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author | Rahix <rahix@rahix.de> | 2021-08-04 16:04:32 +0200 |
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committer | Martin Michlmayr <tbm@cyrius.com> | 2021-08-24 16:19:01 +0800 |
commit | 71c0903dffeb8e6750abdfba3c2e6e99f38f146c (patch) | |
tree | 415fc7c773532f21738174b2994dd184d305ed6e /doc | |
parent | 4cba478b490fd5986be49cced834a22961c5927f (diff) | |
download | fork-ledger-71c0903dffeb8e6750abdfba3c2e6e99f38f146c.tar.gz fork-ledger-71c0903dffeb8e6750abdfba3c2e6e99f38f146c.tar.bz2 fork-ledger-71c0903dffeb8e6750abdfba3c2e6e99f38f146c.zip |
Move NEWS into repository root
To make the file easier to find, move it into the repository root - this
way it is immediately visible when viewing the repo online.
Diffstat (limited to 'doc')
-rw-r--r-- | doc/NEWS.md | 1142 |
1 files changed, 0 insertions, 1142 deletions
diff --git a/doc/NEWS.md b/doc/NEWS.md deleted file mode 100644 index 81ece6d4..00000000 --- a/doc/NEWS.md +++ /dev/null @@ -1,1142 +0,0 @@ -# Ledger NEWS - -## 3.3 (unreleased) - -- Use `$PAGER` when environment variable is set (bug #1674) - -- Make `--depth` correctly fold postings to accounts of greater depth into the - parent at the specified level (bug #987) - -- When using wild-cards in the `include` directive, include matched files in - sorted order (bug #1659) - -- Try to use `$XDG_HOME_CONFIG/ledger/ledgerrc` or `~/.config/ledger/ledgerrc` - first - -- Add support for automatically reading files encrypted with GPG (bug #1949) - -- Add support for a "debit" column in the `convert` command (bug #1120) - -- Fix incorrect parsing of expressions containing a `-` without spaces (bug #2001) - -- Fix payee metadata on postings not being validated and payee aliases not - being honored (bug #566 & bug #1892) - -- Fix ledger interpreting a posting with 0 difference as a null-posting, - which leads to it auto-balancing the posting (bug #1942) - -- Correctly escape all string values in lisp report (bug #2034) - -- Fix a regression where empty commodities were shown (bug #1969) - -- Fix a regression where using multiple commodities in one transaction triggers - an assertion (bug #1998) - -- Support building on older versions of CMAKE (less than 3.7) - -- Fix compilation with Boost 1.76 (bug #2030) - -- Fix Msys2 MinGW build (bug #1905) - -- Fix unicode problems on Windows (bug #1986) - -- Various documentation improvements - -## 3.2.1 (2020-05-18) - -- Fix regression with expression evaluation by reverting commit - `Correction to the way parens are parsed in query expressions` (bug #1894) - -- Fix --invert breakage by reverting commit `Change --invert to invert - displayed amounts and totals, not amounts` (bug #1895) - -- Fix performance regression by reverting commit `Compare price - annotations using their textual rendering` (bug #1907) - -- Fix library path issue (bug #1885) - -- Allow specifying the Python version (bug #1893) - -- Some documentation fixes - -## 3.2.0 (2020-05-01) - -- Port Python support to Python 3 - -- Entities are no longer regarded as defined due to being part of a - cleared transaction. `--explicit` is effectively enabled by default - and is now a no-op (PR #1819) - -- Add `--average-lot-prices` to show the average of lot prices - -- Add support for `%F` date format specifier (bug #1775) - -- Add `commodity_price(NAME, DATE)` function - -- Add `set_commodity_price(NAME, DATE)` function - -- Fix buffer overflow when evaluating date - -- Fix balance assertions on accounts with virtual posts (bug #543) - -- Fix segfault with `ledger print` (bug #1850) - -- Ensure that `apply` directives (like `apply account`) have the - required argument (bug #553) - -- Format annotations using a date format that can be parsed - -- Change `--invert` to invert displayed amounts and totals, not amounts - (bug #1803) - -- Correct the way parens are parsed in query expressions - -- Compare price annotations using their textual rendering - -- Fix build failure with utfcpp 3.0 (bug #1816) - -- Fix build failure due to ambiguous type (bug #1833) - -## 3.1.3 (2019-03-31) - -- Properly reject postings with a comment right after the flag (bug #1753) - -- Make sorting order of lot information deterministic (bug #1747) - -- Fix bug in tag value parsing (bug #1702) - -- Remove the `org` command, which was always a hack to begin with (bug #1706) - -- Provide Docker information in README - -- Various small documentation improvements - -## 3.1.2 (2019-02-05) - -- Increase maximum length for regex from 255 to 4095 (bug #981) - -- Initialize periods from from/since clause rather than earliest - transaction date (bug #1159) - -- Check balance assertions against the amount after the posting (bug #1147) - -- Allow balance assertions with multiple posts to same account (bug #1187) - -- Fix period duration of "every X days" and similar statements (bug #370) - -- Make option `--force-color` not require `--color` anymore (bug #1109) - -- Add `quoted_rfc4180` to allow CVS output with RFC 4180 compliant quoting. - -- Add support for `--prepend-format` in accounts command - -- Fix handling of edge cases in trim function (bug #520) - -- Fix auto xact posts not getting applied to account total during - journal parse (bug #552) - -- Transfer `null_post` flags to generated postings - -- Fix segfault when using `--market` with `--group-by` - -- Use `amount_width` variable for budget report - -- Keep pending items in budgets until the last day they apply - -- Fix bug where `.total` used in value expressions breaks totals - -- Make automated transactions work with assertions (bug #1127) - -- Improve parsing of date tokens (bug #1626) - -- Don't attempt to invert a value if it's already zero (bug #1703) - -- Do not parse user-specified init-file twice - -- Fix parsing issue of effective dates (bug #1722, TALOS-2017-0303, - CVE-2017-2807) - -- Fix use-after-free issue with deferred postings (bug #1723, TALOS-2017-0304, - CVE-2017-2808) - -- Fix possible stack overflow in option parsing routine (bug #1222, - CVE-2017-12481) - -- Fix possible stack overflow in date parsing routine (bug #1224, - CVE-2017-12482) - -- Fix use-after-free when using `--gain` (bug #541) - -- Python: Removed double quotes from Unicode values. - -- Python: Ensure that parse errors produce useful `RuntimeErrors` - -- Python: Expose `journal expand_aliases` - -- Python: Expose `journal_t::register_account` - -- Improve bash completion - -- Emacs Lisp files have been moved to https://github.com/ledger/ledger-mode - -- Fix build under MSYS (32-bit). - -- Fix build under Cygwin. - -- Various documentation improvements - -## 3.1.1 (2016-01-11) - -- Added a `--no-revalued` option - -- Improved Embedded Python Support - -- Use `./.ledgerrc` if `~/.ledgerrc` doesn't exist - -- Fixed parsing of transactions with single-character payees and comments - -- Fixed crash when using `-M` with empty result - -- Fixed sorting for option `--auto-match` - -- Fixed treatment of `year 2015` and `Y2014` directives - -- Fixed crash when using `--trace` 10 or above - -- Build fix for boost 1.58, 1.59, 1.60 - -- Build fix for Cygwin - -- Fixed Util and Math tests on Mac OS X - -- Various documentation improvements - -- Examples in the documentation are tested just like unit tests - -- Add continuous integration (https://travis-ci.org/ledger/ledger) - -## 3.1 (2014-10-05) - -- Changed the definition of cost basis to preserve the original cost basis - when a gain or loss is made (if you bought 1 AAA for $10 and then sold - it for $12, ledger would previously take $12 as the cost; the original - cost of $10 is preserved as the cost basis now, which addresses strange - behavior with -B after a capital gain or loss is made). - -- Incorrect automatic Equity:Capital Gains and Equity:Capital Loss entries - are no longer generated when a commodity is sold for loss or profit. - -- Support for virtual posting costs. - -- The option `--permissive` now quiets balance assertions - -- Removed SHA1 files due to license issues and use boost instead. - -- Added option `--no-pager` to disable the pager. - -- Added option `--no-aliases` to completely disable alias expansion - -- Added option `--recursive-aliases` to expand aliases recursively - -- Support payee `uuid` directive. - -- Bug fix: when a status flag (`!` or `*`) is explicitly specified for an - individual posting, it always has a priority over entire transaction - status. - -- Bug fix: don't lose commodity when cost is not separated by whitespace - -- Improved backwards compatibility with ledger 2.x - -- Build fix for GCC 4.9 - -- Build fix for boost 1.56 - -- Many improvements to ledger-mode, including fontification - -- More test cases and unit tests - -- Contrib: Added script to generate commodities from ISO 4217 - -## 3.0 - -Due to the magnitude of changes in 3.0, only changes that affect compatibility -with 2.x files and usage is mentioned here. For a description of new -features, please see the manual. - -- The option `-g` (`--performance`) was removed. - -- The balance report now defaults to showing all relevant accounts. This is - the opposite of 2.x. That is, `bal` in 3.0 does what `-s bal` did in 2.x. - To see 2.6 behavior, use `bal -n` in 3.0. The `-s` option no longer has any - effect on balance reports. - -## 2.6.3 - -- Minor fixes to allow for compilation with gcc 4.4. - -## 2.6.2 - -- Bug fix: Command-line options, such as -O, now override init-file options - such as -V. - -- Bug fix: "cat data | ledger -f -" now works. - -- Bug fix: --no-cache is now honored. Previously, it was writing out a cache - file named "<none>". - -- Bug fix: Using %.2X in a format string now outputs 2 spaces if the state is - cleared. - -## 2.6.1 - -- Added the concept of "balance setting transactions": - - Setting an account's balance - - You can now manually set an account's balance to whatever you want, at - any time. Here's how it might look at the beginning of your Ledger - file: - - 2008/07/27 Starting fresh - Assets:Checking = $1,000.00 - Equity:Opening Balances - - If Assets:Checking is empty, this is no different from omitting the - "=". However, if Assets:Checking did have a prior balance, the amount - of the transaction will be auto-calculated so that the final balance - of Assets:Checking is now $1,000.00. - - Let me give an example of this. Say you have this: - - 2008/07/27 Starting fresh - Assets:Checking $750.00 - Equity:Opening Balances - - 2008/07/27 Starting fresh - Assets:Checking = $1,000.00 - Equity:Adjustments - - These two entries are exactly equivalent to these two: - - 2008/07/27 Starting fresh - Assets:Checking $750.00 - Equity:Opening Balances - - 2008/07/27 Starting fresh - Assets:Checking $250.00 - Equity:Adjustments - - The use of the "=" sign here is that it sets the transaction's amount - to whatever is required to satisfy the assignment. This is the - behavior if the transaction's amount is left empty. - - # Multiple commodities - - As far as commodities go, the = sign only works if the account - balance's commodity matches the commodity of the amount after the - equals sign. However, if the account has multiple commodities, only - the matching commodity is affected. Here's what I mean: - - 2008/07/24 Opening Balance - Assets:Checking = $250.00 ; we force set it - Equity:Opening Balances - - 2008/07/24 Opening Balance - Assets:Checking = EC 250.00 ; we force set it again - Equity:Opening Balances - - This is an error, because $250.00 cannot be auto-balanced to match EC - 250.00. However: - - 2008/07/24 Opening Balance - Assets:Checking = $250.00 ; we force set it again - Assets:Checking EC 100.00 ; and add some EC's - Equity:Opening Balances - - 2008/07/24 Opening Balance - Assets:Checking = EC 250.00 ; we force set the EC's - Equity:Opening Balances - - This is *not* an error, because the latter auto-balancing transaction - only affects the EC 100.00 part of the account's balance; the $250.00 - part is left alone. - - Checking statement balances - - When you reconcile a statement, there are typically one or more - transactions which result in a known balance. Here's how you specify - that in your Ledger data: - - 2008/07/24 Opening Balance - Assets:Checking = $100.00 - Equity:Opening Balances - - 2008/07/30 We spend money, with a known balance afterward - Expenses:Food $20.00 - Assets:Checking = $80.00 - - 2008/07/30 Again we spend money, but this time with all the info - Expenses:Food $20.00 - Assets:Checking $-20.00 = $60.00 - - 2008/07/30 This entry yield an 'unbalanced' error - Expenses:Food $20.00 - Assets:Checking $-20.00 = $30.00 - - The last entry in this set fails to balance with an unbalanced - remainder of $-10.00. Either the entry must be corrected, or you can - have Ledger deal with the remainder automatically: - - 2008/07/30 The fixed entry - Expenses:Food $20.00 - Assets:Checking $-20.00 = $30.00 - Equity:Adjustments - - Conclusion - - This simple feature has all the utility of @check, plus auto-balancing - to match known target balances, plus the ability to guarantee that an - account which uses only one commodity does contain only that - commodity. - - This feature slows down textual parsing slightly, does not affect - speed when loading from the binary cache. - -- The rest of the changes in the version is all bug fixes (around 45 of - them). - -## 2.6.0.90 - -- Gnucash parser is fixed. - -- Fix a memory leak bug in the amount parser. - -- (This feature is from 2.6, but was not documented anywhere): - - Commodities may now specify lot details, to assign in managing set - groups of items, like buying and selling shares of stock. - - For example, let's say you buy 50 shares of AAPL at $10 a share: - - 2007/01/14 Stock purchase - Assets:Brokerage 50 AAPL @ $10 - Assets:Brokerage - - Three months later, you sell this "lot". Based on the original - purchase information, Ledger remembers how much each share was - purchased for, and the date on which it was purchased. This means - you can sell this specific lot by price, by date, or by both. Let's - sell it by price, this time for $20 a share. - - 2007/04/14 Stock purchase - Assets:Brokerage $1000.00 - Assets:Brokerage -50 AAPL {$10} @ $20 - Income:Capital Gains $-500.00 - - Note that the Income:Capital Gains line is now required to balance - the transaction. Because you sold 50 AAPL at $20/share, and because - you are selling shares that were originally valued at $10/share, - Ledger needs to know how you will "balance" this difference. An - equivalent Expenses:Capital Loss would be needed if the selling - price were less than the buying price. - - Here's the same example, this time selling by date and price: - - 2007/04/14 Stock purchase - Assets:Brokerage $1000.00 - Assets:Brokerage -50 AAPL {$10} [2007/01/14] @ $20 - Income:Capital Gains $-500.00 - - If you attempt to sell shares for a date you did not buy them, note - that Ledger will not complain (as it never complains about the - movement of commodities between accounts). In this case, it will - simply create a negative balance for such shares within your - Brokerage account; it's up to you to determine whether you have them - or not. - -- To facilitate lot pricing reports, there are some new reporting - options: - - * --lot-prices Report commodities with different lot prices as if - they were different commodities. Otherwise, Ledger - just gloms all the AAPL shares together. - - * --lot-dates Separate commodities by lot date. Every - transaction that uses the '@' cost specifier will - have an implicit lot date and lot price. - - * --lot-tags Separate commodities by their arbitrary note tag. - Note tags may be specified using (note) after the - commodity. - - * --lots Separate commodities using all lot information. - -## 2.6 - -- The style for eliding long account names (for example, in the - register report) has been changed. Previously Ledger would elide - the end of long names, replacing the excess length with "..". - However, in some cases this caused the base account name to be - missing from the report! - - What Ledger now does is that if an account name is too long, it will - start abbreviating the first parts of the account name down to two - letters in length. If this results in a string that is still too - long, the front will be elided -- not the end. For example: - - Expenses:Cash ; OK, not too long - Ex:Wednesday:Cash ; "Expenses" was abbreviated to fit - Ex:We:Afternoon:Cash ; "Expenses" and "Wednesday" abbreviated - ; Expenses:Wednesday:Afternoon:Lunch:Snack:Candy:Chocolate:Cash - ..:Af:Lu:Sn:Ca:Ch:Cash ; Abbreviated and elided! - - As you can see, it now takes a very deep account name before any - elision will occur, whereas in 2.x elisions were fairly common. - -- In addition to the new elision change mentioned above, the style is - also configurable: - - * --truncate leading ; elide at the beginning - * --truncate middle ; elide in the middle - * --truncate trailing ; elide at end (Ledger 2.x's behavior) - * --truncate abbrev ; the new behavior - - * --abbrev-len 2 ; set length of abbreviations - - These elision styles affect all format strings which have a maximum - width, so they will also affect the payee in a register report, for - example. In the case of non-account names, "abbrev" is equivalent - to "trailing", even though it elides at the beginning for long - account names. - -- Error reporting has been greatly improving, now showing full - contextual information for most error messages. - -- Added --base reporting option, for reporting convertible commodities - in their most basic form. For example, if you read a timeclock file - with Ledger, the time values are reported as hour and minutes -- - whichever is the most compact form. But with --base, Ledger reports - only in seconds. - - NOTE: Setting up convertible commodities is easy; here's how to use - Ledger for tracking quantities of data, where the most compact form - is reported (unless --base is specified): - - C 1.00 Kb = 1024 b - C 1.00 Mb = 1024 Kb - C 1.00 Gb = 1024 Mb - C 1.00 Tb = 1024 Gb - -- Added --ansi reporting option, which shows negative values in the - running total column of the register report as red, using ANSI - terminal codes; --ansi-invert makes non-negative values red (which - makes more sense for the income and budget reports). - - The --ansi functionality is triggered by the format modifier "!", - for example the register reports uses the following for the total - (last) column: - - %!12.80T - - At the moment neither the balance report nor any of the other - reports make use of the ! modifier, and so will not change color - even if --ansi is used. However, you can modify these report format - strings yourself in ~/.ledgerrc if you wish to see red coloring of - negative sums in other places. - -- Added --only predicate, which occurs during transaction processing - between --limit and --display. Here is a summary of how the three - supported predicates are used: - - * --limit "a>100" - - This flag limits computation to *only transactions whose amount - is greater than 100 of a given commodity*. It means that if you - scan your dining expenses, for example, only individual bills - greater than $100 would be calculated by the report. - - * --only "a>100" - - This flag happens much later than --limit, and corresponding - more directly to what one normally expects. If --limit isn't - used, then ALL your dining expenses contribute to the report, - *but only those calculated transactions whose value is greater - than $100 are used*. This becomes important when doing a - monthly costs report, for example, because it makes the - following command possible: - - ledger -M --only "a>100" reg ^Expenses:Food - - This shows only *months* whose amount is greater than 100. If - --limit had been used, it would have been a monthly summary of - all individual dinner bills greater than 100 -- which is a very - different thing. - - * --display "a>100" - - This predicate does not constrain calculation, but only display. - Consider the same command as above: - - ledger -M --display "a>100" reg ^Expenses:Food - - This displays only lines whose amount is greater than 100, *yet - the running total still includes amounts from all transactions*. - This command has more particular application, such as showing - the current month's checking register while still giving a - correct ending balance: - - ledger --display "d>[this month]" reg Checking - - Note that these predicates can be combined. Here is a report that - considers only food bills whose individual cost is greater than - $20, but shows the monthly total only if it is greater than $500. - Finally, we only display the months of the last year, but we - retain an accurate running total with respect to the entire ledger - file: - - ledger -M --limit "a>20" --only "a>200" \ - --display "year == yearof([last year])" reg ^Expenses:Food - -- Added new "--descend AMOUNT" and "--descend-if VALEXPR" reporting - options. For any reports that display valued transactions (i.e., - register, print, etc), you can now descend into the component - transactions that made up any of the values you see. - - For example, say you request a --monthly expenses report: - - $ ledger --monthly register ^Expenses - - Now, in one of the reported months you see $500.00 spent on - Expenses:Food. You can ask Ledger to "descend" into, and show the - component transactions of, that $500.00 by respecifying the query - with the --descend option: - - $ ledger --monthly --descend "\$500.00" register ^Expenses - - The --descend-if option has the same effect, but takes a value - expression which is evaluated as a boolean to locate the desired - reported transaction. - -- Added a "dump" command for creating binary files, which load much - faster than their textual originals. For example: - - ledger -f huge.dat -o huge.cache dump - ledger -f huge.cache bal - - The second command will load significantly faster (usually about six - times on my machine). - -- There have a few changes to value expression syntax. The most - significant incompatibilities being: - - * Equality is now ==, not = - * The U, A, and S functions now requires parens around the argument. - Whereas before At was acceptable, now it must be specified as - A(t). - * The P function now always requires two arguments. The old - one-argument version P(x) is now the same as P(x,m). - - The following value expression features are new: - - * A C-like comma operator is supported, where all but the last term - are ignored. The is significant for the next feature: - * Function definitions are now supported. Scoping is governed - by parentheses. For example: - (x=100, x+10) ; yields 110 as the result - (f(x)=x*2,f(100)) ; yields 200 as the result - * Identifier names may be any length. Along with this support comes - alternate, longer names for all of the current one-letter value - expression variables: - - Old New - --- --- - m now - a amount - a amount - b cost - i price - d date - X cleared - Y pending - R real - L actual - n index - N count - l depth - O total - B cost_total - I price_total - v market - V market_total - g gain - G gain_total - U(x) abs(x) - S(x) quant(x), quantity(x) - comm(x), commodity(x) - setcomm(x,y), set_commodity(x,y) - A(x) mean(x), avg(x), average(x) - P(x,y) val(x,y), value(x,y) - min(x,y) - max(x,y) - -- There are new "parse" and "expr" commands, whose argument is a - single value expression. Ledger will simply print out the result of - evaluating it. "parse" happens before parsing your ledger file, - while "expr" happens afterward. Although "expr" is slower as a - result, any commodities you use will be formatted based on patterns - of usage seen in your ledger file. - - These commands can be used to test value expressions, or for doing - calculation of commoditized amounts from a script. - - A new "--debug" will also dump the resulting parse tree, useful for - submitting bug reports. - -- Added new min(x,y) and max(x,y) value expression functions. - -- Value expression function may now be defined within your ledger file - (or initialization file) using the following syntax: - - @def foo(x)=x*1000 - - This line makes the function "foo" available to all subsequent value - expressions, to all command-line options taking a value expression, - and to the new "expr" command (see above). - -## 2.5 - -- Added a new value expression regexp command: - C// compare against a transaction amount's commodity symbol - -- Added a new "csv" command, for outputting results in CSV format. - -- Ledger now expands ~ in file pathnames specified in environment - variables, initialization files and journal files. - -- Effective dates may now be specified for entries: - - 2004/10/03=2004/09/30 Credit card company - Liabilities:MasterCard $100.00 - Assets:Checking - - This entry says that although the actual transactions occurred on - October 3rd, their effective date was September 30th. This is - especially useful for budgeting, in case you want the transactions - to show up in September instead of October. - - To report using effective dates, use the --effective option. - -- Actual and effective dates may now be specified for individual - transactions: - - 2004/10/03=2004/09/30 Credit card company - Liabilities:MasterCard $100.00 - Assets:Checking ; [2004/10/10=2004/09/15] - - This states that although the actual date of the entry is - 2004/10/03, and the effective date of the entry is 2004/09/30, the - actual date of the Checking transaction itself is 2004/10/10, and - its effective date is 2004/09/15. The effective date is optional - (just specifying the actual date would have read "[2004/10/10]"). - - If no effective date is given for a transaction, the effective date - of the entry is assumed. If no actual date is given, the actual - date of the entry is assumed. The syntax of the latter is simply - [=2004/09/15]. - -- To support the above, there is a new formatting option: "%d". This - outputs only the date (like "%D") if there is no effective date, but - outputs "ADATE=EDATE" if there is one. The "print" report now uses - this. - -- To support the above, the register report may now split up entries - whose component transactions have different dates. For example, - given the following entry: - - 2005/10/15=2005/09/01 iTunes - Expenses:Music $1.08 ; [2005/10/20=2005/08/01] - Liabilities:MasterCard - - The command "ledger register" on this data file reports: - - 2005/10/20 iTunes Expenses:Music $1.08 $1.08 - 2005/10/15 iTunes Liabilities:MasterCard $-1.08 0 - - While the command "ledger --effective register" reports: - - 2005/08/01 iTunes Expenses:Music $1.08 $1.08 - 2005/09/01 iTunes Liabilities:MasterCard $-1.08 0 - - Although it appears as though two entries are being reported, both - transactions belong to the same entry. - -- Individual transactions may now be cleared separately. The old - syntax, which is still supported, clears all transactions in an - entry: - - 2004/05/27 * Book Store - Expenses:Dining $20.00 - Liabilities:MasterCard - - The new syntax allows clearing of just the MasterCard transaction: - - 2004/05/27 Book Store - Expenses:Dining $20.00 - * Liabilities:MasterCard - - NOTE: This changes the output format of both the "emacs" and "xml" - reports. ledger.el uses the new syntax unless the Lisp variable - `ledger-clear-whole-entries' is set to t. - -- Removed Python integration support. - -- Did much internal restructuring to allow the use of libledger.so in - non-command-line environments (such as GUI tools). - -## 2.4.1 - -- Corrected an issue that had inadvertently disabled Gnucash support. - -## 2.4 - -- Both `-$100.00` and `$-100.00` are now equivalent amounts. - -- Simple, inline math (using the operators +-/*, and/or parentheses) - is supported in transactions. For example: - - 2004/05/27 Book Store - Expenses:Dining $20.00 + $2.50 - Liabilities:MasterCard - - This won't register the tax/tip in its own account, but might make - later reading of the ledger file easier. - -- Use of a "catch all" account is now possible, which auto-balances - entries that contain _only one transaction_. For sanity's sake this - is not used to balance all entries, as that would make locating - unbalanced entries a nightmare. Example: - - A Liabilities:MasterCard - - 2004/05/27 Book Store - Expenses:Dining $20.00 + $2.50 - - This is equivalent to the entry in the previous bullet. - -- Entries that contain a single transaction with no amount now always - balance, even if multiple commodities are involved. This means that - the following is now supported, which wasn't previously: - - 2004/06/21 Adjustment - Retirement 100 FUNDA - Retirement 200 FUNDB - Retirement 300 FUNDC - Equity:Adjustments - -- Fixed several bugs relating to QIF parsing, budgeting and - forecasting. - -- The configure process now looks for libexpat in addition to - searching for libxmlparse+libxmltok (how expat used to be packaged). - -## 2.3 - -- The directive "!alias ALIAS = ACCOUNT" makes it possible to use - "ALIAS" as an alternative name for ACCOUNT in a textual ledger file. - You might use this to associate the single word "Bank" with the - checking account you use most, for example. - -- The --version page shows the optional modules ledger was built with. - -- Fixed several minor problems, plus a few major ones dealing with - imprecise date parsing. - -## 2.2 - -- Ledger now compiles under gcc 2.95. - -- Fixed several core engine bugs, and problems with Ledger's XML data - format. - -- Erros in XML or Gnucash data now report the correct line number for - the error, instead of always showing line 1. - -- 'configure' has been changed to always use a combination of both - compile and link tests for every feature, in order to identify - environment problems right away. - -- The "D <COMM>" command, released in 2.1, now requires a commoditized - amount, such as "D $1,000.00". This sets not only the default - commodity, but several flags to be used with all such commodities - (such as whether numbering should be American or European by - default). This entry may be used be many times; the most recent - seen specifies the default for entries that follow. - -- The binary cache now remembers the price history database that was - used, so that if LEDGER_PRICE_DB is silently changed, the cache will - be thrown away and rebuilt. - -- OFX data importing is now supported, using libofx - (http://libofx.sourceforge.net). configure will check if the - library is available. You may need to add CPPFLAGS or LDFLAGS to - the command-line for the appropriate headers and library to be - found. This support is preliminary, and as such is not documented - yet. - -- All journal entries now remember where they were read from. New - format codes to access this information are: %S for source path, %B - for beginning character position, and %E for ending character - position. - -- Added "pricesdb" command, which is identical to "prices" except that - it uses the same format as Ledger's usual price history database. - -- Added "output FILE" command, which attempts to reproduce the input - journal FILE exactly. Meant for future GUI usage. This command - relies on --write-hdr-format and --write-xact-format, instead of - --print-format. - -- Added "--reconcile BALANCE" option, which attempts to reconcile all - matching transactions to the given BALANCE, outputting those that - would need to be "cleared" to match it. Using by the - auto-reconciling feature of ledger.el (see below). - - "--reconcile-date DATE" ignores any uncleared transactions after - DATE in the reconciling algorithm. Since the algorithm is O(n^2) - (where 'n' is the number of uncleared transactions to consider), - this could have a substantial impact. - -- In ledger.el's *Reconcile* mode ('C-c C-r' from a ledger-mode file): - - * 'a' adds a missing transaction - * 'd' deletes the current transaction - * 'r' attempts to auto-reconcile (same as 'C-u C-c C-r') - * 's' or 'C-x C-s' will save the ledger data file and show the - currently cleared balance - * 'C-c C-c' commits the pending transactions, marking them cleared. - - This feature now works with Emacs 21.3. - Also, the reconciler no longer needs to ask "how far back" to go. - -- To support the reconciler, textual entries may now have a "!" flag - (pending) after the date, instead of a "*" flag (cleared). - -- There are a new set of value expression regexp commands: - * c// entry code - * p// payee - * w// short account name - * W// full account name - * e// transaction note - - This makes it possible to display transactions whose comment field - matches a particular text string. For example: - - ledger -l e/{tax}/ reg - - prints out all the transactions with the comment "{tax}", which - might be used to identify items related to a tax report. - -## 2.1 - -- Improved the autoconf system to be smarter about finding XML libs - -- Added --no-cache option, to always ignore any binary cache file - -- `ledger-reconcile' (in ledger.el) no longer asks for a number of days - -- Fixed %.XY format, where X is shorter than the string generated by Y - -- New directive for text files: "D <COMM>" specifies the default commodity - used by the entry command - -## 2.0 - -This version represents a full rewrite, while preserving much of the -original data format and command-line syntax. There are too many new -features to describe in full, but a quick list: value expressions, -complex date masks, binary caching of ledger data, several new -reporting options, a simple way to specify payee regexps, calculation -and display predicates, and two-way Python integration. Ledger also -uses autoconf now, and builds as a library in addition to a -command-line driver. - -### Differences from 1.7 - -- changes in option syntax: - - -d now specifies the display predicate. To give a date mask similar - to 1.7, use the -p (period) option. - - -P now generates the "by payee" report. To specify a price database - to use, use --price-db. - - -G now generates a net gain report. To print totals in a format - consumable by gnuplot, use -J. - - -l now specifies the calculation predicate. To emulate the old - usage of "-l \$100", use: -d "AT>100". - - -N is gone. Instead of "-N REGEX", use: -d "/REGEX/?T>0:T". - - -F now specifies the report format string. The old meaning of -F - now has little use. - - -S now takes a value expression as the sorting criterion. To get - the old meaning of "-S", use "-S d". - - -n now means "collapse entries in the register report". The get the - old meaning of -n in the balance report, use "-T a". - - -p now specifies the reporting period. You can convert commodities - in a report using value expressions. For example, to display hours - at $10 per hour: - - -T "O>={0.01h}?{\$10.00}*O:O" - - Or, to reduce totals, so that every $417 becomes 1.0 AU: - - -T "O>={\$0.01}?{1.0 AU}*(O/{\$417}):O" - -- The use of "+" and "-" in ledger files to specify permanent regexps - has been removed. - -- The "-from" argument is no longer used by the "entry" command. - Simply remove it. - -### Features new to 2.0 - -- The most significant feature to be added is "value expressions". - They are used in many places to indicate what to display, sorting - order, how to calculate totals, etc. Logic and math operators are - supported, as well as simple functions. See the manual. - -- If the environment variable LEDGER_FILE (or LEDGER) is used, a - binary cache of that ledger is kept in ~/.ledger-cache (or the file - given by LEDGER_CACHE). This greatly speeds up subsequent queries. - Happens only if "-f" or "--file" is not used. - -- New 'xml' report outputs an XML version of what "register" would - have displayed. This can be used to manipulate reported data in a - more scriptable way. - - Ledger can also read as input the output from the "xml" report. If - the "xml" report did not contain balanced entries, they will be - balanced by the "<Unknown>" account. For example: - - ledger reg rent - - displays the same results as: - - ledger xml rent | ledger -f - reg rent - -- Regexps given directly after the command name now apply only to - account names. To match on a payee, use "--" to separate the two - kinds of regexps. For example, to find a payee named "John" within - all Expenses accounts, use: - - ledger register expenses -- john - - Note: This command is identical (and internally converted) to: - - ledger -l "/expenses/|//john/" register - -- To include entries from another file into a specific account, use: - - !account ACCOUNT - !include FILE - !end - -- Register reports now show only matching account transactions. Use - "-r" to see "related accounts" -- the account the transfer came from - or went to (This was the old behavior in 1.x, but led to confusion). - "-r" also works with balance reports, where it will total all the - transactions related to your query. - -- Automated transactions now use value expressions for the predicate. - The new syntax is: - - = VALUE-EXPR - TRANSACTIONS... - - Only one VALUE-EXPR is supported (compared to multiple account - regexps before). However, since value expression allow for logic - chaining, there is no loss of functionality. Matching can also be - much more comprehensive. - -- If Boost.Python is installed (libboost_python.a), ledger can support - two-way Python integration. This feature is enabled by passing - --enable-python to the "configure" script before building. Ledger - can then be used as a module (ledger.so), as well as supporting - Python function calls directly from value expressions. See main.py - for an example of driving Ledger from Python. It implements nearly - all the functionality of the C++ driver, main.cc. - - (This feature has yet to mature, and so is being offered as a beta - feature in this release. It is mostly functional, and those curious - are welcome to play with it.) - -- New reporting options: - - * "-o FILE" outputs data to FILE. If "-", output goes to stdout (the - default). - - * -O shows base commodity values (this is the old behavior) - * -B shows basis cost of commodities - * -V shows market value of commodities - * -g reports gain/loss performance of each register item - * -G reports net gain/loss over time - * -A reports average transaction value (arithmetic mean) - * -D reports each transaction's deviation from the average - - * -w uses 132 columns for the register report, rather than 80. Set - the environment variable LEDGER_WIDE for this to be the default. - - * "-p INTERVAL" allows for more flexible period reporting, such as: - - monthly - every week - every 3 quarters - weekly from 12/20 - monthly in 2003 - weekly from last month until dec - - * "-y DATEFMT" changes the date format used in all reports. The - default is "%Y/%m/%d". - - -Y and -W print yearly and weekly subtotals, just as -M prints - monthly subtotals. - - * --dow shows cumulative totals for each day of the week. - - * -P reports transactions grouped by payee - - * -x reports the payee as the commodity; useful in some cases - - * -j and -J replace the previous -G (gnuplot) option. -j reports the - amounts column in a way gnuplot can consume, and -J the totals - column. An example is in "scripts/report". - - * "--period-sort EXPR" sorts transactions within a reporting period. - The regular -S option sorts all reported transactions. - -## 1.7 - -- Pricing histories are now supported, so that ledger remembers the - historical prices of all commodities, and can present register - reports based on past and present market values as well as original - cost basis. See the manual for more details on the new option - switches. - -## 1.6 - -- Ledger can now parse timeclock files. These are simple timelogs - that track in/out events, which can be maintained using my timeclock - tool. By allowing ledger to parse these, it means that reporting - can be done on them in the same way as ledger files (the commodity - used is "h", for hours); it means that doing things like tracking - billable hours for clients, and invoicing those clients to transfer - hours into dollar values via a receivable account, is now trivial. - See the docs for more on how to do this. - -- Began keeping a NEWS file. :) |