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Some minor improvements to the healthequity source #225

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merged 2 commits into from
Sep 21, 2024

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jktomer
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@jktomer jktomer commented Jan 8, 2024

Bugfix:

  • Don't output balance assertions when there are multiple transactions on the same day, because we don't know which one incorporates all the transactions.

New feature:

  • Support ignore_before option in healthequity sources to ignore all transactions before a given date (say, before the journal was established).

beancount only supports one balance assertion per day, so if we create
intra-day balance assertions on days with multiple transactions, all but the
last of them will be wrong. Skip the balance assertions if there are multiple
transactions in a day instead.
@jktomer jktomer changed the title Some minor imporvements to the healthequity source Some minor improvements to the healthequity source Jan 8, 2024
@Zburatorul Zburatorul merged commit 6c54ed9 into jbms:master Sep 21, 2024
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2 participants