Fava

Latest version: v1.30

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1.1

-----------------

You can now upload documents by dropping them onto transactions, which will
also add the file path as `statement` metadata to the transaction. Fava also
ships with a plugin to link these transactions with the generated documents.
See the help pages for details.

This is the first release for which we provide compiled binaries (for macOS and
Linux). These do not have any dependencies and can simply be executed from the
terminal.

Other changes:

- The bar charts on account pages now also show budgets.
- The Journal can now be sorted by date, flag and narration.
- Fava now has a Russian translation, thanks to :user:`fokusov`.
- As always, several bugs have been fixed.

Thanks to :user:`adamgibbins` and :user:`xentac` for their contributions.

1.0

-----------------

This is a major new release that includes too many improvements and changes to
list. Some highlights:

- The layout has been tweaked and we use some nicer fonts.
- Fava looks and works much better on smaller screens.
- Fava loads most pages asynchronously, so navigating Fava is much faster and
responsive.

Fava's configuration is not read from a configuration file anymore but can
rather be specified using custom entries in the Beancount file. Some options
have also been removed or renamed, so check Fava's help page on the available
options when upgrading from v0.3.0.

There have been many changes under the hood to improve Fava's codebase and a
lot of bugs have been squashed.

Thanks to :user:`adamgibbins`, :user:`davidastephens`, :user:`xentac`, and
:user:`yegle` for their contributions.

0.3.0

-------------------

Additions

- Support for switching between multiple beancount files. :bug:`213`
- New sunburst charts. :bug:`198`
- Add "Clear filter" button when filters are active. :bug:`290`
- Simple budgeting functionality in the Account view. See help pages on how to
use budgets. :bug:`294`
- German translation. :bug:`284`
- The Beancount is now being reloaded when it is saved in the Source Editor.
- New Journal filter controls. Thanks to :user:`yagebu`.
- Tree-tables are now displayed in a hierarchical way. Thanks to :user:`yagebu`.

Changes

- All charts are now rendered with d3.js. Thanks to :user:`yagebu`.
- The title of a page is now shown in the header to save screen space.
- Changed shortcut for Journal from ``g g`` to ``g j`` as the Journal was
renamed from "General Journal" to "Journal".

New configuration options

- ``language``: The language to use. Valid languages are ``"en"`` and
``"de"`` (default: ``"en"``). :bug:`284`
- ``treemaps-show-negative-numbers`` was removed.

Fixes

- Commodity prices are now filtered when a Time filter is enabled. :bug:`273`
- Some improvements to the help pages.
- Many small bug fixes. Thanks to :user:`yagebu`.

0.2.6

-------------------

Additions

- There are now more interval options available for charts and the account
balances report. The interval can be selected from a dropdown next to the
charts. :bug:`175`
- Show metadata for postings in the Journal. Thanks to :user:`corani`.
:bug:`185`
- The editor now supports org-mode style folding. Thanks to :user:`corani`.
:bug:`209`
- Show colored dots for all the postings of a transaction in the Journal
report. This way flagged postings can be quickly spotted. :bug:`195`
- Add keyboard shortcuts for save to source editor. :bug:`199`

Changes

- Use beancount's DisplayContext to determine the correct precision at which to
render numbers. :bug:`188`
- Improve the way that query results are serialized to XLS etc. Thanks to
:user:`corani`. :bug:`168`
- Show inverse rates for pairs of operating currencies on the commodities
report. :bug:`139`
- Use Click for the CLI and check if beancount file exists on startup.
:bug:`216`
- Hide closed accounts in tree tables. Also see new configuration option below.

New configuration options

- ``editor-strip-trailing-whitespace`` to enable trimming of trailing
whitespace in the Source editor (default: "false"). Thanks to
:user:`corani`. :bug:`163`
- ``show-closed-accounts`` to show closed accounts in tree tables, for example
on the balance sheet (default: "false"). :bug:`91`
- ``show-accounts-with-zero-balance`` to show accounts with a balance of zero
in tree tables (default: "true"). :bug:`91`
- ``show-accounts-with-zero-transactions`` to show accounts with no
transactions in tree tables (default: "true"). :bug:`91`

Fixes

- Fixed a bug where the months would be off by one for the interval reports.
:bug:`182`
- Fix the net worth report for more than one currency. :bug:`207`
- Some improvements to the help pages.
- Many small bug fixes.

0.2.5

-------------------

Bump release to remove unused draft code.

0.2.4

-------------------

Additions

- Added missing Holdings views compared to ``bean-web``. Thanks to
:user:`yagebu`. :bug:`140`
- Custom queries are now shown in sidebar. Thanks to :user:`corani`. :bug:`135`
- The user settings file is now editable in the Source editor. :bug:`136`
- Added second theme. Thanks to Rubén Gómez for the stylesheet. :bug:`59`
- Added Help pages.
- Query results can now be downloaded as CSV, XLS, XLSX and ODS. :bug:`143`
- Documents can now be uploaded by dragging and dropping files over an Account
name on the Account page and all tree-tables. :bug:`157`
- Journal can now be filtered by transaction type. Thanks to :user:`yagebu`.

Changes

- The uptodate-indicator is now shown everywhere by default, but only enabled
for accounts that have the metadata ``fava-uptodate-indication: "True"`` set
on their ``open``-directives. :bug:`35`
- Speedier Journal rendering. Thanks to :user:`yagebu`. :bug:`164`
- Only basenames will be shown for documents in the Journal. Thanks to
:user:`corani`.
- Slightly reordered the sidebar menu.
- Minor UI tweaks.

New configuration options

- ``sidebar-show-queries``: The maximum number of custom queries to show in the
sidebar (default: 5).
- ``theme``: The theme to use. Valid themes are ``"default"`` and
``"alternative"`` (default: ``"default"``).
- ``editor-print-margin-column``: Set the column for the print margin in the
Source editor (default: 60). :bug:`161`
- ``uptodate-indicator-show-everywhere`` (default: "true"). See Changes above.

Removed configuration options

- ``uptodate-indicator-exclude-accounts``, see Changes above.

Fixes

- Fixed Net worth calculation. Thanks to :user:`yagebu`.
- Many small bug fixes.

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