summaryrefslogtreecommitdiff
path: root/finance
AgeCommit message (Collapse)AuthorFilesLines
2018-04-26py-braintree: updated to 3.45.0adam3-8/+17
3.45.0 Add support for US Bank Account verifications API
2018-04-22finance/py-alpha_vantage: Update to 2.0.0minskim2-7/+8
Notable changes since 1.8.0: * From version 1.9.0 onwards, the urllib was substituted by pythons request library that is thread safe. If you have any error, post an issue.
2018-04-21gnucash: add TEST_TARGETwiz1-1/+3
37% tests passed, 67 tests failed out of 107
2018-04-16Recursive bump for new fribidi dependency in pango.wiz4-8/+8
2018-04-15gnucash-docs: update to 3.0.wiz3-11/+12
3.0 - 1 April 2018 o Correct field format in python-import-fields. o German translation of Transactions chapter. o Bug 122895 - general ledger should be named journal o Bug 634181 - Inserting Part designations overall o Bug 608098 - Document Transaction Rpt, including how to handle splits o Clarify that creating a postponed SX will use the original date. o Remove 'Remainder To' from loan assistant page 2. o Bug 760407 - Note account separator isn't always a colon. o Update partial date entry documentation based on new default behaviour o Bug 762088 - Remove Section 9.4.3 From Guide o New Russian translation o fthe guide. o Fix chm mapfile target and cleanfiles. The mapfile target would fail if the directory was already built, apparently not recognizing that its target was complete. Cleanfiles was missing several build targets. o New Transaction Report section in Guide o Replace some screenshots with new ones reflecting Gtk3.
2018-04-14revbump after icu updateadam3-4/+6
2018-04-13py-braintree: updated to 3.44.0adam2-7/+7
3.44.0 Add Dispute error ValidEvidenceRequiredToFinalize
2018-04-11gnucash: update to 2.6.21.wiz3-9/+14
The GnuCash development team announces GnuCash 2.6.21, the twenty-second and final, final maintenance release in the 2.6-stable series. Between 2.6.19 and 2.6.21, the following bugfixes were accomplished: * Bug 795049 - GnuCash 2.6.20-1 (Fedora Linux package) is unable to open MariaDB database. * Bug 795068 - src/optional/python-bindings missing several files. * Bug 795078 - missing _inflateValidate symbol has recurred in 2.6.20 on MacOS. Between 2.6.19 and 2.6.20, the following bugfixes were accomplished: * Bug 765846 - Expense Over Time for subaccounts: An error occurred while running the report: Fix crash if acc-depth too low. * Bug 791848 - GC 2.6.x does not handle ISO dates introduced with GC 2.7 Enable reading ISO-formatted dates, recognize GNC_FEATURE_SQLITE3_ISO_DATES. * Bug 792008 - gnucash 2.6.19 fails to build Replace g_assert_true with g_assert for now * Bug 793278 - wrong data in charts with accumulated values (like "net-linechart", "net-barchart" and "liabilities barchart") * Bug 794030 - relative date functions compute wrong day of month * Bug 790526 - Mathematical bug This change will fix 'num-of-weeks-since-1/jan/1970' which formerly used quotient to remove the fractional part of the division. For negative values of num-of-weeks, the number is truncated in the wrong direction (i.e. towards 0). This change uses floor instead to ensure the num-of-weeks found is the nearest integer LESS than the fractional number. Some other fixes not associated with reported bugs: * Online HBCI actions: Remove outdated non-SEPA menu items. * Add XML namespaces for all Account Hierarchy Templates. * General cleanup of Account Hierarchy Templates. * Fix auto-selection of splits in reconcile. Really use all splits of any given day. Up to now usually the splits of the given date were not or not all included, as the time comparison didn't correctly ignore any given time-of-day of the splits. Instead, all possible time-of-days should be included. * Properly detect git in case of linked worktree. * Account Hierarchy for India: Set LANGUAGE=hi and LANG=en_IN to access it. * Improve Import menu entries Customer & vendors use same menu label as others, replace template by tooltip, add ellipsis to entry, add comments to distinguish "Import" as verb and substantive. * Provide preference panel to set the Alpha Vantage API key needed for Finance::Quote. * Correct the appstream definition to match the current spec. * Fix collectors and min-date handling in reports.
2018-04-09gnucash: add some missing PLISTs for 3.0wiz3-0/+23
2018-04-09gnucash: update to 3.0.wiz7-468/+378
The GnuCash development team proudly announces GnuCash 3.0, the first release in our new 3.x stable series. New Features for Users: The headline item for this release is that GnuCash now uses the Gtk+-3.0 Toolkit and the WebKit2Gtk API. This change was forced on us by some major Linux distributions dropping support for the WebKit1 API. Unfortunately the Webkit project doesn't support Microsoft Windows so that platform will continue to use the WebKit1 API, though with Gtk3. We've selected Gtk+-3.14.0 as the minimum version because it fully supports CSS theming. New editors to remove outdated or incorrect match data from the import maps, a new user interfacs for managing files associated with transactions, an improved facility for removing old prices from the price database, and a way to remove deleted files from the history list in the file menu. New Reports: A Reconciliation Report based on the Transaction Report,a Income GST Report, and a Cashflow Barchart report. A new CSV importer largely rewritten in C++, adding new features including the ability to re-import CSV files exported from GnuCash, along with a separate CSV price importer. A new preference panel for the Alphavantage API key so that Finance::Quote users need not edit /etc/gnucash/environment. We've removed all references to the various Yahoo! quote sources and made Alphavantage the default. Data file directories are now located appropriately to the operating system's conventions by default: Windows: CSIDL_APPDATA/Gnucash MacOS: $HOME/Application Support/Gnucash Linux: $XDG_CONFIG_HOME/gnucash (or the default $HOME/.config/gnucash) It's still possible to overried with the environment variable GNC_DOC_PATH, which replaces GNC_DOT_DIR in earlier versions of GnuCash. Accounts in the Bayes import map are now linked by GUID instead of names so that the matcher won't have to be retrained if you rename an account. The Bayesian import maps are also stored in a flatter structure to allow faster access, especially in SQL. These changes mean that if you have Bayesian mapping data, once converted your database will be loadable only by GnuCash 2.6.20 and later. MySQL and SQLite3 date storage has changed a bit. Once converted, MySQL and SQLite3 database will be loadable only by GnuCash 2.6.19 and later. Numerics are rewritten to allow for more significant digits. The old 6-digit-maximum fraction is now 9-digits, and prices may have up to 18 digit precision. Chart Reports appearance is improved, including more modern chart colours as suggested by http://clrs.cc/. Transaction Report improvements, including regular expression filtering and many more options and features including a "Subtotal Summary Grid" The subtotal summary-grid will tabulate subtotals - prime-sortkey vertically, sec-sortkey horizontally. For example, with prime-sortkey = accounts, sec-sortkey = date, sec-subtotal = monthly will produce a monthly time series table. The About dialog box layout is improved and now includes the detected Finance::Quote version. GnuCash will always build the locale-specific tax modules. This was optional when building with autotools and never enabled when building with cmake. Note that the only supported tax locales are en_US and de_DE. On Macs the Reconcile Window's menu moved to the menubar. GnuCash no longer supports Guile-1.8 and now does support Guile-2.2
2018-04-09finance/Makefile: + gnucash2wiz1-1/+2
2018-04-09finance/gnucash2: import gnucash-2.6.19nb1wiz8-0/+1531
From finance/gnucash, to make space for new major version 3. GnuCash is a personal finance manager. A check-book like register GUI allows you to enter and track bank accounts, stocks, income and even currency trades. A full set of reports allow you to see the state of your finances. The interface is designed to be simple and easy to use, but is backed with double-entry accounting principles to ensure balanced books. Features include: - Scheduled Transactions - Small Business Accounting Features - OFX and Quicken File Import and HBCI Support - Reconcile window with running reconciled and cleared balances - Stock/Mutual Fund Portfolios - Get Stock & Mutual Fund quotes from various web sites, update portfolio automatically (more funds being added regularly). - Reports - Multiple Currencies & Currency Trading - New Multi-Currency Transaction Handling - Chart of Accounts - Split Transactions - Double Entry - Income/Expense Account Types (Categories) - General Ledger - International date handling, many different translations. This package contains the old major version 2 of gnucash.
2018-04-05py-braintree: updated to 3.43.0adam3-8/+11
3.43.0 Add oauth_access_revocation to WebhookNotifications Add support for customer_id, disbursement_date and history_event_effective_date in DisputeSearch Remove sepa_mandate_type and sepa_mandate_acceptance_location params from ClientToken Add support for VCR compelling evidence dispute representment
2018-03-14ledger: Fix build with gcc-6.wiz2-1/+18
From upstream via Roberto Oliveira.
2018-03-12Recursive bumps for fontconfig and libzip dependency changes.wiz3-5/+6
2018-03-07finance/Makefile: Add R-tseriesminskim1-1/+2
2018-03-07finance/R-tseries: Import version 0.10.43minskim3-0/+29
Time series analysis and computational finance.
2018-03-02finance/Makefile: Add R-fAsianOptionsminskim1-1/+2
2018-03-02finance/R-fAsianOptions: Import version 3042.82minskim3-0/+31
Provides functions for pricing and valuating Asian Options together with tools for analyzing and modeling Exponential Brownian Motion (EBM).
2018-03-02"finance/Makefile: Add R-fOptions"minskim1-1/+2
2018-03-02finance/R-fOptions: Import version 3042.86minskim3-0/+30
This package provides a collection of functions to valuate basic options. This includes the generalized Black-Scholes option, options on futures and options on commodity futures.
2018-03-01py-braintree: updated to 3.42.0adam2-7/+7
3.42.0: Add support for association_filter_id in Customer#find
2018-02-27finance/Makefile: Add R-fBasicsminskim1-1/+2
2018-02-27finance/R-fBasic: Import version 3042.89minskim3-0/+34
This package provides a collection of functions to explore and to investigate basic properties of financial returns and related quantities. The covered fields include techniques of explorative data analysis and the investigation of distributional properties, including parameter estimation and hypothesis testing. Even more there are several utility functions for data handling and management.
2018-02-26finance/Makefile: Add R-timeSeriesminskim1-1/+2
2018-02-26finance/R-timeSeries: Import version 3042.102minskim3-0/+28
This package provides a class and various tools for financial time series. This includes basic functions such as scaling and sorting, subsetting, mathematical operations and statistical functions.
2018-02-12py-braintree: updated to 3.41.0adam2-7/+7
3.41.0 Deprecated LineItem/DiscountAmountMustBeGreaterThanZero error in favor of DiscountAmountCannotBeNegative Deprecated LineItem/UnitTaxAmountMustBeGreaterThanZero error in favor of UnitTaxAmountCannotBeNegative Add support for tax_amount field on transaction line_items Add support for source_merchant_id on webhooks Add find_all static method to TransactionLineItem class
2018-02-04finance/Makefile: Add R-quantmodminskim1-1/+2
2018-02-04finance/R-quantmod: Import version 0.4.12minskim3-0/+29
quantmod specifies, builds, trades, and analyzes quantitative financial trading strategies.
2018-02-04finance/Makefile: Add R-TTRminskim1-1/+2
2018-02-04finance/R-TTR: Import version 0.23.3minskim3-0/+28
Functions and data to construct technical trading rules with R.
2018-02-02finance/py-alphalens: Update to 0.2.1minskim3-29/+37
New features since 0.1.0: - Added event study analysis: an event study is a statistical method to assess the impact of a particular event on the value of equities and it is now possible to perform this analysis through the API alphalens.tears.create_event_study_tear_sheet. Check out the relative NoteBook in the example folder. - Added support for group neutral factor analysis (group_neutral argument): this affects the return analysis that is now able to compute returns statistics for each group independently and aggregate them together assuming a portfolio where each group has equal weight. - utils.get_clean_factor_and_forward_returns has a new parameter max_loss that controls how much data the function is allowed to drop due to not having enough price data or due to binning errors (pandas.qcut). This gives the users more control on what is happening and also avoid the function to raise an exception if the binning doesn't go well on some values. - Greatly improved API documentation
2018-01-31finance/Makefile: Add py-alpha_vantageminskim1-1/+2
2018-01-31finance/py-alpha_vantage: Import version 1.8.0minskim4-0/+56
Alpha Vantage delivers a free API for real time financial data and most used finance indicators in a simple json or pandas format. This module implements a python interface to the free API provided by Alpha Vantage (http://www.alphavantage.co/). It requires a free API key, which can be requested on http://www.alphavantage.co/support/#api-key.
2018-01-28recursive bump after mpfr shlib major bumpwiz1-2/+2
2018-01-21py-braintree: updated to 3.40.0adam3-8/+14
3.40.0 Add level 3 fields to Transactions: discount_amount shipping_amount ships_from_postal_code Add support for transaction line items Add support for tagged evidence in DisputeGateway#add_text_evidence (Beta release) Update https certificate bundle
2018-01-07Don't hard-code libstdc++. Depend on the compiler to add the STL. Bumpjoerg3-3/+21
revision.
2018-01-01Sort PLIST files.rillig2-4/+4
Unsorted entries in PLIST files have generated a pkglint warning for at least 12 years. Somewhat more recently, pkglint has learned to sort PLIST files automatically. Since pkglint 5.4.23, the sorting is only done in obvious, simple cases. These have been applied by running: pkglint -Cnone,PLIST -Wnone,plist-sort -r -F
2018-01-01Revbump after boost updateadam3-5/+6
2017-12-24ledger: follow redirectwiz1-2/+2
2017-12-18gnucash-docs: update to 2.6.19.wiz3-14/+243
2.6.19 - 16 December 2017 o Bug 782423 - Help 10.2. Setting Preferences is outdated #105 o Changing text in Help to reflect changes in Preferences dialogs. o Translation of the german guides metafile 2.6.18 - 24 September 2017 o The Italian Help translation, which uniquely uses a PO file, is frozen at commit 78cfa76 because of lack of a translator to maintain it. o Bug 120940 - Document how automatic decimal points work. o Begin a Russian translation of the Guide by Dimitry Mangul. o Some spelling corrections in the German Guide. 2.6.17 - 2 July 2017 o Improve internationalization of the Tutorial and Concepts Guide. o Bug 781711: Add reversing transaction definition o Bug 781714: Add Reversing Transaction text for Help document 2.6.16 - 26 March 2017 o Remove section "Changing the Register View" as better handled in Guide section 4.2 o Bug 755174 - How to handle commission when buying and selling securities o Bug 769457 - More info re register views o Bug 774658 - Add warning to delete lot before deleting a cap gain/loss transaction o Glossary: Transactions have at least 2 splits o Bug 777318 - Restructure Business Features Chapters. o Bug 777287 - add tips on changing reconcile status of all transactions in reconcile window panes 2.6.15 - 18 December 2016 o Bug 397135 - Hidden Accounts Show in ComboBox. o Bug 633590 - Add a Reports Chapter to the Tutorial and Guide. o Bug 743671 - Add glossary to Tutorial and Guide. o Bug 755174 - Document using Lots to create investment capital gains transactions. o Bug 770371 - Add note to documentation regarding Sort order options. o Bug 775592 - General Rewrite of Guide Chapter on Multiple Currencies. o Bug 775919 - Change Documentation of contributors o Update German Translation (Mechtilde Stehmann) o Fix resolution of screenshots.
2017-12-18gnucash: update to 2.6.19.wiz3-10/+9
Between 2.6.18 and 2.6.19, the following bugfixes were accomplished: Bug 787497 - Disabling OFX, AqBanking or python-bindings support cripples the dist build target. (Partial: The requisite files for AQB and OFX are provided. There remain ways to break the distribution.) Bug 789928 - FTBFS with libdbi 0.9.0-5 on Debian Failed to create file "/usr/share/glib-2.0/schemas/gschemas.compiled.XY789Y". Some other fixes not associated with reported bugs: A better way to handle MySQL's 0000-00-00 invalid date indicator. Fix python build and test errors on Mac. Add translator hint comments to C and glade files. Improve type of bank accounts in SKR03 Stop testing GObject's handling of invalid parameters
2017-12-15py-braintree: updated to 3.39.1adam2-8/+8
braintree 3.39.1 Fix spec to expect PayPal transactions to move to settling rather than settled Fix AchMandate.acceptedAt attribute parsing Fix regression for http_strategy.http_do
2017-12-01py-ofxparse: updated to 0.17adam2-7/+7
0.17: Bug fixes.
2017-11-30Revbump after textproc/icu updateadam2-3/+4
2017-11-23recursive bump for libxkbcommon removal from at-spi2-corewiz1-2/+2
2017-11-23py-braintree: updated to 3.39.0adam3-8/+14
3.39.0 Add support for upgrading a PayPal future payment refresh token to a billing agreement Fix braintree.Dispute.search to take a list of search criteria Add logic to remove deprecation warnings for encodestring and decodestring when used with python 3 Fix spec to expect PayPal transaction to settle immediately after successful capture Add GrantedPaymentInstrumentUpdate webhook support Add ability to create a transaction from a shared nonce Add options -> paypal -> shipping for creating & updating customers as well as creating payment methods Do not convert to Decimal if amount is None in AuthorizationAdjustement Add device_data_captured field to risk_data Add bin_data to payment_method_nonce
2017-11-14p5-Finance-Quote: update to 1.47.wiz2-7/+7
1.47 2017-11-12 17:19:42+01:00 Europe/Brussels * Use AlphaVantage for currency quotes instead of Yahoo (Mike Alexander) 1.46 2017-11-12 17:13:15+01:00 Europe/Brussels * Drop long-obsolete debian directory (Florian Schlichting) * AlphaVantage: - added support for .IL => USD currency and division (Adriano Baldi) - graceful error catchup (Mike Alexander) * Yahoojson: - module adapted to new URL and returned json (Rafael Casali)
2017-11-13p5-Finance-Quote: update to 1.45.wiz2-7/+7
1.45 2017-11-08 21:35:51+01:00 Europe/Brussels * alphavantage * more suffix - currency pairs added * GBP and GBX divided by 100
2017-11-08p5-Finance-Quote: update to 1.44.wiz2-8/+7
1.44 2017-11-07 21:57:57+01:00 Europe/Brussels * Added currencies for .SA (Brazil) and .TO (Canada/Toronto) markets * Setup a pause of .7s between queries in AlphaVantage.pm to limit queries 1.43 2017-11-06 23:41:47+01:00 Europe/Brussels * Added currency for .DE market * BUGFIX in currency determination regex 1.42 2017-11-06 19:04:25+01:00 Europe/Brussels * more tests in alphavantage.t * BUG resolved: removed time from $last_refresh when markets are open 1.41 2017-11-06 16:06:41+01:00 Europe/Brussels * return symbol for AlphaVantage data 1.39 * added AlphaVantage module (Matthew Patterson) * some other module changes: yahoojson, Morningstar, Bourso, TSX (not working)