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Casparser

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2021.7.21

- better support for Franklin Templeton funds
- support new CAS pdf files after migration of funds from FTAMIL RTA to CAMS

2021.7.1

- add scheme type (`EQUITY`/`DEBT`) to `SchemeData`
- add nav table for looking up scheme nav for 31-Jan-2018

2021.6.1

- support for using custom isin database via `CASPARSER_ISIN_DB` environment variable.
- updated isin.db
- packaging fixes

2021.5.1

- DB updates
- Essel mutual funds have been renamed to NAVI
- Dividend options of funds renamed as IDCW

2021.4.1

- updated isin.db
- updated dependent package versions

2021.3.1

- Switch to calendar versioning
- Fix bugs with version comparison in cli update tool
- DB files are hosted in CDN for more frequent updates via CLI. [pypi releases will be limited to major changes in codebase]


Changelog

0.5.5

- bug fix with MuPDF parser

0.5.4

- bug fix in CAS summary statement parser

0.5.3

- support for generating csv files for capital gains in 112A format for income tax filing
- various bug fixes

0.5.2

- fix crash while generating capital gains reports on dividend payout funds
- rework capital gains algorithm
- add `advisor` column in transactions csv
- various bug fixes

0.5.1

- gains: PnL report
- support for migration of Franklin Templeton funds to CAMS RTA
- various bug fixes

0.5.0

- Support for calculating capital gains from detailed CAS statements
- support for parsing Tax Deducted at Source (`TDS`) transactions

0.4.8

- `REVERSAL` TransactionType to indicate reverted/rejected transactions
- convert all enums to strEnums for better readability [(35)](https://github.com/codereverser/casparser/pull/35)
- fix issue with parsing multi-line transactions

0.4.7

- Minor bug fixes in summary-statement parser.
- cli now uses [rich](http://rich.readthedocs.io/) for console output.
- Use poetry for dependency management and deployment.
- **BREAKING CHANGE**: Table output choices have been removed.
`-s/--summary` is a flag and doesn't accept any additional arguments.
- Support for folios without PAN (28).
- add support for new style dividend transactions after IDCW renaming.
- improved parser for transaction entries.

0.4.6

- New `sort_transactions` option in `casparser.read_cas_pdf` (and `--sort` flag in CLI)
to fix transactions (and balances) for schemes with non-chronological order.
- support negative balances in transactions

0.4.5

- Support for segregated portfolio transactions [ credits: [abhishekjain-qb](https://github.com/abhishekjain-qb) ]

0.4.4

- CSV output fixes
- better csv output format for summary CAS statements.
- option to output only summary information for detailed statements
(`-s fancy_grid -o output.csv`)

0.4.3

- ISIN, AMFI code mapping for schemes (**beta**)

0.4.2

- fixes unicode issues in windows
- supports negative scheme balances
- better scheme name parsing
- fixes dividend transaction parsing

0.4.1

- hotfix for parsing folios without KYC details

0.4.0

- adds support for parsing summary statements from CAMS/KARVY (**beta**)
- minor bug fixes in CSV file generation

0.3.9

- Support for classifying transactions

0.3.8

- Support for parsing folios without PAN/KYC details

0.3.7

- Support for parsing dividend transactions

0.3.6

- Support for parsing folios without advisor

0.3.5

- Support for parsing scheme's latest nav
- Replaced `texttable` with `tabulate` for more cli output formats
- Added more test cases

0.3.4

- Support for parsing scheme valuation
- Parser code refactor (transparent to user)

0.3.3

- Added `balance` to Transaction
- Added test cases with travis-ci and codecov support
- minor bug fixes while parsing kfintech cas files

0.3.2

- minor bug fixes

0.3.1

- re-release 0.3.0 : Minor bug fix

0.3.0

- **Breaking Change**: In order to preserve the order of entries, during format
conversion to other data types like json., `folios` is a list instead of dict.
- Added a second parser based on [PyMuPDF](https://github.com/pymupdf/PyMuPDF) /
[MuPDF](https://mupdf.com/) - ~15-20x faster compared to pure-python pdfminer.
- Added AMC detection (accessible via `amc` property of folio)
- CLI summary now includes the number of transactions processed.

0.2.1

- `read_cas_pdf` now supports more input types
- better cli summary output
- fixed investor info parsing where mobile numbers don't have country code
- updated dependencies

0.2.0

- removed support for python versions <3.8
- Better investor info parser

0.1.2

- Support for parsing investor info

0.1.1

- Support for parsing folios without PAN

0.1.0

- Initial release