2023.12.1

What's Changed

• Publish pypi (#273) @ggravlingen
• 2023.12.1 (#272) @ggravlingen
• Deprecate requirements_test.txt (#259) @ggravlingen
• Deprecate requirements.txt (#258) @ggravlingen
• Add CodeQL scan (#240) @ggravlingen
• Add ruff rules (#223) @ggravlingen
• Use built-in cache (#222) @ggravlingen
• Add ruff rules (#221) @ggravlingen
• Fix devcontainer and other (#220) @ggravlingen
• Test caching (#169) @ggravlingen
• Add screenshots to readme (#161) @ggravlingen
• A nice set of improvements (#160) @ggravlingen
• Implement pydantic-settings (#159) @ggravlingen
• Rename SHB loader (#158) @ggravlingen
• Add architecture information (#153) @ggravlingen
• A couple of fixes (#152) @ggravlingen
• Remove decimals (#151) @ggravlingen
• Always include FX rate (#150) @ggravlingen
• Add GraphQL endpoint (#149) @ggravlingen
• Move PnL to cash ledger record (#148) @ggravlingen
• Add more dependabot groups (#145) @ggravlingen
• Fix dependabot (#141) @ggravlingen
• Add SE0000671919 (#140) @ggravlingen
• Fix loader (#139) @ggravlingen
• Add link to general ledger (#138) @ggravlingen
• A few fixes (#137) @ggravlingen
• Improve sorting (#134) @ggravlingen
• Remove no traded (#133) @ggravlingen
• Reverse transaction list sort order (#132) @ggravlingen
• Fix PnL bug (#131) @ggravlingen
• Create GH actions group (#129) @ggravlingen
• A few fixes (#128) @ggravlingen
• Fix dependabot (#123) @ggravlingen
• Neat formatting of date (#114) @ggravlingen
• Add back ISIN code (#113) @ggravlingen
• Fix failing calcs (#112) @ggravlingen
• Add test for buy sell (#111) @ggravlingen
• Rename files (#108) @ggravlingen
• Minor fixes (#107) @ggravlingen
• Implement CalculateAggregates (#106) @ggravlingen
• Remove prettytable (#105) @ggravlingen
• Add test for sell transaction (#99) @ggravlingen
• Use correct sign in buy transaction (#98) @ggravlingen
• Update transaction_cash_flow (#97) @ggravlingen
• Add TRANSACTION_CASH_FLOW (#96) @ggravlingen
• Remove unused property (#95) @ggravlingen
• Add commission (#94) @ggravlingen
• Fix initialisation (#93) @ggravlingen
• Fix incorrect test (#92) @ggravlingen
• Handle sell (#91) @ggravlingen
• Add output cols (#90) @ggravlingen
• Add test (#89) @ggravlingen
• Handle dividends (#88) @ggravlingen
• Add more columns (#87) @ggravlingen
• Introduce CalculateAggregates (#86) @ggravlingen
• Add tests (#73) @ggravlingen
• Clean parameters (#72) @ggravlingen
• Create helper folder (#71) @ggravlingen
• Many fixes (#70) @ggravlingen
• Many improvements to the general ledger (#69) @ggravlingen
• Reshuffle where aggregates are calculated (#68) @ggravlingen
• Add pct change to total row (#67) @ggravlingen
• Add test for server endpoint / (#66) @ggravlingen
• Add chg column (#65) @ggravlingen
• Add unit test for Avanza loader (#62) @ggravlingen
• Minor cleaning (#61) @ggravlingen
• Implement ColumnNameValues (#60) @ggravlingen
• Add basic general ledger (#59) @ggravlingen
• Remove cash calculator (#58) @ggravlingen
• Cleanup code (#57) @ggravlingen
• Calculate cash balance (#56) @ggravlingen
• Add source name and favico (#55) @ggravlingen
• Improvements (#54) @ggravlingen
• Format strings (#52) @ggravlingen
• Refactor aggregation calculator (#51) @ggravlingen
• Fix (#44) @ggravlingen
• Improve search/replace (#43) @ggravlingen
• Random fixes (#42) @ggravlingen
• Expose fees (#41) @ggravlingen
• Reshuffle files (#40) @ggravlingen
• Remove CLI (#39) @ggravlingen
• Some improvements (#38) @ggravlingen
• Fix internals (#37) @ggravlingen
• Enable ruff for pandas (#36) @ggravlingen
• Various code quality improvements (#35) @ggravlingen
• Update loaders (#34) @ggravlingen
• A few fixes (#33) @ggravlingen
• Clarify PnL statement (#32) @ggravlingen
• A few fixes to calcs (#31) @ggravlingen
• Save state (#30) @ggravlingen
• Some improvements (#29) @ggravlingen
• Update README (#28) @ggravlingen
• Serve report as HTML (#27) @ggravlingen
• Allow filtering on date (#26) @ggravlingen
• More refactoring of loading (#25) @ggravlingen
• Moving files around a bit (#24) @ggravlingen
• Refactor data loader code (#23) @ggravlingen
• Refactoring (#22) @ggravlingen
• More improvements to loading (#21) @ggravlingen
• Improve README.md (#20) @ggravlingen
• Several code improvements and tests (#19) @ggravlingen
• Improvements (#18) @ggravlingen
• Many improvements (#17) @ggravlingen
• Enforce strict typing (#15) @ggravlingen
• Refactor table rows (#14) @ggravlingen
• Refactor and add test (#12) @ggravlingen
• Add test normalize no traded (#11) @ggravlingen
• Add tests (#10) @ggravlingen
• Bootstrap CI/CD (#9) @ggravlingen
• Bootstrap github (#6) @ggravlingen
• A few improvements here and there (#5) @ggravlingen
• A set of code improvements (#4) @ggravlingen
• A few improvements (#3) @ggravlingen
• Implement a basic, but working, version (#2) @ggravlingen
• Bootstrap (#1) @ggravlingen

⬆️ Dependencies

147 changes

• Bump httpx from 0.25.2 to 0.26.0 (#268) @dependabot
• Bump lxml from 4.9.3 to 4.9.4 (#271) @dependabot
• Bump black from 23.12.0 to 23.12.1 (#267) @dependabot
• Bump uvicorn[standard] from 0.24.0.post1 to 0.25.0 (#266) @dependabot
• Auto-update pre-commit hooks (#265) @github-actions
• Bump mypy from 1.7.1 to 1.8.0 (#269) @dependabot
• Bump strawberry-graphql[debug-server] from 0.216.1 to 0.217.0 (#270) @dependabot
• Bump github/codeql-action from 3.22.11 to 3.22.12 (#264) @dependabot
• Bump black from 23.11.0 to 23.12.0 (#263) @dependabot
• Bump strawberry-graphql[debug-server] from 0.216.0 to 0.216.1 (#261) @dependabot
• Bump fastapi from 0.104.1 to 0.105.0 (#262) @dependabot
• Auto-update pre-commit hooks (#260) @github-actions
• Bump pre-commit from 3.5.0 to 3.6.0 (#254) @dependabot
• Bump strawberry-graphql[debug-server] from 0.215.1 to 0.216.0 (#255) @dependabot
• Bump pylint from 3.0.2 to 3.0.3 (#253) @dependabot
• Bump pandas from 2.1.3 to 2.1.4 (#252) @dependabot
• Bump the github-actions group with 1 update (#249) @dependabot
• Auto-update pre-commit hooks (#251) @github-actions
• Bump github/codeql-action from 2.22.8 to 3.22.11 (#257) @dependabot
• Bump colorlog from 6.7.0 to 6.8.0 (#247) @dependabot
• Bump the pytest group with 1 update (#246) @dependabot
• Auto-update pre-commit hooks (#245) @github-actions
• Bump mypy from 1.7.0 to 1.7.1 (#244) @dependabot
• Bump strawberry-graphql[debug-server] from 0.215.0 to 0.215.1 (#243) @dependabot
• Bump humanize from 4.8.0 to 4.9.0 (#242) @dependabot
• Bump httpx from 0.25.1 to 0.25.2 (#241) @dependabot
• Bump strawberry-graphql[debug-server] from 0.213.0 to 0.215.0 (#239) @dependabot
• Bump pydantic-settings from 2.0.3 to 2.1.0 (#238) @dependabot
• Auto-update pre-commit hooks (#237) @github-actions
• Auto-update pre-commit hooks (#232) @github-actions
• Bump black from 23.10.1 to 23.11.0 (#234) @dependabot
• Bump strawberry-graphql[debug-server] from 0.211.1 to 0.213.0 (#233) @dependabot
• Bump mypy from 1.6.1 to 1.7.0 (#235) @dependabot
• Bump pandas from 2.1.2 to 2.1.3 (#236) @dependabot
• Bump uvicorn[standard] from 0.23.2 to 0.24.0.post1 (#230) @dependabot
• Bump httpx from 0.25.0 to 0.25.1 (#231) @dependabot
• Auto-update pre-commit hooks (#229) @github-actions
• Bump fastapi from 0.104.0 to 0.104.1 (#228) @dependabot
• Bump the pytest group with 1 update (#225) @dependabot
• Bump strawberry-graphql[debug-server] from 0.209.8 to 0.211.1 (#226) @dependabot
• Bump pandas from 2.1.1 to 2.1.2 (#227) @dependabot
• Auto-update pre-commit hooks (#224) @github-actions
• Bump pylint from 2.17.7 to 3.0.2 (#214) @dependabot
• Bump the github-actions group with 1 update (#211) @dependabot
• Bump black from 23.10.0 to 23.10.1 (#219) @dependabot
• Bump black from 23.9.1 to 23.10.0 (#218) @dependabot
• Bump strawberry-graphql[debug-server] from 0.209.7 to 0.209.8 (#217) @dependabot
• Bump fastapi from 0.103.2 to 0.104.0 (#216) @dependabot
• Bump mypy from 1.6.0 to 1.6.1 (#215) @dependabot
• Bump the types group with 1 update (#213) @dependabot
• Auto-update pre-commit hooks (#212) @github-actions
• Bump release-drafter/release-drafter from 5.24.0 to 5.25.0 (#210) @dependabot
• Bump mypy from 1.5.1 to 1.6.0 (#207) @dependabot
• Bump strawberry-graphql[debug-server] from 0.209.6 to 0.209.7 (#209) @dependabot
• Bump the types group with 1 update (#206) @dependabot
• Bump pre-commit from 3.4.0 to 3.5.0 (#208) @dependabot
• Bump the pytest group with 1 update (#203) @dependabot
• Bump the types group with 1 update (#202) @dependabot
• Bump strawberry-graphql[debug-server] from 0.209.2 to 0.209.6 (#205) @dependabot
• Auto-update pre-commit hooks (#201) @github-actions
• Bump the types group with 1 update (#197) @dependabot
• Bump pylint from 2.17.6 to 2.17.7 (#198) @dependabot
• Bump fastapi from 0.103.1 to 0.103.2 (#199) @dependabot
• Bump the github-actions group with 1 update (#200) @dependabot
• Bump strawberry-graphql[debug-server] from 0.208.2 to 0.209.2 (#195) @dependabot
• Bump pylint from 2.17.5 to 2.17.6 (#196) @dependabot
• Bump pandas from 2.1.0 to 2.1.1 (#194) @dependabot
• Bump the types group with 2 updates (#193) @dependabot
• Bump the github-actions group with 1 update (#192) @dependabot
• Auto-update pre-commit hooks (#191) @github-actions
• Bump strawberry-graphql[debug-server] from 0.205.0 to 0.208.2 (#190) @dependabot
• Auto-update pre-commit hooks (#189) @github-actions
• Bump black from 23.7.0 to 23.9.1 (#188) @dependabot
• Bump pre-commit from 3.3.3 to 3.4.0 (#182) @dependabot
• Bump the pytest group with 1 update (#186) @dependabot
• Auto-update pre-commit hooks (#185) @github-actions
• Bump httpx from 0.24.1 to 0.25.0 (#187) @dependabot
• Bump the github-actions group with 1 update (#184) @dependabot
• Bump fastapi from 0.103.0 to 0.103.1 (#183) @dependabot
• Bump pandas from 2.0.3 to 2.1.0 (#181) @dependabot
• Auto-update pre-commit hooks (#179) @github-actions
• Auto-update pre-commit hooks (#176) @github-actions
• Bump strawberry-graphql[debug-server] from 0.204.0 to 0.205.0 (#178) @dependabot
• Bump fastapi from 0.101.1 to 0.103.0 (#177) @dependabot
• Bump the github-actions group with 1 update (#175) @dependabot
• Bump mypy from 1.5.0 to 1.5.1 (#174) @dependabot
• Bump humanize from 4.7.0 to 4.8.0 (#171) @dependabot
• Bump strawberry-graphql[debug-server] from 0.203.3 to 0.204.0 (#173) @dependabot
• Bump pydantic-settings from 2.0.2 to 2.0.3 (#172) @dependabot
• Auto-update pre-commit hooks (#170) @github-actions
• Bump strawberry-graphql[debug-server] from 0.199.3 to 0.203.3 (#168) @dependabot
• Bump mypy from 1.4.1 to 1.5.0 (#167) @dependabot
• Bump fastapi from 0.101.0 to 0.101.1 (#166) @dependabot
• Auto-update pre-commit hooks (#165) @github-actions
• Bump strawberry-graphql[debug-server] from 0.198.0 to 0.199.3 (#164) @dependabot
• Bump fastapi from 0.100.1 to 0.101.0 (#163) @dependabot
• Auto-update pre-commit hooks (#162) @github-actions
• Bump uvicorn[standard] from 0.23.1 to 0.23.2 (#156) @dependabot
• Bump fastapi from 0.100.0 to 0.100.1 (#157) @dependabot
• Bump pylint from 2.17.4 to 2.17.5 (#155) @dependabot
• Bump strawberry-graphql[debug-server] from 0.195.3 to 0.198.0 (#154) @dependabot
• Auto-update pre-commit hooks (#147) @github-actions
• Bump uvicorn[standard] from 0.23.0 to 0.23.1 (#142) @dependabot
• Bump the types group with 2 updates (#146) @dependabot
• Auto-update pre-commit hooks (#135) @github-actions
• Bump uvicorn[standard] from 0.22.0 to 0.23.0 (#136) @dependabot
• Bump black from 23.3.0 to 23.7.0 (#130) @dependabot
• Bump actions/setup-python from 4.6.1 to 4.7.0 (#127) @dependabot
• Bump lxml from 4.9.2 to 4.9.3 (#126) @dependabot
• Auto-update pre-commit hooks (#125) @github-actions
• Bump fastapi from 0.97.0 to 0.100.0 (#124) @dependabot
• Bump pandas from 2.0.2 to 2.0.3 (#122) @dependabot
• Bump humanize from 4.6.0 to 4.7.0 (#120) @dependabot
• Bump release-drafter/release-drafter from 5.23.0 to 5.24.0 (#119) @dependabot
• Bump pytest from 7.3.2 to 7.4.0 (#117) @dependabot
• Bump mypy from 1.3.0 to 1.4.1 (#116) @dependabot
• Auto-update pre-commit hooks (#115) @github-actions
• Bump pre-commit from 3.3.2 to 3.3.3 (#110) @dependabot
• Bump peter-evans/create-pull-request from 5.0.1 to 5.0.2 (#109) @dependabot
• Bump pytest from 7.3.1 to 7.3.2 (#104) @dependabot
• Bump fastapi from 0.96.0 to 0.97.0 (#103) @dependabot
• Bump actions/checkout from 3.5.2 to 3.5.3 (#101) @dependabot
• Auto-update pre-commit hooks (#100) @github-actions
• Bump fastapi from 0.95.2 to 0.96.0 (#85) @dependabot
• Bump types-requests from 2.30.0.0 to 2.31.0.1 (#81) @dependabot
• Bump types-pyyaml from 6.0.12.9 to 6.0.12.10 (#84) @dependabot
• Bump pytest-cov from 4.0.0 to 4.1.0 (#83) @dependabot
• Bump pandas from 2.0.1 to 2.0.2 (#82) @dependabot
• Auto-update pre-commit hooks (#80) @github-actions
• Bump actions/setup-python from 4.6.0 to 4.6.1 (#79) @dependabot
• Bump requests from 2.30.0 to 2.31.0 (#78) @dependabot
• Bump httpx from 0.24.0 to 0.24.1 (#77) @dependabot
• Bump fastapi from 0.95.1 to 0.95.2 (#76) @dependabot
• Bump pre-commit from 3.3.1 to 3.3.2 (#75) @dependabot
• Auto-update pre-commit hooks (#74) @github-actions
• Bump mypy from 1.2.0 to 1.3.0 (#64) @dependabot
• Auto-update pre-commit hooks (#63) @github-actions
• Bump pylint from 2.17.3 to 2.17.4 (#49) @dependabot
• Bump uvicorn[standard] from 0.21.1 to 0.22.0 (#48) @dependabot
• Bump types-requests from 2.29.0.0 to 2.30.0.0 (#50) @dependabot
• Bump pre-commit from 3.2.2 to 3.3.1 (#47) @dependabot
• Bump requests from 2.29.0 to 2.30.0 (#46) @dependabot
• Auto-update pre-commit hooks (#45) @github-actions
• Bump peter-evans/create-pull-request from 5.0.0 to 5.0.1 (#16) @dependabot
• Auto-update pre-commit hooks (#13) @github-actions
• Bump pylint from 2.17.2 to 2.17.3 (#7) @dependabot
• Bump pandas from 2.0.0 to 2.0.1 (#8) @dependabot