hg update, I've added a couple of things: - A POSSIGN() function, which can be used to straighten the sign based on the account associated with an amount. You can use it like this:
bean-query $L "select account, sum(possign(position, account)) where account ~ 'Liabilities:' group by 1" - A NEG() function, which can be used to negate the value of an Amount, Position or Inventory. This works as a temporary fix, but it isn't great. There isn't real arithmetic on all field types. (The SQL shell was developed in a weekend a long time ago and has become a bit of a dumping ground for ideas and has overserved its time. It needs a complete rewrite from scratch, for many reasons. I want to do that eventually, but before then, merge all the pending pull requests and fix some of the more important bugs.) In any case, I hope this helps, On Sun, Apr 29, 2018 at 7:38 PM, Martin Blais <bl...@furius.ca> wrote: > On Sun, Apr 29, 2018 at 6:10 AM, <tin...@gmail.com> wrote: > >> I have a couple use cases for "reports", that I haven't found an easy way >> to generate yet. >> >> - For my holding, I need to generate tax reports and income and >> balancesheets at the end of the year. The latter ones are present, but a >> bit bare (no dates on the page, no formatting for example). >> > > Do you mean a list of trades? Trades (i.e., "reductions and their > corresponding augmentations") are available as metadata. I'm not sure if I > ever bothered creating a report for them, but they're available from the > stream of transactions, it should be easy to write a script to list them > out in your favorite format. > > > >> - For a group of friends, I manage the common account. I've set them up >> as Liabilities, as that's what the account owns to them. But now all >> balances are inverted, which makes it a bit weird for them. I'd like to >> just output the Liabilities accounts with balance * -1. (I tried: >> >> SELECT account, sum(position) * -1 WHERE account ~ 'Liabilities:' GROUP BY >> account; >> >> but that results in "TypeError: descriptor '__mul__' requires a >> 'decimal.Decimal' object but received a 'Inventory' >> ". I guess I could export to csv, open in Excel and just add this, but >> that's cheating :). Ideally I'd add a page to Fava with this "report", but >> haven't found a way yet.) >> > > You just need an operator to negate an inventory object. Let me make you > one. > In fact, better might be a function which switches the signs based on the > account type, e.g. something like this: > > SELECT account, sum(position) * account_sign(account) .. > > ACCOUNT_SIGN(account) would take the value -1 for Liabilities, Equity and > Income, and +1 for the others. > I can add those later. > > > > >> >> How do you all generate your (tax) reports and in what format do you save >> them? >> > > Tax reports? I use TurboTax. I kick off bean-web with a restricted period > for that year and eyeball the numbers from the income statement. Most of > the actual input is automated from imported 1099-R's. > > > > >> >> Regards, >> >> >> Tino >> >> >> On Sunday, 1 April 2018 07:53:42 UTC+2, Martin Blais wrote: >>> >>> How many people here use bean-report as their main way to generate data >>> from Beancount? >>> How many use bean-web? >>> Does anybody still care about bean-web now that Fava exists? >>> >>> Also... is it possible to bean-bake Fava (or some equivalent creation of >>> a static version for sharing)? >>> >>> Any input appreciated, >>> >>> >>> (Reason I'm asking is: I'm thinking about >>> - rewriting the query engine to something more powerful and general, and >>> promoting it from experimental and somewhat flaky to the main way of >>> getting data out >>> - rewriting bean-web to be a dumber, more generic web interface that >>> basically renders SQL queries (using the new query engine) without any >>> special treatment (just tables and tree-tables) >>> - deleting bean-reports and all of beancount/reports, or replacing most >>> of it by SQL queries >>> - in the process deleting the Holdings code >>> Basically, I think that with a slightly improved query engine I could >>> delete a ton of code without removing functionality at all.) >>> >>> -- >> You received this message because you are subscribed to the Google Groups >> "Beancount" group. >> To unsubscribe from this group and stop receiving emails from it, send an >> email to beancount+unsubscr...@googlegroups.com. >> To post to this group, send email to beancount@googlegroups.com. >> To view this discussion on the web visit https://groups.google.com/d/ms >> gid/beancount/da245774-db4e-4e44-ba34-84e5c4bff222%40googlegroups.com >> <https://groups.google.com/d/msgid/beancount/da245774-db4e-4e44-ba34-84e5c4bff222%40googlegroups.com?utm_medium=email&utm_source=footer> >> . >> >> For more options, visit https://groups.google.com/d/optout. >> > > -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to beancount+unsubscr...@googlegroups.com. To post to this group, send email to beancount@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/CAK21%2BhPXud148f6Q0_ET%2BYz784PDT9v_qOLaX9Mw9pfpPz7CVQ%40mail.gmail.com. For more options, visit https://groups.google.com/d/optout.
