Changelog

All notable changes to this project will be documented in this file. Dates are displayed in UTC.

Generated by auto-changelog.

v0.11.0

20 June 2021

  • Removed actuarial tools from repo and moved to long_duration_mdk. ac212b1

  • Removed parallel backends from repo for their own seperate repos. 6f8a76b

  • Update to pypoetry.toml file to remove numpydoc and update pydata-sphinx-theme. df8144f

  • Removed module doc_tools from repository. b9c5cdf

  • Update to poetry docs and installation instructions. 795cfc7

  • Refactoring of testing. 02de64c

  • Additional update to assumption registry. b18d57b

  • Updated poetry lock file. 211285d

  • Update to poetry lock file. 8c16104

  • Updated how the docstring is generated for models and fixed any associated test. 521996f

  • Added assumption and scenario registry functionality. 7406190

  • Updated poetry lock file and removed Assumption from API because doc is set to property. bd1380c

  • Update to pyproject.toml dependency libraries. 4fb485b

  • Removed actuarial series tutorial. b68f6a5

  • Refactored to and from xlsx to use only a mapping for an entry id. e7e2968

  • Update to replace numpydoc docstrings with standard docstrings. 140f7f3

  • Update to pre-commit and fixes. f7e7fb3

  • Updates to assumption registry. 6ec3449

  • Pandas series are now wide vs indented and long. f05a6fd

  • Update to to_json to make list ouptut wide. df04bb9

  • Addition of log-linear as interpolation calculation. 7271b22

  • Added utility to get_kws based on an object. 72b8b90

  • Updated to v0.11.0. 3d7a2c2

  • Release 0.10.0. 604abef

  • Fix to assumption registry tests. 99f52d0

  • Updated poetry.lock file. 529288e

  • Renamed master branch to main. 089f186

  • Update to docs with removal of doc_tools. 0e445b2

  • Add run_date_time to factories module. 7cc8684

  • Added signature as property of MappedModel and Foreach Jig. 4722064

  • Updated changelog. 03ecc00

  • Added signature as property of MappedModel and Foreach Jig. 0afecbc

  • Added Assumption to api docs. 661b0bf

  • Fix to handle 0 len list with percent correct info. 4f8c19f

  • Added python 3.9 to tests action. 17f80f6

  • Added macOS-latest back into test CI. e095812

  • Trigger github action. 572d207

  • Trigger github action. 890b169

v0.10.0

26 February 2021

  • Added subpackage actuarial_tools. 20f7b40

  • Updated poetry lock file and bumped relase. bfcd5a6

  • Changed name prefix to only be calc_ and added interpolation calc. 08b6cd3

  • Removed .gitattributes file, fixed links for pyproject.toml, updated README.md badges, and renamed workflows. f237f28

  • Moved model_tools to actuarial_tools. 456f09a

  • Added generated audit files to gitignore. 7a1deee

  • Documentation updates for calculations. 838bf83

  • Refactored format widths. 2be562b

  • Updated kernel and for docs and gh-pages. 215b3c1

  • Change calc_discount adjustment to t_adj and fixed error for nlp within calc_pvfnb. d03133f

  • Fix links in readme and update license span. 04703de

  • Updated adjustment to t_adj for calc_discount. d606609

  • Allowed the instantiation tab to expand column widths and exclude column c of step worksheets from autoformatting. b1bf413

  • Fix to audit files in docs. 4bf0cfb

v0.10.0-rc.1

7 February 2021

  • Move to poetry for packaging. 4627961

  • Initial work on conversion to scm. b0c7cc6

  • Build out of Foreach models and test under parallel_tools. 6f5fd9d

  • Refactoring of models moduls and removal of standalone attributes module. ddc0a8f

  • Added data dictionary object. 325cb99

  • Updates for release canidate. 1038af3

  • Refactored attributes types to be an Enum and validators being passed through validators kw. 3b2617f

  • Changes due to using isort in pre-commit config. 29b9764

  • Added additional dtypes to data dictionary and fixed test. e300720

  • Created io directory to hold modules related to reading and writing files. f69594f

  • Commented out ray due to issues installing. beaa63f

  • Bulk updates from refactoring. 2cedfc1

  • Bumped release version of release canidate. 4983d46

  • Refactored WrappedModel to wrap model the first time the model is called. ace9d4b

  • Update to api.rst and conf.py with parallel_tool changes. 2f14e08

  • Refactoring of test directory. 783a357

  • Move to poetry for github actions. d2efc69

  • Refactoring of jigs and parallel tools. 106d0a5

  • Updated release for action. 6c1cdc6

  • Temp changes. d094a35

  • Renamed ForeachModel to ForeachJig. e04695d

  • Specified types for data dictionary and added create docs. 871fbe8

  • Added json output capabilties for ErrorCatch. 8ef8c38

  • Change of iterator_keys to mapped_keys for mapped model. 62a553c

  • Removed readthedocs.yml and manifest files. 8a32f78

  • Specify int64 for test. 33c000b

  • Started separate exceptions module. 00ebaaf

  • Refactoring of message for comparing files. 0964036

  • Refactored to_json for ErrorCatch and added capabilties for to_xlsx. 692e604

  • Removed conda config. efcdce0

  • Added once to utils. bf7bb50

  • Refactored ErrorCatch to_json and added another test. e88abbe

  • Renamed create_audit_file to create_footings_file. b133ec6

  • Specified types for data_dictionary. 55d4bfb

  • Update to html output for doctools test. 509b8f4

  • Signature is created when auditing the model and is not longer placed under signature when model is created. 7a1b60c

  • fixed error if column not present in df. 5440e7d

  • Set error_stacktrace to [] given it was generating dynamic content based on line number. 8a78452

  • Moved exceptions to standalone file. 28ee3c1

  • Removed dynamic versioning. ae9e124

  • Added dynamic versioning. 5d601b5

  • Update of import from footings to footings.model. 11b2584

  • Updates to main ci. 79f0edb

  • Moved parallel backend create_*_foreach_model out of init and added ray to environment-dev for testing. d78d31a

  • Removed setting meta to Factory for callables and refactored run_date_time to be Factory. 0c250c8

  • Added install of package within action. 899d490

  • With dynamic versioning. 855811c

  • Update to pre-commit config. ae3094e

  • Added python version and footings pypi version badges. 5d6a516

  • Fixes to get pass on windows. c278bee

  • Refactored equal_to validator repr. 8d6697e

  • Added platform specific logic for types. f6e1174

  • Added flake8 config. fc9cdad

  • Applied black. f802669

  • Made install from python3 and put limits on cytools dependency. a14ef0a

  • Split out of test_tools to be testing. e935968

  • Removed test for complex256. ea58bf4

  • Attempt to fix issue for mac 955c861

  • Made attrs>=20.0.0 in environment files. 8840a73

  • Updated ci to both push and pull request for dev and master. 0b6a2e7

  • Removed cytoolz and made ray ~1.1 7f75ce2

  • Ignore generated docs in docs. 424e712

  • Added exclude section to flake8. 60989a1

v0.9.1

1 January 2021

  • Update to v0.9.0 #145

  • Bulk changes and improvements for loading footings file and asserting equal. 614b525

  • Refactored test and load files to be more specific to xlsx and json files. 16cb836

  • Refactored compare_values when testing files and added unit test. 534f943

  • Refactored audit to return AuditContainer vs dict. b5cc8a8

  • Removed need for model to have steps and return attribute and pushed checks to when running the model. Also, updated test. 4fc79ab

  • Updated use and impacts logic internal to steps and added more test. 2644463

  • Add logic to model that handles models that inherit from a parent model. afe61d6

  • Updated changelog. c4bcd4c

  • In documentation for steps the name is used as opposed to the method name. dc53c26

  • Reconfigured error message and removed header on audit file. be1905e

  • Removed last / from mapping on json load files. 274a0c7

  • Added some missing model_tools to the docs. b7f0cb1

v0.9.0

18 December 2020

  • Updates to intro series tutorial. 9e72a90

  • Bulk updates with refactoring of the Step object and audit process. 9463deb

  • Added json audit file type and other bulk updates to loading and comparing files. 52ee207

  • Renamed Placeholder to Intermediate, Asset to Return, and Modifier to Sensitivity. 8beebcd

  • First pass tutorials using actuarial example. 22b94dc

  • Added frame_add_exposure, frame_add_weights, and frame_filter as model_tools. bed5728

  • Bulk update for intro series. 9619384

  • Changed functions define_* to def_*. fdffeb5

  • Additional updates to frame. Established durations should be [start_duration, end_duration) for inclusion. 731085e

  • Made file optional argument when calling audit to enable return native python audit dictonary. 1159ebc

  • Added dispatch_function tutorial. db5b693

  • Add document on principles. 360b761

  • Removed need to have Footing has parent class of model. c09f1f2

  • Name changes to audit file. b5f9591

  • Moving some .rst file to .md. 5598a66

  • Update to changelog. 3d468cf

  • Added footings_attribute_map as attribute under model to be used. 1ed1479

  • Refactored api.rst. 4c86160

  • Updated api to be based on new format and added new model_tools to the api. 698a85e

  • Removed core as a subpackage and made it a top level module. f6331b6

  • Moved coverage to standalone job which runs after tests. 5070b11

  • Added coverage to noxfile to be used in CI. d726549

  • Update nox file to have separate test session for ci. 3531b11

  • Moved conf.py to use the pydata_sphinx_theme and myst_nb. 39e6894

  • Updates to noxfile, ci, and dev environment. 038ca5f

  • Update to changelog. 292ff9c

  • Switched miniconda action soruce in CI. 388022e

  • Added coverage analysis to CI pipeline. 2ed0d72

  • Added setup python step prior to miniconda in CI. 8609a9c

  • Tweekt to CI for coverage upload. 80d76bf

  • Removed non used Audit configs. df30cf3

  • Added tutorials to documentation. 049db84

  • Made bash default shell for coverage job. 9950cd9

  • Tweek to ci. 5c59392

  • Add run to modify env. bcb18bf

  • Use pipx to install nox. 2110d24

  • Run activate conda env in separate step. 940ae84

  • Modify env variable if windows. 63238e8

  • Updated dev environment to use myst-nb and pydata-sphinx-theme. 3181832

  • Removed message on that is no longer needed. 4cbd144

  • Added numpy as required dependnecy. c18851b

  • Added docs/jupyter_execute to gitignore and directory removal when using noxfile. c9871a7

  • Tweek to CI. cd4b6e1

  • Added env variable for conda. 37ede8c

  • Added auto-activate-base to false in miniconda CI. 2f20a3f

  • Added bash as default shell. a10405a

  • Changed attribute lookup to use dict..keys() vs dir() to preserve ordering of attribute assignment. ba1dcbc

  • Added codecov badge to readme. 76b8f0a

  • uninstall numpy for windows. a28ddf7

  • Add run to modify env. d6bb958

v0.8.2

14 November 2020

  • Updated readme badge link. #134

  • Dev merge for v0.8.0 #133

  • Updated github actions. 322543e

v0.8.1

14 November 2020

  • Updated readme badge link. e9ae749

v0.8.0

13 November 2020

  • Added make_foreach_model and convert_to_recrods under model_tools. 9a8dcd3

  • Removed changelog.md 19a1214

  • Refactored sub packages to be doc_tools, test_tools, and model_tools. d9de48c

  • Expanded fields in footings xlsx log to include source, mapping, end_point, and column_name. f5bc923

  • Updated footings.tools in user guide to be footings.model_tools. 0e0c35a

  • Added source to output for audit xlsx file. 44e75ad

  • Updated changelog. eb5f54c

  • Modified ordering of parameters and now run to_step returns self. cdb44dd

  • Updated build-n-publish to be triggered only on tag push. 0f0e16e

  • Updated ordering of attributes. 775e242

  • Changes doc_tools test of generated rst to strip new lines on spaces. 4dca72a

  • Added if success status is success in order to publish to pypi. 2fb5084

  • Added test of hasattr str when writing to xlsx. cec4d7f

  • Updated conf.py to use doc_tools and not doctools. 7ecbb73

  • Added if success status is success in order to publish to pypi. 0a7326d

  • Added dask to environment. a7c3614

v0.7.0

15 October 2020

  • Removed .ipynb from .gitignore so user_guide.ipynb file could flow through to documentation. 34629fc

  • Refactored testing of html file produced by footins.doctools. c2c4815

  • Added dev branch to ci action and loosened tag criteria for build action. 87d4eec

  • Added ipython to environement file, fixed conf and api files, as well as added more documentation to init files. afc6dd8

  • Added workflow action on master branch to publish to pypi. 38bbe51

  • Added github action to publish package to test.pypi and pypi. 18d10dc

  • Fix to test to use environments-dev as opposed to test given reliance on sphinx and a few other items. d571dc8

  • Added sphinx extensions to extras in setup.cfg and updated README.md. 66810f1

  • Update to test suite for github actions. 7feab66

  • Removed environment-test.yml file as the dev file is being used for testing. 38dacab

  • Update to noxfile. 44aef17

  • Change to readthedocs.yml file. 0f4f682

  • Change to readthedocs.yml file. 388d48a

  • Add missing $ sign. 2319207

  • Fixes to address failed test. f844e12

  • Added dev branch to ci action and loosened tag criteria for build action. 23a0690

  • Update to noxfile. 81e5158

  • Added conda environemnt to readthedocs.yml. 0f236b4

  • Updates to ci.yaml file. 90668da

  • Add mathcing criteria to tags. 5509680

  • Changed test environment to use dev. a94df49

  • Removed python 3.6 from test suite. 6f6f242

  • Removal of release from tag prefix and branch from action. 05df697

  • Moved numpy to top of dev envioronment file. 5ab80e7

  • Changed tag_prefix for versioneer. be87232

  • Add mathcing criteria to tags. c478480

  • Fix repository url for test.pypi. 03bf407

  • Updated noxfile to use dev environement. a3ba0b4

  • Add missing $ sign. b9462c4

  • Changed venv from conda to None. 3b870fd

  • Added file removal when building docs. df99c7d

  • Change to readthedocs.yml file. 7aa8b08

  • Updates with major refactoring of footings framework. e000696

  • Added test for doctools. 8ccbe0d

  • Updates to documentation for new api. f3bc2dc

  • Updated tests with new assert_footings_audit_xlsx_equal. 9bfdf03

  • Some refactor updates to xlsx.py and audit.py. a025c41

  • Updated to footings/core. 68e92ca

  • Added doctools as package. 7835c9c

  • Added changelog using auto-changelog. 2014ab8

  • Additions and updates to doctools features under new api design. bedfe9a

  • Improvements to the aesthetics of generating xlsx audit files. 81e3eb4

  • Build out of load_footings_audit_xlsx and assert_footings_audit_xlsx_equal. 09c299f

  • Last updates to core footings features under new api design. b4ba7a1

  • Updates to documentation generator. 3c8a544

  • Updates to tools features under new api design. e527fbd

  • Major refactoring to test_model.py 3692df6

  • Refactor audit.py and xlsx.py and added some fixes. 81d22b3

  • Move test automations from tox to nox. b62852e

  • Fix to test to use environments-dev as opposed to test given reliance on sphinx and a few other items. 7cfc755

  • Test work to use nox. e0329ca

  • Creation of environments folder with separate environment files for dev, test, and base. 5608ebc

  • Added changelog session to nox. 5bd50bd

  • Update to manifest.in 0f9d6cb

  • Added ability to run model to specfic step. 0190a48

  • Added logic to remove the first set of indents for docstrings. 5a61776

  • Added name of paramter to error output. 50b3461

  • Added missing sphinx extensions to environment-dev.yml. 5ce0234

  • Added type to attrib and name of model as return. Both improve the use of type hints when using sphinx. 96cfeb8

  • Included new tools assert_audit_xlsx_equal and load_footings_audit_xlsx in docs. d9f91de

  • Added output_type to run audit. 260cb7c

  • Changed venv from conda to None. 7008320

  • Added version to black repo in pre-commit-config. 6a2df87

  • Fix github actions nox run tests. f4eb211

  • Fix github actions file name. bc62e18

  • Anchor numpydoc at v1.0.*. Need to research why v1.1.0 is failing. 553cec6

  • Added file to audit. 25bf5f9

  • Removed python 3.6 from classifiers. 75f6b6e

  • Added numpy to dev envioronment file. 7f507c2

  • Removed toolz from install_requires. 6173a6d

  • Removed batch from footings. 02eb17e

v0.6.0

12 July 2020

  • Changed Argument to Parameter. 59ba94e

  • Refactoring of dispatch_function and loaded_function. 0643d0a

  • Updates to test using refactored dispatch and loaded function and renamed build_model and define_parameter. 318d2c4

  • Added steps section to model docstring, refactored some code, started move to parameters vs arguments. afa8aba

  • Added custom properties for name and doc. 088ec7d

  • Updates using refactored dispatch and loaded function and renamed build_model and define_parameter. 924bc74

  • Updates to docs using refactored dispatch and loaded function and renamed build_model and define_parameter. 8ed8f0a

  • Refactored create_model_docstring and added run method to docstring. 8d1ad93

  • Moved auit to use parameters and made docstring optional in utils. b95275d

  • Updated api doc to use parameter. aa69d58

v0.5.0

28 June 2020

  • Added frame calculations to library as well as updated documentation. a5ec427

  • Updates to documenation to calculate age. a70d722

  • Added post_drop_columns to library as a helper function. 162d511

  • Made calculate age return int32 for series. 2894047

  • Renamed footings.library to footings.tools 911450f

  • Changed created model to use Parameters as opposed to Attributes. 34d4c92

  • Added ignore bare excep to flask config. 4b6c548

  • Fixed long description issue in setup.cfg. 7051881

  • Removed intended actuaries from setup.cfg. 1d2c35e

v0.4.0

22 June 2020

  • Updates to test and move to tox. 34a133b

  • Moved repo to be under src and added core and library sub modules. 28b22af

  • Added tox-gh-actions and fixed pre-commit dependency 4132e86

  • Added pytest logging to xlsx comaprison. 4667108

  • Updated to readme.md f9a2073

  • Removed _rels/.rels from xlsx comparison. 3c77f76

  • Removed xl/_rels/workbook.xml.rels from xlsx comparison. 6ae5cdc

  • Added readthedocs.yml file. b965320

  • Removed [Content_Types].xml from xml check of excel files. 8639c6b

  • Removed pypy3 from tests. afdff65

  • Added exclude to pre-commit per flask8 docs. e0190c1

  • Add xml output to logger. 586dc5f

  • Added master_doc and version lookup within conf.py b4f5e8a

  • Removed docProps/core.xml from xlsx comparison. 8295338

  • Removed [Content_Types].xml from xml check of excel files. ee1d113

  • Removal of formatting from setup.cfg. 60f23ef

  • Added additional badges to readme. 6d9c683

  • Added last comment to principles. cdfa88f

v0.3.0

15 June 2020

  • Moved to versioneer to manage versions. 6e191a9

  • Transitioned to attrs 69e08bd

  • major upgrade to ffunctions b35fd5a

  • Bulk update with new framework. 377027e

  • big change moving to futures c3fcb79

  • major update to refactoring 9ddfb78

  • Inital commit of working files fa52375

  • bulk updates 7660075

  • Start to major refactoring 02773a1

  • Bulk updates. Reworked task and starting an error file. 21521af

  • before move to dataclasses 6488950

  • Updates to pass tests 6862151

  • Added documentation. 5e33e1f

  • Major update to use object ModelTemplate 2dc29b0

  • before switch on ffunctions e4697b6

  • Added capability to parse annotations from docstring and refactored code base a113897

  • Addition of output to_xlsx using the writexlsx library. 9398d81

  • Updates and documentation for annotation sections c94cecb

  • Moved schema to footings_library. aaceb30

  • Applied black formatting 7ee521d

  • Added capabilty get_attr and get_key for dependents. 88533bc

  • to dask dataframe working version 4ecc54f

  • First pass at creating model audit capabilities. 0a2d83f

  • Additional work to function.py cb1e822

  • back to dask delayed and dataframe 03e0988

  • Added NestedFunction and TblFunction functionality to footings. ca09ebb

  • Intermediate steps 0f290b8

  • Updated pass on developing audit to xlsx framework. b41fda0

  • before change in val wrapper ea4a758

  • First pass at sphinx. 9910891

  • refactored model; a singled function is now applied to map_paritions; added meta info 94875af

  • Updates to major refactoring 917e5c9

  • Added capability to provide custom output type to model. b2aa48a

  • Major refactoring - moved ff_function to function section, removed ModelGraph, relied more on Registry, Simplified ModelTemplate 6943cbb

  • Updates to footing.py and test_footing.py. 4577272

  • Revamped testing layout for model 1a91f72

  • Updates to graph and model f33c168

  • fixes to model 7e5cd7c

  • Updates to model. d23f359

  • First attempt mkdocs. 9c8855b

  • Moved from xlsxwriter to openpyxl. 3e9a27c

  • Removed ffunction.py and associated test file. e59837f

  • Moved to using list for input and output columns 0607144

  • Updates to utils.py. 5f7569b

  • Added functionality for Dispatcher. d510d60

  • Updates to docstrings for sphinx. 4167164

  • Removed need for output_src from model. 4f977b6

  • added pre-commit-config, model test, and assumptions code and test 1ad1f78

  • Refactored to dispatch on keys. 54c7d56

  • Updates to config files as well as some fixes. f3b3255

  • interim updates to model api 5ac0c04

  • updated expand_frame 121d6b1

  • Updates to audit. 944d2f9

  • updates to model 7dbb4f5

  • reformatted test ca8989b

  • Updates to ffunction and table_schema f357284

  • ran flake8 1bac4f6

  • Utilizing a shared module for steps and footings in testings. 207bcc3

  • Initial commit 76d22d0

  • Fixed some linting errors and added pre-commit hooks. 798826f

  • table_schma first pass with test f37c483

  • Refactoring to include subpackages https://github.com/dustindall/footings-core/issues/8 9eee5dd

  • Fixes to ci.yaml and the associated failed test. b43e5f2

  • before moving attrs bd2946b

  • Added error if using a footings reserved word. d1a722a

  • Small changes to files. 947cd78

  • brought dask.delayed db2f280

  • Cleaned and prepared arguments module. 7232390

  • Added create_argument function. f95f2ac

  • Changed types to be annotations and split assumptions to be stochastic and deterministic 17a1232

  • Refactored LoadedFunction to use a list as a registry. 5696540

  • Fixed setup.py and added MANIFEST.in ed1e873

  • Cleaned and prepared model module. 0a0b4f1

  • First pass setting up github actions. d864037

  • updates to parameters and table_schema fe2681b

  • Updated LoadedFunction to not use a single callable not a list of callables. ce60b33

  • Added setup file 0a209a0

  • Removed meta from footings and footings step. b604ec9

  • First pass on readme and added requirements to manifest.in. 53d862c

  • task graph to use dispatcher. 34f4ff9

  • Moved from pylint to flask8. f7ae0d4

  • Updated model 6f4266a

  • Added ModelRunError capture. 7d56f09

  • Removal of some pylint wording. 83348c1

  • Cleaned and prepared footings module. a2e6e8e

  • Removal of meta from model. 0e9adf1

  • Added repr=False to attr classes due to issue with cloudpickle. b63d8cc

  • Test .pre-commit. 208b0fa

  • Fixed to readme.md. 7d97ef6

  • Fixed ordering of init_args to correctly show the argument name within docstring. dddc5ac

  • Updates to init.py. 2b4ce27

  • fist to test_ffunction 2c96f52

  • Reconfigured get_versions in inti.py b309248

  • Bump version: 0.1.0 → 0.1.1 b3615b8

  • updates from black 22e378e

  • Update to .gitignore e4cb703

  • Changed argument header from ‘Arguments’ to ‘Attributes’. This aligns with the numpydoc standard. bd9ec4d

  • Removed None as default value dda6906

  • Removed as_model_template 412cfe3

  • Added default parameter to default to None. 55f4c99

  • Added CI badge. c26fa90

  • Changed uses key to be under name. 8467f81

  • Added items from footings to init.py 241f31d

  • Removed zzz.py. 3f9df2a

License