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PDF support; several new importers; minor improvements

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@redstreet redstreet released this 14 May 08:22

New Features

  • add genericpdf paycheck importer. [Ammon Sarver]
  • add bamboohr paycheck importer. [Ammon Sarver]
  • add pdfreader libreader importer. [Ammon Sarver]

New Importers

  • add CSV importer for Digital Credit Union (#89) [Harlan Lieberman-Berg]
  • add importer for Alliant Federal Credit Union (#88) [Harlan Lieberman-Berg]
  • add schwab csv credit line importer. [Red S]

Improvements

  • minor: add 'show_configured' in paycheck transaction builder. [Red S]
  • minor: add_custom_postings to banking.py. [Red S]
  • minor: add identification based on filename to schwab importers. [Red S]
  • minor: overridable add_custom_postings() [Red S]
  • minor: add tdameritrade to template.cfg. [Red S]

Fixes

  • update requirements to add back lost packages. [Ammon Sarver]
  • schwab_csv_creditline balance sign. [Red S]
  • add file encoding support to csvreader. [Ad Timmering]
  • only emit filing account metadata if configured #97. [Red S]
  • one-file-per-account broke with smart_importer #97. [Red S]
  • timestamp issue in balance assertions. [Red S]
  • balance date on test. [Red S]
  • schwab tests. [Red S]
  • schwab doesn't use a header in their csv any more. [Red S]
  • schwab_csv_checking format changed #91. [Red S]

Other

  • enforce formatting with ruff. [Rane Brown]
  • format with isort, use pyproject.toml. [Rane Brown]
  • switch to ruff for linting (#90) [Harlan Lieberman-Berg]
  • style: reformat to 99 col width (previously 88 col) [Red S]