NEWS.md

In trevorld/ledger: Utilities for Importing Data from Plain Text Accounting Files

ledger 2.0.11

• register_beancount() and register_hledger() now import a transaction id column (#21). Thanks @vikasrawal for suggestion.
• register_beancount() now coerces the date column to a "Date" object. register_ledger() and register_hledger() already did so.
• register_ledger() now trims the comment column with stringr::str_trim().

ledger 2.0.9

• The R package {rio} has been downgraded from "Imports" to "Suggests". Users who want to use rio::import() or rio::convert() will need to manually install {rio}.

ledger 2.0.7

• Fixes importing hledger date for newer versions of hledger (#19). Thanks @chrislloyd for bug report and patch.

ledger 2.0.6

• Fixes bug when importing hledger files with amounts that use comma decimal marks and/or commodity prefixes (#18). Thanks @StefanBRas for bug report.
• System dependency for importing hledger files has been relaxed to hledger (>= 1.2). Previously depended on hledger (>=1.4).

ledger 2.0.4

• For beancount files read in with register_beancount() with the end date argument set we no longer use any price directives on the end date to determine market value but only those strictly before the end date. This matches the filtering of transactions and the new hledger market value behavior.

ledger 2.0.2

• For ledger files register() no longer filters out transactions with amount equal to zero (#13).

ledger 2.0.0

Breaking changes

• Now register() returns a tibble instead of a data.frame.
• By default now reads in beancount files using the output from bean-query instead of bean-report followed up by hledger.
• Most users of the ledger R package won't need to change any code.

New functions

• Now has prune_coa and prune_coa_string functions to help simplify plaintext accounting "Chart of Accounts" names to a given maximum depth.
• Lower level register_beancount(), register_ledger(), and register_hledger() functions are now exported (and documented).

Minor improvements and fixes

• register() now has a date argument than can be used to exclude transactions (and implicitly price statements) before that date.
• register() now preserves transaction comments when importing ledger files (#16). Thanks Jenya Sovetkin for patch.
• register() now preserves tags when importing beancount files.

ledger 1.0.1

• Initial release on CRAN.

ledger 0.8.0

• Implemented a workaround to get register() working with ledger and bean-report on Windows (#15).

ledger 0.7.0

• Removed regex argument from net_worth while adding include, exlude, and ignore_case arguments.

ledger 0.6.0

• Add toolchain argument to register() and net_worth().
• Add new columns to net_worth.

ledger 0.5.3

• Removed include_cleared, include_pending, include_unmarked, convert_to_cost, and convert_to_market_value arguments from register() (#6).
• Added flags arguments to register() (#6).
• Added a new mark column to imported data frames with values "*", "!", or "" (#6).
• For hledger/beancount files added new historical_cost, hc_commodity, market_value and mv_commodity columns (#6).
• Wrote and exported S3 methods so can use rio::import() to read in registers (#7).
• Now throws an error if required binaries not found (#8).
• Fixed bug in importing hledger or beancount files (now automatically casts amount field to numeric).
• Added new net_worth() function.

trevorld/ledger documentation built on May 21, 2024, 6:53 a.m.