athenodoros / tophat Goto Github PK

please set up a license to this repo

Is there a way to force a manual refresh of exchange rates. The crypto markets are quite fast moving - would be useful if there is a way to manually force a refresh - or add an option to show when they were last updated?

Might also be nice to show the current exchange rates in use somewhere just to verify all looks well. Interface is really nice and am enjoying use this.

Many Thanks!

The date filter in transaction tables is not really usable. The input fields only accept numbers (no "-" or "/" or month names) and the slider below doesn't do anything. I assume it's a generic filter for a numeric field, probably it works with the raw timestamp. A standard date-picker would be best.

Not a very critical issue.

This is very annoying, especially because you are completely blocked from navigating the site until you resize the window and refresh the whole page.

I'm getting a green tick for my API key - but it is definitely not syncing rates correctly. Sync says completed 0 minutes ago but balances never update. :(

Thanks!

Per category aggregations are not properly refreshed when running rules or importing statements. This is a rather critical issue, it makes a big part of the app unusable.

Inspecting the data model in IndexedDB shows that there's a two-way reference between statements and categories. Statements have a category attribute with the category ID, and categories have a transtactions attribute that contains a copy of the relevant amounts. These two are not always consistent.

This can be easily reproduced:

1. Start with a clean TopHat instance
2. Import a Statement
3. Create a Category
4. Create a Rule to bind the Category to some statements and run it
5. The Category aggregation is still zero in the charts
6. Clicking on the Category does correctly show the relevant transactions, but their values are not aggregated

The only way I've found to synchronize the aggregations is to manually set the transactions with the category as "No Category". Strangely, this transaction is added to the category aggregation right after removing the category from it, which is also incorrect.

This is a feature request.

Situation:

Hi,
I just've hopped in here from your post in Hacker News.
FYI, I'm using plain text accounting with beancount for transactions journal, and fava as its web GUI.

Feature request:

If you have interest, a feature to import from beancount file format would be curious to explore.

Thanks

If you enter an incomplete REGEX string into the Description filter it causes the UI to crash and report an error. An easy way to reproduce is to just put a single left parentheses "(" in.

Hello, me again, having a great experience with TopHat so far.

I just attempted to move a few categories under a different parent. All transactions changed properly (even without requiring a refresh), but it looks like the aggregated count for the parent is not recomputed and stays at zero.

I've had other problems like this in the past (see my previous issue). Before it was easy to clear all the data and import all the statements again, but after using TopHat for a couple of months this is no longer practical.

Could you perhaps add a button in Settings that recomputes all Category aggregations from scratch based on raw transaction data?

I wouldn't be surprised if more of these subtle bugs come up in the future, you know what they say about the hardest problems in CS and cache-invalidation. Having this button would significantly mitigate data corruption caused by this class of bugs.

Minor comment.

The Categories page always defaults to "12 Month Average", which is not very useful for new users, especially since it divides by 12 and not the actual number of months with data (I started from the beginning of the year).

I always tend to switch to "Previous Month", but it goes back to "12 Month Average" whenever I come back, including when I press the "back" button. It does confuse me every time seeing the low numbers until I remember this.

I guess the default of "12 Month Average" makes sense for people importing a long tail of statements. Nevertheless, the 12 month numbers are not very actionable when making decisions about how to save, which I believe is the main use case. I tend to look at the last full month instead.

Is it possible to have a button to force update the Net Worth "value today" ?

The Crypto rates change fast - and its useful to see changes overall multiple times a day. The figure does seem to update, but I'm not entirely sure what triggers it? If I force a currency sync nothing seems to happen to the Net Worth value unfortunately so not sure whats happening.

Thanks for a great tool.

I'm trying to import transactions using the statement import section:

• selectthe institution
• drop the csv file
• fill separator and date format

Map columns never become enable 😞
it says There are files without matching columns

My bank exports the following column headers

"Account Type","Account Number","Transaction Date","Cheque Number","Description 1","Description 2","CAD$","USD$"

Any suggestion what may be the problem?

There is no mention of how to start using this? I'm not familiar with SPAs on Github Pages - is there a basic howto available somewhere to provide a pointer of how to start using this?

Thanks.