Finalynx

Latest version: v1.23.0

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1.14.1

Fix
* **fetch:** Skip fetched lines with no amount invested ([`05adaa1`](https://github.com/MadeInPierre/finalynx/commit/05adaa1650b77965553ab387ab5c1ca7eca1c18c))

1.14.0

Feature
* **assets:** Create asset subclass definitions & visualizations ([64](https://github.com/MadeInPierre/finalynx/issues/64)) ([`14a1d3d`](https://github.com/MadeInPierre/finalynx/commit/14a1d3d3d1923235a13f35406dbb490705a0ce58))

You can now specify an [`AssetSubclass`](https://github.com/MadeInPierre/finalynx/blob/6b11fe633283a0bc4571a469d6b89d87372323b4/finalynx/portfolio/constants.py#L48-L96) in addition to the existing [`AssetClass`](https://github.com/MadeInPierre/finalynx/blob/6b11fe633283a0bc4571a469d6b89d87372323b4/finalynx/portfolio/constants.py#L32-L45) to generate a fully detailed pie chart in the web dashboard:

<img src="https://github.com/MadeInPierre/finalynx/assets/12670280/47512b1b-c21e-4c17-bf7c-dde9ccb83032" width=400/>

To use this new feature, declare your `Line` objects by following this example:

python
Line(
"Remake Live"
AssetClass.REAL_ESTATE,
AssetSubclass.SCPI,
... other parameters
)


Optionally, you can set the asset class/subclass of a `Folder` to automatically set every children Lines.

And then launch Finalynx with the dashboard option:

bash
python your_config.py dashboard

1.13.1

Fix
* **fetch:** Fixed filter to skip malformed line ([`279abaf`](https://github.com/MadeInPierre/finalynx/commit/279abaff1526a020101ba428ab42e4a78eb442d1))

1.13.0

Feature
* **fetch:** Set folder envelope to autofill children (70 in [`87fc64b`](https://github.com/MadeInPierre/finalynx/commit/87fc64bdda556bfa386d9e5df34335f427cd262a))
* **fetch:** Fetch refactor, create FetchLine and autoset amount+currency (70 in [`7b7bd16`](https://github.com/MadeInPierre/finalynx/commit/7b7bd162f74a266718e97f69aca94888f9c8b8e8))

---
Feature 1: Refactor
Cleaned the fetching file's structure, hopefully it's now a bit better to read despite the API parsing bloat...

Feature 2: Use account names to differentiate Lines
Declare envelopes where either the `name` (used in renders and fetching) or `key` (only used in fetching) attribute must be equal to the account name declared in your Finary account:
python
av_linxea = AV("My AV", "AV ", date(2022, 7, 1), key="LINXEA Spirit 2")


Then, set your Line's envelope to use this account's key as an additional filter:
python
Line(..., key="finary_key", envelope=av_linxea)


:warning: Some Finary names and keys may change once this version is merged, sorry, you may have to update your keys...

Feature 2: Set a Folder's envelope to automatically fill its Lines
You can now also set an envelope to a Folder:

python
Folder(..., envelope=av_linxea) no need to set children!


and all fetched lines in this envelope will be automatically added to this folder.

1.12.1

Fix
* **fetch:** Ignore invalid elements from API response ([66](https://github.com/MadeInPierre/finalynx/issues/66)) ([`fcfa91a`](https://github.com/MadeInPierre/finalynx/commit/fcfa91ae4a56c6ce4bd0595cb19173f313ef3a8c)) by nmathey

1.12.0

Feature
* **fetch:** Support loans and credit accounts ([61](https://github.com/MadeInPierre/finalynx/issues/61)) ([`c51acd2`](https://github.com/MadeInPierre/finalynx/commit/c51acd2ef8eaf351797ad27677b6122a844b61b7)) by Varal7

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