions: fix "nth day of {week,month}", which could generate wrong intervals (Dmitry Astapov) * period expressions: month names are now case-insensitive (Dmitry Astapov) * period expressions: stricter checking for invalid expressions (Mykola Orliuk) * period expressions: support "every 11th Nov" (Dmitry Astapov) * period expressions: support "every 2nd Thursday of month" (Dmitry Astapov) * period expressions: support "every Tuesday", short for "every <n>th day of week" (Dmitry Astapov) * remove upper bounds on all but hledger* and base (experimental) It's rare that my deps break their api or that newer versions must be avoided, and very common that they release new versions which I must tediously and promptly test and release hackage revisions for or risk falling out of stackage. Trying it this way for a bit. # 1.4 (2017/9/30) * add readJournalFile[s]WithOpts, with simpler arguments and support for detecting new transactions since the last read. * query: add payee: and note: query terms, improve description/payee/note docs (Jakub Zárybnický, Simon Michael, #598, #608) * journal, cli: make trailing whitespace significant in regex account aliases Trailing whitespace in the replacement part of a regular expression account alias is now significant. Eg, converting a parent account to just an account name prefix: --alias '/:acct:/=:acct ' * timedot: allow a quantity of seconds, minutes, days, weeks, months or years to be logged as Ns, Nm, Nd, Nw, Nmo, Ny * csv: switch the order of generated postings, so account1 is first. This simplifies things and facilitates future improvements. * csv: show the "creating/using rules file" message only with --debug * csv: fix multiple includes in one rules file * csv: add "newest-first" rule for more robust same-day ordering * deps: allow ansi-terminal 0.7 * deps: add missing parsec lower bound, possibly related to #596, fpco/stackage#2835 * deps: drop oldtime flag, require time 1.5+ * deps: remove ghc < 7.6 support, remove obsolete CPP conditionals * deps: fix test suite with ghc 8.2 # 1.3.1 (2017/8/25) * Fix a bug with -H showing nothing for empty periods (#583, Nicholas Niro) This patch fixes a bug that happened when using the -H option on a period without any transaction. Previously, the behavior was no output at all even though it should have shown the previous ending balances of past transactions. (This is similar to previously using -H with -E, but with the extra advantage of not showing empty accounts) * allow megaparsec 6 (#594) * allow megaparsec-6.1 (Hans-Peter Deifel) * fix test suite with Cabal 2 (#596) # 1.3 (2017/6/30) journal: The "uncleared" transaction/posting 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) csv: assigning to the "balance" field name creates balance assertions (#537, Dmitry Astapov). csv: Doubled minus signs are handled more robustly (fixes #524, Nicolas Wavrant, Simon Michael) Multiple "status:" query terms are now OR'd together. (#564) deps: allow megaparsec 5.3. # 1.2 (2017/3/31) ## journal format A pipe character can optionally be used to delimit payee names in transaction descriptions, for more accurate querying and pivoting by payee. Eg, for a description like `payee name | additional notes`, the two parts will be accessible as pseudo-fields/tags named `payee` and `note`. Some journal parse errors now show the range of lines involved, not just the first. ## ledger format The experimental `ledger:` reader based on the WIP ledger4 project has been disabled, reducing build dependencies. ## Misc Fix a bug when tying the knot between postings and their parent transaction, reducing memory usage by about 10% (#483) (Mykola Orliuk) Fix a few spaceleaks (#413) (Moritz Kiefer) Add Ledger.Parse.Text to package.yaml, fixing a potential build failure. Allow megaparsec 5.2 (#503) Rename optserror -> usageError, consolidate with other error functions # 1.1 (2016/12/31) ## journal format - balance assignments are now supported (#438, #129, #157, #288) This feature also brings a slight performance drop (~5%); optimisations welcome. - also recognise `*.hledger` files as hledger journal format ## ledger format - use ledger-parse from the ledger4 project as an alternate reader for C++ Ledger journals The idea is that some day we might get better compatibility with Ledger files this way. Right now this reader is not very useful and will be used only if you explicitly select it with a `ledger:` prefix. It parses transaction dates, descriptions, accounts and amounts, and ignores everything else. Amount parsing is delegated to hledger's journal parser, and malformed amounts might be silently ignored. This adds at least some of the following as new dependencies for hledger-lib: parsers, parsec, attoparsec, trifecta. ## misc - update base lower bound to enforce GHC 7.10+ hledger-lib had a valid install plan with GHC 7.8, but currently requires GHC 7.10 to compile. Now we require base 4.8+ everywhere to ensure the right GHC version at the start. - Hledger.Read api cleanups - rename dbgIO to dbg0IO, consistent with dbg0, and document a bug in dbg*IO - make readJournalFiles [f] equivalent to readJournalFile f (#437) - more general parser types enabling reuse outside of IO (#439) # 1.0.1 (2016/10/27) - allow megaparsec 5.0 or 5.1 # 1.0 (2016/10/26) ## timedot format - new "timedot" format for retroactive/approximate time logging. Timedot is a plain text format for logging dated, categorised quantities (eg time), supported by hledger. It is convenient for approximate and retroactive time logging, eg when the real-time clock-in/out required with a timeclock file is too precise or too interruptive. It can be formatted like a bar chart, making clear at a glance where time was spent. ## timeclock format - renamed "timelog" format to "timeclock", matching the emacs package - sessions can no longer span file boundaries (unclocked-out sessions will be auto-closed at the end of the file). - transaction ids now count up rather than down (#394) - timeclock files no longer support default year directives - removed old code for appending timeclock transactions to journal transactions. A holdover from the days when both were allowed in one file. ## csv format - fix empty field assignment parsing, rule parse errors after megaparsec port (#407) (Hans-Peter Deifel) ## journal format - journal files can now include timeclock or timedot files (#320) (but not yet CSV files). - fixed an issue with ordering of same-date transactions included from other files - the "commodity" directive and "format" subdirective are now supported, allowing full control of commodity style (#295) The commodity directive's format subdirective can now be used to override the inferred style for a commodity, eg to increase or decrease the precision. This is at least a good workaround for #295. - Ledger-style "apply account"/"end apply account" directives are now used to set a default parent account. - the Ledger-style "account" directive is now accepted (and ignored). - bracketed posting dates are more robust (#304) Bracketed posting dates were fragile; they worked only if you wrote full 10-character dates. Also some semantics were a bit unclear. Now they should be robust, and have been documented more clearly. This is a legacy undocumented Ledger syntax, but it improves compatibility and might be preferable to the more verbose "date:" tags if you write posting dates often (as I do). Internally, bracketed posting dates are no longer considered to be tags. Journal comment, tag, and posting date parsers have been reworked, all with doctests. - balance assertion failure messages are clearer - with --debug=2, more detail about balance assertions is shown. ## misc - file parsers have been ported from Parsec to Megaparsec \o/ (#289, #366) (Alexey Shmalko, Moritz Kiefer) - most hledger types have been converted from String to Text, reducing memory usage by 30%+ on large files - file parsers have been simplified for easier troubleshooting (#275). The journal/timeclock/timedot parsers, instead of constructing opaque journal update functions which are later applied to build the journal, now construct the journal directly by modifying the parser state. This is easier to understand and debug. It also rules out the possibility of journal updates being a space leak. (They weren't, in fact this change increased memory usage slightly, but that has been addressed in other ways). The ParsedJournal type alias has been added to distinguish "being-parsed" journals and "finalised" journals. - file format detection is more robust. The Journal, Timelog and Timedot readers' detectors now check each line in the sample data, not just the first one. I think the sample data is only about 30 chars right now, but even so this fixed a format detection issue I was seeing. Also, we now always try parsing stdin as journal format (not just sometimes). - all file formats now produce transaction ids, not just journal (#394) - git clone of the hledger repo on windows now works (#345) - added missing benchmark file (#342) - our stack.yaml files are more compatible across stack versions (#300) - use newer file-embed to fix ghci working directory dependence (<>) - report more accurate dates in account transaction report when postings have their own dates (affects hledger-ui and hledger-web registers). The newly-named "transaction register date" is the date to be displayed for that transaction in a transaction register, for some current account and filter query. It is either the transaction date from the journal ("transaction general date"), or if postings to the current account and matched by the register's filter query have their own dates, the earliest of those posting dates. - simplify account transactions report's running total. The account transactions report used for hledger-ui and -web registers now gives either the "period total" or "historical total", depending strictly on the --historical flag. It doesn't try to indicate whether the historical total is the accurate historical balance (which depends on the user's report query). - reloading a file now preserves the effect of options, query arguments etc. - reloading a journal should now reload all included files as well. - the Hledger.Read.\* modules have been reorganised for better reuse. Hledger.Read.Utils has been renamed Hledger.Read.Common and holds low-level parsers & utilities; high-level read utilities are now in Hledger.Read. - clarify amount display style canonicalisation code and terminology a bit. Individual amounts still have styles; from these we derive the standard "commodity styles". In user docs, we might call these "commodity formats" since they can be controlled by the "format" subdirective in journal files. - Journal is now a monoid - expandPath now throws a proper IO error - more unit tests, start using doctest 0.27 (2015/10/30) - The main hledger types now derive NFData, which makes it easier to time things with criterion. - Utils has been split up more. - Utils.Regex: regular expression compilation has been memoized, and memoizing versions of regexReplace[CI] have been added, since compiling regular expressions every time seems to be quite expensive (#244). - Utils.String: strWidth is now aware of multi-line strings (#242). - Read: parsers now use a consistent p suffix. - New dependencies: deepseq, uglymemo. - All the hledger packages' cabal files are now generated from simpler, less redundant yaml files by hpack, in principle. In practice, manual fixups are still needed until hpack gets better, but it's still a win. 0.26 (2015/7/12) - allow year parser to handle arbitrarily large years - Journal's Show instance reported one too many accounts - some cleanup of debug trace helpers - tighten up some date and account name parsers (don't accept leading spaces; hadddocks) - drop regexpr dependency 0.25.1 (2015/4/29) - support/require base-compat >0.8 (#245) 0.25 (2015/4/7) - GHC 7.10 compatibility (#239) 0.24.1 (2015/3/15) - fix JournalReader "ctx" compilation warning - add some type signatures in Utils to help make ghci-web 0.24 (2014/12/25) - fix combineJournalUpdates folding order - fix a regexReplaceCI bug - fix a splitAtElement bug with adjacent separators - mostly replace slow regexpr with regex-tdfa (fixes #189) - use the modern Text.Parsec API - allow transformers 0.4* - regexReplace now supports backreferences - Transactions now remember their parse location in the journal file - export Regexp types, disambiguate CsvReader's similarly-named type - export failIfInvalidMonth/Day (fixes #216) - track the commodity of zero amounts when possible (useful eg for hledger-web's multi-commodity charts) - show posting dates in debug output - more debug helpers 0.23.3 (2014/9/12) - allow transformers 0.4* 0.23.2 (2014/5/8) - postingsReport: also fix date sorting of displayed postings (#184) 0.23.1 (2014/5/7) - postingsReport: with disordered journal entries, postings before the report start date could get wrongly included. (#184) 0.23 (2014/5/1) - orDatesFrom -> spanDefaultsFrom 0.22.2 (2014/4/16) - display years before 1000 with four digits, not three - avoid pretty-show to build with GHC < 7.4 - allow text 1.1, drop data-pprint to build with GHC 7.8.x 0.22.1 (2014/1/6) and older: see or doc/