Enhancements to account refresh, support for account deletion, and other optimizations

What's New

• Adds delete account endpoint by @CalvinChanCan in #85
• Add queries for net value, recent daily account values by @keegandahm in #93
• Added optional list of accounts_ids to is_accounts_refresh_complete by @MichalikSJ21 in #102
• Add a delete_session() method by @hammem in #91
• Remove base64 encoded logo image fields from GQL queries by @hammem in #99

Fixes

• Improve input handling on interactive_login() and login() by @hammem in #92
• Use explicitly set session_file in save/load_session by @keegandahm in #84

Internals

• Use getpass to retrieve user password by @keegandahm in #94
• Change how version is sourced for setup.py and bump version by @hammem in #103
• Update README.md by @hammem in #100
• Add more unit tests by @hammem in #83

New Contributors

• @keegandahm made their first contribution in #84
• @MichalikSJ21 made their first contribution in #102

Full Changelog: v0.1.11...v0.1.12

Transaction tags and recurring transaction support

What's Changed

• adds set_transaction_tags method by @cciollaro in #77
• adds create_transaction_tag method by @cciollaro in #78
• Add API call to fetch recurring transactions and merchant data by @hammem in #80

New Contributors

• @cciollaro made their first contribution in #77

Project Internals

• Add workflow to run pyre on demand by @hammem in #76
• Add GitHub action to run unit tests on push, PR, and on demand by @hammem in #81

Full Changelog: v0.1.10...v0.1.11

Create transaction category + bugfixes

What's Changed

• Enable loading of a default session file by @hammem in #72
• fix: resolve issue with creating manual account due to incorrect graphql operation name by @CalvinChanCan in #74
• feat: add create_transaction_category by @CalvinChanCan in #73

Full Changelog: v0.1.9...v0.1.10

Upload & Download Account History

What's Changed

• Fix up code examples in README.md by @hammem in #67
• Add ability to upload account history csv by @andrecloutier in #66
• Added support for institutions by @pazwicker in #68
• Feature: account history by @pazwicker in #69

New Contributors

• @andrecloutier made their first contribution in #66

Full Changelog: v0.1.8...v0.1.9

New transaction handling capabilities and the ability to create a manual account

What's Changed

• Add 3 API calls/graphql queries to view and manipulate transaction splitting. by @jprouty in #58
• Adds delete_transaction_categories() and delete_transaction_category() by @hammem in #62
• Add transaction summary method by @pazwicker in #63
• feat: Manual Account Creation, Create Transaction Behavior, and Documentation Updates by @CalvinChanCan in #64

New Contributors

• @jprouty made their first contribution in #58
• @pazwicker made their first contribution in #63

Full Changelog: v0.1.7...v0.1.8

Transaction updates & deletes, plus access to budgets

What's Changed

• Add get_transaction_category_groups and include additional fields to existing methods by @CalvinChanCan in #51
• Add the ability to set a budget for a category by @grablair in #54
• Implement delete_transaction API call by @grablair in #53
• Add functionality to update individual transactions by @KOEPKEJR in #31
• feat: add method to get budgets by @Sean280ZX in #52
• Bump version number by @hammem in #57

New Contributors

• @KOEPKEJR made their first contribution in #31
• @Sean280ZX made their first contribution in #52

Full Changelog: v0.1.6...v0.1.7

Refresh accounts!

What's Changed

• Change default limits to 100 to match docs by @guillochon in #44
• Adds methods to force account refreshes by @hammem in #49

New Contributors

• @guillochon made their first contribution in #44

Full Changelog: v0.1.5...v0.1.6

Bugfix Release

Release to push bugfixes to PyPI:

• #41 to fix implicit casting that could prevent transactions from appearing in search results

Stepping out of the world of read-only

Lots of good stuff coming to you in this release!

• a new create_transaction() function
• get_transactions() now includes account info, searches can be filtered by a string, and pagination is supported for large result sets
• easier, optional form of login using MFA secret keys

Thanks @CalvinChanCan and @grablair for your contributions!

get_transactions() now includes account ID and name

Thanks to a request from @dsteiner10, #14 , the get_transactions() function now includes account ID and name in the results.

What's New

• Account ID and name included in get_transactions() results by @hammem in #16