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All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog and this project adheres to Semantic Versioning.

0.1.0 - 2019-01-27


  • DoubleEntry::Reporting module extracted from the double_entry gem. Please see the Double Entry changelog for changes prior to this release.

  • Added support for Ruby 2.3, 2.4, 2.5 and 2.6.

  • Added support for Rails 5.0, 5.1 and 5.2

  • Allow filtering aggregates by multiple metadata key/value pairs.


  • These methods now use keyword arguments. This is a breaking change.

    • DoubleEntry::Reporting::aggregate
    • DoubleEntry::Reporting::aggregate_array
    • DoubleEntry::Reporting::Aggregate::new
    • DoubleEntry::Reporting::Aggregate::formatted_amount
    • DoubleEntry::Reporting::AggregateArray::new
    • DoubleEntry::Reporting::LineAggregateFilter::new
  • Allow partner account to be specified for aggregates. This changes the DB schema. Apply this change with the migration:

    add_column :double_entry_line_aggregates, :partner_account, :string, after: :code
    remove_index :double_entry_line_aggregates, name: :line_aggregate_idx
    add_index :double_entry_line_aggregates, %i[function account code partner_account year month week day], name: :line_aggregate_idx
  • Replaced Machinist with Factory Bot in test suite.

  • Changed the double_entry_line_aggregates.amount column to be of type bigint. Apply this change with the migration:

    change_column :double_entry_line_aggregates, :amount, :bigint, null: false
  • Changed the maximum length of the account, code and scope columns. Apply this change with the migration:

    change_column :double_entry_line_aggregates, :account, :string, null: false
    change_column :double_entry_line_aggregates, :code,    :string, null: true
    change_column :double_entry_line_aggregates, :scope,   :string, null: true


  • Removed support for Ruby 1.9, 2.0, 2.1 and 2.2.

  • Removed support for Rails 3.2, 4.0, and 4.1.

  • Removed DoubleEntry::Reporting.scopes_with_minimum_balance_for_account method. This is now available on the DoubleEntry::AccountBalance class.


  • Fixed Ruby warnings.

  • Fixed problem of Rails version number not being set in migration template for apps using Rails 5 or higher.

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