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Update for Fava 1.25+ compatibility
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@redstreet redstreet released this 03 Feb 05:58
· 10 commits to main since this release
0.6.0
7aeb796

Improvements

  • Fix to work with upstream changes (Fava 1.25+)

  • Make currency regex not incorrectly match substrings (#88) [Tyler Schicke]

    This changes the currency regexes use '^$' instead of just
    matching '', so that specifying a currency only matches that
    currency exactly, instead of also matching currencies that contain the
    specified currency.

  • Preserve costs during tax adjustment (#83) [korrat]

    • Preserve costs during tax adjustment

    Previously, tax adjustment discarded the cost of positions, causing
    beancount.core.convert.convert_position to miss some conversion paths
    via the cost currency. This necessitated a fallback to operating
    currencies for finding viable transitive conversions.

    With this patch, tax adjustment preserves the cost of positions.
    Therefore, the cost currency is still available for automatic detection
    of transitive conversions when computing the asset allocation.

    One important assumption is that tax adjustment only ever encounters
    costs after realization, as having a cost spec for the total cost would
    change the cost per unit. This assumption is checked via assert and has
    been manually tested without error on the multicurrency example.

    The patch leaves the fallback logic for conversion via operating
    currencies in place as an alternative when conversion via cost currency
    fails.

    • Fix lint warnings

  • add --tax-burden to minimizegains. [Red S]
    Interpolate tax burden from table for a specified amount

  • add config table to gains minimizer. [Red S]

  • minor: sort asset allocation output. [Red S]

  • minor: clean up columns in gains minimizer. [Red S]

  • minor: remove prefixes in asset allocation for clearer output. [Red S]
    cli only

  • minor: minimizegains: add avg and marginal tax percentage columns. [Red S]

  • minor: cashdrag: add min_threshold option; convert to primary currency. [Red S]

Fixes

  • summarizer fail due to favapricemap vs beancount pricemap. [Red S]

  • cashdrag failed with command line (only worked with fava) [Red S]

    • use beancount's convert_position, not fava

  • asset_alloc_by_account to work with upstream changes. [Red S]

    • fix cost_or_value from upstream changes

  • broken tests. [Red S]

  • breaks with new fava versions #86. [Red S]

  • print warning when skipping negative positions in asset alloc. [Red S]

  • minimizegains column deletion was incorrect. [Red S]

Assets 2
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