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##### Activity
Tomás Rojas Castiglione
@tomas.rojas.c_gitlab
ModuleNotFoundError: No module named 'beancount.reports.context'
any ideas on how to solve it?
@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 {}

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.

@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.
@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.
@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}}

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

@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.
[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
[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.
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

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:
I like it a lot. What do you think? I would create a PR for it.
putzwasser
@putzwasser
Is there a (dev) version of fava for beancount v3?
Jakob Schnitzer
@yagebu
@putzwasser: No. I made some minor changes to make it work with v3 a couple of months ago but haven't checked whether it still works since. As long as we can keep it compatible with both v2 and v3, PRs against Fava's main branch would be welcome.
putzwasser
@putzwasser
Tried it a couple of days ago and it didn
't work.
Unfortunately, I'm not much of a coder so a PR out of my scope, currently.