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feat: Add metadata and links to matched postings / transactions #26

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merged 9 commits into from
Apr 19, 2024

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librarianmage
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@librarianmage librarianmage commented Apr 19, 2024

This PR takes the code in #25 and adds a config option to add transaction-level links to the transactions of paired postings. It also allows for changing the metadata key or link prefix.

Please let me know if I'm doing something silly, I'm pretty new to using beancount.

John McCann and others added 9 commits February 19, 2024 14:07
I'm unsure of the status of this decade old issue
(https://groups.google.com/g/beancount/c/MU6KozsmqGQ/m/TspjVxx-ZYIJ).
This commit adds a config that adds metadata to matched postings such
that they can be "linked" to one another.

Alternatives would be using beancount's native links; however, I know in
my use case at least I will have transactions with multiple matches
(e.g., pay stubs with balances going to: multiple bank accounts, HSA,
401k, etc.). Thus, placing the match metadata at the transaction level
is less clear. There is probably some performance hit when querying for
matches on a posting level; but I feel that is negligible compared to
the improvement in clarity.

The use of random IDs might not be preferred, but I didn't want to try
and format some human readable string. All I really care about is being
able to pair transactions, not describe the match.
Forgot to leverage the config, and disable by default adding a match ID.
Added a test to cover the default case, in which no match IDs are added.
Should not have committed this.
Added some missing whitespace.
Type tests in effective_date
@redstreet redstreet merged commit e1426a4 into redstreet:main Apr 19, 2024
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@redstreet
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Hi there,
Thanks for fixing the linting on #25, and adding transaction level links. Looks good to me, merged!

@redstreet
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With posting + transaction level linking, this feels like a complete feature now. Thanks again to you and the submitter of #25! I added basic documentation in e73097c. Feel free to enhance it if needed.

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2 participants