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Version: In-Progress

Changelog

All notable changes to Beancount Ledger will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

In-progress​

  • In-app help icons — Each Snapshot sidebar tab and dashboard section now has a small ⓘ icon. Hover to preview, or click to pin, a short guide to that section's workflow and buttons. You can hide the icons with Settings → Show help icons.

  • Scheduled transactions: full posting support — Schedules can now carry cost {}, price @/@@, posting flags, comments, and posting- or transaction-level metadata (the toggle buttons were previously shown but did nothing), so any transaction can be scheduled. Also fixed payees, narrations, metadata values, and cost labels containing " or \ producing an invalid ledger.

  • Journal: Make recurring — A new 🔁 button on transaction cards opens Add Scheduled Transaction pre-filled from that transaction exactly as written in your ledger, with the first occurrence one cycle after its date.

  • Fixed: Editing a transaction lost data — Saving an edit from the Journal replaced its metadata with a raw: line, dropped posting comments, flags, metadata and cost labels, and filled in the amount of the auto-balanced posting. The edit form now loads the transaction as written in your ledger file.

  • Fixed: Balance assertions and notes editing or deleting the wrong entry — With several assertions or notes on the same account and day (e.g. one per currency), editing or deleting one could change another; edits also dropped a balance's tolerance, a note's tags and links, and trailing comments, and deletes left metadata lines behind. Balance tolerances are now written in valid syntax (100 ~ 0.01 USD), quotes in notes are escaped, and the Journal's tag filter now finds tagged notes.

2.4.3 - 2026-09-21​

  • Balances: Icicle chart — Added a top-down icicle view as an alternative to the sunburst in the Accounts & Balances tab, with the same hover/drill-down behavior. Toggle between the two via the new chart-type dropdown.

  • Account Details modal: Balance History tab — Added a second tab (alongside the renamed Metadata tab) showing the account's balance trend as a line chart or table, with Monthly/Weekly and Chart/Table pill toggles.

2.4.2 - 2026-09-04​

  • Budgets/Targets: Multi-account selection — Add Budget/Add Target now let you pick multiple accounts (e.g. Expenses:(Rent|Utility)) via a "+ Add another account" button, instead of hand-typing the pattern. Editing correctly splits an existing multi-account query back into rows.

  • Fixed: Transactions tab freezing on large ledgers — The default view no longer requests a running balance column for every row (a multi-commodity ledger could produce a huge CSV response and freeze the UI). It's now only fetched once a specific account is selected. Also fixed a layout bug where the Amount column could visually shift under the Balance header.

  • Sliding-pill tab bar — New shared TabBar component (animated sliding highlight, keyboard navigation, count badges) replaces the old underline tabs across the Commodity Details modal, Snapshot sidebar, main dashboard navigation, and Add Entry modal.

  • Consistent dropdown styling — Several native <select>/toggle controls now use the shared pill-style CustomSelect dropdown, including the Valuation selectors and the Financial Indicators Budgets/Targets toggle.

  • Commodity Details modal: Metadata / Price History tabs — Split into two tabs instead of one long scroll, with the identity header and Delete/Done footer staying visible regardless of tab.

  • Upcoming tab: Filter by period — Added a Today / This Week / This Month / All dropdown to the Snapshot sidebar's Upcoming tab. Overdue transactions still show under every period.

  • Account Details modal: Clearer labels — Reconciliation interval field now reads "Reconciliation interval (days)", and the Balance button was renamed to Add Balance.

2.4.1 - 2026-08-29​

  • Reconciliation Actions: Edit, Balance, and Force Reconcile — The Snapshot sidebar's Reconciliation tab now does more than report status. Each account row gets three buttons: Edit opens a new Account details modal — view open/close dates, currencies, and reconciliation status, and set or clear the reconcile interval on an already-open account, previously only settable once at account creation — also reachable by right-clicking an account row in the Accounts & Balances tab. Balance jumps straight to the Add Transaction modal's Balance tab with the account pre-filled, for the everyday "check the real balance, record it" step. Force reconcile — enabled only when an account's latest balance assertion is actually failing — inserts a Beancount pad directive so Beancount auto-generates a transaction covering the difference, with a pad-account picker and a plain-language warning that this is a plug, not a fix for whatever caused the gap. The summary row was also simplified from two bordered stat boxes to a single text line ("N overdue · N up to date") with a new Only overdue toggle to filter the list down to what needs attention.

  • Scheduled & Recurring Transactions — Set up transactions that repeat automatically or fire once in the future, right from the Snapshot sidebar. A new Upcoming tab (toggled against Key Metrics) lets you define a schedule — name, frequency (One-time, Weekly, Monthly, Quarterly, Yearly), start date, payee/narration, and any number of postings, including a blank posting left to auto-balance — which is stored as a plain-text event "Recurring" directive in events.beancount. Nothing posts to your ledger automatically: click Refresh to check for due occurrences, and a schedule that's fallen behind surfaces every missed occurrence at once rather than just the next one. Each occurrence is resolved independently as Insert (materialize it and advance), Skip (dismiss it and still advance), or left on Hold (re-offered next refresh) — with a Hold on an earlier occurrence correctly blocking later ones in the same batch from being resolved out of order. Every materialized transaction is tagged with scheduled: "<name>" metadata, giving a built-in duplicate-insert safety check and a full audit trail back to its originating schedule. The bundled onboarding demo ledger now includes several example schedules covering every frequency.

2.4.0 - 2026-08-17​

  • Unified Inter-Tab Dashboard Connections & Navigation API — Built a centralized navigation contract (NavRequest, NavigationFilters) allowing cross-tab linking and filter synchronization across the entire dashboard:

    • Journal Tab: Click any posting account name on a TransactionCard or BalanceCard to open the Transactions tab pre-filtered to that account (#263).
    • Income Statement Chart: Click any month/week column in the Income Statement trend chart to jump to the Transactions tab pre-filtered to that date range, with a pointer cursor on hover (#264).
    • Income Statement Table: Click any leaf account row (or Ctrl/Cmd click category headers) in the Income/Expenses table to view transactions for that account (#265).
    • Balance Sheet Table: Click any leaf account row (or Ctrl/Cmd click category headers) in Assets/Liabilities/Equity tables to jump to the Transactions tab pre-filtered to that account (#266).
    • Overview Tab: Click KPI summary cards (Income, Expenses, Total Balance, Savings Rate) to open Transactions tab pre-filtered to that period & account type. Added a "→ View" button and clickable account chips on Budget and Target indicator cards (#267).
    • Sunburst Charts: Click any arc segment on Sunburst charts across Income Statement and Balance Sheet tabs to navigate to Transactions for that account, featuring cursor pointer styling and enhanced tooltip hints (#268).
    • Transactions ↔ Journal: Click any payee name in the Transactions tab table to jump to the Journal tab pre-filtered to that payee, and click the "↗" link or payee name on Journal TransactionCard headers to jump back to the Transactions tab (#269).
    • Journal Tab Tags: Click any #tag chip on a TransactionCard header to jump to the Transactions tab pre-filtered to that tag.
    • Ctrl/Cmd+Click for Journal: All account/tag/date-range/KPI clickables that navigate to Transactions now also support Ctrl/Cmd+click to open the Journal tab pre-filtered instead — Journal card account & tag chips, Overview KPI cards and Budget/Target indicators, Income Statement chart columns, and leaf account rows and Sunburst arcs on the Balance Sheet and Income Statement tabs. Category header rows on the Balance Sheet/Income Statement tables keep their existing Ctrl/Cmd+click behavior (jump to Transactions for that category) unchanged. Also fixed a bug where Sunburst arc clicks (#268) were never actually wired to navigation (segment-click had no listener), so that connection now works for the first time.

  • Transactions Tab: Clear filters button — Added a "Clear" button next to Refresh, matching the Journal tab.

  • Commodities: "Update Prices" reflects real availability — The button is now disabled (with an explanatory tooltip) when no bean-price command is configured, instead of failing silently on click. Also removed bean-price's live auto-detect fallback so it always runs the exact command shown in Settings → Connection, matching bean-query's existing behavior.

  • Settings: Clearer command verification feedback — Fixed the Verify button's success/error box, which was rendering a duplicate checkmark/✕ with low-contrast text; redesigned with a tinted background and left border accent.

  • Currency-aware decimal precision — Amounts across the dashboard now use each currency's actual precision (inferred from how it's written in the ledger), instead of a hardcoded 2 decimals everywhere. Fixes crypto/low-value commodity prices that were being rounded to 0.00, and zero-decimal currencies (e.g. JPY) that were getting a padded .00.

2.3.2 - 2026-08-07​

Added 🚀​

  • Account Reconciliation Tracking — Never lose track of which accounts are overdue for reconciliation. Assign a reconcile: <days> interval to any account's open directive and the plugin will continuously monitor how long ago each account last had a balance assertion — flagging any that exceed their interval or have never been reconciled at all. A new Reconciliation tab in the Snapshot sidebar shows an at-a-glance summary (overdue count vs. up-to-date count) and a per-account status list with clear ✅ / ⚠️ indicators. Setting up intervals is just as easy: the Open Account modal in the Accounts tab now includes an optional "Reconciliation interval (days)" field, so you can configure the schedule directly from the UI without touching your .beancount files.

Improved 🔨​

  • Custom Pill Dropdown Controls — Redesigned the chart area selectors and filter controls across the "Accounts and Balances", "Income Statement", and "Commodities" tabs with a polished custom dropdown component. Primary selectors ("Net Worth Trend" / "Trends" / "All Commodities") use a vibrant purple accent with custom SVG icons, paired with cascading sub-option menus ("Balances", "Monthly", "Weekly", "Assets", "Liabilities", etc.). Popovers are 100% opaque across all Obsidian themes and support full keyboard navigation (Escape, Enter, Arrow keys) and click-outside dismissal.

2.3.1 - 2026-07-26​

Added 🚀​

  • Onboarding Wizard: Full redesign with connection probing — Replaced the previous onboarding trigger (keyed on structuredFolderName) with a dedicated onboardingCompleted settings flag and a companion runtime connection probe (probeConnection) that non-blockingly verifies bean-query reachability on startup. The wizard Svelte component was rewritten with new step-based UI including dependency detection cards, folder-structure tree preview, setup-card selection, a polished summary/next-steps screen, and refined CSS using Obsidian design tokens throughout.

  • Settings: Structured metadata definitions and Editor tab — Added a getSettingDefinitions() method that returns human-readable names and descriptions for all settings, enabling programmatic access for onboarding and documentation. Reorganised the settings tabs: the former "Backup" tab was merged into "Performance", the "Named queries" help block was removed from the BQL tab, and a new dedicated 📝 Editor tab was created to house autocomplete, snippets, format-on-save, and lint-mode settings.

  • Documentation Site: Docusaurus-based docs-site — Shipped a complete docs-site/ directory containing a Docusaurus project with 20+ documentation pages covering installation, requirements, first-time setup, all dashboard tabs, adding data, advanced queries, Beancount syntax reference, settings, troubleshooting, plugin API, and the changelog. Includes screenshots, videos, and custom CSS theming.

Improved 🔨​

  • Journal Tab: Robust in-memory filtering for Balances and Notes — Balance and Note directives now honour the search field, payee, and tag filters. Balances are filtered client-side by account, amount, and currency; Notes are filtered by account, comment, and tags. When a payee filter is active, Balances and Notes are correctly excluded since those directive types have no payee. Re-sort logic was extended to cover all three filter dimensions.

  • UI Polish — Changed the "Open Account" modal date field from a plain text input to a native <input type="date"> picker. Aligned the Journal tab search debounce delay from 800 ms to 300 ms (matching the Transactions tab). Fixed double currency rendering on Balance cards where {entry.diff_amount} already included the currency symbol.

  • BQL Processors: Obsidian-native DOM helpers — Replaced all raw activeDocument.createElement calls in BQLCodeBlockProcessor and InlineBQLProcessor with Obsidian's native helpers (createDiv, createSpan, createEl). Refactored the file-download anchor creation to use createEl('a', { attr: { … } }) with proper detach() cleanup and a feature-detection guard ('download' in HTMLAnchorElement.prototype).

  • ESLint & Code Quality — Updated the ESLint ignore path from docs/ to docs-site/, renamed the npm script from eslint to lint for standardisation, pinned @eslint/js to ^9.0.0, and upgraded eslint-plugin-obsidianmd to latest. Resolved all new linting issues raised by the updated ruleset (Obsidian-native DOM APIs, createDiv/createSpan usage, safe element creation patterns).

Fixed 🐛​

  • Settings DOM: Replace createEl('div') with createDiv() — Updated three instances in the File Organisation settings tab (pathDiv, descEl, validationEl) to use Obsidian's createDiv() helper instead of createEl('div', …), resolving lint warnings from eslint-plugin-obsidianmd.

Changed (internal) 🔧​

  • CI/CD: Release and deployment workflow fixes — Restructured release-finalize.yml to prevent false failures, standardised the changelog-rewriting regex, fixed the docs directory path in release-trigger.yml, added CHANGELOG.md and workflow files to deploy triggers, and migrated the documentation deployment to direct GitHub Actions deployment.

  • Licensing & Manifest — Standardised LICENSE to MIT and converted manifest.json fundingUrl from a plain string to the multi-platform object format (GitHub Sponsors + Buy Me a Coffee).

2.3.0 - 2026-07-15​

  • Transaction Modal: Layout improvements and UI fixes — Moved Account fields in Balance/Note tabs and the Query name field in the Query tab adjacent to the Date field for a more compact form layout. Adjusted flag select box height and padding to prevent vertical text clipping, and properly escaped Svelte double curly braces in the cost section to prevent rendering of '[object Object]'.

  • Editor & Dashboard: User-defined transaction snippets — Added support for loading custom transaction templates from a standalone snippets.beancount file. Toggling the feature on-demand creates the template file with a sampleSnippet if missing. Supports real-time cache reloading via vault change events, folder rename safety hooks, and a command to open the snippets file. Also added a 📋 Snippet button to transaction cards in the Journal tab to save existing transactions to the snippets file under a custom name, and a 📋 Load Snippet button in the Add Transaction modal footer to search and populate the form fields.

  • Transaction Modal: Polish delete button UI — Replaced the trash can/bucket emoji (🗑️) with a standard ✕ (&times;) sign across the posting and metadata deletion buttons. Redesigned the button from a solid red block to a clean white/grey layout with a red cross that transitions to a soft red background on hover. Cleaned up redundant CSS rules to unify the button styling.

  • Journal Tab: Icon-only actions & button reordering — Switched action buttons for transactions, notes, and balances to compact icon-only layouts to save horizontal space. Reordered transaction actions to Edit (✏️) → Save as snippet (📋) → Delete (❌) and note/balance actions to Edit (✏️) → Delete (❌). Added clear tooltips to all icon buttons.

  • ESLint & Code Quality: Resolve all static analysis errors — Resolved all ESLint errors by adjusting the configuration to ignore the standalone docs/ directory instead of the obsolete docs-site/ pathway, applying sentence-casing to UI labels, using window-scoped timer prefixes for popout window compatibility, and typing variables cleanly to prevent unsafe promise checks.

  • Documentation: QoL improvements — Removed outdated caution warning, added community store installation instructions, updated logo path to repository root, and pointed to online documentation for detailed requirements.

2.2.6 - 2026-07-08​

2.2.5 - 2026-07-08​

  • Codebase Cleanup: Remove dead path-normalisation methods from SystemDetector — Deleted normalizeFilePath and its private helper convertWSLToWindowsPath from SystemDetector. Both methods had zero external callers; WSL↔Windows path translation is already handled correctly at two dedicated call-sites: convertWindowsPathToWsl (in fileEditor.ts) is applied JIT in queryRunner.ts when the configured command includes wsl, and convertWslPathToWindows (also in fileEditor.ts) is used throughout directives.ts and beancount-lint.ts to normalise paths returned by Beancount tools before Obsidian vault writes.

2.2.4 - 2026-07-07​

2.2.3 - 2026-07-07​

  • Settings: Remove redundant path fields for cross-device portability — Removed beancountFilePath and structuredFolderPath from the plugin settings interface and data.json. Both fields stored absolute OS-level paths that broke portability when settings were synced across machines with different usernames or directory layouts. Since v2.0.0 enforces vault-only file access, the main ledger path can always be derived at runtime as structuredFolderName + "/ledger.beancount" via the existing getMainLedgerPath() utility. Updated all call sites (directives.ts, sidebar-view.ts, beancount-lint.ts, ConnectionSettings.svelte, OnboardingModal.svelte) to use getMainLedgerPath() or guard on structuredFolderName instead. Added an explicit sourcePath parameter to migrateToStructuredLayout() so onboarding no longer needs to write a temporary path into settings. The onboarding trigger in main.ts now checks structuredFolderName as the source of truth for setup completion. Addresses portability concern raised in discussion #245.

2.2.2 - 2026-07-04​

  • Onboarding Wizard: Improve UI/UX flow and navigation gating — Updated the setup wizard to allow users to skip or proceed past the Python/prerequisites check step. Added a warning callout if Beancount is missing while allowing layout setup to proceed, clarified that ledger files must be vault-relative, updated placeholders, and added Cancel/Exit button triggers to Step 2.

  • File Organization: Safe Folder name renaming with validation — Redesigned the Folder name setting field with an interactive Edit/Save/Cancel lifecycle. Added validation checks for folder existence and invalid characters, physically renaming the structured layout folder in the Obsidian vault, and dynamically updating configuration paths (beancountFilePath and structuredFolderPath) under the hood to prevent write/query path mismatches.

  • Codebase Cleanup: Remove obsolete settings, unused parameters, and redundant scripts — Removed dead advanced settings panels and file autocomplete modal helpers from the settings view, eliminated unused parameters and variables from controllers, processors, and layout utilities, and removed redundant script files (test-build.js and the checked-in detection script artifact) to simplify the codebase and improve maintainability.

2.2.1 - 2026-07-04​

2.2.0 - 2026-06-21​

  • Multi-Currency Warning: Clarify warning column wording — Updated the multi-currency warnings on the Balance Sheet and Income Statement to reference the specific reporting currency name instead of positional column descriptions like 'first column' and 'second column' to prevent user confusion. Merged PR #230.

  • Income Statement: Fix Net Profit trend signs and show income as positive — Updated the income statement and net profit trend charts to display conventional signs (positive values for profit and negative values for loss), negating credit accounts at the source so income balances render as positive. Adjusted chart colors (green for profit, red for loss) and fixed the anomalous stripes rendering on the Income Sunburst Chart. Merged PR #238.

  • Financial Overview: Selectable reporting periods — Added a period selector to the Overview dashboard to filter income, expenses, and savings rate KPI cards. Supports presets (This Month, Last Month, This Year, Last Year) as well as custom months and years. Updates the total balance query to compute historical period-end net worth correctly based on the selected period end date. Merged PR #234.

  • Budget & Target Suggestions: Improve account autocomplete — Removed the arbitrary 8-item hard limit from the Add Budget and Add Target account autocomplete lists. Added matching result counts, default/empty state notes, and increased dropdown heights with full scrollbar support. Merged PR #239.

  • Commodity Dashboard: Display names and price history — Added support for retrieving and displaying human-readable display names from Beancount commodity metadata. Introduced interactive price history chart and table views in the commodity details modal. Restructured card grids and key-value details layout with overflow-wrap/ellipsis rules to handle long text fields without UI clipping or overlap. Merged PR #237.

  • Journal Filter Autocomplete: Custom suggestion menus — Replaced native HTML <datalist> inputs with custom, scrollable dropdown menus for Account, Payee, and Tag filters in the Journal view. Truncates rendering to the top 50 matches to prevent Electron/Obsidian DOM lag, while preserving full search capabilities. Adds keydown handlers (Escape to close) and click-safe blur timers. Merged PR #236.

  • Performance: Optimize Balance Sheet and Income Statement queries using BQL native position filtering — Shipped native position splitting via only() and regex substitutions via subst() inside bean-query, moving heavy parsing out of the Svelte frontend. This reduces processing steps, simplifies the controllers, and speeds up dashboard load times. Closes #211.

  • Commodity Dashboard: Support negative commodity holdings and correct UI rendering — Updated parser to preserve negative signs from BQL units/values queries (allowing short/residual positions). Fixed CommodityCard value rendering to correctly display negative operating currency values instead of falling back to raw units, and updated CommoditiesTab filters (has_holding / has_both) to check for non-zero holdings (!== 0) so short positions are not hidden. Merged PR #229.

2.1.8 - 2026-06-15​

2.1.7 - 2026-06-15​

2.1.6 - 2026-06-14​

2.1.5 - 2026-06-14​

2.1.4 - 2026-06-14​

2.1.3 - 2026-06-14​

  • Component Cards: Refine styling, margins, and density — Refactored TransactionCard, BalanceCard, NoteCard, and CommodityCard to use a var(--background-secondary) background with subtle border-hover outlines. Tightened component padding, optimized typography visual hierarchy (emphasizing values, muting labels/dates), and reduced line-heights to present dense card lists cleanly. Closes #219.

  • Dashboard Layout: Optimize tab padding, density, and controls — Moved outer padding to UnifiedDashboardView's tab container, removing double padding across all tabs. Increased density on Income Statement and Balance Sheet tables by reducing cell padding and using smaller UI font sizes. Tightened TransactionsTab filter controls with compact spacing and standard Obsidian-aligned input heights. Closes #218.

  • Modal Polish: Compact grid layouts, unified spacing, and standard footers — Refactored form layouts in AddBudgetModal, AddTargetModal, and CommodityCreateModal to use CSS Grid for compact, aligned form presentation. Standardized spacing using Obsidian design tokens, unified modal footers using a standard .modal-footer class aligned to the bottom right, and adjusted custom autocomplete dropdown max heights to optimize vertical space. Closes #217.

  • Onboarding Workflow: Refactor wizard to Svelte & polish layout — Replaced the custom DOM-based onboarding wizard with a Svelte component, introduced a card-based data selection layout, reduced vertical spacing, adopted Obsidian's native setting-item classes, and standardized success/warning states to match Obsidian UI tokens. Closes #216.

  • Design Cleanups: Adopt Obsidian spacing and CSS tokens — Transitioned inline styles across Svelte/TypeScript files to external stylesheets and <style> blocks, cleaned up hardcoded pixels to use design tokens, standardized typography variables, and compacted inputs/buttons for a professional native Obsidian feel. Closes #215.

  • Loading & Error States: Standardize status states across all tabs — Added unified, premium skeleton loaders, error banners with interactive retry buttons, and empty state illustrations. Integrated them across all 5 dashboard views to prevent sudden blank state shifts. Closes #87.

  • Design Tokens: Establish design token system in styles.css — Added consistent spacing, typography, shadow, transition, and finance-specific color variables (assets, liabilities, equity, income, expense) adapting automatically to light/dark themes under :root. Refactored existing styles to use these variables for better theme integration. Closes #84.

  • File Organization: Support monthly transaction files — Added setting to organize transactions by month (transactions/YYYY/YYYY-MM.beancount) instead of just yearly. Updates the onboarding wizard and automatic file management tools to support both formats dynamically, and resolves a bug where the main ledger includes remained yearly after initial creation or migration. Closes #210.

  • Financial Indicators: Add edit and delete support for budgets and targets — Added UI action buttons to edit and delete indicators, backed by new atomic update/delete directives helpers and event line location querying. Closes #207.

[2.0.0] - 2026-06-03​

Changed ⚠️​

  • Security & Compatibility: Vault-only ledger requirement (Breaking Change) — Replaced all direct filesystem access (fs and fs/promises imports) in fileEditor.ts, directives.ts, and PriceService with Obsidian's native Vault adapter APIs (exists, read, write, remove, rename, copy). Because the Obsidian Vault API is strictly scoped to files inside the vault, the plugin now requires your Beancount ledger and any included files to be stored inside the current vault. Absolute paths outside the vault are no longer supported. Closes #203.

Security 🔒​

  • CLI Execution: Migrate to safe parameterized spawn calls — Replaced all shell execution (exec and execAsync) calls across SystemDetector, queryRunner, price.service, and sidebar-view with a secure utility execSafe that runs commands directly as process spawns without shell invocation (shell: false). Replaced shell-based OS detection with native Node APIs, added whitelist sanitization to user-configured price metadata, and documented permissions in the README. Closes #204.

[1.6.0] - 2026-05-31​

Added 🚀​

  • Editor: Inline linting via bean-query .errors diagnostics — Beancount validation errors now appear as red squiggly underlines directly in the editor. Uses the existing runQuery / bean-query infrastructure (no separate bean-check install required): runs the special .errors BQL command, parses the plain text output, and maps results to CodeMirror 6 Diagnostic objects. A lint-gutter marker appears in the left margin for each affected line; hovering shows the full error message. Three modes in Settings → BQL → Editor Settings: Off, On save (default, ~500 ms after save), and On change (2 s debounce). Lint runs silently without blocking editing. Implemented in src/lang/beancount-lint.ts (getErrors + beancountLinter). Closes #190.
  • Editor: Directive snippet templates (txn, open, balance, price, pad…) — typing a directive keyword (txn, open, close, bal, pad, price, note) at the very start of a line and pressing Tab now expands a fully-formed directive template with Tab-navigable placeholders. Today's date is pre-filled in every snippet. Implemented in src/lang/beancount-snippets.ts as a beancountSnippetSource composed into a single autocompletion() extension together with the existing account/payee/narration sources in BeancountFileView. Closes #186.
  • Editor: Smart indentation and Format Document command — pressing Enter after a posting or directive line now auto-indents the new line with 2 spaces; a new "Format Document" command (Ctrl/Cmd+Shift+F or via the command palette as Format Beancount Document) normalises posting indentation to 2 spaces, right-aligns amounts within each transaction block, and fixes @ / @@ price-annotation spacing. An opt-in "Format on save" toggle (Settings → BQL → Editor Settings, default off) applies the formatter automatically on every save. Implemented in src/lang/beancount-indent.ts (indentService) and src/lang/beancount-format.ts (pure formatBeancount + CodeMirror command). Closes #184.
  • Editor: Payee, narration, currency, tag and link autocomplete — extended the existing CodeMirror 6 completion system with four new context-aware sources: (1) payee suggestions inside the first quoted string of a transaction header, sourced from getPayees(); (2) narration suggestions inside the second quoted string, optionally filtered by the already-typed payee; (3) currency/commodity completions after numeric amounts or after commodity/price/balance directives, sourced from getCommodities(); (4) tag completions after # and link completions after ^ in transaction headers, sourced from getTags() and the ledger's links column respectively. All sources share the same 30-second TTL cache per plugin instance. Completions are context-isolated and do not leak between fields. The Settings → BQL → Editor Settings toggle now governs all completion types and its label was updated to "Editor autocomplete". Closes #182.
  • Editor: Account-name autocomplete in the Beancount file editor — typing an account prefix (Assets:, Expenses:Food, etc.) in a .beancount file now shows a completion popup with matching open accounts. Completions are sourced from the ledger's open directives via getOpenAccounts(), sorted by usage frequency, and cached for 30 seconds (cache is invalidated on file reload). The popup is suppressed inside comment lines and string literals. A new toggle Account name autocomplete in Settings → BQL → Editor Settings lets users enable or disable the feature. Closes #180.
  • File editor: Beancount syntax highlighting via Lezer grammar — .beancount files now render with full colour-coded syntax highlighting: directives, dates, account names, currencies, amounts, string literals, metadata keys, tags, flags, and comments are each tokenised and mapped to Obsidian CSS variables so the colours adapt automatically to light and dark themes. Implemented as a StreamLanguage-backed LanguageSupport extension (src/lang/beancount-language.ts + src/lang/beancount-highlight.ts) consumed by BeancountFileView. Closes #178.
  • File editor: replaced textarea with CodeMirror 6 EditorView — .beancount files now open in a full CodeMirror 6 editor with line numbers, undo/redo, find/replace, active-line highlighting, and Tab key support. All @codemirror/* packages are provided by Obsidian's runtime; no bundle-size increase. Closes #176.

Improved 🚀​

  • Documentation: Refactor Docusaurus documentation hierarchy — restructured the documentation layout to match a more logical user flow, splitting requirements, introducing new guides for direct file editing features (autocomplete, linting, formatting, snippets), documenting the new accounts & balances and income statement dashboard tabs, and grouping advanced BQL queries. Closes #199.

Fixed 🐛​

  • Accounts and Balances: duplicate "Net Worth Trend" label in trend chart area — removed the extra chart title rendering so the label appears once in the selector UI.
  • Commodity metadata: price source test failed for valid expressions on Windows — switched validation to execute bean-price -e <source> using argument-based process spawning (instead of shell-quoted command strings), fixing errors such as invalid source with extra quote characters.
  • File writes: race conditions and newline corruption on Windows — adopted Fava-like file-write safety measures across all CRUD operations:
    • Concurrency control: introduced an async mutex (FileLock) in fileEditor.ts; concurrent writes to the same path are now queued sequentially, and unique temporary filenames eliminate race conditions between parallel .tmp writes.
    • Newline preservation: all read-modify-write operations (updateBalance, deleteBalance, updateNote, deleteNote, updateTransaction, deleteTransaction, saveCommodityMetadata, deleteCommodityDirective) now detect and preserve the file's original line ending (\r\n or \n) via getNewlineCharacter().
    • Append/create operations extended: saveOpenDirective, saveCloseDirective, createBalanceAssertion, createNote, createCommodity, and createPriceDirective now also detect the target file's line ending before appending, ensuring newly written directives match the file's existing style. (PR #173 + follow-up)

[1.5.2] - 2026-05-27​

Fixed 🐛​

  • Indicators: wrong-cycle data for rollover budgets — rollover queries previously used GROUP BY (year, month) ... ORDER BY DESC LIMIT 1, returning the most recent past cycle's row when the current cycle had no postings yet. Replaced with an aggregate-only query filtered to the current cycle via date_trunc.
  • Indicators: rollover remaining stuck at base amount — when an account had no postings at all, the query returned zero rows and the fallback reset remaining to targetAmount, discarding accumulated carry-over. Remaining is now computed client-side as elapsedCycles × targetAmount − cumulativeBalance.
  • Indicators: negative available budget shown as "On Track" — a rollover deficit made effectiveTarget negative, but getPct short-circuited to 0% (green). Negative or zero effective target now correctly renders as "Over Budget".
  • Indicators: rollover targets silently treated as non-rollover — loadTargetStatus always computed remaining = targetAmount − current regardless of isRollOver. Now applies the correct carry-over formula for rollover targets.

Improved 🚀​

  • Demo ledger — uncommented the example BQL query and added multiple event "Indicator" directives (Budgets and Targets) so the Financial Indicators section is populated when users first test the plugin. Closes #164.