What’s new

Version 0.12.0 (2017-02-15)

  • rely on yahoo-finance to retrieve share information and share prices
  • use only ISO currency static data (remove support for looking on the web)
  • normalise post_date to 11:00AM

Version 0.11.0 (2016-11-13)

  • add support for python 3.5
  • add preload method on book to allow preloading all objects at once

Version 0.10.2 (2015-12-06)

  • add children argument to Account constructor
  • add a new example (used as answer to http://stackoverflow.com/questions/17055318/create-transaction-in-gnucash-in-response-to-an-email/ )
  • add a new example showing how to export Split information to pandas DataFrames
  • fix an error handling in retrieving currency exchanges in quandl
  • fix py3 bugs in dataframe functions
  • fix type and source of Pricers to be compatible with GnuCash
  • add a Price when entering a commodity Split
  • set microsecond to 0 for all datetime
  • add pandas for requirements-dev
  • add tests for deletion of transaction and for dataframe functions

Version 0.10.1 (2015-11-29)

  • refactor the validation mechanism to work well with autoflush=True
  • add support to GLIST in KVP
  • add new matching rule for GUID slots
  • rename slot ‘default_currency’ to ‘default-currency’
  • add tests for single_transaction factory
  • update ipython example with pandas dataframes

Version 0.10.0 (2015-11-18)

  • first draft of splits_df and prices_df methods that bring the book data into pandas DataFrames
  • add an ipython notebook to show the new dataframes methods
  • save default_currency of a book in a slot (when book created by piecash) or use locale to retrieve the default_currency
  • improve error handling for quandl queries (currency exchange rates)

Version 0.9.1 (2015-11-15)

  • fix bug with unicode on MySQL

Version 0.9.0 (2015-11-15)

  • ported to SQLAlchemy-1.0
  • set autoflush=true on the SA session
  • improved coverage above 90% for all modules
  • setup coveralls.io and requires.io
  • fix bugs discovered by improved testing

Version 0.8.4 (2015-11-14)

  • use AppVeyor for Windows continuous integration and for .exe freezing
  • fix bugs in tests suite where files were not properly closed
  • add Book.close function to close properly files
  • depend on enum-compat instead of directly enum34
  • add simple script to import/export prices from a gnucash book

Version 0.8.3 (2015-11-01)

  • fix issue #8 re enum34
  • updated sqlalchemy dep to use latest 0.9 series

Version 0.8.2 (2015-05-09)

  • implementing support for creating Customer, Vendor and Employee objects as well as taxtables

Version 0.8.1 (2015-05-03)

  • get 100% coverage on transaction module (except for scheduled transactions)
  • account.full_name returns now unicode string

Version 0.8.0 (2015-05-02)

  • get 100% coverage on book and account module
  • fix repr and str representations of all objects to be compatible py2 and py3

Version 0.7.6 (2015-05-01)

  • fix version requirement for SA (<0.9.9) and SA-utils

Version 0.7.5 (2015-03-14)

  • improve doc on installation on windows through conda
  • add .gitattributes to exclude html from githug language detection algorithm
  • update github project list
  • refactor sqlite isolation level code
  • fix setup.py to avoid sqlalchemy 0.9.9 (buggy version)
  • fix requirements.txt to avoid sqlalchemy 0.9.9 (buggy version)

Version 0.7.4 (2015-03-09)

  • remove some remaining print in code

Version 0.7.3 (2015-03-09)

  • fix requirements to include ipython==2.3.1

Version 0.7.2 (2015-03-09)

  • fix bug in doc (was using ledger_str instead of ledger)

Version 0.7.1 (2015-03-09)

  • refactor ledger functionalities
  • bug fixing
  • read backup functionality (ie backup when opening a book in RW)

Version 0.7.0 (2015-02-12)

  • Merge the GncSession and Book objects
  • extract factory function into a factories module

Version 0.6.2 (2015-02-02)

  • add reference to google groups
  • disable acquiring lock on file

Version 0.6.1 (2015-02-01)

  • fix: qif scripts was not included in package

Version 0.6.0 (2015-02-01)

  • add a basic QIF exporter script as piecash_toqif
  • implemented “Trading accounts”
  • improved documentation
  • other small api enhancements/changes

Version 0.5.11 (2015-01-12)

  • add a ledger_str method to transaction to output transaction in the ledger-cli format
  • add label to Decimal field in sqlalchemy expr
  • add backup option when opening sqlite file in RW (enabled by default)
  • renamed tx_guid to transaction_guid in Split field
  • fix technical bug in validation of transaction

Version 0.5.10 (2015-01-05)

  • add keywords to setup.py

Version 0.5.8 (2015-01-05)

  • add notes to Transaction (via slot)
  • removed standalone exe from git/package (as too large)

Version 0.5.7 (2015-01-04)

  • add sign property on account
  • raise NotImplementedError when creating an object is not “safe” (ie not __init__ and validators)
  • renamed slot_collection to slots in kvp handling
  • renamed field of Version + add explicit __init__
  • updated test to add explicit __init__ when needed

Version 0.5.6 (2015-01-04)

  • reordering of field definitions to match gnucash order (finished)
  • add autoincr

Version 0.5.5 (2015-01-04)

  • reordering of field definitions to match gnucash order (to complete)

Version 0.5.4 (2015-01-04)

  • added back the order table in the declarations

Version 0.5.3 (2015-01-03)

  • add support for schedule_transactions and lots (in terms of access to data, not business logic)
  • improved doc

Version 0.5.2 (2015-01-03)

  • reworked documentation
  • moved Lot and ScheduledTransaction to transaction module + improved them
  • improve slots support
  • fixed minor bugs

Version 0.5.1 (2014-12-30)

  • fixed changelog/what’s new documentation

Version 0.5.0 (2014-12-30)

  • improve relationship in business model
  • fix account.placeholder validation in transaction/splits
  • made all relationships dual (with back_populates instead of backref)

Version 0.4.4 (2014-12-28)

  • fix bug in piecash_ledger (remove testing code)
  • improve documentation of core objects
  • fix dependencies for developers (requests)
  • regenerate the github list of projects

Version 0.4.0 (2014-12-28)

  • improve bumpr integration

Version 0.3.1

  • renamed modules in piecash packages
  • updated doc

Version 0.3.0

  • ported to python 3.4
  • refactored lot of classes
  • improved documentation
  • added helper functions:
    • Commodity.create_currency_from_ISO()
    • Commodity.create_stock_from_symbol()
    • Commodity.update_prices()
    • Commodity.create_stock_accounts()