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Gains minimizer module; Upstream related fixes
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@redstreet redstreet released this 23 Nov 01:18
· 49 commits to main since this release
0.4.0
0e3f652

New

  • minimizegains module. works on cli and fava. [Red S]

Improvements

  • tlh/relatetickers: rename 'tlh_partners' to 'a__tlh_partners' [Red S]
    In line with the other metadata fields, tlh_partners has been renamed
    to a__tlh_partners and is now both an input and and auto-generated
    field
  • tlh/relatetickers: rename and add 'a__equivalents' [Red S]
    In line with the other metadata fields, equivalent has been renamed to
    a__equivalents and is now both an input and and auto-generated field
  • tlh/relatetickers: remove tlh_partners_meta_label feature. [Red S]
    this simplifies config, and clarifies.
  • tlh: removed susubstantially_identical_meta_label feature. [Red S]
    this is a simplification to provide clarity.
  • tlh/relatetickers: Show only same type of TLH partners. [Red S]

Fixes

  • #79 bump fava dependency to 1.22 due to upstream filtering changes. [Red S]

  • minor: spelling. [Red S]

  • beancountinvestorapi open method needed to index into list. [Red S]

  • ticker_util: substidentical and a__substidentical are both accepted. [Red S]

  • fix (summarizer, tlh, util): rename "similar" to "identical" [Red S]

    IRS uses substantially identical

  • libminimizegains: couldn't use arbitrary currencies. [Red S]

Other

  • relatetickers: unit test. [Red S]

  • pythonanywhere update.bash. [Red S]

  • pythonanywhere example asset alloc looks nicer now. [Red S]

  • pythonanywhere example is not too shabby now. #72 #24. [Red S]

  • ci: fix test. [Red S]

  • refactor: add tlh substantially identical based wash sale example. [Red S]

  • refactor: rename similars to idents. [Red S]

  • ci: flake ignore. [Red S]

  • doc/tlh: specifying substantially identical, and equivalent metadata. [Red S]

  • refactor: remove 'substidenticals' meta label. [Red S]

    use only a__substidenticals, which is both an input field, and gets
    overwritten

  • ci: flake. [Red S]

  • ci: flake. [Red S]

  • doc: feature todos for minimizegains. [Red S]

  • doc: minimizegains README.txt. [Red S]

  • wip: minimizegains. [Red S]

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