path: root/NEWS

			     Ledger NEWS

* 2.5

- Added a new "csv" command, for outputting results in CSV format.

- Added a new value expression regexp command:
    C//  compare against transaction amount's commodity symbol

- Added new @min(x,y) and @max(x,y) value expression functions.

- 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 the
  entry:

    2004/05/27 * Book Store
      Expenses:Dining                 $20.00
      Liabilities:MasterCard

  The new (and optional) syntax allows clearing just the MasterCard
  transaction:

    2004/05/27 Book Store
      Expenses:Dining                 $20.00
      * Liabilities:MasterCard

  NOTE: This changes the output format of the "emacs" and "xml"
  reports.  ledger.el will use 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.

* 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. :)