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Drill down into account doesn't respect period boundary, but instead aligns with calendar #2293

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@jbrains
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I'm using hledger-ui to browse my ledger by year and when I drill down into an account's register, the transactions listed align with the calendar year instead of my fiscal year boundary, even though the balances match my fiscal year boundary.

  • hledger-ui 1.40
  • Ubuntu 22.04.5

Summary of example: launch hledger-ui with period yearly 11/01, using Shift+Down to shrink to the annual period, then Shift+Left to browse earlier fiscal years. The balances are correct, but when I drill down into the register of an account, hledger-ui lists transactions from the calendar year instead of the fiscal year (November 1 - October 31).

Details

$ hledger-ui --file ledger/main.journal --tree --theme=greenterm --value="then,CAD" --period="every 11/01"

Today is November 23, 2024, so when I press Shift+Down, I see "main.journal 2024". I understand this means the period 2024-11-01 to but excluding 2025-11-01.

I press Shift+Left, I see "main.journal 2023". I understand this means the period 2023-11-01 to but excluding 2024-11-01.

I choose Cash Accounts. I see "main.journal cash balances at end of 2023". I verify that these balances match the real-life cash account balances as at the end of 2024-10-31. (This is "the fiscal year that contains 2023-12-31, I guess.)

I choose one of my bank accounts. I see "$ACCOUNT_NAME transactions in 2023". Unfortunately, I see transactions from 2023-01-01 to 2023-12-31 and not what I expect, which is transactions from 2023-11-01 to 2024-10-31.

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    A-BUGSomething wrong, confusing or sub-standard in the software, docs, or user experience.Something wrong, confusing or sub-standard in the software, docs, or user experience.cliCommand line parsing, options, arguments and suchlike.Command line parsing, options, arguments and suchlike.docsDocumentation-related.Documentation-related.period-expressionsPeriod expressions, used in queries, periodic rules, etc.Period expressions, used in queries, periodic rules, etc.uiThe hledger-ui tool.The hledger-ui tool.

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