Apologies, this is unreleased, bleeding edge code, and I should've warned
that you're bound to run into these types of things. The fix for this one
is simple: just add 'capgains_lt' and 'capgains_st' to your config. The
updated example file shows how:
https://github.com/redstreet/beancount_reds_importers/blob/master/beancount_reds_importers/example/my.import
Optional: You might also want to pip3 install again (I just updated the
example code), and run the example code, which should help as a reference
for troubleshooting future issues.
I wouldn't be surprised if you ran into a couple more problems on this
bleeding edge code: simply post here and I'll fix them.
Regarding the ofx file you just downloaded:
- is it named appropriately (includes 'fidelity' in the filename)?
- does it include transactions for the account number in your config?
("grep <acc_num> fidelity.ofx" should tell you)
On Sunday, May 23, 2021 at 3:22:50 PM UTC-7 john.a.r...@gmail.com wrote:
> Hi, Red --
>
> Thanks very much for the prompt response.
>
> I installed the plug-in as instructed above, and unfortunately I've taken
> a step back. Bean-identify still associates these files with my import
> settings, but now I can't extract any files. Instead, I get this error
> message:
>
> ERROR:root:Importer beancount_reds_importers.fidelity.Importer.extract()
> raised an unexpected error: 'capgains_lt'
> Traceback (most recent call last):
> File
> "/Users/johnrakestraw/.pyenv/versions/3.9.1/lib/python3.9\\\\\\/site-packages/beancount/ingest/extract.py",
>
> line 182, in extract
> new_entries = extract_from_file(
> File
> "/Users/johnrakestraw/.pyenv/versions/3.9.1/lib/python3.9/site-packages/beancount/ingest/extract.py",
>
> line 67, in extract_from_file
> new_entries = importer.extract(file, **kwargs)
> File
> "/Users/johnrakestraw/.pyenv/versions/3.9.1/lib/python3.9/site-packages/beancount_reds_importers/libtransactionbuilder/investments.py",
>
> line 311, in extract
> self.initialize(file)
> File
> "/Users/johnrakestraw/.pyenv/versions/3.9.1/lib/python3.9/site-packages/beancount_reds_importers/libtransactionbuilder/investments.py",
>
> line 45, in initialize
> self.build_account_map() # TODO: avoid for identify()
> File
> "/Users/johnrakestraw/.pyenv/versions/3.9.1/lib/python3.9/site-packages/beancount_reds_importers/libtransactionbuilder/investments.py",
>
> line 57, in build_account_map
> "capgains_lt": self.config['capgains_lt'],
> KeyError: 'capgains_lt'
>
> And there's a further mystery (at least, a mystery to me). I get this
> error message on records I downloaded from Fidelity last night. (And, as I
> said earlier, I successfully extracted transactions for two of my accounts
> but not for the third.)
>
> The mystery is that I downloaded fresh files from Fidelity just now, after
> getting that error message, using the same commands I used last night. But
> bean-identify doesn't identify these using my my.import file and
> bean-extract returns no error messages but instead merely the header -- ;;
> -*- mode: beancount -*-.
>
> Why would it generate the error message with last night's files but not
> even recognize the ones I just now downloaded? Makes no sense to me.
> On Sunday, May 23, 2021 at 3:52:08 PM UTC-4 redst...@gmail.com wrote:
>
>> Glad you find the importers helpful!
>>
>> Thanks for reporting this. Someone else had a case of this too. Filed:
>> https://github.com/redstreet/beancount_reds_importers/issues/9
>>
>> Made a fix that should help. Could you please try re-running after:
>>
>> pip3 install git+https://github.com/redstreet/beancount_reds_importers
>>
>
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