Streamed Statements (v0.4.0)

Change log

v0.4.0

🚀 Enhancements

• financial entry: Allow filter by date (41f1b32)
• access token: Expose select operations (3c13a68)
• frozen period: Include previous closed amounts as opened amounts (8232aa7)
• cash flow category: Expose controller (9d55116)
• frozen period: Include computation of cash flow in statements (8db8416)
• frozen period: Change the keys of liquid amounts (4766a81)
• frozen period: Show subtotal for each cash flow category (2acda64)
• frozen period: Show net income only for illiquid cash flow categories (26732b4)
• account: Reallow kind to be renewed (5c4f086)
• modifier: Increase validation on modifier modification (ef629d5)

🩹 Fixes

• financial entry: Manipulate entries on thawed dates only (8885854)
• validation: Correct condition of thawed dates (94f8ca0)
• access token: Make model to implement owned resource requirements (bab46b1)
• controller: Manipulate index only if possible (5bcc1bc)
• controller: Correct the namespace of base resource model (8153730)
• summary calculation: Update code for renamed columns (8d3abb3)
• account: Correct field name (b21df42)
• cash flow category: Remove excess validation (a590bae)
• account: Generalize cash flow category validation (78d1e91)
• frozen period: Correct access to attribute for cash flow category (c1df94f)
• frozen period: Correct access to attribute of summary calculation (ef0dd77)
• frozen period: Add equity in cash flow calculation (f0bf745)
• frozen period: Correct calculation of closed amount (692fd94)
• frozen period: Exclude empty cash flow categories (44dd0a0)
• frozen period: Remove excess calculation of net income (e5d818f)
• frozen period: Remove unused income flow total in liquid category (ca97396)
• frozen period: Remove resolution of unadjusted value (a632e7b)
• frozen period: Consider multiple flows per account to generate statement (967a3af)
• frozen period: Correct category to change due to expense (d874609)
• frozen period: Include both directions of cash flow category (4c182b5)
• frozen period: Remove resolution of unadjusted values for cash flow purposes (c08f84a)
• modifier: Correct the ownership checker (58619d4)
• financial entry: Correct the ownership checker (c91e34f)
• cash flow category: Restore kind in properties (bd6cb27)
• frozen period: Make initial adjustments for cash flow category in modifiers (63f8b79)
• frozen period: Group flow calculations properly (000556a)
• frozen period: Use correct names for calculation (ba4f381)
• frozen period: Correct identifiers for completeness (6afd5ed)
• frozen period: Create correct flow calculations (dd165b3)
• frozen period: Correct cash flow category ID of flow calculation (16253f4)
• frozen period: Add missing exchange rates (7d3c6e9)
• frozen period: Correct calculation of cash flows depending on the category (7388f11)
• frozen period: Create initial flow calculations from involved modifiers (331ad5e)
• frozen period: Correct conditions to change net amounts (a724308)
• Apply updates from the framework (40e2e13)
• modifier: Consider null activities (691b863)
• financial entry: Consider null activities (d8f02b9)
• modifier: Show linked cash flow activities (cd1d5cb)
• frozen period: Skip tempory accounts in summary calculations (4248a38)
• frozen period: Calculate subtotal correctly (6edf580)
• frozen period: Skip temporary accounts (02a45a3)
• authentication: Remove previously logged in user (f6a742e)
• seed: Correct association of user ID (2b3a71a)
• seed: Correct identifier for the currency (45e67ba)
• seed: Add other modifiers (82e7b4d)
• validation: Improve handling of missing arguments to permit emptiness (f9d54e5)
• validation: Correct namespace for invalid argument exception (9d47251)
• modifier: Validate account IDs regardless of the operation (3e398b8)
• validation: Allow optional ownership (afb2fa4)
• modifier: Remove validation of natural ID (57a5757)
• validation: Invalidate unnatural IDs (3529c4f)
• frozen period: Simplify values before showing to users (7ffb186)

💅 Refactors

• frozen period: Put category kind inside structure to reduce code (2a444d9)
• frozen period: Reduce nesting of categorized summaries (6824e6f)
• frozen period: Change the calculation method for cash flow (ee0d1d0)
• frozen period: Calculate for the subtotals of each category (30f16c4)

📖 Documentation

• blueprint: Add cash flow activities table (fd035c7)
• blueprint: Add cash flow groups (36e1c4d)
• blueprint: Remove extra table (5f462af)
• blueprint: Optimize cash flow info (2ea696c)
• blueprint: Allow accounts to have modifiable cash flow group (2d53d42)
• blueprint: Rename cash flow group into category (36f3ebe)
• blueprint: Differentiate cash flow for increase and decrease of accounts (9a48d7c)
• blueprint: Remove kinds of cash flow category (06a0ffb)
• blueprint: Link cash flow category to modifiers instead (7e75608)
• blueprint: Include flow calculations (1b6060b)
• blueprint: Consider double relationship of modifiers (9393d87)
• blueprint: Clarify the amount to record for flow calculations (15b98e7)
• blueprint: Reduce chain dependency of flow calculation (fed7908)
• blueprint: Add new kinds of accounts (729eb3f)
• blueprint: Rename cash flow activities (afa6afe)
• badge: Update badge for build results (f064080)

📦 Build

• Comment relational database server to be deployed (ddc1d8a)
• Correct some build commands (fda7363)
• Use values directly (5f77be6)
• Disable local server name (9459b22)
• Disable some configurations (1db0258)
• Use other commands to start server (cf45a82)
• Stop parent server (22233d2)
• Restart HTTP server instead (e8dc2b5)
• Allow access to all origins (d93e239)
• Try serving directly for CORS (8947895)

🏡 Chore

• Update the files from template (58e0810)
• Remove unused HTML (785d71d)
• Remove unused test folder (daf2156)

✅ Tests

• feature: Ensure filter by date range works as expected (7bb7e3f)
• feature: Ensure modification on frozen periods is not allowed (a63082a)
• feature: Make new password constant to prevent flakiness (c378dc0)
• feature: Ensure all cash flow category routes are working (0ea13f6)
• feature: Ensure categorizing and uncategorizing cash flow of accounts works (047913f)
• feature: Ensure creating categorized account works (9935225)
• feature: Ensure cash flow statement has been included (699f5a9)
• feature: Ensure cash flow statement is calculated properly on simple case (9b8ffb9)
• feature: Include cash flow categories upon showing statements (970eb5a)
• feature: Exclude empty cash flow categories (5b8041d)
• feature: Expect subtotal to include net income in calculation (1e8278c)
• feature: Consider direction of cash flow category for accounts (81e5b63)
• feature: Consider direction of cash flow category for frozen periods (2ad62a3)
• feature: Correct calculation in tests for frozen period (539133d)
• feature: Set null explicitly to reduce error (5f3a9d0)
• feature: Expect statements to be accurate even if unadjusted values are not resolved (3174569)
• feature: Expect statements to have unresolved unadjusted values (e11ca1e)
• feature: Add cash flow category for testing modifier (6aea7e5)
• feature: Add cash flow category for testing financial entries (ba919db)
• feature: Add cash flow category to show frozen periods (73be20f)
• feature: Ensure flow calculations are shown (3dd3aa8)
• feature: Add other flow calculation for correct shown data (a003e1e)
• feature: Ensure flow calculations are created (dd1b7e0)
• feature: Ensure correct count of flow calculations (d665d39)
• feature: Check flow calculations for dry run (7aba871)
• feature: Include liquid flow calculations in dry run (3a3e965)
• feature: Ensure chain creation works properly (b29c398)
• feature: Exclude empty flow calculation in the count (ca61dc5)
• feature: Rename tests for cash flow activities (226569f)
• feature: Recalibrate tests (fe6fe1a)
• feature: Add cash flow activities in assertion of modifier operations (56a82c2)
• feature: Consider nullable cash flow activity ID for modifiers (ebc5dcf)
• feature: Add new property of cash flow statement (a4727f3)

🤖 CI

• Rename configuration file (9ec368d)

↩️ Reverts

• frozen period: Resolve of unadjusted value (ea4744b)
• blueprint: Restore kinds of cash flow category (d636582)
• cast: Readd cash flow category kind (f977ae4)
• constant: Remove cash flow category kind (472e4fe)

🗒️ Configurations

• constant: Add cash flow group kinds (e05eb15)
• constant: Remove cash flow category kind (b0f08fc)
• constant: Register new account kinds (c879af1)
• constant: Remove cash flow category kinds (776d781)
• Add environment variable to limit the number of users (1acc329)
• constant: Make constant kind values to be in snake case (38496f4)
• exception: Use custom made HTTP exception handler (1c8efad)

🧩 Internals

• validation: Make rule to match thawed dates (4a98e97)
• access token: Make controller (164503d)
• summary calculation: ⚠️ Rename a column using migration (81fd9e0)
• summary calculation: ⚠️ Add opened columns (f8a5ca3)
• summary calculation: Use previous closed amounts as opened amounts (c59d51a)
• cash flow group: Make migration (28cd7f0)
• account: Add cash flow group ID via migration (15f5732)
• account: Add cash flow group ID in entity (6938350)
• account: Add cash flow group ID in model (54cac96)
• account: Include cash flow grup ID in validation (3c3458f)
• cast: Make cast for cash flow group kinds (db2dac2)
• cash flow group: Make entity (257f918)
• cash flow group: Rename the migration (8f52604)
• cash flow group: Make model (f086c5e)
• cash flow category: Rename cash flow group into category (de2d532)
• account: Add model for ownership validation (6f1a3fe)
• cash flow category: Make controller (92c7a48)
• frozen period: Get cash flow categories (a773142)
• frozen period: Categorize summaries (5cd967e)
• frozen period: Identify cash flow categories early to make statements (20bf540)
• frozen period: Separate categorized summaries early (6cb806d)
• frozen period: Include net income for each category (1f0056b)
• account: Make migration to increase cash flow category column (d9804be)
• account: Make migration to add decrease cash flow category column (b0667e2)
• cash flow category: Remove liquid via migration (2f0cea0)
• cast: Remove cash flow category kind (269f6e7)
• cash flow category: Remove cash flow category kind (870de0e)
• account: Differentiate direction for cash flow category (66c70ab)
• modifier: Add cash flow category columns to modifier table (baaa4d2)
• flow calculation: Make migraton for table (b874bd1)
• modifier: Move the category flow IDs from account (d504584)
• flow calculation: Change the order of columns (855383f)
• flow calculation: Make entity (9448127)
• flow calculation: Make model (db24781)
• flow calculation: Select ID to verify ownership (b73571d)
• modifier: Move the category flow IDs from account model (f57e4d2)
• flow calculation: Update migration code (f9ca136)
• flow calculation: Add missing properties (07edb80)
• modifier: Move the validation for cash flow category (5103d30)
• modifier: Move the cash flow category creation (7e77a22)
• cash flow category: Remove kind in migration (ca86df5)
• cash flow activity: Rename table for uniformness (744c1f1)
• cast: Remove cast for cash flow category kinds (0241252)
• cash flow activity: Rename entities (14a3582)
• cash flow activity: Rename model (a051e50)
• cash flow activity: Rename controller (74a96e3)
• frozen period: Reduce code base on new account kinds (92bf72f)
• register: Prevent registration depending on the limit (153db52)
• validation: Separate error messages for database rules (34683f1)
• language: Add custom validation message for enumeration rules (f69b7b7)
• validation: Throw exception for invalid arguments on custom enumeration rules (ce1bbf2)
• validation: Separate error messages for similarity rules (3016126)
• validation: Separate error messages for time rules (3c25d66)
• seed: Make seeder for user (14347b1)
• seed: Add sample cash flow activity and sample accounts (ac2846b)
• seed: Add sample modifiers (7e8eb26)
• seed: Make financial entries (c12129f)
• seed: Make summary calculation (e313e04)
• financial entry: Change the default date (271acfb)
• seed: Make flow calculation (c1bb25e)
• validation: Make rule to permit emptiness (45da4a1)
• frozen period: Calculate difference of liquid amounts (925b5fa)

⚠️ Breaking Changes

• summary calculation: ⚠️ Rename a column using migration (81fd9e0)
• summary calculation: ⚠️ Add opened columns (f8a5ca3)

❤️ Contributors

• Kenneth Trecy Tobias web.kennethtobias@gmail.com