beancount/fava

floatingheads

@floatingheads

Sure. Force reload definitely seems simpler and plenty sufficient for the usage.

Jonathan

@FalconProgrammer_gitlab

I'm trying to diagnose an issue with fava-envelope (posted here: polarmutex/fava-envelope#20), but I'm stuck as I don't know what the type of code is for the macros (I'm not that experienced with HTML or fava). Can anyone give me any information that might help? Thanks.

Jonathan

@FalconProgrammer_gitlab

Ok, I've figured it out. It's an issue caused by an update of fava git changing the macro signature of query_table. Not sure how to fix, but at least I've identified the cause.

pfrancois

@pfrancois

how to be able to export a csv file of a table with filter ? (not a query )

another thing that could be very good is to be to transform a table filtered into a query...

Eugeniu Plamadeala

@Zburatorul

Folks, how would you write down a stock merger transaction?
A 2-to-1 merger should look something like this.

Assets:A     -200 {}
Assets:B        +100 {}

But beancount says it "Failed to categorize posting 2".

I have FIFO as the lot matching on asset A, so the first posting should transform to a clear amount of USD presumably.

Eugeniu Plamadeala

@Zburatorul

Still seems to be a FIFO/LIFO issue because if I manually specify the original cost of the A asset lot that I want to reduce the transaction works.

floatingheads

@floatingheads

@Zburatorul Did you account for PnL somewhere for the change in value of Asset A?

Eugeniu Plamadeala

@Zburatorul

There is no change in value as far as that transaction is concerned.
I am trying to transfer the cost basis from A to B; I do not want to recognize any gains.

floatingheads

@floatingheads

@Zburatorul are you trying to completely sell A and buy B or just a portion? Can you post the complete transaction?

deltadelta

@deltadelta:matrix.parinux.org

[m]

Is there a way to have fava display treemap or sunburst for a given account ?

floatingheads

@floatingheads

@deltadelta:matrix.parinux.org have you looked at fava_investor by redstreet? Not sure what your end goal is but that may be what you're looking for.

deltadelta

@deltadelta:matrix.parinux.org

[m]

Investment is not the only use case I had in mind, but this is indeed promising. I'll have a try. Thanks!

Tomás Rojas Castiglione

@tomas.rojas.c_gitlab

Hi! I am getting this error when trying to run fava

ModuleNotFoundError: No module named 'beancount.reports.context'

any ideas on how to solve it?

Eugeniu Plamadeala

@Zburatorul

@Zburatorul are you trying to completely sell A and buy B or just a portion? Can you post the complete transaction?

@floatingheads, I am trying to convert all of asset A into B.
The complete list of transactions might consist of buying A at two different prices, then converting to B.

`2021-01-01 * "Buy first lot"
Assets:Bank -100 USD
Assets:A 1 A {}

2021-02-01 * "Buy second lot"
Assets:Bank -100 USD
Assets:A 0.75 A {}

2021-03-01 * "Stock merger where two shares of A become one of B"
Assets:A -1.75 A {}
Assets:B 0.875 B {}
`
I guess what I'm looking to do has been asked a bunch already: transfer lots/cost basis from one account to another, but with the extra twist of some n-to-m conversion ratio.

floatingheads

@floatingheads

@Zburatorul I think the main thing that I'm not seeing that I wanted to make sure you were doing is that the asset you buy needs to have some form of cost specified.

Eugeniu Plamadeala

@Zburatorul

You'll agree that asset A has a cost specified. Meanwhile the question is how asset B can inherit A's cost basis structure.

floatingheads

@floatingheads

@Zburatorul I believe your transactions would look something like this. You need some sort of a cost basis for your stocks, not just the 100 USD taken out of your bank account. I believe the {{ }} total cost syntax is deprecated, but it still works. I think it's something like { # 100.00 USD} now, but I don't use that syntax. Just putting it in as an example as it's what I know. Feel free to investigate that part further.

2021-01-01 * "Buy first lot"
  Assets:Bank  -100.00 USD
  Assets:A        1.00 A {{100.00 USD}}

2021-02-01 * "Buy second lot"
  Assets:Bank  -100.00 USD
  Assets:A        0.75 A {{100.00 USD}}

2021-03-01 * "Exchange shares of A for shares of B"
  Assets:A       -1.75 A {}
  Assets:B       0.875 B {{200.00 USD}}

oz_

@oz_:matrix.org

[m]

Hi guys, a couple of things:
1) I would like to contribute and develop a plugin to review a portfolio status, realized & unrealized P&L, IRR, dividends, yield, etc, and really don´t know where to start
2) How do I install the latest version of fava from git-hub using pip? I can´t see the "invert" option in the pip 1.18 version

thanks

2 replies

floatingheads

@floatingheads

@oz_:matrix.org I would check out the beangrow repo first (written by Martin) and see if that suits your needs enough.

3 replies

deltadelta

@deltadelta:matrix.parinux.org

[m]

btw it's a shame that this channel is not cited on the beancount landing page. That is, if "pure beancount" (without fava) questions are also in scope.

Paul

@pwalkr

Hello! I've got an organizational/filter question... I'm trying to get separate reports for "Future-taxable" (401k/IRA) and "already-taxed" accounts (Roth IRA/~HSA). Here's how I'm funding them:

option "title" "Example"
option "operating_currency" "USD"

2021-01-01 open Assets:Fidelity:HSA
2021-01-01 open Assets:Fidelity:401k
2021-01-01 open Assets:Vanguard:HSA
2021-01-01 open Assets:Vanguard:401k
2021-01-01 open Income:Salary

2021-01-01 * "Paycheck"
  Assets:Fidelity:401k                                  100 USD
  Assets:Fidelity:HSA                                   100 USD
  Income:Salary

2021-02-01 * "Paycheck"
  Assets:Vanguard:401k                                  100 USD
  Assets:Vanguard:HSA                                   100 USD
  Income:Salary

Problem: filtering by "HSA" doesn't do anything on balance_sheet/ or account/Assets/ endpoints - the balances include all postings.

My current solution is to nest accounts: Assets:PreTax:Vanguard:401k and Assets:PostTax:Vanguard:HSA, but then I lose visibility on all Vanguard or Fidelity. Is there a better way? I'd like to avoid splitting transactions.

floatingheads

@floatingheads

@pwalkr just run a query

Paul

@pwalkr

Newb question: like? I've actually been able to avoid using custom queries so far. Fava's delivered on everything else through basic filters.

Paul

@pwalkr

balances where account ~ "HSA" is close. If there's an easy way to get a total, that'd be perfect. I can figure out dates.

4 replies

Paul

@pwalkr

Any known quirks with the query charts? This URL doesn't show a chart in latest brave/chrome, or on page-load in Firefox. In firefox I can click charts=false and then back to get a chart.
https://fava.pythonanywhere.com/example-beancount-file/query/?query_string=SELECT+date%2C+balance+WHERE+account+%7E+%27BofA%27
I can create an issue with more info if no one has any tips.

deltadelta

@deltadelta:matrix.parinux.org

[m]

I have chart on page load with firefox.

oz_

@oz_:matrix.org

[m]

Hi all, How do I install the latest version of fava from git-hub using pip? I can´t see the "invert" option in the pip 1.18 version

2 replies

deltadelta

@deltadelta:matrix.parinux.org

[m]

Wow. Amazingly quick reaction to beancount/fava#1266 from patrick and @yagebu. Many thanks !

Dave

@HappyEinara

Hi folks, if I'm not mistaken a simple pip install fava will be broken out of the box due to the (fixed) #1266. While we can of course install from github, is there any chance of a hotfix release to pypi?

patrick

@patrick:matrix.tario.org

[m]

Yes, would be nice, workaround that you can use for now is to first install older versions of the two deps manually first

Dave

@HappyEinara

Yep, pinning those works too. My main concern is newcomers to fava or less experienced devs hitting a brick wall on their first install.

Dave

@HappyEinara

(NB dunno if this is a known issue but I also had trouble with static files 404ing when I installed from main, so version pinning is the way forward. Ideally a hotfix to pypi which pins fava's dependencies below the major version bumps would be great, but I'll leave that up to you to call)

putzwasser

@putzwasser

I wanted to try fava classy portfolio but it fails to load (even with the shipped example). Fava's error page simpy sais it fails to load.

1 reply

Has anyone got it running or is it broken? How can I debug it? (Already tried to run fava -d but it doesn't give me an error msg)

putzwasser

@putzwasser

Okay, got it: init.py:

- from fava.core.helpers import FavaAPIException
- from fava.template_filters import get_market_value
+ from fava.helpers import FavaAPIException
+ from fava.core.conversion import get_market_value

oz_

@oz_:matrix.org

[m]

image.png

Dave

@HappyEinara

Hey folks: "redst...@gmail.com" wrote on the Google Group "I personally have a vim plugin that uses bean-doctor context to insert the lots" in December. I wondered if they were here, or if anyone knows the plugin they were referring to?

Jorge Martínez López

@jorgeml:mozilla.org

[m]

is it maybe here https://github.com/redstreet/beancount_reds_plugins ?

Dave

@HappyEinara

@jorgeml:mozilla.org Thanks for the reply! That repo is beancount plugins, and searching @redstreet's repo doesn't seem to return any results for vim, although I think you've definitely identified the right person there. Thank you so much for taking the time to reply all the same!

vurguuz

@vurguuz

Hello! The release 1.18 version of fava is working fine. However, if I try to install the latest version with

 pip install  -e git+https://github.com/beancount/fava.git#egg=fava

the page doesn't load correctly. What could be the problem?

tario

@patrick:matrix.tario.org

[m]

I think there are some additional steps that don't happen like this

see https://beancount.github.io/fava/development.html

Roman

@roman:hoellen.eu

[m]

Hello guys,
I want to propose a change for the filter/search: If no specific entry attribute is given, it currently only searches in the attributes narrative, payee or comment (note).
I believe that a search should look into every attribute of an entry.
I tested it with the following code change:

search.patch

I like it a lot. What do you think? I would create a PR for it.

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