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ci: manual bump to v1.23.0
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MadeInPierre committed Jan 15, 2024
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2 changes: 1 addition & 1 deletion docs/conf.py
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author = "Pierre Laclau"

# The full version, including alpha/beta/rc tags
release = "1.22.4"
release = "1.23.0"


# -- General configuration ---------------------------------------------------
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34 changes: 22 additions & 12 deletions examples/full_example.py
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(Optional) Custom shortcuts in variables used below to control the config quickly.
"""
short_display = FolderDisplay.EXPANDED # Display style for all short-term folders
medium_term_amount = (
20000 # Amount of money to keep for medium-term (i.e. Livrets in this config)
)
medium_term_amount = 20000 # Amount of money to keep for medium-term (i.e. Livrets in this config)
date_retirement = date(2063, 7, 1)

# Define envelopes used in the portfolio
bank_lbp = Envelope("La Banque Postale", "LBP")
bank_n26 = Envelope("N26", "N26")
bank_boursorama = Envelope("BoursoBank", "BOU")
bank_revolut = Envelope("Revolut", "REV")

pea = PEA(
"Bourse Direct", "PEA", date(2022, 7, 1), key="MR LACLAU PIERRE (Compte PEA)"
)
pea = PEA("Bourse Direct", "PEA", date(2022, 7, 1), key="MR LACLAU PIERRE (Compte PEA)")
pee = PEE(
"Natixis",
"PEE",
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av_ramify = AV("Ramify", "RAM", date(2022, 7, 1), key="Ramify AV")

per_linxea = PER("Linxea Spirit PER", "PER", date(2022, 7, 1), date_retirement)
per_prefon = PER(
"Prefon", "PRF", date(2022, 7, 1), date_retirement, key="Autres actifs"
)
per_prefon = PER("Prefon", "PRF", date(2022, 7, 1), date_retirement, key="Autres actifs")

cto_tr = Envelope("Trade Republic", "TRP", key="Trade Republic Portfolio")

at_home = Envelope("At Home", "PHY", key="Metaux precieux")

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target=TargetRange(100, 500, tolerance=100),
envelope=bank_n26,
),
Line(
"Revolut",
AssetClass.CASH,
AssetSubclass.CCP,
key="Revolut Current EUR",
target=TargetRange(100, 500, tolerance=100),
envelope=bank_revolut,
),
],
),
Folder(
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key="8804143",
envelope=av_linxea,
target=TargetMax(0),
),
Line(
"Livret Trade Republic",
AssetClass.GUARANTEED,
AssetSubclass.LIVRET_TAXED,
key="13666160",
envelope=cto_tr,
newline=True,
),
],
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],
simulation=Simulation(
events=[
Salary(
livreta, income=2300, expenses=1400, end_date=date(2024, 11, 30)
),
Salary(livreta, income=2300, expenses=1400, end_date=date(2024, 11, 30)),
Event(
AddLineAmount(livreta, 3500),
planned_date=date(2024, 4, 10),
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2 changes: 1 addition & 1 deletion finalynx/__meta__.py
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Metadata information about Finalynx. This file is used by Fynalinx and updated by the CI/CD pipeline.
"""

__version__ = "1.22.4"
__version__ = "1.23.0"

__author__ = "Pierre Laclau (MadeInPierre)"

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4 changes: 2 additions & 2 deletions pyproject.toml
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@@ -1,6 +1,6 @@
[tool.poetry]
name = "finalynx"
version = "1.22.4"
version = "1.23.0"
description = "A command line investment assistant to organize your portfolio and simulate its future to reach your life goals."
authors = ["MadeInPierre <pielaclau@gmail.com>"]
license = "GPLv3"
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[tool.commitizen]
name = "cz_conventional_commits"
version = "1.22.4"
version = "1.23.0"
tag_format = "v$version"

[tool.mypy]
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