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RELEASE_NOTES.md

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Release Notes

[go to README]

v0.12.0

  • Fix balance sheet grand total computation.
  • Update bundler version constraint to ">= 2.2.33" as per dependabot.

v0.11.0

  • Add and fix documentation, especially addition of REPORTS.md about viewing the generated reports.
  • Add "Original Input Documents" and "Browse All Data Files" buttons to generated index.html.

v0.10.0

  • Add invoice hyperlinks to generated HTML.
  • Improve documentation.
  • Add progress bar to report generation.
  • Change 'proj[ect]' command to print the project home page URL, rather than call open on it. This makes the command useful in more cases and removes environment dependency.
  • Remove interactive 'display reports' option. It's not that useful and easy enough to write all reports to disk and selectively view them.
  • Fix rep[orts] interactive option.
  • Fix and refactor handling of receipt data on command line.
  • Add styling to report HTML pages, mostly for centering the reports, increasing the font size, and providing a faint blue background.

v0.9.0

  • Center generated index.html's content.
  • Improve report headings.
  • Fix index.html hyperlinks to resource (receipts, invoices, statements, worksheets) directories.
  • Fix cases where split journal entries were not included in the journal report.

v0.8.0

  • Add metadata to PDF and HTML reports
  • Add report generation timestamp and accounting period to all reports.
  • Refactoring and cleanup.

v0.7.1

  • Refactor report helpers.
  • Improve/reduce text output during reporting.
  • Add title to HTML reports.
  • Minor fixes.

v0.7.0

  • Dependencies on external commands in Linux and Mac OS for generating PDF and HTML files has been eliminated, using the prawn gem for PDF and simple ERB templating for HTML.
  • Massive refactoring of reports to separate data generation from presentation.
  • Reports are now computed and then written one at a time. Previously they were all computed, then all written.
  • ERB is now used for generating text reports.
  • Fix receipt hyperlinks in HTML output.
  • Improve some error output.
  • Various minor improvements and bug fixes.

v0.6.1

  • Linux PDF generation fixed by using wkhtmltopdf instead of cupsfilter.

v0.6.0

  • Linux support added!

v0.5.0

  • Add receipt hyperlinks to HTML output.

v0.4.0

  • Sort unused receipts alphanumerically.
  • Add 'x' receipts option for reporting both missing and unused receipts.
  • Fix: journals were showing journal account instead of the other account in each transaction.
  • Improve Receipts report.

v0.3.0

  • Added ability to report unused receipts.
  • Errors now include more context information.
  • Improved chart of accounts validation.
  • Change license from MIT to Apache 2.

v0.2.1

  • Add help text to readme.

v0.2.0

  • Add instruction manual, modify readme.
  • Overhaul generated index.html.
  • Add accounting period start and end date to configuration and reports.
  • Add validation of transaction dates to ensure within configured date range.
  • Make report hash / OpenStruct keys consistently symbols.

v0.1.6

  • Fixed PDF output; PDF files were corrupt because cupsfilter starting sending output to stderr at some point.

v0.1.4, v0.1.5

  • Intermediate unsatisfactory fixes, these versions were published but yanked.

v0.1.3

  • Report output now goes to separate txt, html, and pdf subdirectories.
  • Add vendor.yml to exclude generated report files from language reporting.
  • Use .gitattributes instead of vendor.yml to specify vendored code.
  • Add == methods to ChartOfAccounts and Journal classes.
  • Rename input files from .rbt to .txt.
  • Convert sample input files to DOS line endings.
  • Add validation that transaction is balanced.
  • Fix so that requesting help shows correct help text, and that passing no args on cmd line triggers help.
  • Implement more helpful error messages, with document short name, line number, and line text.
  • Add JournalEntryContext and TransactionNotBalancedError classes.
  • Add 'from_string' methods to Journal and ChartOfAccounts.

v0.1.2

  • Improve error message when the needed directories do not exist.

v0.1.1

  • Fix startup error.

v0.1.0

  • First release.