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Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

Unreleased

Added

  • Add uv lock --check to CI/CD processes.

Changed

  • (Internal) Improve various aspects of query builder.
  • Update uv version in GitHub Actions workflows.

Removed

  • Remove Outdated GA publish workflow.

1.0.0a8 - 2026-05-10

Added

  • (Internal) New light-weight query-builder for better performance.

Changed

  • Update how migrations are applied for a more consistent database build.
  • XIRR performance improvement.
  • (Internal) Refactored project to use sqlite directly.

Removed

  • (Internal) Removed sqlalchemy.

1.0.0a7 - 2026-05-03

Added

  • Automatic database migration support.

Changed

  • (Internal) Migrate all CLI commands to use domain objects directly with cattrs instead of separate display models.
  • (Internal) Update database layer to use sqlalchemy instedd of sqlmodel.
  • Updated database table schemas.

Removed

  • (Internal) Remove Sqlmodel dependency.

1.0.0a6 - 2026-04-29

Added

  • (Internal) Add new repository function to update security properties.
  • (Internal) Add new Lot accounting service to simplify computations of investment lots and cost-basis.
  • Add new --output-file flag to redirect csv/json output to a file.

Changed

  • (Internal) Refactor Transaction, Price, and Report services into new repository pattern.
  • (Internal) Refactor Transaction, Price, and Report service tests to use a dummy repository.
  • (Internal) Restructure Account, Security, Transaction and Price models resulting in performance improvements.

1.0.0a5 - 2026-04-08

Added

  • (Internal) Add new CLI integration tests for more robust testing.
  • (Internal) Add new tests for SQLite Account & Security repositories

Changed

  • niveshpy securities add will no longer update existing securities.
  • (Internal) Refactor Account & Security into new repository pattern.
  • (Internal) Refactor Account & Security service tests to use a dummy repository.

Fixed

  • Fix breaking issue with deferred annotations on Python versions 3.11-3.13.

1.0.0a4 - 2026-04-04

Changed

  • Performance improvements across the board to reduce cold-start times.
  • (Internal) Move GitHub Actions workflows to use uv.

Fixed

  • Fix failing documentation build.

1.0.0a3 - 2026-03-26

Added

  • New holdings report.
  • New asset allocation report.
  • New --cost flag for transactions.
  • New portfolio performance report.
  • New portfolio summary report.

Changed

  • Unified decimal formatting for cleaner UX.
  • Standardized logging with level guidelines and consistent coverage across all modules.
  • Expanded test suite — added coverage for CAS parser, plugin system, CLI commands, and exception hierarchy.

Fixed

  • Text queries being grouped incorrectly.

1.0.0a2 - 2026-01-08

Added

  • Unit testing for core components.
  • Python 3.14 support.

Changed

  • Migrate to using sqlmodel/sqlalchemy with sqlite database.
  • Standardize exceptions into a proper hierarchy.
  • Simplified synchronization of prices.
  • Performance improvements for top command (niveshpy -h)
  • Updated documentation to reflect recent changes.
  • Updated dependencies.
  • Simplified deletion workflow.

Fixed

  • Bulk updates deleting all transactions irrespective of accounts.
  • Concurrency issues in bulk updates.
  • Unified error handling with clear messages.
  • Range operator not supporting one-sided open ranges in amount queries.
  • Security losing existing properties on update.

1.0.0a1 - 2025-11-09

Added

  • New CLI interface for easier use
  • New Github workflow for automated testing and coverage.
  • New classifiers to properly describe the project

Changed

  • Redesigned entire app from the group-up to focus on CLI instead.

Fixed

  • Problem with publishing assets to Github Releases
  • Documentation URL fixes

0.1.0.dev0 - 2025-05-25

Added

  • Basic project structure for Python package.
  • Ability to fetch and store latest and historical quotes.
  • Pre-built plugin: amfi (Mutual Fund)
  • Documentation

To view the latest version of this file, go to CHANGELOG.md