Releases: codereverser/casparser
Releases · codereverser/casparser
v0.5.1 - bug fixes
- gains: PnL report
- new exception
IncorrectPasswordError
for invalid passwords - support for migration of Franklin Templeton funds to CAMS RTA
- various bug fixes
v0.5.0 - Capital Gains
- Support for calculating capital gains from detailed CAS statements
- support for parsing Tax Deducted at Source (
TDS
) transactions
v0.4.8 - fixes
- use
REVERSAL
TransactionType for reverted/rejected transactions - fix issue with parsing multi-line transactions
- ⭐ (Minor breaking change) convert all enums to strEnums for better readability (#35)
v0.4.7 - poetry, rich + bug fixes
- Minor bug fixes in summary statement parser.
- cli now uses rich for console output.
- Dependency management and deployment is handled by poetry.
- Support for folios without PAN (#28).
- Add support for new style dividend transactions after IDCW renames.
- Improved transaction entry parser.
BREAKING CHANGE
- Table output choices have been removed.
-s/--summary
is a flag and doesn't accept any additional arguments.
v0.4.7-alpha.2
- Fix parsing dividend transactions posted after IDCW renaming
- Fix crash while parsing multi-line transactions
v0.4.7-alpha.1
- casparser cli uses rich for prompts and table views.
- use TypedDict from typing extensions for pydantic compatibility in APIs.
BREAKING CHANGES
- Multiple table styles in cli output has been removed in this version as it wasn't providing any value addition.
As a result the--summary/-s
flag doesn't take any argument from this version onwards.
v0.4.6 - Sort (& fix) transactions
- New
sort_transactions
option incasparser.read_cas_pdf
(and--sort
flag in CLI)
to fix transactions (and balances) for schemes with non-chronological order. - support negative balances in transactions
v0.4.5 - Portfolio segregation
- Support for segregated portfolio transactions [ credit: abhishekjain-qb ]
v0.4.4
CSV output fixes
- better output format for summary CAS statements.
- option to output only summary information for detailed statements (
-s fancy_grid -o output.csv
)
v0.4.3
- Add ISIN and AMFI code for schemes (BETA)