Covers many important models used in marketing and micro-econometrics
applications. The package includes: Bayes Regression (univariate or
multivariate dep var), Bayes Seemingly Unrelated Regression (SUR),
Binary and Ordinal Probit, Multinomial Logit (MNL) and Multinomial
Probit (MNP), Multivariate Probit, Negative Binomial (Poisson)
Regression, Multivariate Mixtures of Normals (including clustering),
Dirichlet Process Prior Density Estimation with normal base,
Hierarchical Linear Models with normal prior and covariates,
Hierarchical Linear Models with a mixture of normals prior and
covariates, Hierarchical Multinomial Logits with a mixture of normals
prior and covariates, Hierarchical Multinomial Logits with a Dirichlet
Process prior and covariates, Hierarchical Negative Binomial
Regression Models, Bayesian analysis of choice-based conjoint data,
Bayesian treatment of linear instrumental variables models, Analysis
of Multivariate Ordinal survey data with scale usage heterogeneity (as
in Rossi et al, JASA (01)), Bayesian Analysis of Aggregate Random
Coefficient Logit Models as in BLP (see Jiang, Manchanda, Rossi 2009)
For further reference, consult our book, Bayesian Statistics and
Marketing by Rossi, Allenby and McCulloch (Wiley 2005) and Bayesian
Non- and Semi-Parametric Methods and Applications (Princeton U Press
2014).
The canonical form [1] of an R package Makefile includes the
following:
- The first stanza includes R_PKGNAME, R_PKGVER, PKGREVISION (as
needed), and CATEGORIES.
- HOMEPAGE is not present but defined in math/R/Makefile.extension to
refer to the CRAN web page describing the package. Other relevant
web pages are often linked from there via the URL field.
This updates all current R packages to this form, which will make
regular updates _much_ easier, especially using pkgtools/R2pkg.
[1] http://mail-index.netbsd.org/tech-pkg/2019/08/02/msg021711.html
3.6 - 30 June 2019
The seventh release of the 3.x stable series.
The following bugs have been fixed:
Bug 397927 - QIF Import: Usability: Remember window position and size
Bug 577968 - Values are not stored by pressing <TAB> in budget page
Bug 583277 - Cancel button closes QIF importer without confirmation
Bug 624176 - budget report - option for showing sum is ignored
Bug 642824 - Different actions like QIF import, other imports and...
closing book allow to assign transactions to placeholder...
accounts
Placeholder accounts do not allow transactions so when the
account picker dialog is presented, add an error dialog
for placeholder selection and a column to display that the
account is a placeholder.
Bug 646361 - Estimate budget should give option to have same amount...
in each budget period
Bug 668349 - Select Account does not return user to correct location...
in "Match payee/memos to GNUCash Accounts" screen
Bug 676810 - Wrong accounting in multi-currency budget report
Bug 679800 - Shortcut to allow population of all budgeting periods
Bug 689753 - Budget Report: Negative Numbers Not Colored Red
Bug 728873 - Account name does not focus automatically in QIF import...
assistant
Bug 751290 - Rethinking the invoice ledger view
Bug 754710 - Add column sorting to Qif import Match views
Bug 781345 - Equity disregarded by budget totals
Bug 788157 - Open Budget Menu Item Doesn't Select Default Budget
Bug 796949 - Incorrect conversion of 0,01 USD to EUR
Bug 797051 - Price Database Add Overwrites Data Without Confirmation
Bug 797089 - In the main Account Register window, the value shown...
under 'Total (Period)' excludes any transaction with date...
equal to the end date of the reporting period.
Bug 797104 - Translations not showing in receipt options
Bug 797123 - File->Export Transactions to CSV doesn't output...
transaction data
Bug 797126 - It is annoying to run cmake to get an updated mo file
Bug 797127 - Company name and address in reports not display properly
Bug 797134 - Decimal separator: Windows configured as dot,...
Gnucash shows comma.
Bug 797165 - Deleting an old quote from Price Database Core Dumps Gnucash
Bug 797169 - GnuCash hangs loading XML file
Bug 797170 - gnucash-3.5 fails to compile with GTK+3-3.20.x
Bug 797175 - Gnucash will not open from UNC paths.
Bug 797175 - Opening a file from a gvfs mount point fails
Bug 797183 - association head path with spaces displayed wrong
Bug 797185 - Correct the sorting for the Transaction Association Dialog
Bug 797186 - gtk crash closing parent window edit->stylesheets
Bug 797188 - Default invoice prints credit note as invoice
Bug 797196 - Allow for per-payment rounding in amortization calculations.
Bug 797197 - Transaction report: Error message when sorting on month
Bug 797204 - qif import: commodities throw blocking dialog in symbol...
field on every commodity
Bug 797207 - Chart reports show blank when run from the build directory
Bug 797215 - qif import: review duplicates - allow sorting candidates...
on all columns
Bug 797223 - Missing Tooltip on Edit->Preferences->Register:Actions:Tab...
order includes Transfer on Memorised Transaction
Bug 797230 - Use after free in gnucash_sheet_style_destroy.
Bug 797232 - dialog-ab.glade was written for gtk 2.16.
Bug 797233 - Balance Sheet, Chart of Accounts, and other reports...
crash when involving foreign currency stocks.
Bug 797240 - Multicolumn report not showing each report name
reportname was not correctly applied as the chart-title
Bug 797241 - Some reports skip transactions of the last day of the
selected period
Bug 797244 - Remove the invert prices for less than 1
Bug 797246 - Cleared Balance Remains Red After Turning Positive
Bug 797249 - Cutting home account causes transaction to disappear
Bug 797262 - Change "Today date format"
Bug 797266 - Missing translation settings
Bug 797277 - Assets over time ignores nested liabilities
Bug 797278 - Create an option for type of commodity for Price import
Currently when you use the 'Commodity From' column for
Price imports it can match against the wrong commodity
like COP (Conoco Philips) would match against the currency
COP (Columbian Peso). To fix this add a new column type
'From Namespace' and rename 'Commodity From' to 'From
Symbol' so they match the Security Editor.
Bug 797281 - Gnucash crashes when attempting to match online accounts
Other repairs or enhancements not marked as bugs:
Rewrite the Customer Summary Report to correctly handle multiple currencies.
Improve the Owner Report's find-first function to consider currency when
selecting the account.
Prevent cutting the "anchor" split or pasting another split on top of
it in account registers so that the transaction won't suddenly
disappear from the register page. Displays an explanatory dialog just
like trying to delete the anchor split does. Allow deleting, cutting,
and pasting over all splits in Journal View registers which don't have
anchor splits because they're not associated with any account.
Disable editing the "blank split" (the new split at the bottom of a
transaction in split view) if the transaction itself is read-only.
Use the customer and vendor currency instead of the default currency from
preferences when generating bills, invoices, or credit notes.
Allow assigning a single target account to more than one transaction in
the import matcher. To do this select the new transactions and
right-click to open a single-item context menu. Click the menu item
to open the account selection dialog box. Note that imported
transactions that match transactions already in the eriger,
i.e. those marked "update" or "reconcile and update" are not eligible
for inclusion.
This feature still has some rough edges that are being addressed for
the next release.
Use the default currency from Properties>Accounts for the summary bar
currency to make it configurable.
Allow CSV export of grand total amounts from reports using the trep-engine.
Fix XML file import failures into GnuCash for Android.
Raise minimum CMake version to 3.5 for all platforms.
Prevent crash in Aging Report when the book has no AP or AR accounts.
Fix operation of the "default budget" option.
Change the account-picker dialog to disable the OK button instead of
raising a warning dialog if the selected account is a placeholder.
Fix crash after unloading all files from the QIF import assistant.
Disable the Next button in the QIF import assistant if no files are
selected for import.
New report "Balance Sheet-PNL" combines a Balance Sheet and an Income
Statement in a single report.
Rework localization in C++ on Win32 builds, fixing several crashes and
speeding up file loading by 10x.
Create a console window for displaying stdout/stderr. Define
__MSWIN_CONSOLE__ and recompile to enable.
Keep the selection in the Securities Editor on the commodity after
editing it.
Allow the Securities Editor to stack separately from the main window.
Much more Scheme cleanup and refactoring.
Python console improvements, including switching to Python3 and not
killing GnuCash when quitting the console.
New API:
The following functions can now be used in scheduled transaction
credit/debit calculations:
gnc:amort_pmt
gnc:amort_ppmt
gnc:amort_ipmt
API Deprecations:
gnc:html-table-prepend-column!
gnc:html-acct-table-num-cols
gnc:html-acct-table-append-row!
gnc:html-acct-table-prepend-row!
gnc:html-acct-table-append-col!
gnc:html-acct-table-prepend-col!
gnc:html-acct-table-remove-last-row!
gnc:html-acct-table-render
gnc:second-html-build-acct-table
Updated Translations: Croatian, Farsi, German, Romanian, and Ukrainian
Known Issues: (long list redacted)
3.55.0
Add captureId field to local_payment_details
Add refundId field to local_payment_details
Add debugId field to local_payment_details
Add transactionFeeAmount field to local_payment_details
Add transactionFeeCurrencyIsoCode field to local_payment_details
Add refundFromTransactionFeeAmount field to local_payment_details
Add refundFromTransactionFeeCurrencyIsoCode field to local_payment_details
Add ds_transaction_id and three_d_secure_version to 3DS pass thru fields
Add payer_info field to payment_method_nonce details
Add more specific timeout errors
Add braintree.exceptions.http.timeout_error.ConnectTimeoutError (child class of TimeoutError)
Add braintree.exceptions.http.timeout_error.ReadTimeoutError (child class of TimeoutError)
Add room_tax support for transaction sale
Add no_show support for transaction sale
Add advanced_deposit support for transaction sale
Add fire_safe support for transaction sale
Add property_phone support for transaction sale
Add additional_charges support for transaction sale
Add PostalCodeIsRequiredForCardBrandAndProcessor to validation errors
Fix issue where not found error could choke on None values
0.9.2
BUG Get axis instead of figure.
0.9.1
This is a bugfix release fixing an indentation bug.
0.9.0
New features
Previously, pyfolio has required a benchmark, usually the U.S. market
returns SPY. In order to provide support for international equities and
alternative data sets, pyfolio is now completely independent of benchmarks.
If a benchmark is passed, all benchmark-related analyses will be performed;
if not, they will simply be skipped.
Performance attribution tearsheet
Improved implementation of get_turnover
Users can now pass in extra rows (as a dict or OrderedDict) to display in the perf_stats table
Maintenance
Many features have been more extensively troubleshooted, maintained and
tested.
Various fixes to support pandas versions >= 0.18.1
0.5.0
DEP: Deprecate all data reading functionality via pandas-datareader
* DEP: Deprecate all functions using pandas-datareader
* DOC: Update README with deprecation documentation
* STY: Markdown style
* STY: Markdown style again
* REV: revert previous commit
* STY: typo
* STY: consistent naming convention
* DEP: also deprecate any cacheing of data
* DEP: forgot to deprecate additional funcs
* REV: get_utc_timestamp should not be deprecated
* ENH: add function to compute returns from prices
* BUG: wrap import in try-except
* MAINT: update deprecation warning
* MAINT: move `simple_returns` func to `stats` module
* MAINT: don't raise deprecation warning for _1_bday_ago
* DOC: remove suggestions
* TST: added test for simple_returns
* MAINT: add simple_returns to init
* TST: fixed simple_returns test
* STY: use size, not shape
* TST: tests passing
* DOC: 1_bday_ago no longer deprecated
1.9.74.123:
- Correct calculation in haDelta indicator
- Use initial datalabel for non-overlaid volume plot
1.9.73.123:
- Add utility NonZeroDifference indicator
- Redefine CrossUp, CrossDown and CrossOver indicators using
NonZeroDifference to cover the case in which the crossing entities
converge right before crossing up and down
1.9.72.122:
- Cover case in which result in high-level overridden operations have
multiple lines and wer not be taken into account for minimum period
calculations
- Add "Int" variants of percentage based sizers to import
- Trades observer to show net profit instead of brutto, with parameter
to control behavior
1.9.71.122:
- Improve on indicator legend plotting to overcome matplotlib legend
reordering
- Added PercenSizerInt and AllSizerInt which truncate the returned size
to an int, suited better for stocks/futures
1.9.70.122:
- Use opening price for submission check for Market orders when
cheat-on-open is active
- Update pnlcomm on all operations and not just profit/loss locking
- Correct comment for fillalpha and add baralpha for candlestick opacity
- Use internal dict for data feed presence test and update trade observer
1.9.69.122:
- Fix offline Yahoo feed by moving the new adjclose line up to the offline
feed
- Adapt the yahoodownload tool to the current status (ex: data not reversed)
- Redownload all yahoo data feeds
1.9.68.122
- Fix call to _nextday in TradingCalendar
- Clean up and rework of Yahoo Data. The data feeds seems to be reliable
again
- IBStore Support for IND prices
1.9.67.122
- Fix compression only scenarios when resampling and resampling after
changes in 1.9.66.122
- Final correction for rollover fix introduced in 1.9.66.122
- Cover use case for mininum period calculation when all
operations/indicators don't use the data feeds directly but lines of it
1.9.66.122
- Fix regression introduced with 8f537a1c2c271eb5cfc592b373697732597d26d6
which voids the count of lost trades
- Allow rollover to distinguish between no values temporarily (with None)
and no values permanently (with False)
- Avoid math domain error for negative returns in logarithmic calculations
- Fix local variable declaration for compound returns
- Fix typo in date2num tz conversion which shows up in direct usage
1.9.65.122
- Fix commission info assigment and orderref seeking in OandaStore
- Add strategy type to OptReturn
- Fix prepend_constant for OLS_Transformation
- Fix LogReturnsRolling compression when not specified
- Have ints instead of bools in some values with 1 Trade in TradeAnalyzer
1.9.64.122
- Avoid stage2 comparison using [0] in API methods
- Support plotname, if given, as name of indicator in csv output
1.9.63.122
- Add optimization callbacks when running with 1 Core
- Correct sell_bracket by removing old append code
- Correct typo in store.py
- Pass period from RateOfChange100 to underlying ROC
1.9.62.122
- Correct PSAR acceleration capping
- Enable PandasData line extension without the need to extend datafields
1.9.61.122
- Add `_skipnan` to plotlines to allow joining two points with a line
- buy_bracket/sell_bracket allow suppressing stop/limit orders
- Add stop-loss approaches sample
- Correct codes for minutes compression
1.9.60.122
- Remove unused files
- README update, Docstring corrections, documentation corrections
- Update travis settings
1.9.58.122
- Provide default fundmode methods for all brokers
- Correct order notification if positions exist when starting the broker
and will be simulated
- Correct csv values output if object has no length
1.9.57.122
- Fix set_fundmode in bbroker
- Synchronize fund history mode with master clock
- Allow relocation of legend in plotting charts
- Adapt broker observer to fund mode
1.9.56.122
- Handle volume as string null in YahooFinanceData
- Corrections/Improvements to order history support
- Add fund history support
- Increase plotting margin of trade observers
v0.3.6
Add option to compute forward returns non-cumulatively
v0.3.5
This is a minor release from 0.3.4 that includes bugfixes, speed enhancement and compatibility with more recent pandas versions. We recommend that all users upgrade to this version.
v0.3.4
This is a minor release from 0.3.3 that includes bugfixes, small enhancements and backward compatibility breakages. We recommend that all users upgrade to this version.
v0.3.3
TEST: added tests for perf.mean_return_by_quantile
3.54.0
Add payment_method_nonce field to LocalPaymentCompleted webhook
Add transaction field to LocalPaymentCompleted webhook
Add LocalPaymentDetails to transactions
Among the changes, support was removed for Qt 4.
Due to issues with my local setup, this could not be tested with Qt 5 enabled
(currently not the default).
2.27.0:
* Add support for the TaxRate resource and APIs
2.26.0:
* Add support for the TaxId resource and APIs
2.25.0:
* Add support for the CreditNote resource and APIs
2.24.1:
* Fix encoding of nested parameters in multipart requests
2.24.0:
* Add delete class method on deletable API resources
* Add class methods for all custom API requests (e.g. Charge.capture)
2.23.0:
* Add support for the PaymentMethod resource and APIs
* Add support for retrieving a Checkout Session
* Add support for deleting a Terminal Location and Reader
2.22.0:
* Add stripe.util.convert_to_dict method for converting StripeObject instances to regular dicts
2.21.0:
* Add support for subscription schedules
2.20.3:
* Fix client telemetry implementation
2.20.2:
* Fix session initialization for multi-threaded environments
2.20.1:
* Make RequestsClient thread-safe
2.20.0:
* Reuse the default HTTP client by default
2.19.0:
* Rename CheckoutSession to Session and move it under the checkout namespace. This is a breaking change, but we've reached out to affected merchants and all new merchants would use the new approach.
2.18.1:
* Properly serialize individual on Account objects
## 3.1.3 (2019-03-31)
- Properly reject postings with a comment right after the flag (bug #1753)
- Make sorting order of lot information deterministic (bug #1747)
- Fix bug in tag value parsing (bug #1702)
- Remove the `org` command, which was always a hack to begin with (bug #1706)
- Provide Docker information in README
- Various small documentation improvements
The following bugs have been fixed:
Bug 639049 - Asset Barchart Report includes also the first day of next month transactions
If the original date is an end-of-month date, we take it as an
indicator they always want monthdelta dates to be end-of-months.
This works for monthly/quarterly/halfyearly/annual.
Bug 748431 - Wrong average balance for transactions during DST
Replace average-splits with custom loop, cycling through the
balancelist and splitlist, creating interval summaries along the way.
Bug 787401 - Test for the report system - HTML Tests.
Bug 795729 - Advanced Portfolio Report - Percentage rates not displaying leading zeros.
Bug 796498 - Incorrect starting balance in TXF Report calculations.
Bug 796530 - TxnCsvImport - fix loading of saved preset with update of seperator selection. Previously this would cause all but the first column to lose its assigned types.
Bug 796687 - Tax Entity name and type for an account won't work under "Tax Reporting Options" in Gnucash 3.2
Bug 796826 - Report HTML - not possible to suppress the document header.
Bug 796827 - Report HTML - it is not possible to suppress the document title.
Bug 796829 - Report HTML - HTML table rows are prepended not as list elements
Bug 796831 - Report-HTML - append table column correctly.
Bug 796877 - test-stress-options fails.
Bug 796946 - Mortgage and Loan Repayment Setup tool crashes when exiting "Loan Repayment Options" page.
Because libstdc++ on Windows doesn't support any C++ locales besides "C" and throws an exception if you try.
Bug 796952 - Report formatting (justify) is broken.
Bug 796956 - Aqbanking 6 will drop DTAUS
Adds support for the upcoming AQBanking 6 and removes support for AQBanking earlier than 5.3.4.
Bug 796965 - Change the default to show unused accounts.
Bug 796989 - some date/time does not honor user locale.
Bug 797002 - Program crashes when exporting tax data in txf format.
Bug 797011 - GnuCash 3.4 Crashes When Printing Checks with Custom Format.
Bug 797013 - Import Customers & Vendors: error in CMakeLists.txt - causes incomplete project in Xcode.
Bug 797029 - Import Customer & Vendors: blank name and company in import data row crashes GnuCash
Bug 797030 - Import Customer & Vendors: several issues with the matching of data rows.
Bug 797031 - Import customer & Vendors: import can create customer and vendors without address data
Bug 797041 - enum confusion in qoflog.
Bug 797046 - Tools / Price Database / Currencies UI not working since 3.4.
Bug 797067 - Date displayed incorrectly in register.
Bug 797074 - Reports with averages are displaying fractions
Convert amounts to decimal prior to adding to html-table. Also adds tests to make sure averages are displayed in 2 decimal places.
Bug 797098 - Quitting Gnucash shortly after clicking Save may abort file save.
Bug 797105 - Incorrect local-symbol for SZL currency
Bug 797136 - Balance sheet report "Show Exchange rate" broken when foreign currency is sold completely
For cases where total(amount)/total(value) = 0/0, the price is reported as 0.
Other repairs or enhancements not marked as bugs:
API: Add dedicated api to query build-time, version related compile constants and use it in several location in the code for consistent behaviour.
Budget: Save and restore the Account filter settings.
Build: Fix deprecation warnings for g_type_class_add_private.
CSV Tokenizer: Add additional test to guard against quote parsing regressions.
GUI: Replace ambiguous mnemonic for File>Export>Export Active Register...
GUI: Rearrange menu accelerators for Actions>Online Actions menu items
GUI: Add mnemonic for File>Import>Import Bills...
GUI: Move Balance-Forecast report to Reports>Assets & Liabilities
GUI: Move Void Transactions item in Report Options from the Accounts tab to the Filter tab.
I18N: Fix erratic localization of dates on Windows.
Date format selection on Windows relies on Windows National Language functions and those are unaffected by the POSIX setlocale(). We have in the past relied upon gtk initialization to handle this but it has not been reliable since the move to Gtk3. Note that this applies only when the locale is set via a Unix-style environment variable (typically LANG) or in the environment file; it's unnecessary and ignored when using the localization settings in Region & Language.
I18N: Unify phrases to remove untranslated msgids.
I18N: Restore the global locale after Guile munges it.
There's no way to change the environment locale on Windows so calling setlocale(LC_ALL, ""), as guile does in its init routine, reads the user's Language and Region settings instead of the environment variables. We save the discovered environment locale and call setlocale with it again after Guile has initialized.
Importing: Remove old (non-SEPA) online transaction code, because now in 2019 the banks will only offer SEPA transactions and no others. This in turn means we don't need the old ktoblzcheck checking functions at all so also remove the dependency.
Importing: Usability improvements for Bayes editor window
Remove the "Are you sure" question as it is simply annoying but does not help. Fix some string wordings to be more understandable.
Online Banking: No longer force existence of local BIC code.
Online Banking: Entering of TAN must use normal visibility
The visibility of the entered content was set to FALSE (=invisible) always, which was wrong for certain types of input as indicated by the GUI_INPUT_FLAGS. This should now be honored and visibility set to TRUE (=visible) for the correct flags.
Online Banking: Fix reconcile timestamps when importing balances.
Used to be start-of-day, but needs to be day-neutral.
Performance: Provide a single static instance of C++ locale.
We can't use std::locale::global because all streams imbue it by default and if it's not 'C' (aka std::locale::classic) then we must imbue all the streams that we don't want localized, and that's most of them.
Performance: Add GncDateTime::timestamp().
To provide a C++ implementation of gnc_date_timestamp and to avoid using the expensive and localized GncDateTime::format().
Performance: Implement a faster date-time serialization function.
Has the side effect of recording all date-times in XML files in UTC instead of local time with a timezone. This will help users who like to keep their files under version control because the time strings won't shift every time Daylight time begins or ends.
Performance: >Fix XML load CPU hotspot: Scrub.c xaccTransScrubPostedDate
The refactoring provides roughly 10% reduction in user CPU use for XML file load by moving an expensive function to within an if-clause where the result is used.
Performance: Speed-up of txn match dialog: Suspend GUI refresh during deletion of selected lines.
Performance: Sorting speed-up: Cache the bool value of Transaction's is_closing property.
Register: Accept URLs or file paths for files associated with transactions. File paths can be relative or absolute. A preference is provided.
Reports: Speed up the budget and cash flow report calculation by iterating over accounts only once.
Reports: Heavy scrubbing for code readability and performance.
Reports: New Report by Ryan Turner: Balance Forecast Report
This report forecasts the combined balances of the selected accounts based on the scheduled transactions and plots them on a line graph. You can set a "reserve" amount, which will draw a red line on the graph, so you can easily see if your forecast dips below a given value. There is also a "future minimum" line which shows what the lowest future balance will be at a given point. I find this useful in conjunction with the "target" line for planning.
Reports: Fix crash when loading saved-report with unknown choices.
If a saved-report with e.g. relative date, multichoice option is unknown, the report would crash, and the Report-Options would segfault. This commit fixes both: report-date defaults to 'today', multichoice-options defaults to default-value. Following this commit, if a report loads a saved-report or .gcm from a future version, a gnc:warn will be emitted and the report will not crash; it will use relative-date today. Multichoice will remain the default value. Report Options will not segfault. The user will be notified via a gnc:gui-warn dialog
Reports: Date intervals at end-of-month:
Instead of recursing the date, we calculate the next month using an index-based multiplier, and apply modulo/remainder as appropriate to determine the next month/year. Then we attempt to create new mktime, and if the resulting mktime's month is not as expected, reduce the mday by 1 until resulting month is correct. This fixes monthly intervals for end-of-month days. Test via monthly/quarterly deltas, and also includes leapyear calculation.
Reports: Date-grouping must allow indenting.
Indenting checkbox was erroneously disabled when: sortkey = date, date-subtotal = not 'none.
Reports: Table display
It is intuitive that if the user wishes to show the subtotal-table, and hide the transactions, then both the main (hidden) transactions and subtotals must be hidden as well.
Reports: Update US Income Tax information for 2018.
Scheme Deprecations:
account-assoc
account-hash
account-hashtable-ref
account-hashtable-set!
account-in-alist
account-in-list-pred
account-in-list?
account-same?
gnc-commodity-collector-commodity-count
gnc-commodity-collector-contains-commodity?
gnc:commodity-collectorlist-get-merged
gnc:exchange-by-pricedb-helper
gnc:exhange-by-pricevalue-helper
gnc:get-commoditylist-inst-prices
gnc:hook-run-danglers
gnc:make-drcr-collector
gnc:make-stats-collector
gnc:report-template-menu-name/name
gnc:report-template-name-to-id
gnc:report-template-new-options/name
gnc:report-template-renderer/name
gnc:restore-report
gnc:save-options
split-assoc
split-hash
split-hashtable-ref
split-hashtable-set!
split-in-list?
split-same?
Scheme: Replace account and split utility functions with SRFI-1 functions.
Scheme: Testing (create-transaction) adds price trading commodities/currency this will modify a test which was calibrated to record purchase price only. fix transaction creation to add prices for both purchase and sales, and also fix test which was assuming no sale price was bring recorded.
Scheme: Testing (env-create-multisplit-transaction) This is the general case for any transaction creation. Rewrite other transaction creation routines to use it. All tests still work unchanged, which confirms this function works well. This will allow tests to create multisplit transactions, of an arbitrary number of splits. If the list-of-split's values are not balanced (i.e. total 0), the engine will create an Imbalance-CUR split.
The motivation is to allow creation of complex multisplit multicommodity transactions eg USD50 + GBP20 (USD25) = EUR66 (USD75) as well as their prices GBP/USD = 25/20 and EUR/USD = 75/66.
* USD -50
* USD -25 = GBP -20
* USD +75 = EUR +66
This will be useful in creating tests for stock-based reports, whereby stock sales need splits in STOCK/ASSET/INCOME accounts.
Scheme: Redesign gnc:account-get-balances-at-dates, replacing the ignore-closing? parameter with a split->amount function parameter having a default value of xaccSplitgetAmount. (split->amount split) should return the amount of the split or #f; in the latter case the split is skipped. This allows for a more general account balance list accumulator with novel balance strategies. For example a split->amount function could test void status and return xaccSplitVoidForerAmount on void splits; test description/memo for some content and vary the returned amount accoridingly; or test the split and return 1 or 0 creating a counter. To recreate the ignore-closing use case pass (lambda (s) (and not (xaccTransGetIsClosingTxn (xaccSplitGetParent s))) (xaccSplitGetAcmount s)))
Scheme: Replace some option names. Automatically convert usage of the old names and issue a warning.
Updated Translations: Arabic, Croatian (New!), Farsi, French, German, Spanis, Ukrainian
Updated Account Templates: Belgium (French) (New!), Frsnce, Croatia (New!), Germany. Switzerland (French)
3.52.0
Deprecate GrantedPaymentInstrumentUpdate and add GrantorUpdatedGrantedPaymentMethod and RecipientUpdatedGrantedPaymentMethod
Add account_type support for transaction sale, verification, and payment_method create/update
* 3.1.2 (2019-02-05)
- Increase maximum length for regex from 255 to 4095 (bug #981)
- Initialize periods from from/since clause rather than earliest
transaction date (bug #1159)
- Check balance assertions against the amount after the posting (bug #1147)
- Allow balance assertions with multiple posts to same account (bug #1187)
- Fix period duration of "every X days" and similar statements (bug #370)
- Make option --force-color not require --color anymore (bug #1109)
- Add quoted_rfc4180 to allow CVS output with RFC 4180 compliant quoting.
- Add support for --prepend-format in accounts command
- Fix handling of edge cases in trim function (bug #520)
- Fix auto xact posts not getting applied to account total during
journal parse (bug #552)
- Transfer null_post flags to generated postings
- Fix segfault when using --market with --group-by
- Use amount_width variable for budget report
- Keep pending items in budgets until the last day they apply
- Fix bug where .total used in value expressions breaks totals
- Make automated transactions work with assertions (bug #1127)
- Improve parsing of date tokens (bug #1626)
- Don't attempt to invert a value if it's already zero (bug #1703)
- Do not parse user-specified init-file twice
- Fix parsing issue of effective dates (bug #1722, TALOS-2017-0303,
CVE-2017-2807)
- Fix use-after-free issue with deferred postings (bug #1723, TALOS-2017-0304,
CVE-2017-2808)
- Fix possible stack overflow in option parsing routine (bug #1222,
CVE-2017-12481)
- Fix possible stack overflow in date parsing routine (bug #1224,
CVE-2017-12482)
- Fix use-after-free when using --gain (bug #541)
- Python: Removed double quotes from Unicode values.
- Python: Ensure that parse errors produce useful RuntimeErrors
- Python: Expose journal expand_aliases
- Python: Expose journal_t::register_account
- Improve bash completion
- Emacs Lisp files have been moved to https://github.com/ledger/ledger-mode
- Fix build under MSYS (32-bit).
- Fix build under Cygwin.
- Various documentation improvements
From the release notes for version 0.16.2:
Wallet
* #13622 c04a4a5 Remove mapRequest tracking that just effects Qt display. (TheBlueMatt)
* #12905 cfc6f74 [rpcwallet] Clamp walletpassphrase value at 100M seconds (sdaftuar)
* #13437 ed82e71 wallet: Erase wtxOrderd wtx pointer on removeprunedfunds (MarcoFalke)
RPC and other APIs
* #13451 cbd2f70 rpc: expose CBlockIndex::nTx in getblock(header) (instagibbs)
* #13507 f7401c8 RPC: Fix parameter count check for importpubkey (kristapsk)
* #13452 6b9dc8c rpc: have verifytxoutproof check the number of txns in proof structure (instagibbs)
* #12837 bf1f150 rpc: fix type mistmatch in listreceivedbyaddress (joemphilips)
* #12743 657dfc5 Fix csBestBlock/cvBlockChange waiting in rpc/mining (sipa)
GUI
* #12432 f78e7f6 [qt] send: Clear All also resets coin control options (Sjors)
* #12617 21dd512 gui: Show messages as text not html (laanwj)
* #12793 cf6feb7 qt: Avoid reseting on resetguisettigs=0 (MarcoFalke)
Build system
* #13544 9fd3e00 depends: Update Qt download url (fanquake)
* #12573 88d1a64 Fix compilation when compiler do not support __builtin_clz* (532479301)
Tests and QA
* #13061 170b309 Make tests pass after 2020 (bmwiedemann)
* #13192 79c4fff [tests] Fixed intermittent failure in p2p_sendheaders.py (lmanners)
* #13300 d9c5630 qa: Initialize lockstack to prevent null pointer deref (MarcoFalke)
* #13545 e15e3a9 tests: Fix test case streams_serializedata_xor Remove Boost dependency. (practicalswift)
* #13304 cbdabef qa: Fix wallet_listreceivedby race (MarcoFalke)
Miscellaneous
* #12887 2291774 Add newlines to end of log messages (jnewbery)
* #12859 18b0c69 Bugfix: Include for std::unique_ptr (luke-jr)
* #13131 ce8aa54 Add Windows shutdown handler (ken2812221)
* #13652 20461fc rpc: Fix that CWallet::AbandonTransaction would leave the grandchildren, etc. active (Empact)
From the release notes for version 0.16.3:
Consensus
* #14249 696b936 Fix crash bug with duplicate inputs within a transaction (TheBlueMatt, sdaftuar)
RPC and other APIs
* #13547 212ef1f Make signrawtransaction* give an error when amount is needed but missing (ajtowns)
Miscellaneous
* #13655 1cdbea7 bitcoinconsensus: invalid flags error should be set to bitcoinconsensus_err (afk11)
Documentation
* #1384411b9dbb correct the help output for -prune (hebasto)
This also fixes a denial-of-service vulnerability (CVE-2018-17144). It is
exploitable by miners and has been discovered in Bitcoin Core versions 0.14.0
up to 0.16.2. It is recommended to upgrade any of the vulnerable versions to
0.16.3 as soon as possible.
XXX pull-up (security fix)
3.51.0
Add Hiper card type support
Add Hipercard card type support
Add bin to PaymentMethodNonceDetails
Clarify support for Python versions 3.6.x and 3.7.x
Add Error indicating pdf uploads too long for dispute evidence.
Add GrantedPaymentMethodRevoked webhook response objects
2.18.0:
* Add configurable telemetry to gather information on client-side request latency
2.17.0:
* Add support for Checkout sessions
2.16.0:
* Add support for account links
2.15.0:
* Add support for providing custom CA certificate bundle
2.14.0:
* Add support for Review for Radar
2.13.0:
* Add support for ValueList and ValueListItem for Radar
2.12.1:
* Make StripeResponse a new-style class
2.12.0:
* Add new API endpoints for the Invoice resource.
2.11.1:
* Bump minimum requests version to 2.20.0 (for [CVE-2018-18074](https://nvd.nist.gov/vuln/detail/CVE-2018-18074))
2.11.0:
* Add support for the Person resource
* Add support for the WebhookEndpoint resource
2.10.1:
* Correct behavior of stripe.max_network_retries if it's reset after initial use
2.10.0:
* Add support for Stripe Terminal
2.9.0:
* Rename FileUpload to File
2.8.1:
* Don't URL-encode square brackets
* Integer-index encode all arrays
2.8.0:
* Add support for automatic network retries
2.7.0:
* Add support for reporting resources
2.6.0:
* Add support for usage record summaries
2.5.0:
* Remove unsupported Bitcoin endpoints (this is technically a breaking change, but we're releasing as a minor version because none of these APIs were usable anyway)
2.4.0:
* Add cancel support for topups
* Add support for file links
2.3.0:
* Add support for Sigma scheduled query run objects
2.2.0:
* Add support for Stripe Issuing
2.1.0:
* Add InvoiceLineItem class
2.0.3:
* Internal improvements to ApiResource.class_url
2.0.2:
* Avoid duplicate dependency on requests with Python 2.7
2.0.1:
* Fix setup.py
2.0.0:
Major version release. List of backwards incompatible changes to watch out for:
* The minimum Python versions are now 2.7 / 3.4. If you're using Python 2.6 or 3.3, consider upgrading to a more recent version.
* Stripe exception classes should now be accessed via stripe.error rather than just stripe
* Some older deprecated methods have been removed
* Trying to detach an unattached source will now raise a stripe.error.InvalidRequestError exception instead of a NotImplementedError exception
Pull requests included in this release:
* Drop support for Python 2.6 and 3.3
* Use py.test for tests
* Remove deprecated code
* Remove util.json and use json module directly everywhere
* Update setup.py and test flow
* Use pipenv
* Change exception when detaching unattached sources from NotImplementedError to stripe.error.InvalidRequestError
3.4 - 30 December 2018
o Convert help documents to use XInclude instead of SYSTEM entities
o Convert Guide and its translations to use XInclude instead of
SYSTEM entities
o Drop old DocBook xsl 1.75.2 stylesheet
o Base gnucash custom style sheet on DocBook xsl 1.79.2
o Add DocBook xsl v1.79.2
o Extract common entity declarations into a custom DTD
This custom DTD is based on the DocBook V4.5 DTD and is intended
to be used by all our documentation xml files.
o Update to DocBook XML spec 4.5
3.4 - 30 December 2018
The following bugs have been fixed:
Bug 498072 - GnuCash show taxes on invoice when individual taxes is
not checked
Bug 760825 - On duplicating a bill, the entry dates should be set to
the bill date, not to the current date - followup:
Use neutral time on entry post dates instead of canonical time
Bug 767772 - Associated file with transaction is lost when moving entry
between accounts
Bug 775580 - Inaccurate information provided for "Common Accounts" when
using "New Account Hierarchy Setup"
Bug 779565 - Treeview header combos do not work at first load
Bug 788332 - Last Reconcile Date column sorts by day of month not date
Bug 789674 - Close Book tool regression
Bug 793156 - Incorrect date sort order in Generic import matcher window
Bug 795080 - Some dates reset to 01/01/1970
Bug 795237 - Update of "wohnungsw" template
Bug 795425 - Version 2018 of german account template SKR49
Bug 796772 - Receivable Ageing Report invalid URL for Totals column
Bug 796806 - Crash after OFX import if line item dragged
Bug 796842 - Add new employee window may not fit on screen
Bug 796849 - Load another QIF file causes "that file already loaded" dialog
Bug 796875 - Unable to use arrow keys to advance past pre-filled text
in register
Bug 796878 - test-qofsession fails on x86_32.
Bug 796883 - Register text oddities
HOME and END need to be treated like right and left arrow
keys.
Bug 796886 - OFX Import does not show source account in the transaction
matching window
Bug 796887 - Remove account slot key color if there is no valid color
Bug 796893 - invoice.GetDatePosted() and other date related functions
returns strange values for uninitalised dates.
Bug 796896 - Button to complete an export not intuitively placed or
discoverable
Bug 796903 - Crash when searching invoice by Invoice Owner
Bug 796914 - Customer Summary is giving error
Bug 796915 - Update Account colour background
Bug 796940 - Invalid transaction date-posted KVP causes date-posted to
not be saved.
Bug 796944 - Tab navigation From Company Address field in New Book Options
Bug 796945 - Search Search Criteria window does not scroll when added
criteria exceed a certain amount
Bug 796948 - Scheduled Transactions Entered Since Last Run Are not Visible
Bug 796949 - Incorrect conversion of 0,01 USD to EUR
Bug 796960 - Incorrect amount sort order in Generic import matcher window
Bug 796961 - Can't overwrite existing MYSQL database, V3.3.
Bug 796967 - gnclock table not removed when using PostgreSQL.
Bug 796978 - Deleting a split of same account as register cancels the
transaction without warning
Bug 796981 - Gnucash crashes with critical error when selecting another
file
Bug 796982 - Import Bills & Invoices: change in un_escape() routine
causes description and notes fields to be mangled.
Bug 796988 - Untranslated string in CSV transaction importer
Bug 796989 - some date/time does not honor user locale
Bug 796994 - Unable to generate Tax Report because of pricedb error
Other repairs or enhancements not marked as bugs:
Set up filepath utils to determine the GNC_CONFIG_HOME in the same way
as GNC_DATA_HOME
Until now GNC_CONFIG_HOME was more or less hard-coded. Now it can be
set via environment variable GNC_CONFIG_HOME. In addition it will
automatically be created to avoid potential user confusion.
Redesign gnc-uri-utils
gnc_uri_get_components will now return NULL as protocol if the input
is a normal file system path instead of a uri (it used to
return 'file')
gnc_uri_get_protocol will now return NULL if the input is a normal
file system path instead of a uri (it used to return 'file')
gnc_uri_is_file_protocol now returns FALSE if protocol is NULL
(it used to return TRUE)
gnc_uri_is_file_uri now returns FALSE if input is a normal file
system path instead of a uri (it used to return TRUE)
a new function gnc_uri_targets_local_fs will return TRUE only if
its input is either a file uri or a normal file system path.
This function is now mostly used instead of
gnc_uri_is_file_uri in the current code base
a new function gnc_uri_is_uri is added to check whether its input
is a valid uri (has protocol, path and hostname for non-file
uris)
refer to 'scheme' instead of 'protocol' as that's the more formal
term used in uris
This involves renaming 3 functions:
gnc_uri_get_protocol -> gnc_uri_get_scheme
gnc_uri_is_known_protocol -> gnc_uri_is_known_scheme
gnc_uri_is_file_protocol -> gnc_uri_is_file_scheme
The *_protocol variants are marked as deprecated.
Additionally a number of local variables have been renamed from
protocol to scheme to support this change.
Show warnings for deprecated declarations
We're about to announce our own set of deprecated functions in
libgnucash. That would be pretty pointless if we also would silence
all deprecation warnings at the same time...
More report code-cleanup by Chris Lam, including deprecating the
following functions:
gnc:account-get-balance-at-date
gnc:account-get-total-flow
gnc-commodity-numeric-string
gnc-commodity-value->string
gnc:double-col
gnc:options-add-include-subaccounts
gnc:options-add-group-accounts
gnc:options-add-currency-selection
The following modules are deprecated:
report-system/collectors
report-system/report-collectors
Invoice: Remove H1 title and superflous option.
Printing the title twice is silly, so remove the option and the
H1 display of the title. Note that the remaining title is in a
div named "invoice-title" so it can be styled with CSS as the user
pleases from the Report Options Layout tab.
The preference, use formal accounting labels does not update the header
With a register open and you change preference 'use formal
accounting labels' it does not update the register header so add
a call back for the preference.
Make the grid lines of totals Budget tree view track the preferences
Make the grid lines of the totals tree view track the preferences
to match the account tree view above it.
Add routine to fix Account Color being set to "Not Set"
Previously the account color slot has been populated with
"Not Set" when any field for the account has been edited and
saved. This routine should run once and remove all such entries.
Performance fix in dom_chars_handler: use g_strndup instead of g_strdup
In the appdata/metadata file, rename the ID from org.gnucash.Gnucash
to org.gnucash.GnuCash to match flathub, and add a launchable ID
to link it to the desktop file.
Added double-click-on-file for the CSV transaction, price, and account
importers and exporters.
Cleaned up a variety of issues reported by the clang static analyzer.
Allow the text options widget to use all remaining space
The text option widget used for report options has only about 3
lines visible currently and will not use any available space in
the dialogue. Change the packing for this widget to expand and
fill the remaining dialogue space. If there are more than one text
option widget on a page then the available space will be shared
equally.
Add short_labels for a few toolbar buttons with long names. That should
fit a few more buttons on the toolbar.
Update iso-4217-currencies.xml, adddding VES - Bolivar Soberano, minor
updates of other VE currencies.
Python 3 bindings fixes and improvements from Christoph Holterman and
Sumit Bhardwaj.
3.50.0
Add fraud_service_provider field to risk_data
Add authorization_expires_at to Transaction
Remove invalid transaction tests
Allow PayPal payment ID and payer ID to be passed during transaction create
Add travel_flight support to industry-specific data
Add processor_response_type to Transaction, AuthorizationAdjustment, and CreditCardVerification.
