On Wednesday, March 11, 2020 at 2:43:55 AM UTC-7, Justus Pendleton wrote:
>
> It looks like if account_field is set to LEAF(account) then the URLs for 
> the accounts are broken -- they take you to my-personal-ledger/account/LEAF 
> instead of my-personal-ledger/account/Assets:Tree:Leaf
>

I noticed this as well. I assume fava is adding this link if the column is 
named 'account'. I'll figure out a fix later.
 

> There's something wrong in how it collects the holdings. The command line 
> version generates the correct set of holdings but the fava version also 
> includes some lots that I sold last week. I haven't looked yet to figure 
> out why they are being included.
>

Ah, I included 'date <= DATE_ADD(TODAY(), -30)' in the fava version, to 
filter out purchases within the past 30 days since they cause washes. I 
realize now that is incorrect, since that (incorrectly) filters out sales 
during the last 30 days as well. I should include them in both the holdings 
and in the wash sales. Fix committed. Thanks for spotting this!
 

> The "purchases within the past 30 days" doesn't include purchases I made, 
> it only includes sales I made. I think it is supposed to be the other way 
> around?
>

This needed a fix as well. Not sure why it doesn't include the purchases, 
but I added 'number>0' in the query to filter out sales. Would you mind 
trying again?

Lesson: the queries pack a lot of assumptions into a dense SQL-like 
statement, and I'd not be surprised if there're a few more cases hiding. 
I'll soon commit a unit test to make this easier.

Thank you very much for test driving this and the helpful feedback!

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