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CHANGELOG.md

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Changelog

v1.2.0 (2025-01-21)

  • Add Transaction.cleared boolean field.
  • Add RepeatingTransaction.last_cleared date field. All Transactions yielded will have their cleared field set to true if the date is before the value of last_cleared. The same rule applies to RepeatingTransfer.
  • Add cleared: bool | None parameters to Account methods, where a non-None value filters account transactions by the given value for cleared.

v1.1.1 (2025-01-13)

  • Removed the ability to set a transaction's amount to a callback until I've redesigned how that functionality should work.

v1.1.0 (2025-01-11)

  • Added Account.running_balance that iterates through each transaction in an account for the given date range, and includes the current running balance of the account.

v1.0.0 (2024-12-27)

  • Accept any value that can be passed to the constructor of stockholm.Money wherever a Money object was required as an argument.
  • Accept a function that accepts the object instance as an argument and returns a Money-convertible value as an amount parameter.
  • Swapped positions of the amount and description fields on Transaction.

v0.6.0 (2024-12-25)

  • Set account property on Transaction objects generated from RepeatingTransaction objects.
  • Allow dateutil.rrule.rruleset in RepeatingTransaction.schedule and RepeatingTransfer.schedule.
  • Refactor internal storage of Collection instances to use dict.
  • Exclude Transaction objects generated from a RepeatingTransaction when iterating over an account's transactions, if a manually entered Transaction matches the generated Transaction.

v0.5.0 (2024-12-23)

  • Refactored Account.transactions and Account.repeating_transactions to a Collection class that assigns parent references on child items.
  • Refactored generators to prefer yield from over returning a generator.

v0.4.0 (2024-12-11)

  • Added Account.daily_balance to iterate through account balance by date.
  • Renamed RecurringTransaction and RecurringTransfer to RepeatingTransaction and RepeatingTransfer.

v0.3.0 (2024-12-08)

  • Added RecurringTransfer model.

v0.2.0 (2024-12-08)

  • Added Transfer model for transfers between accounts.
  • Renamed RecurringTransaction.rrule to RecurringTransaction.schedule.

v0.1.0 (2024-12-06)

  • Initial release.