Finance-Bank-SentinelBenefits-Csv401kConverter

 view release on metacpan or  search on metacpan

META.yml  view on Meta::CPAN

generated_by: 'Dist::Zilla version 6.030, CPAN::Meta::Converter version 2.150010'
license: gpl
meta-spec:
  url: http://module-build.sourceforge.net/META-spec-v1.4.html
  version: '1.4'
name: Finance-Bank-SentinelBenefits-Csv401kConverter
requires:
  DateTime: '1.59'
  DateTime::Format::Flexible: '0.34'
  Finance::QIF: '3.02'
  Modern::Perl: '1.20230106'
  Moose: '2.2203'
  Moose::Util::TypeConstraints: '2.2203'
  MooseX::StrictConstructor: '0.21'
  MooseX::Traits: '0.13'
  Parse::Method::Signatures: '1.003019'
  Scalar::Util: '1.63'
  perl: v5.20.0
resources:
  bugtracker: http://rt.cpan.org/Public/Dist/Display.html?Name=Finance-Bank-SentinelBenefits-Csv401kConverter
version: '1.3'

Makefile.PL  view on Meta::CPAN

    "ExtUtils::MakeMaker" => 0
  },
  "DISTNAME" => "Finance-Bank-SentinelBenefits-Csv401kConverter",
  "LICENSE" => "gpl",
  "MIN_PERL_VERSION" => "5.020000",
  "NAME" => "Finance::Bank::SentinelBenefits::Csv401kConverter",
  "PREREQ_PM" => {
    "DateTime" => "1.59",
    "DateTime::Format::Flexible" => "0.34",
    "Finance::QIF" => "3.02",
    "Modern::Perl" => "1.20230106",
    "Moose" => "2.2203",
    "Moose::Util::TypeConstraints" => "2.2203",
    "MooseX::StrictConstructor" => "0.21",
    "MooseX::Traits" => "0.13",
    "Parse::Method::Signatures" => "1.003019",
    "Scalar::Util" => "1.63"
  },
  "TEST_REQUIRES" => {
    "File::Temp" => "0.2311"
  },

Makefile.PL  view on Meta::CPAN

    "TESTS" => "t/*.t"
  }
);


my %FallbackPrereqs = (
  "DateTime" => "1.59",
  "DateTime::Format::Flexible" => "0.34",
  "File::Temp" => "0.2311",
  "Finance::QIF" => "3.02",
  "Modern::Perl" => "1.20230106",
  "Moose" => "2.2203",
  "Moose::Util::TypeConstraints" => "2.2203",
  "MooseX::StrictConstructor" => "0.21",
  "MooseX::Traits" => "0.13",
  "Parse::Method::Signatures" => "1.003019",
  "Scalar::Util" => "1.63"
);


unless ( eval { ExtUtils::MakeMaker->VERSION(6.63_03) } ) {

dist.ini  view on Meta::CPAN

license = GPL_3
copyright_holder = David Solimano

[@Classic]

[Bugtracker]

[MinimumPerl]

[Prereqs]
Modern::Perl = 1.20230106
Finance::QIF = 3.02
DateTime = 1.59
Moose = 2.2203
Scalar::Util = 1.63
Moose::Util::TypeConstraints = 2.2203
DateTime::Format::Flexible = 0.34
Parse::Method::Signatures = 1.003019
MooseX::Traits = 0.13
MooseX::StrictConstructor = 0.21

example.pl  view on Meta::CPAN

use Modern::Perl;
use DateTime;
use lib './lib';

use Finance::Bank::SentinelBenefits::Csv401kConverter;
use Finance::Bank::SentinelBenefits::Csv401kConverter::SymbolMap;

use Getopt::Long;

my $symbol_map_filename = '';
my $output_main = 'C:/programming/sbwpt/main.qif';

lib/Finance/Bank/SentinelBenefits/Csv401kConverter.pm  view on Meta::CPAN

package Finance::Bank::SentinelBenefits::Csv401kConverter;
$Finance::Bank::SentinelBenefits::Csv401kConverter::VERSION = '1.3';
use Modern::Perl '2015';
use feature 'signatures';

use DateTime;
use DateTime::Format::Flexible;

=head1 NAME



Finance::Bank::SentinelBenefits::Csv401kConverter - Takes a series of lines in Sentinel Benefits format and writes them out as QIF files, subject to the symbol mappings specified.

lib/Finance/Bank/SentinelBenefits/Csv401kConverter/Line.pm  view on Meta::CPAN

package Finance::Bank::SentinelBenefits::Csv401kConverter::Line;
$Finance::Bank::SentinelBenefits::Csv401kConverter::Line::VERSION = '1.3';
use Modern::Perl;

=head1 NAME



Finance::Bank::SentinelBenefits::Csv401kConverter::Line - stores
one line of data from a Sentinel Benefits spreadsheet.



lib/Finance/Bank/SentinelBenefits/Csv401kConverter/LineParser.pm  view on Meta::CPAN

package Finance::Bank::SentinelBenefits::Csv401kConverter::LineParser;
$Finance::Bank::SentinelBenefits::Csv401kConverter::LineParser::VERSION = '1.3';
use Modern::Perl;
=head1 NAME

Finance::Bank::SentinelBenefits::Csv401kConverter::LineParser - turns
CSV lines into standardized Line objects

=head1 VERSION

version 1.3

=head1 SYNOPSIS

lib/Finance/Bank/SentinelBenefits/Csv401kConverter/QifWriter.pm  view on Meta::CPAN

package Finance::Bank::SentinelBenefits::Csv401kConverter::QifWriter;
$Finance::Bank::SentinelBenefits::Csv401kConverter::QifWriter::VERSION = '1.3';
use Modern::Perl '2015';
use feature 'signatures';

=head1 NAME

Finance::Bank::SentinelBenefits::Csv401kConverter::QifWriter -
Takes C<Finance::Bank::SentinelBenefits::Csv401kConverter::Line> objects
and writes them out to a QIF file

=head1 VERSION

lib/Finance/Bank/SentinelBenefits/Csv401kConverter/SideReverser.pm  view on Meta::CPAN

package Finance::Bank::SentinelBenefits::Csv401kConverter::SideReverser;
$Finance::Bank::SentinelBenefits::Csv401kConverter::SideReverser::VERSION = '1.3';
use Modern::Perl '2015';
use feature 'signatures';

=head1 NAME



Finance::Bank::SentinelBenefits::Csv401kConverter::SideReverser - Reveses sides on lines



lib/Finance/Bank/SentinelBenefits/Csv401kConverter/SymbolMap.pm  view on Meta::CPAN

package Finance::Bank::SentinelBenefits::Csv401kConverter::SymbolMap;
$Finance::Bank::SentinelBenefits::Csv401kConverter::SymbolMap::VERSION = '1.3';
use Modern::Perl;

=head1 NAME



Finance::Bank::SentinelBenefits::Csv401kConverter::SymbolMap - fuzzy lookup 
of security descriptions to symbols



lib/Finance/Bank/SentinelBenefits/Csv401kConverter/Types.pm  view on Meta::CPAN

package Finance::Bank::SentinelBenefits::Csv401kConverter::Types;
$Finance::Bank::SentinelBenefits::Csv401kConverter::Types::VERSION = '1.3';
use Modern::Perl;

use Moose::Util::TypeConstraints;

=head1 NAME

Types - contains some custom types used in other parts of the module

=head1 VERSION

version 1.3

t/00-load.t  view on Meta::CPAN

#http://blogs.perl.org/users/ovid/2010/02/tracking-down-bug-reports.html
    local $^W;
    use_ok('Finance::Bank::SentinelBenefits::Csv401kConverter')
      or BAIL_OUT("Cannot load Finance::Bank::SentinelBenefits::Csv401kConverter");

    diag(
	 "Testing Finance::Bank::SentinelBenefits::Csv401kConverter $Finance::Bank::SentinelBenefits::Csv401kConverter::VERSION, Perl $], $^X"
	);

    my @dependencies = qw(
      Modern::Perl
      Finance::QIF
      DateTime
      Moose
      MooseX::StrictConstructor
      MooseX::Traits
      Parse::Method::Signatures
      Scalar::Util
      Moose::Util::TypeConstraints
      DateTime::Format::Flexible
    );

t/01-side_reverser.t  view on Meta::CPAN

use Test::More tests => 5;
use Modern::Perl;
use lib './lib';

use_ok( 'Finance::Bank::SentinelBenefits::Csv401kConverter::SideReverser' );

my $reverser = Finance::Bank::SentinelBenefits::Csv401kConverter::SideReverser->new();

is($reverser->flip('Buy'), 'ShtSell', 'Reverse of a buy should be a short sell');
is($reverser->flip('Sell'), 'Buy', 'Reverse of a sell should be a buy');
is($reverser->flip('ShtSell'), 'Buy', 'Reverser of a sell short should be a buy');
is($reverser->flip('ReinvDiv'), 'ShtSell', 'Reverse of a dividend reinvested should be a short sell');

t/csv_401k_converter.t  view on Meta::CPAN

use Modern::Perl;

my $DEBUG = 1;

use Test::More tests => 89;
use lib './lib';
use File::Temp qw(tempfile);

use_ok( 'Finance::Bank::SentinelBenefits::Csv401kConverter' );
use_ok( 'Finance::Bank::SentinelBenefits::Csv401kConverter::SymbolMap' );

t/line.t  view on Meta::CPAN

use Test::More tests => 20;

use Modern::Perl;

use DateTime;
use lib './lib';

use_ok( 'Finance::Bank::SentinelBenefits::Csv401kConverter::Line' );

my $date = DateTime->new( year   => 1964,
                       month  => 10,
                       day    => 16,
                     );

t/lineparser.t  view on Meta::CPAN

use Test::More tests => 83;
use lib './lib';
use DateTime;
use Modern::Perl;

diag( 'Loading line parser' );
use_ok( 'Finance::Bank::SentinelBenefits::Csv401kConverter::LineParser' );

my %symbol_hash = (
    'Micro-organism Investment Value Fund' => 'ALGAE',
    'Blue Bank Fund - Class A' => 'BLUEF',
    'Green Bank Intl Equity' => 'GREEN',
    'Red Bank Bond Fund' => 'REDFU',
    'Purple Bank LLC Fund' => 'GOPIP',

t/qif_writer.t  view on Meta::CPAN

use Test::More tests => 19;
use Modern::Perl;
use DateTime;
use lib './lib';

use File::Temp qw(tempfile);

use_ok( 'Finance::Bank::SentinelBenefits::Csv401kConverter::QifWriter' );

my $date = DateTime->new( year   => 1964,
			      month  => 10,
			      day    => 16,);

t/symmap.t  view on Meta::CPAN

use Test::More tests => 9;
use Modern::Perl;
use lib './lib';
use IO::File;

use_ok( 'Finance::Bank::SentinelBenefits::Csv401kConverter::SymbolMap' );

{
    diag( 'Testing symbol map');
    my %symbolMap = (
	'FooFund' => 'FUBAR',
	'SNA Fund' => 'SNAFU',



( run in 0.575 second using v1.01-cache-2.11-cpan-4d50c553e7e )