v0.5.0: Complete recurring transactions and community features

🚀 Major Features

Complete Recurring Transactions Suite

Implemented comprehensive recurring transactions management with 6 new methods from HAR file analysis:

• get_recurring_streams() - Stream management with status filtering and liability options
• get_aggregated_recurring_items() - Date range aggregation with grouping by status/date
• review_recurring_stream() - Approve/reject/modify recurring stream workflow
• mark_stream_as_not_recurring() - Disable recurring predictions for specific streams
• get_recurring_merchant_search_status() - Track merchant search operation status
• get_all_recurring_transaction_items() - Complete item listing with forecast predictions

Community PR Features Implementation

Added valuable features from original monarchmoney repository:

📈 Investment Holdings by Ticker - Complete programmatic portfolio management

• get_holding_by_ticker() - Find holdings by stock symbol
• add_holding_by_ticker() - Add new holdings with basis tracking
• remove_holding_by_ticker() - Remove holdings programmatically
• update_holding_quantity() - Update share quantities and cost basis

🔍 Enhanced Transaction Filtering - Advanced filtering capabilities

• is_credit parameter for credit/debit transaction filtering
• abs_amount_range parameter for amount range filtering

🏷️ Categories and Merchants API - Complete category management

• get_transaction_categories() - Retrieve all transaction categories
• get_merchants() - Search and retrieve merchant data
• get_merchant_details() - Get detailed merchant information
• get_category_details() - Get detailed category information

🐛 Fixed

• Error Recovery Strategy: Implemented missing abstract methods in ErrorRecoveryStrategy base class
  • Replaced NotImplementedError with proper default implementations
  • Added comprehensive docstrings and parameter descriptions
  • Provides safe fallbacks that prevent crashes while logging warnings

🏗️ Architecture Improvements

• Service-Oriented Design: All new functionality follows established service patterns
• Complete CRUD Operations: Full create, read, update, delete capabilities for recurring transactions
• Future Cash Flow Forecasting: Advanced prediction capabilities for financial planning
• HAR-Based Implementation: All methods extracted from real browser traffic analysis ensuring accuracy

📊 Technical Enhancements

• GraphQL Integration: Full GraphQL queries with proper fragments and field selection
• Input Validation: Comprehensive parameter validation and error handling
• Comprehensive Demo: Complete demonstration script showcasing all recurring transactions functionality
• Performance Optimizations: Efficient data fetching with minimal API calls

🎯 Status Summary

✅ Complete recurring transactions management - Full CRUD operations with forecasting
✅ Investment portfolio control - Programmatic holdings management by ticker
✅ Advanced transaction filtering - Credit/debit and amount range filtering
✅ Complete category/merchant APIs - Full category and merchant management
✅ Error recovery framework - Robust error handling with recovery strategies
✅ 100% implementation coverage - No incomplete or stub methods remaining

📦 Installation

pip install monarchmoney-enhanced==0.5.0

🚀 Quick Start

from monarchmoney import MonarchMoney

mm = MonarchMoney()
await mm.interactive_login()

# Get recurring transaction streams
streams = await mm.get_recurring_streams(include_pending=True)
print(f"Found {len(streams['recurringStreams'])} recurring streams")

# Get investment holdings by ticker
holding = await mm.get_holding_by_ticker("AAPL")
if holding:
    print(f"AAPL holding: {holding['quantity']} shares")

# Enhanced transaction filtering
recent_credits = await mm.get_transactions(
    is_credit=True,
    abs_amount_range=[100.0, 1000.0]
)