Curses-style user interface for the hledger accounting tool http://hledger.org

Version on this page:1.10.1
LTS Haskell 12.23:1.10.1
Stackage Nightly 2018-12-15:1.12.1
Latest on Hackage:1.12.1

See all snapshots hledger-ui appears in

GPL-3 licensed and maintained by Simon Michael

Module documentation for 1.10.1

There are no documented modules for this package.

A curses-style text user interface for the hledger accounting tool.

hledger-ui is the new name for hledger-vty. Revived in 2015, this
package is intended to be installed as standard by all hledger users,
except those on (native) Windows, where it is not supported.

hledger-ui currently allows browsing the balance, register and print
reports, with drill-down and scrolling.


## Backlog:
reg: show historical running balance
acc: fix -H, show historical balances
switch to multibalance report ?
adjust filter
accounts screen
register screen
reg: improve other account names
test showing only real postings when there are reals and virtuals
journal entry view dialog
reg: support -V
redraw on ctrl-l/cmd-r
reload on redraw
reload on screen change
reload on file change
acc: show total
fix --drop
show "modified account names" with --drop or --alias
journal screen
bs/is/cf-ish reports
persistent custom reports
persistent config
search in page
adjust other options
custom screens
plugin screens



User-visible changes in hledger-ui.
See also the hledger changelog.

# 1.12.1 (2018/12/10)

* avoid build issue with brick 0.44+ (#935)

# 1.12 (2018/12/02)

* fix "Any" build error with GHC < 8.4

* error screen: always show error position properly (#904) (Mykola Orliuk)

* accounts screen: show correct balances when there's only periodic transactions

* drop the --status-toggles flag

* periodic transactions and transaction modifiers are always enabled.
Rule-based transactions and postings are always generated
(--forecast and --auto are always on).

* escape key resets to flat mode.
Flat mode is the default at startup. Probably it should reset to tree
mode if --tree was used at startup.

* tree mode tweaks: add --tree/-T/-F flags, make flat mode the default,
toggle tree mode with T, ensure a visible effect on register screen

* hide future txns by default, add --future flag, toggle with F.
You may have transactions dated later than today, perhaps piped from
print --forecast or recorded in the journal, which you don't want to
see except when forecasting.

By default, we now hide future transactions, showing "today's balance".
This can be toggled with the F key, which is easier than setting a
date query. --present and --future flags have been added to set the
initial mode.

(Experimental. Interactions with date queries have not been explored.)

* quick help tweaks; try to show most useful info first

* reorganise help dialog, fit content into 80x25 again

* styling tweaks; cyan/blue -> white/yellow

* less noisy styling in horizontal borders (#838)

* register screen: positive amounts: green -> black
The green/red scheme helped distinguish the changes column from the
black/red balance column, but the default green is hard to read on
the pale background in some terminals. Also the changes column is
non-bold now.

* use hledger 1.12

# 1.11.1 (2018/10/06)

* use hledger 1.11.1

# 1.11 (2018/9/30)

* use hledger 1.11

# 1.10.1 (2018/7/3)

* restore support for fsnotify, as well as 0.3.x (#833)

* fix a vty version bound & possibly build failures with old vty (#494)

# 1.10 (2018/6/30)

* the effect of --value, --forecast, and --anon flags is now preserved on reload (#753)

* edit-at-transaction-position is now also supported when $EDITOR is neovim

* support/require fsnotify

* use hledger-lib 1.10

# 1.9.1 (2018/4/30)

* use hledger-lib 1.9.1

# 1.9 (2018/3/31)

* support ghc 8.4, latest deps

* when the system text encoding is UTF-8, ignore any UTF-8 BOM prefix
found when reading files

* -E/--empty toggles zeroes at startup (with opposite default to cli)

# 1.5 (2017/12/31)

* fix help -> view manual (on posix platforms) #623

* support -V/--value, --forecast, --auto

* remove upper bounds on all but hledger* and base (experimental)

# 1.4 (2017/9/30)

* a @FILE argument reads flags & args from FILE, one per line

* enable --pivot and --anon options, like hledger CLI (#474) (Jakub Zárybnický)

* accept -NUM as a shortcut for --depth NUM

* deps: allow ansi-terminal 0.7

* deps: drop oldtime flag, require time 1.5+

# 1.3.1 (2017/8/25)

* allow megaparsec 6 (#594, Simon Michael, Hans-Peter Deifel)

* allow megaparsec-6.1 (Hans-Peter Deifel)

* allow vty 5.17 (Felix Yan)

* allow brick 0.24

* restore upper bounds on hledger packages

# 1.3 (2017/6/30)

The register screen now shows transaction status marks.

The "uncleared" 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)

The P key toggles pending mode, consistent with U (unmarked) and C
(cleared). There is also a temporary --status-toggles flag for testing
other toggle styles; see `hledger-ui -h`. (#564)

There is now less "warping" of selection when lists change:

- When the selected account disappears, eg when toggling zero
accounts, the selection moves to the alphabetically preceding item,
instead of the first one.

- When the selected transaction disappears, eg when toggling status
filters, the selection moves to the nearest transaction by date (and
if several have the same date, by journal order), instead of the
last one.

In the accounts and register screens, you can now scroll down further
so that the last item need not always be shown at the bottom of the
screen. And we now try to show the selected item centered in the
following situations:

- after moving to the end with Page down/End
- after toggling filters (status, real, historical..)
- on pressing the control-l key (should force a screen redraw, also)
- on entering the register screen from the accounts screen (there's a
known problem with this: it doesn't work the first time).

(Items near the top can't be centered, as we don't scroll higher than
the top of the list.)

Emacs movement keys are now supported, as well as VI keys.
hjkl and CTRL-bfnp should work wherever unmodified arrow keys work.

In the transaction screen, amounts are now better aligned, eg when
there are posting status marks or virtual postings.

Deps: allow brick 0.19 (#575, Felix Yan, Simon Michael)

# 1.2 (2017/3/31)

Fix a pattern match failure when pressing E on the transaction screen (fixes #508)

Accounts with ? in name had empty registers (fixes #498) (Bryan Richter)

Allow brick 0.16 (Joshua Chia) and brick 0.17/vty 0.15 (Peter Simons)

Allow megaparsec 5.2 (fixes #503)

Allow text-zipper 0.10

# 1.1.1 (2017/1/20)

- allow brick 0.16 (Joshua Chia)

- drop obsolete --no-elide flag

# 1.1 (2016/12/31)

- with --watch, the display updates automatically to show file or date changes

hledger-ui --watch will reload data when the journal file (or any included file) changes.
Also, when viewing a current standard period (ie this day/week/month/quarter/year),
the period will move as needed to track the current system date.

- the --change flag shows period changes at startup instead of historical ending balances

- the A key runs the hledger-iadd tool, if installed

- always reload when g is pressed

Previously it would check the modification time and reload only if
it looked newer than the last reload.

- mark hledger-ui as "stable"

- allow brick 0.15, vty 5.14, text-zipper 0.9

# 1.0.4 (2016/11/2)

- allow brick 0.13

# 1.0.3 (2016/10/31)

- use brick 0.12

# 1.0.2 (2016/10/27)

- use latest brick 0.11

# 1.0.1 (2016/10/27)

- allow megaparsec 5.0 or 5.1

# 1.0 (2016/10/26)

## accounts screen

- at depth 0, show accounts on one "All" line and show all transactions in the register

- 0 now sets depth limit to 0 instead of clearing it

- always use --no-elide for a more regular accounts tree

## register screen

- registers can now include/exclude subaccount transactions.

The register screen now includes subaccounts' transactions if the
accounts screen was in tree mode, or when showing an account
which was at the depth limit. Ie, it always shows the
transactions contributing to the balance displayed on the
accounts screen. As on the accounts screen, F toggles between
tree mode/subaccount txns included by default and flat
mode/subaccount txns excluded by default. (At least, it does when
it would make a difference.)

- register transactions are filtered by realness and status (#354).

Two fixes for the account transactions report when --real/--cleared/real:/status:
are in effect, affecting hledger-ui and hledger-web:

1. exclude transactions which affect the current account via an excluded posting type.
Eg when --real is in effect, a transaction posting to the current account with only
virtual postings will not appear in the report.

2. when showing historical balances, don't count excluded posting types in the
starting balance. Eg with --real, the starting balance will be the sum of only the
non-virtual prior postings.

This is complicated and there might be some ways to confuse it still, causing
wrongly included/excluded transactions or wrong historical balances/running totals
(transactions with both real and virtual postings to the current account, perhaps ?)

- show more accurate dates when postings have their own dates.

If postings to the register account matched by the register's
filter query have their own dates, we show the earliest of these
as the transaction date.

## misc

- H toggles between showing "historical" or "period" balances (#392).

By default hledger-ui now shows historical balances, which
include transactions before the report start date (like hledger
balance --historical). Use the H key to toggle to "period" mode,
where balances start from 0 on the report start date.

- shift arrow keys allow quick period browsing

- shift-down narrows to the next smaller standard period
(year/quarter/month/week/day), shift-up does the reverse
- when narrowed to a standard period, shift-right/left moves to
the next/previous period
- \`t\` sets the period to today.

- a runs the add command

- E runs $HLEDGER_UI_EDITOR or $EDITOR or a default editor (vi) on the journal file.

When using emacs or vi, if a transaction is selected the cursor will be positioned at its journal entry.

- / key sets the filter query; BACKSPACE/DELETE clears it

- Z toggles display of zero items (like --empty), and they are shown by default.

-E/--empty is now the default for hledger-ui, so accounts with 0 balance
and transactions posting 0 change are shown by default. The Z key
toggles this, entering "nonzero" mode which hides zero items.

- R toggles inclusion of only real (non-virtual) postings

- U toggles inclusion of only uncleared transactions/postings

- I toggles balance assertions checking, useful for troubleshooting

- vi-style movement keys are now supported (for help, you must now use ? not h) (#357)

- ESC cancels minibuffer/help or clears the filter query and jumps to top screen

- ENTER has been reserved for later use

- reloading now preserves any options and modes in effect

- reloading on the error screen now updates the message rather than entering a new error screen

- the help dialog is more detailed, includes the hledger-ui manual, and uses the full terminal width if needed

- the header/footer content is more efficient; historical/period and tree/flat modes are now indicated in the footer

- date: query args on the command line now affect the report period.

A date2: arg or --date2 flag might also affect it (untested).

- hledger-ui now uses the quicker-building microlens

0.27.3 (2016/1/12)

- allow brick 0.4

0.27.2 (2016/1/11)

- allow brick 0.3.x

0.27.1 (2015/12/3)

- allow lens 4.13
- make reloading work on the transaction screen

0.27 (2015/10/30)

- hledger-ui is a new curses-style UI, intended to be a standard part
of the hledger toolset for all users (except on native MS Windows,
where the vty lib is not yet supported).

The UI is quite simple, allowing just browsing of accounts and
transactions, but it has a number of improvements over the old
hledger-vty, which it replaces:

- adapts to screen size
- handles wide characters
- shows multi-commodity amounts on one line
- manages cursor and scroll position better
- allows depth adjustment
- allows --flat toggle
- allows --cleared toggle
- allows journal reloading
- shows a more useful transaction register, like hledger-web
- offers multiple color themes
- includes some built-in help

hledger-ui is built with brick, a new higher-level UI library based
on vty, making it relatively easy to grow and maintain.
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