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ledger-explorer's Introduction

ledger-explorer

Navigate a hierarchical ledger graphically, all the way down to individual transactions. This tool's purpose is enabling quick navigation through a graphical view of aggregate data in a pie chart or bar chart, representing tens of thousands of records, to a list of specific transactions. This seems like a really obvious feature but has been surprisingly (in my limited experience) rare in off-the-shelf F/OSS interactive visualization tools. The Plotly Dashboard works very well for this purpose.

Screenshot

Installation

See docs/INSTALL.md

Usage

See docs/USAGE.md

Known Bugs

Yes, many. In particular:

  1. Navigating to Settings tab auto-loads new defaults, which it oughtn't, since this means defaults are coded in two places.
    1. If you then navigate back to Data Source tab, these defaults will break the default load.
      1. If you edit the settings before navigating back to Data Source, Data Source will apply the new settings. But navigating back to Settings will erase your inputs, resetting them to the defaults (which, again, are different from the defaults you get if you never navigate to Settings tab)
  2. If no era file is present, clicking the Era selector will cause an error.

Roadmap

  1. Complete unit testing (currently 1% coverage)
  2. Verify running in gunicorn - DONE
  3. Publish somewhere as a free service - DONE
  4. Implement night mode using Dash's native commands
  5. Add ability to import at least 1 public data set, maybe national budget?
    1. Add ability to save and load settings, including data sources.
    2. Improve the UI of Data Source to make it easy to test column name settings and see results.
  6. Improve navigation and charting tools

Contributing

Yes, please. Questions, requests, better documentation, and patches welcome.

ledger-explorer's People

Contributors

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ledger-explorer's Issues

requirements.txt error

ERROR: Could not find a version that satisfies the requirement pkg-resources==0.0.0 (from -r requirements.txt (line 19)) (from versions: none)
ERROR: No matching distribution found for pkg-resources==0.0.0 (from -r requirements.txt (line 19))

OS: Win10

use of piecash

hello,

I just discovered your project by looking at https://piecash.readthedocs.io/en/master/doc/github_links.html#python (I am the author of piecash).
I am also using Dash so went to look a bit more in your project ;-)

I see you are using a CSV export from a gnucash book to start with. And I was wondering if you knew piecash which could help your app to read directly from a gnucash book.

So not really an issue ... you may close it immediately if you want.
But if you have questions on piecash, feel free to use this issue to discuss it if you want.

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