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Support filter transactions by amount#148

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ranmocy wants to merge 2 commits intohammem:mainfrom
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Open

Support filter transactions by amount#148
ranmocy wants to merge 2 commits intohammem:mainfrom
ranmocy:main

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@ranmocy ranmocy commented May 18, 2025

Usage:

# Get only credit transactions
mm.get_transactions(is_credit: True)

# Get only debit transactions
mm.get_transactions(is_credit: False)

# Get whose amount is >= 4.2
mm.get_transactions(abs_amount_range: [4.2, None])

# Get whose amount is <= 4.2
mm.get_transactions(abs_amount_range: [None, 4.2])

# Get whose amount is == 4.2
mm.get_transactions(abs_amount_range: [4.2, 4.2])

# Get whose amount is between 2.1 and 4.2
mm.get_transactions(abs_amount_range: [2.1, 4.2])

keithah added a commit to keithah/monarchmoney-enhanced that referenced this pull request Sep 2, 2025
- Fix get_transactions() mutable default arguments bug (hammem#147)
- Add is_credit parameter for filtering credit/debit transactions
- Add abs_amount_range parameter for filtering by amount ranges
- Update CHANGELOG with references to original PRs

Fixes from hammem/monarchmoney repository:
- PR hammem#147: hammem#147
- PR hammem#148: hammem#148

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
keithah added a commit to keithah/monarchmoney-enhanced that referenced this pull request Sep 3, 2025
- Fix get_transactions() mutable default arguments bug (hammem#147)
- Add is_credit parameter for filtering credit/debit transactions
- Add abs_amount_range parameter for filtering by amount ranges
- Update CHANGELOG with references to original PRs

Fixes from hammem/monarchmoney repository:
- PR hammem#147: hammem#147
- PR hammem#148: hammem#148

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
keithah pushed a commit to keithah/monarchmoney-enhanced that referenced this pull request Sep 4, 2025
Integrated highly valuable features from community pull requests:

HOLDINGS MANAGEMENT (PR hammem#151):
• get_holding_by_ticker() - Find holdings by ticker symbol
• add_holding_by_ticker() - Add holdings programmatically
• remove_holding_by_ticker() - Remove holdings by ticker
• update_holding_quantity() - Update share quantities
• Complete programmatic investment portfolio management

TRANSACTION FILTERING (PR hammem#148):
• Enhanced get_transactions() with amount filtering
• is_credit parameter for income/expense filtering
• abs_amount_range for precise amount range filtering
• Support for min/max ranges and exact amounts
• Advanced transaction analysis capabilities

TRANSACTION SUMMARY CARD (PR hammem#140):
• get_transactions_summary_card() method added
• Provides UI-accurate transaction counts
• Better data consistency with Monarch web interface

CATEGORIES & MERCHANTS API (PR hammem#128):
• get_transaction_categories() - All available categories
• get_merchants() - Merchants with search & filtering
• get_merchant_details() - Detailed merchant information
• get_category_details() - Category statistics & insights
• Enhanced transaction management capabilities

ADDITIONAL ENHANCEMENTS:
• Added comprehensive PR features demo script
• Enhanced InvestmentService with 6 new methods
• Enhanced TransactionService with 7 new methods
• Full backward compatibility maintained
• All tests passing (58/58)

These community contributions significantly expand the library's
capabilities for investment management and transaction analysis.

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
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