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Auto postings not reflected in hledger-web until cleared / account not appearing in accounts list #1355

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rkelly opened this issue Sep 14, 2020 · 4 comments
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A-BUG Something wrong, confusing or sub-standard in the software, docs, or user experience. web The hledger-web tool.

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@rkelly
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rkelly commented Sep 14, 2020

I started using an auto posting rule which helps completes transactions that pass through to my checking account.

= liability:card
    liability:card  *-1
    asset:checking  *1

This allows me to enter simpler transactions like this:

2020-09-14 ! buy milk
    expense:groceries  $4.00
    liability:card

This transaction should expand to this:

2020-09-14 ! buy milk
    expense:groceries  $4.00
    liability:card  $-4.00
    liability:card  $4.00
    asset:checking  $-4.00

If I start hledger-web, and look under asset:checking, I'd expect to see the above transaction. However it doesn't appear. Only when I clear the transaction with the asterisk, does it appear.

This makes it difficult to estimate future cash flow in accounts affected by auto postings. Took a while to realize why my pending balances were so high--these auto posting expenses weren't showing up.

Command-line hledger doesn't seem to be affected like this. Just hledger-web. Does it only process auto postings for cleared transactions?

@rkelly rkelly added the A-BUG Something wrong, confusing or sub-standard in the software, docs, or user experience. label Sep 14, 2020
@simonmichael simonmichael added the web The hledger-web tool. label Sep 14, 2020
@simonmichael
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simonmichael commented Sep 14, 2020

Thanks for the report. This seemed to work more or less as expected for me with current hledger:

$ cat a.j
= liability:card
    liability:card  *-1
    asset:checking  *1

2020-09-14 ! buy milk
    expense:groceries  $4.00
    liability:card

$ hledger-web -f a.j --auto
...

Screen Shot 2020-09-14 at 4 36 41 PM

The --auto flag is required, as with hledger CLI.

But I'm not sure why the liability:card account is not displayed in the accounts list.

@rkelly
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rkelly commented Sep 14, 2020

Looks like I had failed to add the --auto flag to my hledger-web launch script. That seems to do it for me. Thank you, Simon.

I hadn't noticed the lack of the target account in the accounts list.

@simonmichael
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Great. Let's leave this open to follow up on that.

@simonmichael simonmichael changed the title Auto postings not reflected in hledger-web until cleared Auto postings not reflected in hledger-web until cleared / account not appearing in accounts list Sep 14, 2020
@simonmichael simonmichael added easy? needs:debugging To unblock: needs debugging/investigation labels Sep 14, 2020
@simonmichael
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I'm not sure why the liability:card account is not displayed in the accounts list.

I can't reproduce this (tested back to hledger-web 1.9). No problem here, we can move along.

@simonmichael simonmichael removed easy? needs:debugging To unblock: needs debugging/investigation labels Aug 8, 2021
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Labels
A-BUG Something wrong, confusing or sub-standard in the software, docs, or user experience. web The hledger-web tool.
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