v0.5.3 - update README.md, CHANGELOG.md

Author: codereverser

CHANGELOG.md

@@ -1,5 +1,9 @@
 # Changelog
 
+## 0.5.3 - 2021-08-21
+- support for generating csv files for capital gains in 112A format for income tax filing
+- various bug fixes
+
 ## 0.5.2 - 2021-08-11
 - fix crash while generating capital gains reports on dividend payout funds
 - rework capital gains algorithm

README.md

@@ -10,7 +10,8 @@ Parse Consolidated Account Statement (CAS) PDF files generated from CAMS/KFINTEC
 
 `casparser` also includes a command line tool with the following analysis tools
 - `summary`- print portfolio summary
-- `gains`- Print capital gains report (summary and detailed) 
+- (**BETA**) `gains` - Print capital gains report (summary and detailed)
+  - with option to generate csv files for ITR in schedule 112A format
 
 
 ## Installation
@@ -133,8 +134,10 @@ Usage: casparser [-o output_file.json|output_file.csv] [-p password] [-s] [-a] C
   -p PASSWORD                     CAS password
   -a, --include-all               Include schemes with zero valuation in the
                                   summary output
-  -g, --gains                     Generate Capital Gains Report (BETA) [Debt fund indexation not 
-                                  considered]
+  -g, --gains                     Generate Capital Gains Report (BETA)
+  --gains-112a ask|FY2020-21      Generate Capital Gains Report - 112A format for
+                                  a given financial year - Use 'ask' for a prompt 
+                                  from available options (BETA)
   --force-pdfminer                Force PDFMiner parser even if MuPDF is
                                   detected
 

casparser/cli.py

@@ -228,6 +228,10 @@ def print_gains(data, output_file_path=None, gains_112a=""):
     console.print(f"{'Current Valuation':20s}: [bold]₹{cg.current_value:,.2f}[/]")
     pnl = cg.current_value - cg.invested_amount
     console.print(f"{'Absolute PnL':20s}: [bold {get_color(pnl)}]₹{pnl:,.2f}[/]")
+    console.print(
+        "\n[bold yellow]Warning:[/] Capital gains module is in beta stage. "
+        "Please verify the generated data manually."
+    )
 
 
 def save_gains_112a(capital_gains: CapitalGainsReport, fy, output_path):

pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "casparser"
-version = "0.5.2"
+version = "0.5.3"
 description = "(Karvy/Kfintech/CAMS) Consolidated Account Statement (CAS) PDF parser"
 authors = ["Sandeep Somasekharan <[email protected]>"]
 homepage = "https://github.com/codereverser/casparser"