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3.47.0
Add processor respone code and processor response text to authorization adjustments subfield in transaction response.
Add support for Samsung Pay
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Each R package should include ../../math/R/Makefile.extension, which also
defines MASTER_SITES. Consequently, it is redundant for the individual
packages to do the same. Package-specific definitions also prevent
redefining MASTER_SITES in a single common place.
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Bitcoin is a decentralized P2P electronic cash system without a central
server or trusted parties. Users hold the crypto keys to their own money
and transact directly with each other, with the help of the network to
check for double-spending.
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pyfolio is a Python library for performance and risk analysis of
financial portfolios developed by Quantopian Inc. It works well with
the Zipline open source backtesting library. At the core of pyfolio is
a so-called tear sheet that consists of various individual plots that
provide a comprehensive image of the performance of a trading
algorithm.
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New features since 0.2.1:
- Integration with Pyfolio. It is now possible to simulate a portfolio
using the input alpha factor and analyze the performance with
Pyfolio.
- Added new API utils.get_clean_factor to run Alphalens with returns
instead of prices
- Changed color palette to improve the visual experience for
colorblind users
- Standard deviation bars optional in
tears.create_event_returns_tear_sheet
- Alphalens now properly handles intraday factors
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Performing substitutions during post-patch breaks tools such as mkpatches,
making it very difficult to regenerate correct patches after making changes,
and often leading to substituted string replacements being committed.
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Documentation changes:
• Bug 796098 - V 3.1 Missing images in Tutorial and Concepts Guide in PDF and Online Help pages.
• Bug 795980 - Void Reason Has No Visible Purpose.
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Between 3.0 and 3.2, the following bugfixes were accomplished:
• Bug 787401 - Test Report System - Report Definition.
• Bug 794617 - Can't compile with -DWITH_GNUCASH=NO due to scm-gnome-utils.
• Bug 795101 - Scroll Bar in Reconcile Window Floats in and covers the check boxes.
• Bug 795247 - datepicker broken in Persian. GnuCash passes dates as integer y/m/d without using locale-specific formats, so we need to strip out 'E' and 'O' from the format when scanning dates or determining separators in gnc-date. None of '-', 'E', or 'O' are supported by boost (and '-' causes errors), so strip them out from formatters in gnc-datetime as well.
• Bug 795253 - Have problems input Chinese.
• Bug 795272 - QIF importer causes application crash if action is invalid.
• Bug 795276 - Invalid date on price stops file from being parsed.
• Bug 795362 - Special variable "i" not parsed in function calls. Due to balance tests with insane random values.
• Bug 795471 - Impossible to Edit Budget Unless Maximized.
• Bug 795519 - Credit card payment after reconciliation.
• Bug 795666 - Backslash '\' in Description field spoils CSV Import without helpful error message.
• Bug 795831 - When read only threshold set, dates are silently changed. Display a message box informing the user of the change.
• Bug 795944 - Cannot store change to Business Suppliers data.
• Bug 796079 - Repeatable Crash in Tax Report Options.
• Bug 796081 - Tax Schedule Report - An error occurred while running the report.
• Bug 796083 - Reconcile Selection Doesn't Work Anymore.
• Bug 796117 - Connecting 3.1 to an existing mysql db drops all data. Provide a backup recovery function that instead of dropping primaries and restoring backups merges the primaries and backups. This should handle a worst-case safe-save failure where the backup tables don't have a complete set of rows for some reason.
• Bug 796256 - Main Window stays hidden when starting after closing main window while minimized.
• Bug 796369 - Notes lost or perhaps just not displaying when using SQLite backend. This bug caused data loss if you saved your SQLite3 database to a different file or database. The problem is that in SQLite3 (though not in MySQL or PgSQL) the subquery ((SELECT DISTINCT guid FROM transactions)) (note the double parentheses) returns only the first guid in the subquery's results. Some transactions are loaded by special queries and those queries are also used to retrieve the transaction's slots so they weren't affected.
• Bug 796398 - Restrict accelerator keys to valid date range.
• Bug 796409 - Incorrect Current Value for Stocks. Missed calculating the value in the register summary bar.
• Bug 796423 - Cannot Input Chinese, seems does not work with other IME too. Toggles not in view with all rows selected weren't being redrawn.
• Bug 796484 - csv import: iostream error. Unfortunately it turns out that we can't use filestreams because they can't take path arguments containing Unicode on Windows.
• Bug 796527 - invalid currency on scheduled transactions.
• Don't even check for price/exchange rate on template transactions, there's no point.
• Check all split commodities are valid, abort transaction creation if not.
• If the template transaction's currency isn't used by any of the splits set the new transaction's currency to the first-found currency if there is one, otherwise to the first-found commodity.
• Bug 796537 - Transaction Report cannot sort by "num".
• Bug 796586 - QIF import incorrectly converts unicode characters from UTF8 encoded file.
• Bug 796595 - QIF Import Select Account button to add a new account is labled gnc-account-new but should be New.
• Bug 796600 - stock split cash-in-lieu income/asset labels backwards.
• Bug 796614 - Reconciliation report contains incorrect transactions.
• Bug 796638 - configuration not properly saved for CSV transactions import form.
The Following fixes and improvemts were not associated with bug reports:
• Transaction report improvements:
• Performance: Do all filtering ops before sorting.
• Move the options summary before the subtotals table.
• New unit tests
• Enable computing averages in subtotal grid.
• Generate the subtotal grid only if the primary sort key enables subtotals.
• Fix subtotal grid to support multiple commodities.
• New filters.
• Much cleaning and refactoring of the internals.
• Cache the num-split-action book option to avoid thousands of KVP queries for the same value when loading a register.
• Create a static string for book option KVPs to save an extra malloc/free on old compilers without small-string optimization.
• Add tooltip support for register cells.
• New unit tests for the balance sheet report and invoices.
• Consolidate charting code into a single module.
• Removed an incomplete and abandoned C implementation of QIF import.
• Restored libsecret support that had been left out of CMake.
• Replace old-style html style attributes with css.
• Modify emitted html to be parseable by the Guile SXML module for testing.
• Remove support for long-gone gtkhtml renderer.
• Clean up code generating html tables.
• Ensure full precision of doubles is saved to SQL. std::iostream's operator<<(double) uses only 6 digits of precision by default.
• Make float database operations more consistent, working around dbd-sqlite3's failure to support doubles (dbd-sqlite3, not sqlite3 itself).
• Prevent crash in gnc-tree-view.c: When getting information from the state file, protect against the key not having a '_' which is used to split the string.
• Add the full account name to the saved register settings If you need to delete the layout for a register in the settings file, the only thing identifying it is the account guid. To make it easier for humans, add the full account name also.
• When register pages are restored it uses the full account name. When register pages are restored, the account is found from the full name so if the separator changes it will fail. Instead, also save the account guid and use that as default to find the account falling back to the full name.
• Fix misplaced try block that caused unhandled exception if year out of range.
• Fix permanent storage of vendor details: Since the data types did not match for the billterms and taxtable, those references/guids were not saved to the database.
• Update invoice reports to use totals calculate by gncInvoice. This should give a consistent representation of invoice data across the application.
• Ensure gncEntry rounding is consistent. Internally calculated values in the entry are never rounded. Consumers of gncEntry's calculated values can request them either rounded or not. Next use a pragmatical approach for calculating values on invoices based on the entry values: do the rounding such that we never create an unbalanced transaction while posting. That means:
• round each entry's net value before summing them in net total
• accumulate all tax totals on invoice level per tax account before rounding
and round before before summing them in a global tax total Hopefully this will catch a few more rounding issues in this area. A complete solution can only offered if we allow users to manually correct tax entries. This requires changes to user interface and data format so that's not going to happen in gnucash 3.x.
• Use Scheme SRFI-64 test framework for new Scheme unit tests.
• New compilers (gcc-8.0 and Xcode 9) bring new warnings, so several fixups to mollify them.
• Lowercase all cmake commands for better readability.
• Metadate migration (2.6.x->3.x) fixes for Windows.
• Ensure timezone is set correctly in FreeBSD.
The following translations are updated: Dutch
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3.46.0:
Allow payee ID to be passed in options params for transaction create
Add merchant_id alias to ConnectedMerchantStatusTransitioned and ConnectedMerchantPayPalStatusChanged Auth webhooks
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The QuantLib project is aimed at providing a comprehensive software
framework for quantitative finance. QuantLib is a free/open-source
library for modeling, trading, and risk management in real-life.
QuantLib is written in C++ with a clean object model, and is then
exported to different languages such as C#, Objective Caml, Java,
Perl, Python, GNU R, Ruby, and Scheme. An AAD-enabled version is also
available. The reposit project facilitates deployment of object
libraries to end user platforms and is used to generate QuantLibXL, an
Excel addin for QuantLib, and QuantLibAddin, QuantLib addins for other
platforms such as LibreOffice Calc. Bindings to other languages and
porting to Gnumeric, Matlab/Octave, S-PLUS/R, Mathematica,
COM/CORBA/SOAP architectures, FpML, are under consideration.
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Backtrader is a feature-rich Python framework for backtesting and
trading. It allows you to focus on writing reusable trading
strategies, indicators and analyzers instead of having to spend time
building infrastructure.
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3.1 - 28 April 2018
o Update supported platforms for version 3.x.
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3.1 - 29 April 2018
The second release of the 3.0 stable series.
The following bugs have been fixed:
Bug 118391 - Long currency names untranslated
Bug 769686 - Notes not imported when using update and reconcile in
import transactions from CSV
Bug 772776 - VERY large queries (over 11000 fields in IN clause) slow
down GnuCash
Bug 782144 - git-master - Save Corrupts Data File / Not Open Data File
Bug 792105 - Startup takes several minutes
Bug 793461 - Transaction matcher window blank when importing QFX
Bug 794767 - Dates default to 01/01/1970
Bug 794916 - Fails to find environment file at startup when installation
prefix is '/opt'
Bug 794936 - 3.0 does not open previously saved sqlite3 files properly
- corrupted business data
Bug 794941 - Both print icons export to pdf
Bug 794953 - Ellipsize on short tab labels
Correct error on when to ellipsize tab labels. Also as this
is used in two places separate out this to new function so
it is not duplicated.
Bug 794990 - Double click does not work on saved reports
When you double click on the saved report description nothing
happens. This was down to a conflict on a couple of call
backs and one of them was incorrectly setup.
Bug 794994 - Display Alphavantage key in full
Set the entry to expand so all the space is used to display.
Bug 795031 - 3.0 Crashes on loading when opening 2.6.19 file
Bug 795039 - Crash on startup using Technicolor Style sheet in report
Bug 795040 - GnuCash crashes when searching for a newly created bill
Bug 795049 - GnuCash 2.6.20-1 (Fedora Linux package) is unable to open
MariaDB.
Bug 795064 - Enable subtotal-only if either sortkeys are dates
This will allow 'show subtotals only' if sortkeys are
date-types. This allows, for example, prime-sortkey=date,
yearly. sec-sortkey=date, monthly.
Bug 795068 - src/optional/python-bindings missing several files
Bug 795080 - Some dates reset to 01/01/1970
An odd corner case: BST apparently came off of DST at 23:00
26 Oct 2014, so midnight that day was ambiguous about being
DST or not; that causes the local_date_time constructor to
throw in spite of the tm.is_dst element being 0 (meaning pick
standard time). Instead of just failing in that case, try
constructing a local_date_time three hours later then adjust
it back three hours. If *that* doesn't work then throw a
std::invalid argument.
Bug 795082 - CSV import crashes if a transaction's 'Account' field is
empty and no default Account set
Bug 795101 - Scrollbar floats and covers toggle buttons
When the scrollbar appears for the reconcile windows it can
float above the reconcile toggle button which make it
difficult to toggle. Move this column to the start which has
the advantage of aligning the amount column above the Total
value.
Bug 795142 - Unable to enter account codes in business sheets
In Bills, Invoices and Expense vouchers you can not enter an
account code in an account field like you can on a normal
register, enable this.
Bug 795155 - CSV import does not distinguish between deposit and withdrawal
Bug 795347 - Australian (GMT+10) OFX transactions imported have previous
days date
Bug 795377 - Reads and saves Gnucash 2.6.19 XML file, then can't reread
it, due to bad date in old file
Bug 795389 - Hard to see figures in the budget window
The budget view had hard coded black for normal values and
dark grey for other values. Changed this so normal values
are reset to default color and adjusted the grey based on
default color for theme.
Bug 795405 - All Dates in Price Database Off-By-One After 3.0 Upgrade
Bug 795446 - On Windows there is a blank tip of the day
When the tip_of_the_day.list is created a new line is
appended to the list file and on Windows this causes a blank
tip so remove the adding of the extra line.
Bug 795471 - Budget window scrolls edited cell out of site
When editing cells that have been revealed on the right by
scrolling the window snaps back to the left hiding the cell
being edited. This may be due to an underlying gtk issue
but these changes fix the issue visually.
Other repairs or enhancements not marked as bugs:
On Windows the tooltip for saved reports was incorrect
When the mouse was placed over a saved report description on Windows an
empty tooltip was displayed. Setup the query tooltip callback so it does
not display a tooltip for description column.
Fix crash when loading sql book with posted transactions
Add ability to recognize and use a pre-compiled libgmock.so.
html-font: add default font family
Windows ships with GTK2 in which the default font styles are named
"Sans" "Sans Bold" "Sans Normal" etc. There is no "Sans" font in
Windows; I vote to add a default "Sans-Serif" font-family which is
valid CSS. This ensures exported reports are shown as intended.
Several improvements to the Transaction and GST reports.
csv-impport - Allow empty amount fields
Treat empty amount fields as 0. This is necessary for example in
the case the csv import file has both a deposit and a withdrawal
column.
Remove the set transient parent setting for Reconcile window
The Reconcile option is already a window so it is not necessary to set
this value which allows the jump to transaction to work properly.
Date Format dialog flashes up when file/properties used
When you select the File/Properties dialog, in the construction of that
a 'Date Format' dialog flashes up while the date component is moved to
the properties dialog. Can mainly be seen on Windows so remove the
visible setting in glade file.
Prevent throw in gnc-pricedb.
If a price lookup is given an invalid time64/timespec (i.e. INT64_MAX)
then just return NULL instead of trying to find the nearest price.
Set GNC_VCS at build time instead of when making the tarball.
Because the tarball is always made from a VCS repo.
If there are no prices in the db, critical errors are flagged
When dialog transfer is used between two commodities and there are no
prices in the db a critical error is logged. Test for price object
being NULL before retrieving the price for the error message.
The following translations are updated: Slovak, Spanish
Known Problems:
It is not possible to overwrite SQL Databases from within GnuCash, even
though GnuCash will ask if you want to. Bug 789594
Several dates, including Accounting Period, are subject to change with
time zone and daylight-time changes. Bug 791825
Some HBCI information is not loaded correctly so the first transaction
download will re-retrieve transactions unless the beginning date is
set explicitly. Bug 792397.
The new CSV importer's Price of Shares column doesn't work. Bug 793306
The new CSV importer's numeric parser can't parse numbers of the form
x + y/z. Bug 793556.
Python bindings may not work in some installations because the bindings
are unable to find the backend modules (libgncmod-backend-dbi and
libgncmod-backend-xml). Bug 794526
Get Quotes can be slow if one has a large number of saved prices.
Bug 794644.
The Mac localization code can set the wrong encoding for strftime causing
the register's date picker to label months "Null" in some locales.
Bug 794807
On Mac, the File Open dialog will crash if one types anything.
(This is a Gtk+ bug). Bug 794809
An open register is not immediately updated when the Since Last Run
dialog creates transaction splits in the register's account. Bug 794854
GnuCash asks if one wants to save changes when quitting or opening a file
even if there's no book open. Bug 794870
Windows Defender falsly identifies the GnuCash installer as a Trojan.
Bug 794967
Some Windows users have trouble using Chinese input methods on the
Register; other controls work. Bug 795253
On Microsoft Windows the Tab key does not work in the register if the
caps-lock key is on. Bug 795294
GnuCash will crash if one attempts to import a CSV file with more than
1400 transactions. Bug 795383
Invalid input into a formula (Debit/Credit) field is inconsistent
depending on the input. Bug 795614.
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3.45.0
Add support for US Bank Account verifications API
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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.
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37% tests passed, 67 tests failed out of 107
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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.
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3.44.0
Add Dispute error ValidEvidenceRequiredToFinalize
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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.
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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
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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.
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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
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From upstream via Roberto Oliveira.
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Time series analysis and computational finance.
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Provides functions for pricing and valuating Asian Options together
with tools for analyzing and modeling Exponential Brownian Motion
(EBM).
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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.
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3.42.0:
Add support for association_filter_id in Customer#find
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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.
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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.
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