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    Jakob Schnitzer
    @yagebu
    @floatingheads: Fava doesn't use Beancount's cache mechanism, but rather does it's own file watching, so that environment variable won't help. So to account for your use case, we either need to add all plugin/extension files to the list of watched files or we could maybe just add "force reload" button. Could you open an issue?
    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]
    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]
    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
    image.png

    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
    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: