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Debian Changelog beancounter (0.8.7)

2006

beancounter (0.8.7) unstable; urgency=low

   * Minor bugfix releases:
 
     o [BeanCounter.pm]: Also adjust close for splits in backpopulation
 
     o [contrib/beancounter.spec]: New version contributed by Doug Laidlaw
 
   * debian/control: Standards-Version: increased to 3.7.0, no changes needed

 -- Dirk Eddelbuettel <edd@debian.org>  Tue, 2 May 2006 22:04:13 -0500

beancounter (0.8.6) unstable; urgency=low

   * Minor bugfix releases:
 
     o [BeanCounter.pm]: Tolerate undef values in daily price updates
 
     o [BeanCounter.pm]: Allow host argument to be set from ~/.beancounterrc
 
     o [setup_beanconter,update_beancounter]: Make these bash scripts

 -- Dirk Eddelbuettel <edd@debian.org>  Thu, 23 Mar 2006 21:29:56 -0600

beancounter (0.8.5) unstable; urgency=low

   * Minor update and fixes thanks to a set of excellent patches
     contributed by Pieter du Preez:
 
     o [BeanCounter.pm, beancounter]: Call finish() on all DBI statement
       handles, and added some other Perl/SQL code improvement
 
     o [BeanCounter.pm, beancounter]: More undefined variable tests
 
     o [BeanCounter.pm]: Simplify and generalize DBI connection code
 
     o [BeanCounter.pm]: Improve representation of currency code mapping
 
     o [beancounter]: Correct second date in backpopulation example
 
     o [BeanCounter.pm]: Added checks for defined DBI statement handles

 -- Dirk Eddelbuettel <edd@debian.org>  Wed, 15 Mar 2006 20:54:34 -0600

beancounter (0.8.4) unstable; urgency=low

   * Minor updates and fixes:
 
     o [BeanCounter.pm] Additional check against empty currency name.
 
     o [beancounter] New command 'host' to define hostname for database
       server on command-line (as well as via ~/.beancounterrc).
 
     o [BeanCounter.pm] If hostname is equal to the default 'localhost',
       do not connect via tcp/ip to PostgreSQL or MySQL but just use
       sockets. This may help new users who are unsure how to make
       their database engines network-aware.
 
     o [beancounter] Advances/retracement display now in 79 columns.

 -- Dirk Eddelbuettel <edd@debian.org>  Sun, 19 Feb 2006 21:41:27 -0600

beancounter (0.8.3) unstable; urgency=low

   * Minor updates and fixes:
 
     o [beancounter] New command 'lspositions' for simple display
       of all positions, not aggregated.
 
     o [setup_beancounter] Volume column in stockprices table is now
       of type numeric; conversion has to be manual (i.e. dump data;
       recreate schema, reload data) as this is so tedious to code
       for all three backend. Also add SP500 index via symbol ^GSPC
       in example setup to use the volume column with data that
       exceeds the storage of a four-byte int (the previosu choice).
 
     o [BeanCounter.pm] Allow market cap in trillions as sometimes
       seen (in error) for British stocks quotes in pence.
       Thanks to Robert A. Schmied for the patch.
 
     o [BeanCounter.pm] New function DatabaseHistoricalUCBFX
       for historical FX backpopulation via the service at the Sauder
       School of UBC in Vancouver. New function GetFXDatum for a single
       FX data item.
 
     o [BeanCounter.pm] Renamed UpdateFXviaPACIFIC to UpdateFXviaUBC
 
     o [beancounter] Renamed switch --pacificfx to --ubcfx to select
       UBC for FX backpopulation and daily updates
 
     o [BeanCounter.pm] Update currency codes for Yahoo! service (e.g,
       switching CAD's symbol from ^XAD to ^XAY), but still no backpopulation
       capabilities at Yahoo!, and not entirely satisfied with UBC's service
       either.
 
     o [BeanCounter.pm, beancounter] Minor variable renaming and cleanups.
 
     o [debian/control] Standard-Version: now 3.6.2

 -- Dirk Eddelbuettel <edd@debian.org>  Wed, 18 Jan 2006 14:44:50 -0600

2005

beancounter (0.8.2) unstable; urgency=low

   * Minor update containing a few extensions and fixes
 
     o [beancounter] New command-line option --splitby  to
       split-adjust historical data
 
     o [BeanCounter.pm] Additional test adjusted-close series to
       ensure adjusted close and close series are non-zero.
 
     o [BeanCounter.pm] Correction to market-cap display for smaller stocks
 
     o [setup_beancounter] Example portfolio simplified to US-only to
       avoid continued unavailability of FX quotes at Yahoo!
 
     o [debian/copyright] Updated source URL to dirk.eddelbuettel.com
 
     o [MANIFEST] Include debian/copyright

 -- Dirk Eddelbuettel <edd@debian.org>  Sat, 24 Sep 2005 21:16:40 -0500

beancounter (0.8.1) unstable; urgency=low

   * Minor update release which adds support for SQLite3
 
     o [setup_beancounter] Updated to use sqlite3 as the new default,
       but added new option '-o $file' to create databases for the
       previous release of SQLite (which uses an incompatible format
       relative to SQLite v3.*).
 
     o [beancounter, BeanCounter.pm] Accordingly, updated such that
       SQLite is still the default (but expects a version 3.* database)
       yet allows for version 2.* databases with the newly added
       option --dbsystem=SQLite2
 
     o On the Perl side of things, we now require DBD::SQLite releases
       1.0.* or later (which match SQLite v3.*) as the default. Access
       to older SQLite databases is possible via DBD::SQLite2, the
       compatibility package.
 
     o This setup allows users to continue to use existing (v2) SQLite
       databases, as well as to continue to create them under this older
       version should they so desire --- but offers the newer and more
       featureful version 3.* of SQLite as the new default.
 
     o Beancounter users employing either PostgreSQL or MySQL are not
       affected by this in any form.
 
     o [debian/control] Depends updated accordingly

 -- Dirk Eddelbuettel <edd@debian.org>  Thu, 14 Apr 2005 22:37:41 -0500

beancounter (0.8.0) unstable; urgency=low

   * New release with the following new features:
 
     o new command-line options for beancounter:
         --commit           whether data update is written to DB,
         --equityupdate     whether equity data should be updated
         --pacificfx        whether redundant FX source should be used
       with defaults of 'yes', 'yes' and 'no', respetively
 
     o new beancounter command 'lsportfolio' to list current portfolio
 
     o new beancounter command 'deactivate' to set arguments to inactive
 
     o beancounter.spec: Updated with patch provided by R P Herrold
 
     o contrib/schnapp: Added contributed script by Mathias Weidner
 
   * Detailed changes
 
     o Several of the changes below are due to patches and/or suggestions
       by Robert A. Schmied and Mathias Weidner.
 
     o [beancounter] Checks that --date and --prevdate arguments
       are valid dates (using the Date::Manip parser)
 
     o [beancounter] Support new command-line argument and options; added
       --help info as well as perldoc documentation
 
     o [beancounter] New function lsportfolio for eponymous command
 
     o [beancounter] New function inactive_portfolio for 'deactivate'
 
     o [beancounter] Output tables slightly reformatted and aligned
 
     o [BeanCounter.pm] New functions GetUBCFXData, GetUBCFXHash,
       UpdateFXviaPacific implementing the redundant FX data sourcing
 
     o [BeanCounter.pm] Automatically reflect split-adjusted data in backpop
 
     o [BeanCounter.pm] Updated GetConfig function for new options
 
     o [BeanCounter.pm] Improved SQL logic in GetCashData function
 
     o [BeanCounter.pm] Improved GetFXData to find most current data
       before or equal to request date to deal better with non-biz days
 
     o [BeanCounter.pm] Support --commit argument to database updates
 
     o [BeanCounter.pm] Added check for data in DatabaseInfoData(); added
       function ExistsInfoSymbol to implement the lookup
 
     o [BeanCounter.pm] Added simple FX retrieval heuristic (employing the
       ISO symbol) in ScrubDailyData()
 
     o [debian/control] Also 'OR'ed Depends on libdbd-sqlite-perl and sqlite

 -- Dirk Eddelbuettel <edd@debian.org>  Mon, 21 Mar 2005 22:24:31 -0600

2004

beancounter (0.7.6) unstable; urgency=low

   *  Bug fix release
 
      - [Makefile.PL]: Added dependency on Finance::YahooQuote which should
        have been added a long time ago -- thanks, CPAN Testers!
 
      - [setup_beancounter]: Fixed path to test version of beancounter
 
      - [contrib/getDiv]: Added contributed script by Joao Antunes Costa

 -- Dirk Eddelbuettel <edd@debian.org>  Wed, 28 Jul 2004 22:42:48 -0500

beancounter (0.7.5) unstable; urgency=low

   *  Bug fix release
 
      - [beancounter]: Correct documentation of 'passwd' option for db
        connection from 'password' to 'passwd'  (Closes: #255640)
 
      - [beancounter]: Add simple command 'checkdbconnection' that exits
        with testable error code if db connection can be opened + closed
 
      - [setup_beancounter]: Make use of 'checkdbconnection' test

 -- Dirk Eddelbuettel <edd@debian.org>  Thu, 24 Jun 2004 18:23:45 -0500

beancounter (0.7.4) unstable; urgency=low

   *  Bug fix release with several contributed patches:
 
      - [BeanCounter.pm]: Added portfolio export function GetPortfolioData
        which will eventually be used by smtm and others, provided by Kevin Kim
 
      - [BeanCounter.pm]: Ensure proxy information is set, provided by Joao
        Costa
 
      - [BeanCounter.pm]: Ensure data written to stockprices table has no NAs
        good data should never be overwritten by bad data, also provided by
        Joao Costa
 
      - [beancounter]: Historical data from non-US exchanges needs to be
        retrieved in patches of 200, implemented in patch provided by
        Matthew Jurgens

 -- Dirk Eddelbuettel <edd@debian.org>  Wed, 2 Jun 2004 21:19:52 -0500

beancounter (0.7.3) unstable; urgency=low

   * Bug fix release:
 
     - [BeanCounter.pm] For backpopulation of foreign exchange data, divide
       all data with dates past Dec 30, 2003, by a factor of 100.0 to account
       for Yahoo's change from a 'dollars' to 'cents' scale.
 
     - [BeanCounter.pm] For backpopulation of prices and fx series, skip over
       the newly added html comment line Yahoo! decided to throw in there.
       Thanks to Robert A. Schmied for the heads-up on this.
 
     - [Makefile.PL] Be less restrictive and require onky DBI; as any one of
       four DBD modules could be used, it makes no sense to impose on (Pg) on
       everybody.
 
     - [debian/rules] Integrated 'perl Makefile.PL; make dist' needed for
       proper CPAN uploads into the normal 'update' from the my sources

 -- Dirk Eddelbuettel <edd@debian.org>  Sat, 3 Apr 2004 09:52:11 -0600

beancounter (0.7.2) unstable; urgency=low

   * Bug fix release:
 
     - [BeanCounter.pm:] Scale FX data retrieved after 20040226 by a factor
       of 100 to correct for Yahoo's move from dollars to cents. Initial
       patch by Phil Homewood augmented with Date_Cmp() use.
 
     - README.non-gnu: small corrections by Robert A. Schmied
 
     - t/01base.t: Added simple and relatively meaningless test at the
       repeated request of the good folks at CPAN. Beancounter really needs
       and existing database to work with which we can't assume at build
       time, so the testing potential is somewhat limited. As we load the
       module, most of the (run-time) Depends now need to be in Build-Depends.
     - debian/control: Augmented Build-Depends accordingly

 -- Dirk Eddelbuettel <edd@debian.org>  Tue, 2 Mar 2004 21:22:44 -0600

beancounter (0.7.1) unstable; urgency=low

   * Bug fix release:
 
     - [BeanCounter.pm:] Don't return from GetConfig() when no per-user
       config file is found but simply skip reading the file.

 -- Dirk Eddelbuettel <edd@debian.org>  Wed, 4 Feb 2004 22:59:57 -0600

beancounter (0.7.0) unstable; urgency=low

   * New release with the following new features:
 
     - [beancounter, BeanCounter.pm, setup_beancounter:] Added complete support
       for the SQLite database backend
 
     - [README.non-gnu:] Documentation on beancounter installation and use
       on non-GNU standard systems (with emphasis on SUN Solaris) kindly
       contributed by Robert A. Schmied
 
     - [beancounter_schema_{postgresql,mysql,sqlite}.txt:] Include text dumps
       of database schema in case database has to be created manually
 
     - [beancounter_example.txt:] Full session log from setup_beancounter
       covering database creation, example data insertion, backpopulation
       and initial example reports
 
   * Enhancements and minor bug fixes tripped up mostly by the using SQLite
 
     - [beancounter:] day_end_report() now uses explicit request for previous
       day's fx prices as opposed to the previous_close columns
 
     - [beancounter:] added support for SQLite in deletedb() and made
       system() calls trigger a warning if deletion fails
 
     - [beancounter:] added advances and retracement reports to allreports
 
     - [BeanCounter.pm:] added support for SQLite in ConnectToDb()
 
     - [BeanCounter.pm:] corrected a few 'order by' in SQL join statement
       by explicitly referring to table and symbol
 
     - [BeanCounter.pm:] normalized backpopulation and fxbackpopulation to
       insert data in %Y%m%d format in which we tend to retrieve and compare
 
     - [BeanCounter.pm:] use BeanCounter (not Beancounter) in POD docs
 
     - [README.Debian:] Updated throughout

 -- Dirk Eddelbuettel <edd@debian.org>  Mon, 26 Jan 2004 21:57:30 -0600

beancounter (0.6.5) unstable; urgency=low

   * Bug fix releases with patches from Robert A. Schmied:
 
       - [beancounter:] Render display_report a little more robust
 
       - [beancounter:] typo correction for Advancement
 
       - [BeanCounter.pm:] More explicit warning messages in ScrubDailyData
 
       - [BeanCounter.pm:] Corrected a test to ensure volume is stored
         too on backpopulation
 
       - [updates_beancounter, setup_beancounter:] Removes superfluous empty
         parantheses at the end of function defintions for ksh compatibiliy
 
   * New documentation files added just in case:
 
       - [beancounter_example.txt:] (from running 'setup_beancounter')
 
       - [beancounter_schema_postgresql.txt:] (from 'pgdump --schema-only')
 
       - [beancounter_schema_mysql.txt:] (output from 'mysqladmin --no-data')

 -- Dirk Eddelbuettel <edd@debian.org>  Thu, 22 Jan 2004 21:59:36 -0600

2003

beancounter (0.6.4) unstable; urgency=low

   * Bug fix release:
 
       - [BeanCounter.pm:] Applied patch by Thomas Walter which corrects the SQL
         logic in GetPriceData that applies to restrictions covering stocks
         appearing in multiple portfolios, which can affect the status report.
 
       - [BeanCounter.pm:] Applied another patch by Thomas Walter extending
         restrictions to other core functions, and adding debugging output
 
       - [beancounter:] Call GetCashData() later in portfolio_status()
 
       - [beancounter:] Corrected some formatting for reports

 -- Dirk Eddelbuettel <edd@debian.org>  Mon, 22 Dec 2003 19:58:53 -0600

beancounter (0.6.3) unstable; urgency=low

   * Bug fix release:
 
       - [BeanCounter.pm:] Allow six-column format for DatabaseHistoricalFXData
         to reflect a change in the Data returned by Yahoo! (Closes: 222408)
 
       - [beancounter:] Small changes to better align reports on 79 columns

 -- Dirk Eddelbuettel <edd@debian.org>  Fri, 28 Nov 2003 21:33:16 -0600

beancounter (0.6.2) unstable; urgency=low

   * Bug fix release:
 
       - [BeanCounter.pm, setup_beancounter, update_beancounter:]
         Default value of active field changed from 't' to '1'
 
       - [BeanCounter.pm:] DB Schema comparison now based on numeric value
 
       - [BeanCounter.pm:] If no FX data found, suggest --date/--prevdate option
 
       - [beancounter: Add uppercase'd symbol to portfolio
 
       - [beancounter, setup_beancounter, update_beancounter:]
         Use distinct version number for db schema comparison
 
       - [setup_beancounter, update_beancounter:]
         Use 'timestamp with time zone' for beancounter when PostgreSQL is used
 
       - [setup_beancounter:] Use $USER, not $user, for error message

 -- Dirk Eddelbuettel <edd@debian.org>  Tue, 6 May 2003 21:16:52 -0500

2002

beancounter (0.6.1) unstable; urgency=low

   * Bug fix release:
 
     - [BeanCounter.pm:] Force uppercase'ing of stock symbols prior to
       storing either daily or historical records in the database.
 
     - [debian/rules:] Include flip_symbol.sh in examples/ dir

 -- Dirk Eddelbuettel <edd@debian.org>  Mon, 30 Dec 2002 21:41:01 -0600

beancounter (0.6.0) unstable; urgency=low

   * New release with the following new features:
 
     - Switched to using Finance::YahooQuote (>= 0.18) for quote
       gathering after code we had here has been consolidated in the
       module. This may require adjusting of (numeric) stock symbols for
       which updated_beancounter attempts to test.
 
     - New command 'fxbackpopulate' to grab historical currency data from
       Yahoo!. With this added capability, portfolios with non-home country
       stocks can run reports for profit/loss or risk without having to
       built the database over time.
 
       The major bummer is that Yahoo! stores historic currency data in
       a braindead format of only two decimals so we get suboptimal
       accuracy.
 
     - Changed setup_beancounter to transform example portfolio into one
       composed of one stock each from US, CA, FR and DE. Backpopulates
       for prices and currencies and runs p/l and risk reports right
       out of the box.
 
     - Simplified quote gathering code in BeanCounter.pm; requests for all
       markets can go against the main Yahoo! server.
 
     - Applied patch by Ken Neighbors <ken@nsds.com> to use a different
       Yahoo! source URL for historic prices, correct a one-off error in
       date / month conversion and correct documentation.
 
   * Detailed changes
 
     - [beancounter:] New command (and function) 'fxbackpopulate'
 
     - pbeancounter:] Corrected small mistakes in documentation via Ken's
       patch, added documentation and examples re 'fxbackpopulate'
 
     - [BeanCounter.pm:] Ken's patch re other URL, and one-off month error
 
     - [BeanCounter.pm:] New function DatabaseHistoricalFXData
 
     - [BeanCounter.pm:] Commented out a lot of code no longer required as
       all current price data can be had from one main Yahoo! source
 
     - [BeanCounter.pm:] Ensure new rows in 'stockinfo' table are set to
       active
 
     - [BeanCounter.pm:] Use Finance::YahooQuote, delete code thus made
       redundant
 
     - [setup_beancounter:] Updated HP to HPQ (from HWP) in Dow example
 
     - [setup_beancounter:] Changed example portfolio from two US stocks to
       one each from US,CA,FR,DE, added fxbackpopulate call for CAD and EUR
 
     - [setup_beancounter:] Smartened up the use of 'last business day'
       for the example portfolio: on weekends or Monday we use 'last
       friday', on other days we use 'yesterday' and made sure all
       example reports use this date

 -- Dirk Eddelbuettel <edd@debian.org>  Sun, 29 Dec 2002 20:01:06 -0600

beancounter (0.5.1) unstable; urgency=low

   * [setup_beancounter:] Fill beancounter table with current version number
     and current date right after the table is created.
 
   * [debian/rules:] Making sure $version is updated in beancounter,
     update_beancounter and setup_beancounter

 -- Dirk Eddelbuettel <edd@debian.org>  Sun, 10 Mar 2002 19:38:57 -0600

beancounter (0.5.0) unstable; urgency=low

   * New release with the following new features:
 
     - New command 'retracement' to calculate drawdowns for the given data
       period -- these are defined as price decreases relative to the
       maximum price in the period. This can be seen as hypothetical
       unrealized losses relative to the would-coulda-shouda optimal selling
       price. Shorts are treated the other way relative to their lows.
 
     - New command 'advancement' which does the same for gains relative to lows.
 
     - Applied patch by Peter Kim <pykim@gte.net> so that 'update' now
       batches queries in round lots of one hundred symbols.
 
     - The backpopulate command is now idempotent too: it can now be run
       even if data already exists and will use either 'insert' or 'update'
       as required.
 
     - The stockinfo table has a new column 'active' allowing to flag
       inactive stocks (or e.g. expired options) with a 'false' value.
 
     - The database has a new table 'beancounter' with fields for the
       current version (to ensure code and database schema match) and
       the most recent update.
 
   * Detailed changes
 
     - [BeanCounter.pm:] Applied Peter's patch, pluse comments / indents
 
     - [BeanCounter.pm:] New function GetRetracementData
 
     - [BeanCounter.pm:] New function UpdateTimestamp
 
     - [beancounter:] New function portfolio_retracement
 
     - [BeanCounter.pm:] Rewrote DatabaseHistoricalData for idempotency
 
     - [beancounter:] Example now uses full example with purchase date / time
 
     - [BeanCounter.pm:] Rewrote SQL restriction for getting price data
 
     - Database scheme:] New field 'active' to flag inactive stocks / options
 
     - [BeanCounter.pm:] Make use of 'active' field when retrieving data
 
     - [BeanCounter.pm:] Simpliefied API for ExistsDailyData()
 
     - [setup_beancounter:] Added creation of active field in stockinfo
 
     - [update_beancounter:] Idem
 
   * debian/control: Spelling correction (Closes: #124442)
   * debian/control: Upgraded to Standards-Version 3.5.0

 -- Dirk Eddelbuettel <edd@debian.org>  Tue, 5 Mar 2002 22:06:51 -0600

2001

beancounter (0.4.0) unstable; urgency=low

   * New release with the following new features
 
     - Support for MySQL has been added: beancounter can now work with both
       PostgreSQL and MySQL, including all steps up from the database creation
 
     - The update command's SQL query has been rewritten so that all stocks
       known to beancounter are updated, yet still allows the use of the
       --restriction option to specify only subsets of the portfolio
 
     - The update command is now idempotent: it can now be run several
       times during a trading day; the initial data set will be 'insert'ed,
       following ones 'update'd (this comes at the cost of an additional query)
 
     - Better support of old, expired or delisted stocks: unparseable
       dates, as well as dates that "too old" (where the current default 5
       business days) are set to N/A; and dates which test for N/A are neither
       scrubbed nor databased during the "update" command.
 
     - Database backend and database name can now be set as parameters which
       facilitates multiple databases and backends to be used in parallel
 
     - New (boolean) option --fxupdate which defauls to 'true', hence the
       use of --nofxupdate prevents any updates to the FX database
 
     - Database scheme change in stockprices table: column names changed to
       day_open, day_close, day_change for consistency (and MySQL gripes).
       Similarly, index becomes stockindex in the indices table. Hence,
       users /upgrading from an older version/ must run update_beancounter.
 
   * Detailed changes:
 
     - [BeanCounter.pm] --verbose and --debug now passed to DBI connection
       for Warn and PrintError, respectively
 
     - [BeanCounter.pm] New configuration options dbsystem and dbname,
       defaulting to PostgreSQL and beancounter
 
     - [BeanCounter.pm] Protect name with dbh->quote for DatabaseInfoData
 
     - [BeanCounter.pm] DatabaseUpdate has new SQL query with sub-select
 
     - [BeanCounter.pm] Several small code cleanups and documentation updates
 
     - [beancounter] New command-line options --dbsystem and --dbname
 
     - [beancounter] Several updates and extensions to the pod documentation
 
     - [setup_beancounter] Now with command-line options -m, -s dbname, -s
 
     - [setup_beancounter] Parallel code for MySQL db creations added
 
     - [setup_beancounter] Added manual page as POD document within
 
     - [update_beancounter] Added code for the database table transition
 
     - [update_beancounter] Added manual page as POD document within

 -- Dirk Eddelbuettel <edd@debian.org>  Sun, 14 Oct 2001 20:57:05 -0500

beancounter (0.3.1) unstable; urgency=low

   * Bug fix release:
 
     - rewrote SQL queries using '--restriction arg' to allow for multiple
       portfolio restrictions to be imposed (BeanCounter.pm)
 
     - reflect change at Yahoo! Europe and convert quotes from ';' field
       seperator and ',' decimal point (BeanCounter.pm: GetQuote)
 
     - ensure that day_end_report is relative to previous day (beancounter)
 
     - add dbh->commit() after database updates (beancounter: add_index,
       add_portfolio; BeanCounter.pm: delete_stock)
 
   * Some other minor changes:
 
     - annualise returns if stock held > 1 year (beancounter: display_status)
 
     - make some functions more compact with selectcol_arrayref (BeanCounter.pm)
 
     - use dropdb(1) to delete database (requires PostgreSQL 7.*) (beancounter)
 
     - add warning if correlation non computable (BeanCounter.pm: GetRiskData)
 
     - add warning if date not parseable (BeanCounter: ParseDailyData)
 
     - add historica price retrieval for (US) mutual funds
       (BeanCounter.pm: GetHistoricalData)
 
    - if data inconsistent, adjust close to to previous_close plus change
       (BeanCounter: SrubDailyData)

 -- Dirk Eddelbuettel <edd@debian.org>  Mon, 13 Aug 2001 21:53:18 -0500

beancounter (0.3.0) unstable; urgency=low

   * New release with the following code changes
 
     - new command "risk" for report with value-at-risk at (VaR) percentile
       estimates, using both the standard (parametric) approach as well as
       a nonparametric quantile estimate
       "risk" also computes marginal value-at-risk (slow for large portfolios)
       "risk" requires the Statistics::Descriptive modules
 
     - new option "--forceupdate <date>" to permit overriding of a faulty
       date supplied by Yahoo! Finance (which is becoming more common)
 
     - new command "allreports" for dayend, status and risk reports all in once
 
     - added status and risk reports to jobs ran by "dailyjob" command
 
     - new ScrubDailyData routine; currently only using the "--forceupdate
       date" check on the pricing date supplied by Yahoo!
 
     - prevdate defaults to "six months ago" (better default for risk report)
 
     - "status" also shows cash holding from table `cash' (preliminary feature)
 
     - improved internal logic for argument and option checking + db connection
 
     - improved report calculations, report display and documentation
 
     - documentation corrected (command is 'delete', not 'deletestock')

 -- Dirk Eddelbuettel <edd@debian.org>  Thu, 29 Mar 2001 19:18:54 -0600

beancounter (0.2.1) unstable; urgency=low

   * Bug fix release:
 
     - setup_beancounter: change last fromdate,todate to prevate,date
 
     - setup_beancounter: use NT, not NT.TO, to avoid FX in demo
 
     - beancounter: Use psql, not destroydb or dropdb, to delete db
 
     - debian/control: Also depend on libdbd-pg-perl (Closes: #85363)

 -- Dirk Eddelbuettel <edd@debian.org>  Fri, 9 Feb 2001 22:45:54 -0600

2000

beancounter (0.2.0) unstable; urgency=low

   * New release with the following code changes
 
     - new table columns 'owner' and 'holder' for portfolio allow
       to differentiate between different accounts and users
 
     - SQL restrictions can be imposed for finer-grained analysis
 
     - new status command for portfolio return and holding overview
 
     - extrafx argument allows to specify additional currencies to
       be downloaded and stored by the 'update' command
 
     - date and prevdate default to today and yesterday
 
     - fromdate and todate options replaced by consistent use
       of prevdate and date
 
     - more documentation
 
     - data display layout changed

 -- Dirk Eddelbuettel <edd@debian.org>  Sat, 2 Dec 2000 17:27:48 -0600

beancounter (0.1.1) unstable; urgency=low

   * Bugfix release:
     - BeanCounter.pm: corrected minor typo in DatabaseInfoData
     - debian/rules: don't create beancounter.1 -- Makefile.PL does that too

 -- Dirk Eddelbuettel <edd@debian.org>  Tue, 25 Jul 2000 22:47:40 -0400

beancounter (0.1.0) unstable; urgency=low

   * Initial Debian (and upstream) release.

 -- Dirk Eddelbuettel <edd@debian.org>  Sun, 23 Jul 2000 22:14:17 -0400