Fava 账本查看
Fava 账本查看:提供基于Fava/Beancount的投资组合管理能力,支持税务亏损收割优化、资产配置分析与等价证券分组识别,辅助用户制定最优卖出策略。 含 15 条反模式约束。
晶体简介
Constraints
Evidence Quality
Medium confidence — review before critical use
54 条不可违反的约束
WHENWhen implementing AccAPI or FavaInvestorAPI query_func
ACTIONConvert query results to namedtuple format with field names from query types
CONSEQUENCEModule code expecting attribute access via row.column_name will fail with AttributeError, breaking asset allocation, tax loss harvesting, and other financial computations that rely on namedtuple row iteration
WHENWhen implementing price loading in AccAPI
ACTIONBuild beancount price map using prices.build_price_map(entries) from each ledger entries
CONSEQUENCEMulti-currency portfolios will fail to convert positions to base currency, causing asset allocation calculations to crash or produce incorrect results when commodities have different denominations
WHENWhen parsing Custom directive configurations
ACTIONFilter entries for Custom type with fava-extension and evaluate value strings using ast.literal_eval
CONSEQUENCEConfiguration parsing will silently return empty dicts for all modules, causing all investor reports to use default parameters instead of user-specified configurations, leading to incorrect financial analysis
常见问题
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v0.1.0: 首次发布到 Doramagic.ai。基于 tangweigang-jpg/doramagic-skills 的自动化 batch-v1 元数据 + 自动生成 FAQ。