Open
Conversation
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>
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
Usage: