feat: transform Ghostfolio into single family office platform

- Add API modules: entity, partnership, distribution, k-document, family-office, upload - Add client pages: entities, partnerships, entity-detail, partnership-detail, distributions, k-documents, family-dashboard - Add CRUD dialogs for ownerships, members, assets, valuations, distributions, k-documents - Add navigation items for Entities, Partnerships, Distributions, K-1 Documents - Fix empty accounts dropdown in ownership dialog - Add Prisma schema models and migrations for family office entities - Add speckit scaffolding for spec-driven development
2 weeks ago · 94acddab89
141 changed files with 17676 additions and 11 deletions
--- a/.env.dev
+++ b/.env.dev
@ -3,19 +3,22 @@ COMPOSE_PROJECT_NAME=ghostfolio-development
 # CACHE
 REDIS_HOST=localhost
 REDIS_PORT=6379
-REDIS_PASSWORD=<INSERT_REDIS_PASSWORD>
+REDIS_PASSWORD=b126659952eb48d08cc9fc9d966903ff
 # POSTGRES
 POSTGRES_DB=ghostfolio-db
 POSTGRES_USER=user
-POSTGRES_PASSWORD=<INSERT_POSTGRES_PASSWORD>
+POSTGRES_PASSWORD=302653e0a3b94dd2942bc283f269fc62
 POSTGRES_PORT=5434
 # VARIOUS
-ACCESS_TOKEN_SALT=<INSERT_RANDOM_STRING>
+ACCESS_TOKEN_SALT=34f2558b9a934517a978d69ab501fcfd
-DATABASE_URL=postgresql://${POSTGRES_USER}:${POSTGRES_PASSWORD}@localhost:5432/${POSTGRES_DB}?connect_timeout=300&sslmode=prefer
+DATABASE_URL=postgresql://user:302653e0a3b94dd2942bc283f269fc62@localhost:5434/ghostfolio-db?connect_timeout=300&sslmode=prefer
-JWT_SECRET_KEY=<INSERT_RANDOM_STRING>
+JWT_SECRET_KEY=12005231ada14bd1919967473625bec4
 # DEVELOPMENT
 HOST=0.0.0.0
 PORT=3333
 # Nx 18 enables using plugins to infer targets by default
 # This is disabled for existing workspaces to maintain compatibility
--- a/.github/agents/copilot-instructions.md
+++ b/.github/agents/copilot-instructions.md
@ -0,0 +1,30 @@
 # portfolio-management Development Guidelines
 Auto-generated from all feature plans. Last updated: 2026-03-15
 ## Active Technologies
 - TypeScript 5.9.2, Node.js ≥22.18.0 + NestJS 11.1.14 (API), Angular 21.1.1 + Angular Material 21.1.1 (client), Prisma 6.19.0 (ORM), Nx 22.5.3 (monorepo), big.js (decimal math), date-fns 4.1.0, chart.js 4.5.1, Bull 4.16.5 (job queues), Redis (caching), yahoo-finance2 3.13.2 (001-family-office-transform)
 ## Project Structure
 ```text
 backend/
 frontend/
 tests/
 ```
 ## Commands
 npm test; npm run lint
 ## Code Style
 TypeScript 5.9.2, Node.js ≥22.18.0: Follow standard conventions
 ## Recent Changes
 - 001-family-office-transform: Added TypeScript 5.9.2, Node.js ≥22.18.0 + NestJS 11.1.14 (API), Angular 21.1.1 + Angular Material 21.1.1 (client), Prisma 6.19.0 (ORM), Nx 22.5.3 (monorepo), big.js (decimal math), date-fns 4.1.0, chart.js 4.5.1, Bull 4.16.5 (job queues), Redis (caching), yahoo-finance2 3.13.2
 <!-- MANUAL ADDITIONS START -->
 <!-- MANUAL ADDITIONS END -->
--- a/.github/agents/speckit.analyze.agent.md
+++ b/.github/agents/speckit.analyze.agent.md
@ -0,0 +1,184 @@
 ---
 description: Perform a non-destructive cross-artifact consistency and quality analysis across spec.md, plan.md, and tasks.md after task generation.
 ---
 ## User Input
 ```text
 $ARGUMENTS
 ```
 You **MUST** consider the user input before proceeding (if not empty).
 ## Goal
 Identify inconsistencies, duplications, ambiguities, and underspecified items across the three core artifacts (`spec.md`, `plan.md`, `tasks.md`) before implementation. This command MUST run only after `/speckit.tasks` has successfully produced a complete `tasks.md`.
 ## Operating Constraints
 **STRICTLY READ-ONLY**: Do **not** modify any files. Output a structured analysis report. Offer an optional remediation plan (user must explicitly approve before any follow-up editing commands would be invoked manually).
 **Constitution Authority**: The project constitution (`.specify/memory/constitution.md`) is **non-negotiable** within this analysis scope. Constitution conflicts are automatically CRITICAL and require adjustment of the spec, plan, or tasks—not dilution, reinterpretation, or silent ignoring of the principle. If a principle itself needs to change, that must occur in a separate, explicit constitution update outside `/speckit.analyze`.
 ## Execution Steps
 ### 1. Initialize Analysis Context
 Run `.specify/scripts/powershell/check-prerequisites.ps1 -Json -RequireTasks -IncludeTasks` once from repo root and parse JSON for FEATURE_DIR and AVAILABLE_DOCS. Derive absolute paths:
 - SPEC = FEATURE_DIR/spec.md
 - PLAN = FEATURE_DIR/plan.md
 - TASKS = FEATURE_DIR/tasks.md
 Abort with an error message if any required file is missing (instruct the user to run missing prerequisite command).
 For single quotes in args like "I'm Groot", use escape syntax: e.g 'I'\''m Groot' (or double-quote if possible: "I'm Groot").
 ### 2. Load Artifacts (Progressive Disclosure)
 Load only the minimal necessary context from each artifact:
 **From spec.md:**
 - Overview/Context
 - Functional Requirements
 - Non-Functional Requirements
 - User Stories
 - Edge Cases (if present)
 **From plan.md:**
 - Architecture/stack choices
 - Data Model references
 - Phases
 - Technical constraints
 **From tasks.md:**
 - Task IDs
 - Descriptions
 - Phase grouping
 - Parallel markers [P]
 - Referenced file paths
 **From constitution:**
 - Load `.specify/memory/constitution.md` for principle validation
 ### 3. Build Semantic Models
 Create internal representations (do not include raw artifacts in output):
 - **Requirements inventory**: Each functional + non-functional requirement with a stable key (derive slug based on imperative phrase; e.g., "User can upload file" → `user-can-upload-file`)
 - **User story/action inventory**: Discrete user actions with acceptance criteria
 - **Task coverage mapping**: Map each task to one or more requirements or stories (inference by keyword / explicit reference patterns like IDs or key phrases)
 - **Constitution rule set**: Extract principle names and MUST/SHOULD normative statements
 ### 4. Detection Passes (Token-Efficient Analysis)
 Focus on high-signal findings. Limit to 50 findings total; aggregate remainder in overflow summary.
 #### A. Duplication Detection
 - Identify near-duplicate requirements
 - Mark lower-quality phrasing for consolidation
 #### B. Ambiguity Detection
 - Flag vague adjectives (fast, scalable, secure, intuitive, robust) lacking measurable criteria
 - Flag unresolved placeholders (TODO, TKTK, ???, `<placeholder>`, etc.)
 #### C. Underspecification
 - Requirements with verbs but missing object or measurable outcome
 - User stories missing acceptance criteria alignment
 - Tasks referencing files or components not defined in spec/plan
 #### D. Constitution Alignment
 - Any requirement or plan element conflicting with a MUST principle
 - Missing mandated sections or quality gates from constitution
 #### E. Coverage Gaps
 - Requirements with zero associated tasks
 - Tasks with no mapped requirement/story
 - Non-functional requirements not reflected in tasks (e.g., performance, security)
 #### F. Inconsistency
 - Terminology drift (same concept named differently across files)
 - Data entities referenced in plan but absent in spec (or vice versa)
 - Task ordering contradictions (e.g., integration tasks before foundational setup tasks without dependency note)
 - Conflicting requirements (e.g., one requires Next.js while other specifies Vue)
 ### 5. Severity Assignment
 Use this heuristic to prioritize findings:
 - **CRITICAL**: Violates constitution MUST, missing core spec artifact, or requirement with zero coverage that blocks baseline functionality
 - **HIGH**: Duplicate or conflicting requirement, ambiguous security/performance attribute, untestable acceptance criterion
 - **MEDIUM**: Terminology drift, missing non-functional task coverage, underspecified edge case
 - **LOW**: Style/wording improvements, minor redundancy not affecting execution order
 ### 6. Produce Compact Analysis Report
 Output a Markdown report (no file writes) with the following structure:
 ## Specification Analysis Report
 | ID  | Category    | Severity | Location(s)      | Summary                      | Recommendation                       |
 | --- | ----------- | -------- | ---------------- | ---------------------------- | ------------------------------------ |
 | A1  | Duplication | HIGH     | spec.md:L120-134 | Two similar requirements ... | Merge phrasing; keep clearer version |
 (Add one row per finding; generate stable IDs prefixed by category initial.)
 **Coverage Summary Table:**
 | Requirement Key | Has Task? | Task IDs | Notes |
 | --------------- | --------- | -------- | ----- |
 **Constitution Alignment Issues:** (if any)
 **Unmapped Tasks:** (if any)
 **Metrics:**
 - Total Requirements
 - Total Tasks
 - Coverage % (requirements with >=1 task)
 - Ambiguity Count
 - Duplication Count
 - Critical Issues Count
 ### 7. Provide Next Actions
 At end of report, output a concise Next Actions block:
 - If CRITICAL issues exist: Recommend resolving before `/speckit.implement`
 - If only LOW/MEDIUM: User may proceed, but provide improvement suggestions
 - Provide explicit command suggestions: e.g., "Run /speckit.specify with refinement", "Run /speckit.plan to adjust architecture", "Manually edit tasks.md to add coverage for 'performance-metrics'"
 ### 8. Offer Remediation
 Ask the user: "Would you like me to suggest concrete remediation edits for the top N issues?" (Do NOT apply them automatically.)
 ## Operating Principles
 ### Context Efficiency
 - **Minimal high-signal tokens**: Focus on actionable findings, not exhaustive documentation
 - **Progressive disclosure**: Load artifacts incrementally; don't dump all content into analysis
 - **Token-efficient output**: Limit findings table to 50 rows; summarize overflow
 - **Deterministic results**: Rerunning without changes should produce consistent IDs and counts
 ### Analysis Guidelines
 - **NEVER modify files** (this is read-only analysis)
 - **NEVER hallucinate missing sections** (if absent, report them accurately)
 - **Prioritize constitution violations** (these are always CRITICAL)
 - **Use examples over exhaustive rules** (cite specific instances, not generic patterns)
 - **Report zero issues gracefully** (emit success report with coverage statistics)
 ## Context
 $ARGUMENTS
--- a/.github/agents/speckit.checklist.agent.md
+++ b/.github/agents/speckit.checklist.agent.md
@ -0,0 +1,295 @@
 ---
 description: Generate a custom checklist for the current feature based on user requirements.
 ---
 ## Checklist Purpose: "Unit Tests for English"
 **CRITICAL CONCEPT**: Checklists are **UNIT TESTS FOR REQUIREMENTS WRITING** - they validate the quality, clarity, and completeness of requirements in a given domain.
 **NOT for verification/testing**:
 - ❌ NOT "Verify the button clicks correctly"
 - ❌ NOT "Test error handling works"
 - ❌ NOT "Confirm the API returns 200"
 - ❌ NOT checking if code/implementation matches the spec
 **FOR requirements quality validation**:
 - ✅ "Are visual hierarchy requirements defined for all card types?" (completeness)
 - ✅ "Is 'prominent display' quantified with specific sizing/positioning?" (clarity)
 - ✅ "Are hover state requirements consistent across all interactive elements?" (consistency)
 - ✅ "Are accessibility requirements defined for keyboard navigation?" (coverage)
 - ✅ "Does the spec define what happens when logo image fails to load?" (edge cases)
 **Metaphor**: If your spec is code written in English, the checklist is its unit test suite. You're testing whether the requirements are well-written, complete, unambiguous, and ready for implementation - NOT whether the implementation works.
 ## User Input
 ```text
 $ARGUMENTS
 ```
 You **MUST** consider the user input before proceeding (if not empty).
 ## Execution Steps
 1. **Setup**: Run `.specify/scripts/powershell/check-prerequisites.ps1 -Json` from repo root and parse JSON for FEATURE_DIR and AVAILABLE_DOCS list.
   - All file paths must be absolute.
   - For single quotes in args like "I'm Groot", use escape syntax: e.g 'I'\''m Groot' (or double-quote if possible: "I'm Groot").
 2. **Clarify intent (dynamic)**: Derive up to THREE initial contextual clarifying questions (no pre-baked catalog). They MUST:
   - Be generated from the user's phrasing + extracted signals from spec/plan/tasks
   - Only ask about information that materially changes checklist content
   - Be skipped individually if already unambiguous in `$ARGUMENTS`
   - Prefer precision over breadth
   Generation algorithm:
   1. Extract signals: feature domain keywords (e.g., auth, latency, UX, API), risk indicators ("critical", "must", "compliance"), stakeholder hints ("QA", "review", "security team"), and explicit deliverables ("a11y", "rollback", "contracts").
   2. Cluster signals into candidate focus areas (max 4) ranked by relevance.
   3. Identify probable audience & timing (author, reviewer, QA, release) if not explicit.
   4. Detect missing dimensions: scope breadth, depth/rigor, risk emphasis, exclusion boundaries, measurable acceptance criteria.
   5. Formulate questions chosen from these archetypes:
      - Scope refinement (e.g., "Should this include integration touchpoints with X and Y or stay limited to local module correctness?")
      - Risk prioritization (e.g., "Which of these potential risk areas should receive mandatory gating checks?")
      - Depth calibration (e.g., "Is this a lightweight pre-commit sanity list or a formal release gate?")
      - Audience framing (e.g., "Will this be used by the author only or peers during PR review?")
      - Boundary exclusion (e.g., "Should we explicitly exclude performance tuning items this round?")
      - Scenario class gap (e.g., "No recovery flows detected—are rollback / partial failure paths in scope?")
   Question formatting rules:
   - If presenting options, generate a compact table with columns: Option | Candidate | Why It Matters
   - Limit to A–E options maximum; omit table if a free-form answer is clearer
   - Never ask the user to restate what they already said
   - Avoid speculative categories (no hallucination). If uncertain, ask explicitly: "Confirm whether X belongs in scope."
   Defaults when interaction impossible:
   - Depth: Standard
   - Audience: Reviewer (PR) if code-related; Author otherwise
   - Focus: Top 2 relevance clusters
   Output the questions (label Q1/Q2/Q3). After answers: if ≥2 scenario classes (Alternate / Exception / Recovery / Non-Functional domain) remain unclear, you MAY ask up to TWO more targeted follow‑ups (Q4/Q5) with a one-line justification each (e.g., "Unresolved recovery path risk"). Do not exceed five total questions. Skip escalation if user explicitly declines more.
 3. **Understand user request**: Combine `$ARGUMENTS` + clarifying answers:
   - Derive checklist theme (e.g., security, review, deploy, ux)
   - Consolidate explicit must-have items mentioned by user
   - Map focus selections to category scaffolding
   - Infer any missing context from spec/plan/tasks (do NOT hallucinate)
 4. **Load feature context**: Read from FEATURE_DIR:
   - spec.md: Feature requirements and scope
   - plan.md (if exists): Technical details, dependencies
   - tasks.md (if exists): Implementation tasks
   **Context Loading Strategy**:
   - Load only necessary portions relevant to active focus areas (avoid full-file dumping)
   - Prefer summarizing long sections into concise scenario/requirement bullets
   - Use progressive disclosure: add follow-on retrieval only if gaps detected
   - If source docs are large, generate interim summary items instead of embedding raw text
 5. **Generate checklist** - Create "Unit Tests for Requirements":
   - Create `FEATURE_DIR/checklists/` directory if it doesn't exist
   - Generate unique checklist filename:
     - Use short, descriptive name based on domain (e.g., `ux.md`, `api.md`, `security.md`)
     - Format: `[domain].md`
   - File handling behavior:
     - If file does NOT exist: Create new file and number items starting from CHK001
     - If file exists: Append new items to existing file, continuing from the last CHK ID (e.g., if last item is CHK015, start new items at CHK016)
   - Never delete or replace existing checklist content - always preserve and append
   **CORE PRINCIPLE - Test the Requirements, Not the Implementation**:
   Every checklist item MUST evaluate the REQUIREMENTS THEMSELVES for:
   - **Completeness**: Are all necessary requirements present?
   - **Clarity**: Are requirements unambiguous and specific?
   - **Consistency**: Do requirements align with each other?
   - **Measurability**: Can requirements be objectively verified?
   - **Coverage**: Are all scenarios/edge cases addressed?
   **Category Structure** - Group items by requirement quality dimensions:
   - **Requirement Completeness** (Are all necessary requirements documented?)
   - **Requirement Clarity** (Are requirements specific and unambiguous?)
   - **Requirement Consistency** (Do requirements align without conflicts?)
   - **Acceptance Criteria Quality** (Are success criteria measurable?)
   - **Scenario Coverage** (Are all flows/cases addressed?)
   - **Edge Case Coverage** (Are boundary conditions defined?)
   - **Non-Functional Requirements** (Performance, Security, Accessibility, etc. - are they specified?)
   - **Dependencies & Assumptions** (Are they documented and validated?)
   - **Ambiguities & Conflicts** (What needs clarification?)
   **HOW TO WRITE CHECKLIST ITEMS - "Unit Tests for English"**:
   ❌ **WRONG** (Testing implementation):
   - "Verify landing page displays 3 episode cards"
   - "Test hover states work on desktop"
   - "Confirm logo click navigates home"
   ✅ **CORRECT** (Testing requirements quality):
   - "Are the exact number and layout of featured episodes specified?" [Completeness]
   - "Is 'prominent display' quantified with specific sizing/positioning?" [Clarity]
   - "Are hover state requirements consistent across all interactive elements?" [Consistency]
   - "Are keyboard navigation requirements defined for all interactive UI?" [Coverage]
   - "Is the fallback behavior specified when logo image fails to load?" [Edge Cases]
   - "Are loading states defined for asynchronous episode data?" [Completeness]
   - "Does the spec define visual hierarchy for competing UI elements?" [Clarity]
   **ITEM STRUCTURE**:
   Each item should follow this pattern:
   - Question format asking about requirement quality
   - Focus on what's WRITTEN (or not written) in the spec/plan
   - Include quality dimension in brackets [Completeness/Clarity/Consistency/etc.]
   - Reference spec section `[Spec §X.Y]` when checking existing requirements
   - Use `[Gap]` marker when checking for missing requirements
   **EXAMPLES BY QUALITY DIMENSION**:
   Completeness:
   - "Are error handling requirements defined for all API failure modes? [Gap]"
   - "Are accessibility requirements specified for all interactive elements? [Completeness]"
   - "Are mobile breakpoint requirements defined for responsive layouts? [Gap]"
   Clarity:
   - "Is 'fast loading' quantified with specific timing thresholds? [Clarity, Spec §NFR-2]"
   - "Are 'related episodes' selection criteria explicitly defined? [Clarity, Spec §FR-5]"
   - "Is 'prominent' defined with measurable visual properties? [Ambiguity, Spec §FR-4]"
   Consistency:
   - "Do navigation requirements align across all pages? [Consistency, Spec §FR-10]"
   - "Are card component requirements consistent between landing and detail pages? [Consistency]"
   Coverage:
   - "Are requirements defined for zero-state scenarios (no episodes)? [Coverage, Edge Case]"
   - "Are concurrent user interaction scenarios addressed? [Coverage, Gap]"
   - "Are requirements specified for partial data loading failures? [Coverage, Exception Flow]"
   Measurability:
   - "Are visual hierarchy requirements measurable/testable? [Acceptance Criteria, Spec §FR-1]"
   - "Can 'balanced visual weight' be objectively verified? [Measurability, Spec §FR-2]"
   **Scenario Classification & Coverage** (Requirements Quality Focus):
   - Check if requirements exist for: Primary, Alternate, Exception/Error, Recovery, Non-Functional scenarios
   - For each scenario class, ask: "Are [scenario type] requirements complete, clear, and consistent?"
   - If scenario class missing: "Are [scenario type] requirements intentionally excluded or missing? [Gap]"
   - Include resilience/rollback when state mutation occurs: "Are rollback requirements defined for migration failures? [Gap]"
   **Traceability Requirements**:
   - MINIMUM: ≥80% of items MUST include at least one traceability reference
   - Each item should reference: spec section `[Spec §X.Y]`, or use markers: `[Gap]`, `[Ambiguity]`, `[Conflict]`, `[Assumption]`
   - If no ID system exists: "Is a requirement & acceptance criteria ID scheme established? [Traceability]"
   **Surface & Resolve Issues** (Requirements Quality Problems):
   Ask questions about the requirements themselves:
   - Ambiguities: "Is the term 'fast' quantified with specific metrics? [Ambiguity, Spec §NFR-1]"
   - Conflicts: "Do navigation requirements conflict between §FR-10 and §FR-10a? [Conflict]"
   - Assumptions: "Is the assumption of 'always available podcast API' validated? [Assumption]"
   - Dependencies: "Are external podcast API requirements documented? [Dependency, Gap]"
   - Missing definitions: "Is 'visual hierarchy' defined with measurable criteria? [Gap]"
   **Content Consolidation**:
   - Soft cap: If raw candidate items > 40, prioritize by risk/impact
   - Merge near-duplicates checking the same requirement aspect
   - If >5 low-impact edge cases, create one item: "Are edge cases X, Y, Z addressed in requirements? [Coverage]"
   **🚫 ABSOLUTELY PROHIBITED** - These make it an implementation test, not a requirements test:
   - ❌ Any item starting with "Verify", "Test", "Confirm", "Check" + implementation behavior
   - ❌ References to code execution, user actions, system behavior
   - ❌ "Displays correctly", "works properly", "functions as expected"
   - ❌ "Click", "navigate", "render", "load", "execute"
   - ❌ Test cases, test plans, QA procedures
   - ❌ Implementation details (frameworks, APIs, algorithms)
   **✅ REQUIRED PATTERNS** - These test requirements quality:
   - ✅ "Are [requirement type] defined/specified/documented for [scenario]?"
   - ✅ "Is [vague term] quantified/clarified with specific criteria?"
   - ✅ "Are requirements consistent between [section A] and [section B]?"
   - ✅ "Can [requirement] be objectively measured/verified?"
   - ✅ "Are [edge cases/scenarios] addressed in requirements?"
   - ✅ "Does the spec define [missing aspect]?"
 6. **Structure Reference**: Generate the checklist following the canonical template in `.specify/templates/checklist-template.md` for title, meta section, category headings, and ID formatting. If template is unavailable, use: H1 title, purpose/created meta lines, `##` category sections containing `- [ ] CHK### <requirement item>` lines with globally incrementing IDs starting at CHK001.
 7. **Report**: Output full path to checklist file, item count, and summarize whether the run created a new file or appended to an existing one. Summarize:
   - Focus areas selected
   - Depth level
   - Actor/timing
   - Any explicit user-specified must-have items incorporated
 **Important**: Each `/speckit.checklist` command invocation uses a short, descriptive checklist filename and either creates a new file or appends to an existing one. This allows:
 - Multiple checklists of different types (e.g., `ux.md`, `test.md`, `security.md`)
 - Simple, memorable filenames that indicate checklist purpose
 - Easy identification and navigation in the `checklists/` folder
 To avoid clutter, use descriptive types and clean up obsolete checklists when done.
 ## Example Checklist Types & Sample Items
 **UX Requirements Quality:** `ux.md`
 Sample items (testing the requirements, NOT the implementation):
 - "Are visual hierarchy requirements defined with measurable criteria? [Clarity, Spec §FR-1]"
 - "Is the number and positioning of UI elements explicitly specified? [Completeness, Spec §FR-1]"
 - "Are interaction state requirements (hover, focus, active) consistently defined? [Consistency]"
 - "Are accessibility requirements specified for all interactive elements? [Coverage, Gap]"
 - "Is fallback behavior defined when images fail to load? [Edge Case, Gap]"
 - "Can 'prominent display' be objectively measured? [Measurability, Spec §FR-4]"
 **API Requirements Quality:** `api.md`
 Sample items:
 - "Are error response formats specified for all failure scenarios? [Completeness]"
 - "Are rate limiting requirements quantified with specific thresholds? [Clarity]"
 - "Are authentication requirements consistent across all endpoints? [Consistency]"
 - "Are retry/timeout requirements defined for external dependencies? [Coverage, Gap]"
 - "Is versioning strategy documented in requirements? [Gap]"
 **Performance Requirements Quality:** `performance.md`
 Sample items:
 - "Are performance requirements quantified with specific metrics? [Clarity]"
 - "Are performance targets defined for all critical user journeys? [Coverage]"
 - "Are performance requirements under different load conditions specified? [Completeness]"
 - "Can performance requirements be objectively measured? [Measurability]"
 - "Are degradation requirements defined for high-load scenarios? [Edge Case, Gap]"
 **Security Requirements Quality:** `security.md`
 Sample items:
 - "Are authentication requirements specified for all protected resources? [Coverage]"
 - "Are data protection requirements defined for sensitive information? [Completeness]"
 - "Is the threat model documented and requirements aligned to it? [Traceability]"
 - "Are security requirements consistent with compliance obligations? [Consistency]"
 - "Are security failure/breach response requirements defined? [Gap, Exception Flow]"
 ## Anti-Examples: What NOT To Do
 **❌ WRONG - These test implementation, not requirements:**
 ```markdown
 - [ ] CHK001 - Verify landing page displays 3 episode cards [Spec §FR-001]
 - [ ] CHK002 - Test hover states work correctly on desktop [Spec §FR-003]
 - [ ] CHK003 - Confirm logo click navigates to home page [Spec §FR-010]
 - [ ] CHK004 - Check that related episodes section shows 3-5 items [Spec §FR-005]
 ```
 **✅ CORRECT - These test requirements quality:**
 ```markdown
 - [ ] CHK001 - Are the number and layout of featured episodes explicitly specified? [Completeness, Spec §FR-001]
 - [ ] CHK002 - Are hover state requirements consistently defined for all interactive elements? [Consistency, Spec §FR-003]
 - [ ] CHK003 - Are navigation requirements clear for all clickable brand elements? [Clarity, Spec §FR-010]
 - [ ] CHK004 - Is the selection criteria for related episodes documented? [Gap, Spec §FR-005]
 - [ ] CHK005 - Are loading state requirements defined for asynchronous episode data? [Gap]
 - [ ] CHK006 - Can "visual hierarchy" requirements be objectively measured? [Measurability, Spec §FR-001]
 ```
 **Key Differences:**
 - Wrong: Tests if the system works correctly
 - Correct: Tests if the requirements are written correctly
 - Wrong: Verification of behavior
 - Correct: Validation of requirement quality
 - Wrong: "Does it do X?"
 - Correct: "Is X clearly specified?"
--- a/.github/agents/speckit.clarify.agent.md
+++ b/.github/agents/speckit.clarify.agent.md
@ -0,0 +1,181 @@
 ---
 description: Identify underspecified areas in the current feature spec by asking up to 5 highly targeted clarification questions and encoding answers back into the spec.
 handoffs:
  - label: Build Technical Plan
    agent: speckit.plan
    prompt: Create a plan for the spec. I am building with...
 ---
 ## User Input
 ```text
 $ARGUMENTS
 ```
 You **MUST** consider the user input before proceeding (if not empty).
 ## Outline
 Goal: Detect and reduce ambiguity or missing decision points in the active feature specification and record the clarifications directly in the spec file.
 Note: This clarification workflow is expected to run (and be completed) BEFORE invoking `/speckit.plan`. If the user explicitly states they are skipping clarification (e.g., exploratory spike), you may proceed, but must warn that downstream rework risk increases.
 Execution steps:
 1. Run `.specify/scripts/powershell/check-prerequisites.ps1 -Json -PathsOnly` from repo root **once** (combined `--json --paths-only` mode / `-Json -PathsOnly`). Parse minimal JSON payload fields:
   - `FEATURE_DIR`
   - `FEATURE_SPEC`
   - (Optionally capture `IMPL_PLAN`, `TASKS` for future chained flows.)
   - If JSON parsing fails, abort and instruct user to re-run `/speckit.specify` or verify feature branch environment.
   - For single quotes in args like "I'm Groot", use escape syntax: e.g 'I'\''m Groot' (or double-quote if possible: "I'm Groot").
 2. Load the current spec file. Perform a structured ambiguity & coverage scan using this taxonomy. For each category, mark status: Clear / Partial / Missing. Produce an internal coverage map used for prioritization (do not output raw map unless no questions will be asked).
   Functional Scope & Behavior:
   - Core user goals & success criteria
   - Explicit out-of-scope declarations
   - User roles / personas differentiation
   Domain & Data Model:
   - Entities, attributes, relationships
   - Identity & uniqueness rules
   - Lifecycle/state transitions
   - Data volume / scale assumptions
   Interaction & UX Flow:
   - Critical user journeys / sequences
   - Error/empty/loading states
   - Accessibility or localization notes
   Non-Functional Quality Attributes:
   - Performance (latency, throughput targets)
   - Scalability (horizontal/vertical, limits)
   - Reliability & availability (uptime, recovery expectations)
   - Observability (logging, metrics, tracing signals)
   - Security & privacy (authN/Z, data protection, threat assumptions)
   - Compliance / regulatory constraints (if any)
   Integration & External Dependencies:
   - External services/APIs and failure modes
   - Data import/export formats
   - Protocol/versioning assumptions
   Edge Cases & Failure Handling:
   - Negative scenarios
   - Rate limiting / throttling
   - Conflict resolution (e.g., concurrent edits)
   Constraints & Tradeoffs:
   - Technical constraints (language, storage, hosting)
   - Explicit tradeoffs or rejected alternatives
   Terminology & Consistency:
   - Canonical glossary terms
   - Avoided synonyms / deprecated terms
   Completion Signals:
   - Acceptance criteria testability
   - Measurable Definition of Done style indicators
   Misc / Placeholders:
   - TODO markers / unresolved decisions
   - Ambiguous adjectives ("robust", "intuitive") lacking quantification
   For each category with Partial or Missing status, add a candidate question opportunity unless:
   - Clarification would not materially change implementation or validation strategy
   - Information is better deferred to planning phase (note internally)
 3. Generate (internally) a prioritized queue of candidate clarification questions (maximum 5). Do NOT output them all at once. Apply these constraints:
   - Maximum of 5 total questions across the whole session.
   - Each question must be answerable with EITHER:
     - A short multiple‑choice selection (2–5 distinct, mutually exclusive options), OR
     - A one-word / short‑phrase answer (explicitly constrain: "Answer in <=5 words").
   - Only include questions whose answers materially impact architecture, data modeling, task decomposition, test design, UX behavior, operational readiness, or compliance validation.
   - Ensure category coverage balance: attempt to cover the highest impact unresolved categories first; avoid asking two low-impact questions when a single high-impact area (e.g., security posture) is unresolved.
   - Exclude questions already answered, trivial stylistic preferences, or plan-level execution details (unless blocking correctness).
   - Favor clarifications that reduce downstream rework risk or prevent misaligned acceptance tests.
   - If more than 5 categories remain unresolved, select the top 5 by (Impact \* Uncertainty) heuristic.
 4. Sequential questioning loop (interactive):
   - Present EXACTLY ONE question at a time.
   - For multiple‑choice questions:
     - **Analyze all options** and determine the **most suitable option** based on:
       - Best practices for the project type
       - Common patterns in similar implementations
       - Risk reduction (security, performance, maintainability)
       - Alignment with any explicit project goals or constraints visible in the spec
     - Present your **recommended option prominently** at the top with clear reasoning (1-2 sentences explaining why this is the best choice).
     - Format as: `**Recommended:** Option [X] - <reasoning>`
     - Then render all options as a Markdown table:
     | Option | Description                                                                                         |
     | ------ | --------------------------------------------------------------------------------------------------- |
     | A      | <Option A description>                                                                              |
     | B      | <Option B description>                                                                              |
     | C      | <Option C description> (add D/E as needed up to 5)                                                  |
     | Short  | Provide a different short answer (<=5 words) (Include only if free-form alternative is appropriate) |
     - After the table, add: `You can reply with the option letter (e.g., "A"), accept the recommendation by saying "yes" or "recommended", or provide your own short answer.`
   - For short‑answer style (no meaningful discrete options):
     - Provide your **suggested answer** based on best practices and context.
     - Format as: `**Suggested:** <your proposed answer> - <brief reasoning>`
     - Then output: `Format: Short answer (<=5 words). You can accept the suggestion by saying "yes" or "suggested", or provide your own answer.`
   - After the user answers:
     - If the user replies with "yes", "recommended", or "suggested", use your previously stated recommendation/suggestion as the answer.
     - Otherwise, validate the answer maps to one option or fits the <=5 word constraint.
     - If ambiguous, ask for a quick disambiguation (count still belongs to same question; do not advance).
     - Once satisfactory, record it in working memory (do not yet write to disk) and move to the next queued question.
   - Stop asking further questions when:
     - All critical ambiguities resolved early (remaining queued items become unnecessary), OR
     - User signals completion ("done", "good", "no more"), OR
     - You reach 5 asked questions.
   - Never reveal future queued questions in advance.
   - If no valid questions exist at start, immediately report no critical ambiguities.
 5. Integration after EACH accepted answer (incremental update approach):
   - Maintain in-memory representation of the spec (loaded once at start) plus the raw file contents.
   - For the first integrated answer in this session:
     - Ensure a `## Clarifications` section exists (create it just after the highest-level contextual/overview section per the spec template if missing).
     - Under it, create (if not present) a `### Session YYYY-MM-DD` subheading for today.
   - Append a bullet line immediately after acceptance: `- Q: <question> → A: <final answer>`.
   - Then immediately apply the clarification to the most appropriate section(s):
     - Functional ambiguity → Update or add a bullet in Functional Requirements.
     - User interaction / actor distinction → Update User Stories or Actors subsection (if present) with clarified role, constraint, or scenario.
     - Data shape / entities → Update Data Model (add fields, types, relationships) preserving ordering; note added constraints succinctly.
     - Non-functional constraint → Add/modify measurable criteria in Non-Functional / Quality Attributes section (convert vague adjective to metric or explicit target).
     - Edge case / negative flow → Add a new bullet under Edge Cases / Error Handling (or create such subsection if template provides placeholder for it).
     - Terminology conflict → Normalize term across spec; retain original only if necessary by adding `(formerly referred to as "X")` once.
   - If the clarification invalidates an earlier ambiguous statement, replace that statement instead of duplicating; leave no obsolete contradictory text.
   - Save the spec file AFTER each integration to minimize risk of context loss (atomic overwrite).
   - Preserve formatting: do not reorder unrelated sections; keep heading hierarchy intact.
   - Keep each inserted clarification minimal and testable (avoid narrative drift).
 6. Validation (performed after EACH write plus final pass):
   - Clarifications session contains exactly one bullet per accepted answer (no duplicates).
   - Total asked (accepted) questions ≤ 5.
   - Updated sections contain no lingering vague placeholders the new answer was meant to resolve.
   - No contradictory earlier statement remains (scan for now-invalid alternative choices removed).
   - Markdown structure valid; only allowed new headings: `## Clarifications`, `### Session YYYY-MM-DD`.
   - Terminology consistency: same canonical term used across all updated sections.
 7. Write the updated spec back to `FEATURE_SPEC`.
 8. Report completion (after questioning loop ends or early termination):
   - Number of questions asked & answered.
   - Path to updated spec.
   - Sections touched (list names).
   - Coverage summary table listing each taxonomy category with Status: Resolved (was Partial/Missing and addressed), Deferred (exceeds question quota or better suited for planning), Clear (already sufficient), Outstanding (still Partial/Missing but low impact).
   - If any Outstanding or Deferred remain, recommend whether to proceed to `/speckit.plan` or run `/speckit.clarify` again later post-plan.
   - Suggested next command.
 Behavior rules:
 - If no meaningful ambiguities found (or all potential questions would be low-impact), respond: "No critical ambiguities detected worth formal clarification." and suggest proceeding.
 - If spec file missing, instruct user to run `/speckit.specify` first (do not create a new spec here).
 - Never exceed 5 total asked questions (clarification retries for a single question do not count as new questions).
 - Avoid speculative tech stack questions unless the absence blocks functional clarity.
 - Respect user early termination signals ("stop", "done", "proceed").
 - If no questions asked due to full coverage, output a compact coverage summary (all categories Clear) then suggest advancing.
 - If quota reached with unresolved high-impact categories remaining, explicitly flag them under Deferred with rationale.
 Context for prioritization: $ARGUMENTS
--- a/.github/agents/speckit.constitution.agent.md
+++ b/.github/agents/speckit.constitution.agent.md
@ -0,0 +1,84 @@
 ---
 description: Create or update the project constitution from interactive or provided principle inputs, ensuring all dependent templates stay in sync.
 handoffs:
  - label: Build Specification
    agent: speckit.specify
    prompt: Implement the feature specification based on the updated constitution. I want to build...
 ---
 ## User Input
 ```text
 $ARGUMENTS
 ```
 You **MUST** consider the user input before proceeding (if not empty).
 ## Outline
 You are updating the project constitution at `.specify/memory/constitution.md`. This file is a TEMPLATE containing placeholder tokens in square brackets (e.g. `[PROJECT_NAME]`, `[PRINCIPLE_1_NAME]`). Your job is to (a) collect/derive concrete values, (b) fill the template precisely, and (c) propagate any amendments across dependent artifacts.
 **Note**: If `.specify/memory/constitution.md` does not exist yet, it should have been initialized from `.specify/templates/constitution-template.md` during project setup. If it's missing, copy the template first.
 Follow this execution flow:
 1. Load the existing constitution at `.specify/memory/constitution.md`.
   - Identify every placeholder token of the form `[ALL_CAPS_IDENTIFIER]`.
     **IMPORTANT**: The user might require less or more principles than the ones used in the template. If a number is specified, respect that - follow the general template. You will update the doc accordingly.
 2. Collect/derive values for placeholders:
   - If user input (conversation) supplies a value, use it.
   - Otherwise infer from existing repo context (README, docs, prior constitution versions if embedded).
   - For governance dates: `RATIFICATION_DATE` is the original adoption date (if unknown ask or mark TODO), `LAST_AMENDED_DATE` is today if changes are made, otherwise keep previous.
   - `CONSTITUTION_VERSION` must increment according to semantic versioning rules:
     - MAJOR: Backward incompatible governance/principle removals or redefinitions.
     - MINOR: New principle/section added or materially expanded guidance.
     - PATCH: Clarifications, wording, typo fixes, non-semantic refinements.
   - If version bump type ambiguous, propose reasoning before finalizing.
 3. Draft the updated constitution content:
   - Replace every placeholder with concrete text (no bracketed tokens left except intentionally retained template slots that the project has chosen not to define yet—explicitly justify any left).
   - Preserve heading hierarchy and comments can be removed once replaced unless they still add clarifying guidance.
   - Ensure each Principle section: succinct name line, paragraph (or bullet list) capturing non‑negotiable rules, explicit rationale if not obvious.
   - Ensure Governance section lists amendment procedure, versioning policy, and compliance review expectations.
 4. Consistency propagation checklist (convert prior checklist into active validations):
   - Read `.specify/templates/plan-template.md` and ensure any "Constitution Check" or rules align with updated principles.
   - Read `.specify/templates/spec-template.md` for scope/requirements alignment—update if constitution adds/removes mandatory sections or constraints.
   - Read `.specify/templates/tasks-template.md` and ensure task categorization reflects new or removed principle-driven task types (e.g., observability, versioning, testing discipline).
   - Read each command file in `.specify/templates/commands/*.md` (including this one) to verify no outdated references (agent-specific names like CLAUDE only) remain when generic guidance is required.
   - Read any runtime guidance docs (e.g., `README.md`, `docs/quickstart.md`, or agent-specific guidance files if present). Update references to principles changed.
 5. Produce a Sync Impact Report (prepend as an HTML comment at top of the constitution file after update):
   - Version change: old → new
   - List of modified principles (old title → new title if renamed)
   - Added sections
   - Removed sections
   - Templates requiring updates (✅ updated / ⚠ pending) with file paths
   - Follow-up TODOs if any placeholders intentionally deferred.
 6. Validation before final output:
   - No remaining unexplained bracket tokens.
   - Version line matches report.
   - Dates ISO format YYYY-MM-DD.
   - Principles are declarative, testable, and free of vague language ("should" → replace with MUST/SHOULD rationale where appropriate).
 7. Write the completed constitution back to `.specify/memory/constitution.md` (overwrite).
 8. Output a final summary to the user with:
   - New version and bump rationale.
   - Any files flagged for manual follow-up.
   - Suggested commit message (e.g., `docs: amend constitution to vX.Y.Z (principle additions + governance update)`).
 Formatting & Style Requirements:
 - Use Markdown headings exactly as in the template (do not demote/promote levels).
 - Wrap long rationale lines to keep readability (<100 chars ideally) but do not hard enforce with awkward breaks.
 - Keep a single blank line between sections.
 - Avoid trailing whitespace.
 If the user supplies partial updates (e.g., only one principle revision), still perform validation and version decision steps.
 If critical info missing (e.g., ratification date truly unknown), insert `TODO(<FIELD_NAME>): explanation` and include in the Sync Impact Report under deferred items.
 Do not create a new template; always operate on the existing `.specify/memory/constitution.md` file.
--- a/.github/agents/speckit.implement.agent.md
+++ b/.github/agents/speckit.implement.agent.md
@ -0,0 +1,207 @@
 ---
 description: Execute the implementation plan by processing and executing all tasks defined in tasks.md
 ---
 ## User Input
 ```text
 $ARGUMENTS
 ```
 You **MUST** consider the user input before proceeding (if not empty).
 ## Pre-Execution Checks
 **Check for extension hooks (before implementation)**:
 - Check if `.specify/extensions.yml` exists in the project root.
 - If it exists, read it and look for entries under the `hooks.before_implement` key
 - If the YAML cannot be parsed or is invalid, skip hook checking silently and continue normally
 - Filter to only hooks where `enabled: true`
 - For each remaining hook, do **not** attempt to interpret or evaluate hook `condition` expressions:
  - If the hook has no `condition` field, or it is null/empty, treat the hook as executable
  - If the hook defines a non-empty `condition`, skip the hook and leave condition evaluation to the HookExecutor implementation
 - For each executable hook, output the following based on its `optional` flag:
  - **Optional hook** (`optional: true`):
    ```
    ## Extension Hooks
    **Optional Pre-Hook**: {extension}
    Command: `/{command}`
    Description: {description}
    Prompt: {prompt}
    To execute: `/{command}`
    ```
  - **Mandatory hook** (`optional: false`):
    ```
    ## Extension Hooks
    **Automatic Pre-Hook**: {extension}
    Executing: `/{command}`
    EXECUTE_COMMAND: {command}
    Wait for the result of the hook command before proceeding to the Outline.
    ```
 - If no hooks are registered or `.specify/extensions.yml` does not exist, skip silently
 ## Outline
 1. Run `.specify/scripts/powershell/check-prerequisites.ps1 -Json -RequireTasks -IncludeTasks` from repo root and parse FEATURE_DIR and AVAILABLE_DOCS list. All paths must be absolute. For single quotes in args like "I'm Groot", use escape syntax: e.g 'I'\''m Groot' (or double-quote if possible: "I'm Groot").
 2. **Check checklists status** (if FEATURE_DIR/checklists/ exists):
   - Scan all checklist files in the checklists/ directory
   - For each checklist, count:
     - Total items: All lines matching `- [ ]` or `- [X]` or `- [x]`
     - Completed items: Lines matching `- [X]` or `- [x]`
     - Incomplete items: Lines matching `- [ ]`
   - Create a status table:
     ```text
     | Checklist | Total | Completed | Incomplete | Status |
     |-----------|-------|-----------|------------|--------|
     | ux.md     | 12    | 12        | 0          | ✓ PASS |
     | test.md   | 8     | 5         | 3          | ✗ FAIL |
     | security.md | 6   | 6         | 0          | ✓ PASS |
     ```
   - Calculate overall status:
     - **PASS**: All checklists have 0 incomplete items
     - **FAIL**: One or more checklists have incomplete items
   - **If any checklist is incomplete**:
     - Display the table with incomplete item counts
     - **STOP** and ask: "Some checklists are incomplete. Do you want to proceed with implementation anyway? (yes/no)"
     - Wait for user response before continuing
     - If user says "no" or "wait" or "stop", halt execution
     - If user says "yes" or "proceed" or "continue", proceed to step 3
   - **If all checklists are complete**:
     - Display the table showing all checklists passed
     - Automatically proceed to step 3
 3. Load and analyze the implementation context:
   - **REQUIRED**: Read tasks.md for the complete task list and execution plan
   - **REQUIRED**: Read plan.md for tech stack, architecture, and file structure
   - **IF EXISTS**: Read data-model.md for entities and relationships
   - **IF EXISTS**: Read contracts/ for API specifications and test requirements
   - **IF EXISTS**: Read research.md for technical decisions and constraints
   - **IF EXISTS**: Read quickstart.md for integration scenarios
 4. **Project Setup Verification**:
   - **REQUIRED**: Create/verify ignore files based on actual project setup:
   **Detection & Creation Logic**:
   - Check if the following command succeeds to determine if the repository is a git repo (create/verify .gitignore if so):
     ```sh
     git rev-parse --git-dir 2>/dev/null
     ```
   - Check if Dockerfile\* exists or Docker in plan.md → create/verify .dockerignore
   - Check if .eslintrc\* exists → create/verify .eslintignore
   - Check if eslint.config.\* exists → ensure the config's `ignores` entries cover required patterns
   - Check if .prettierrc\* exists → create/verify .prettierignore
   - Check if .npmrc or package.json exists → create/verify .npmignore (if publishing)
   - Check if terraform files (\*.tf) exist → create/verify .terraformignore
   - Check if .helmignore needed (helm charts present) → create/verify .helmignore
   **If ignore file already exists**: Verify it contains essential patterns, append missing critical patterns only
   **If ignore file missing**: Create with full pattern set for detected technology
   **Common Patterns by Technology** (from plan.md tech stack):
   - **Node.js/JavaScript/TypeScript**: `node_modules/`, `dist/`, `build/`, `*.log`, `.env*`
   - **Python**: `__pycache__/`, `*.pyc`, `.venv/`, `venv/`, `dist/`, `*.egg-info/`
   - **Java**: `target/`, `*.class`, `*.jar`, `.gradle/`, `build/`
   - **C#/.NET**: `bin/`, `obj/`, `*.user`, `*.suo`, `packages/`
   - **Go**: `*.exe`, `*.test`, `vendor/`, `*.out`
   - **Ruby**: `.bundle/`, `log/`, `tmp/`, `*.gem`, `vendor/bundle/`
   - **PHP**: `vendor/`, `*.log`, `*.cache`, `*.env`
   - **Rust**: `target/`, `debug/`, `release/`, `*.rs.bk`, `*.rlib`, `*.prof*`, `.idea/`, `*.log`, `.env*`
   - **Kotlin**: `build/`, `out/`, `.gradle/`, `.idea/`, `*.class`, `*.jar`, `*.iml`, `*.log`, `.env*`
   - **C++**: `build/`, `bin/`, `obj/`, `out/`, `*.o`, `*.so`, `*.a`, `*.exe`, `*.dll`, `.idea/`, `*.log`, `.env*`
   - **C**: `build/`, `bin/`, `obj/`, `out/`, `*.o`, `*.a`, `*.so`, `*.exe`, `*.dll`, `autom4te.cache/`, `config.status`, `config.log`, `.idea/`, `*.log`, `.env*`
   - **Swift**: `.build/`, `DerivedData/`, `*.swiftpm/`, `Packages/`
   - **R**: `.Rproj.user/`, `.Rhistory`, `.RData`, `.Ruserdata`, `*.Rproj`, `packrat/`, `renv/`
   - **Universal**: `.DS_Store`, `Thumbs.db`, `*.tmp`, `*.swp`, `.vscode/`, `.idea/`
   **Tool-Specific Patterns**:
   - **Docker**: `node_modules/`, `.git/`, `Dockerfile*`, `.dockerignore`, `*.log*`, `.env*`, `coverage/`
   - **ESLint**: `node_modules/`, `dist/`, `build/`, `coverage/`, `*.min.js`
   - **Prettier**: `node_modules/`, `dist/`, `build/`, `coverage/`, `package-lock.json`, `yarn.lock`, `pnpm-lock.yaml`
   - **Terraform**: `.terraform/`, `*.tfstate*`, `*.tfvars`, `.terraform.lock.hcl`
   - **Kubernetes/k8s**: `*.secret.yaml`, `secrets/`, `.kube/`, `kubeconfig*`, `*.key`, `*.crt`
 5. Parse tasks.md structure and extract:
   - **Task phases**: Setup, Tests, Core, Integration, Polish
   - **Task dependencies**: Sequential vs parallel execution rules
   - **Task details**: ID, description, file paths, parallel markers [P]
   - **Execution flow**: Order and dependency requirements
 6. Execute implementation following the task plan:
   - **Phase-by-phase execution**: Complete each phase before moving to the next
   - **Respect dependencies**: Run sequential tasks in order, parallel tasks [P] can run together
   - **Follow TDD approach**: Execute test tasks before their corresponding implementation tasks
   - **File-based coordination**: Tasks affecting the same files must run sequentially
   - **Validation checkpoints**: Verify each phase completion before proceeding
 7. Implementation execution rules:
   - **Setup first**: Initialize project structure, dependencies, configuration
   - **Tests before code**: If you need to write tests for contracts, entities, and integration scenarios
   - **Core development**: Implement models, services, CLI commands, endpoints
   - **Integration work**: Database connections, middleware, logging, external services
   - **Polish and validation**: Unit tests, performance optimization, documentation
 8. Progress tracking and error handling:
   - Report progress after each completed task
   - Halt execution if any non-parallel task fails
   - For parallel tasks [P], continue with successful tasks, report failed ones
   - Provide clear error messages with context for debugging
   - Suggest next steps if implementation cannot proceed
   - **IMPORTANT** For completed tasks, make sure to mark the task off as [X] in the tasks file.
 9. Completion validation:
   - Verify all required tasks are completed
   - Check that implemented features match the original specification
   - Validate that tests pass and coverage meets requirements
   - Confirm the implementation follows the technical plan
   - Report final status with summary of completed work
 Note: This command assumes a complete task breakdown exists in tasks.md. If tasks are incomplete or missing, suggest running `/speckit.tasks` first to regenerate the task list.
 10. **Check for extension hooks**: After completion validation, check if `.specify/extensions.yml` exists in the project root.
    - If it exists, read it and look for entries under the `hooks.after_implement` key
    - If the YAML cannot be parsed or is invalid, skip hook checking silently and continue normally
    - Filter to only hooks where `enabled: true`
    - For each remaining hook, do **not** attempt to interpret or evaluate hook `condition` expressions:
      - If the hook has no `condition` field, or it is null/empty, treat the hook as executable
      - If the hook defines a non-empty `condition`, skip the hook and leave condition evaluation to the HookExecutor implementation
    - For each executable hook, output the following based on its `optional` flag:
      - **Optional hook** (`optional: true`):
        ```
        ## Extension Hooks
        **Optional Hook**: {extension}
        Command: `/{command}`
        Description: {description}
        Prompt: {prompt}
        To execute: `/{command}`
        ```
      - **Mandatory hook** (`optional: false`):
        ```
        ## Extension Hooks
        **Automatic Hook**: {extension}
        Executing: `/{command}`
        EXECUTE_COMMAND: {command}
        ```
    - If no hooks are registered or `.specify/extensions.yml` does not exist, skip silently
--- a/.github/agents/speckit.plan.agent.md
+++ b/.github/agents/speckit.plan.agent.md
@ -0,0 +1,90 @@
 ---
 description: Execute the implementation planning workflow using the plan template to generate design artifacts.
 handoffs:
  - label: Create Tasks
    agent: speckit.tasks
    prompt: Break the plan into tasks
    send: true
  - label: Create Checklist
    agent: speckit.checklist
    prompt: Create a checklist for the following domain...
 ---
 ## User Input
 ```text
 $ARGUMENTS
 ```
 You **MUST** consider the user input before proceeding (if not empty).
 ## Outline
 1. **Setup**: Run `.specify/scripts/powershell/setup-plan.ps1 -Json` from repo root and parse JSON for FEATURE_SPEC, IMPL_PLAN, SPECS_DIR, BRANCH. For single quotes in args like "I'm Groot", use escape syntax: e.g 'I'\''m Groot' (or double-quote if possible: "I'm Groot").
 2. **Load context**: Read FEATURE_SPEC and `.specify/memory/constitution.md`. Load IMPL_PLAN template (already copied).
 3. **Execute plan workflow**: Follow the structure in IMPL_PLAN template to:
   - Fill Technical Context (mark unknowns as "NEEDS CLARIFICATION")
   - Fill Constitution Check section from constitution
   - Evaluate gates (ERROR if violations unjustified)
   - Phase 0: Generate research.md (resolve all NEEDS CLARIFICATION)
   - Phase 1: Generate data-model.md, contracts/, quickstart.md
   - Phase 1: Update agent context by running the agent script
   - Re-evaluate Constitution Check post-design
 4. **Stop and report**: Command ends after Phase 2 planning. Report branch, IMPL_PLAN path, and generated artifacts.
 ## Phases
 ### Phase 0: Outline & Research
 1. **Extract unknowns from Technical Context** above:
   - For each NEEDS CLARIFICATION → research task
   - For each dependency → best practices task
   - For each integration → patterns task
 2. **Generate and dispatch research agents**:
   ```text
   For each unknown in Technical Context:
     Task: "Research {unknown} for {feature context}"
   For each technology choice:
     Task: "Find best practices for {tech} in {domain}"
   ```
 3. **Consolidate findings** in `research.md` using format:
   - Decision: [what was chosen]
   - Rationale: [why chosen]
   - Alternatives considered: [what else evaluated]
 **Output**: research.md with all NEEDS CLARIFICATION resolved
 ### Phase 1: Design & Contracts
 **Prerequisites:** `research.md` complete
 1. **Extract entities from feature spec** → `data-model.md`:
   - Entity name, fields, relationships
   - Validation rules from requirements
   - State transitions if applicable
 2. **Define interface contracts** (if project has external interfaces) → `/contracts/`:
   - Identify what interfaces the project exposes to users or other systems
   - Document the contract format appropriate for the project type
   - Examples: public APIs for libraries, command schemas for CLI tools, endpoints for web services, grammars for parsers, UI contracts for applications
   - Skip if project is purely internal (build scripts, one-off tools, etc.)
 3. **Agent context update**:
   - Run `.specify/scripts/powershell/update-agent-context.ps1 -AgentType copilot`
   - These scripts detect which AI agent is in use
   - Update the appropriate agent-specific context file
   - Add only new technology from current plan
   - Preserve manual additions between markers
 **Output**: data-model.md, /contracts/\*, quickstart.md, agent-specific file
 ## Key rules
 - Use absolute paths
 - ERROR on gate failures or unresolved clarifications
--- a/.github/agents/speckit.specify.agent.md
+++ b/.github/agents/speckit.specify.agent.md
@ -0,0 +1,234 @@
 ---
 description: Create or update the feature specification from a natural language feature description.
 handoffs:
  - label: Build Technical Plan
    agent: speckit.plan
    prompt: Create a plan for the spec. I am building with...
  - label: Clarify Spec Requirements
    agent: speckit.clarify
    prompt: Clarify specification requirements
    send: true
 ---
 ## User Input
 ```text
 $ARGUMENTS
 ```
 You **MUST** consider the user input before proceeding (if not empty).
 ## Outline
 The text the user typed after `/speckit.specify` in the triggering message **is** the feature description. Assume you always have it available in this conversation even if `$ARGUMENTS` appears literally below. Do not ask the user to repeat it unless they provided an empty command.
 Given that feature description, do this:
 1. **Generate a concise short name** (2-4 words) for the branch:
   - Analyze the feature description and extract the most meaningful keywords
   - Create a 2-4 word short name that captures the essence of the feature
   - Use action-noun format when possible (e.g., "add-user-auth", "fix-payment-bug")
   - Preserve technical terms and acronyms (OAuth2, API, JWT, etc.)
   - Keep it concise but descriptive enough to understand the feature at a glance
   - Examples:
     - "I want to add user authentication" → "user-auth"
     - "Implement OAuth2 integration for the API" → "oauth2-api-integration"
     - "Create a dashboard for analytics" → "analytics-dashboard"
     - "Fix payment processing timeout bug" → "fix-payment-timeout"
 2. **Create the feature branch** by running the script with `--short-name` (and `--json`), and do NOT pass `--number` (the script auto-detects the next globally available number across all branches and spec directories):
   - Bash example: `.specify/scripts/powershell/create-new-feature.ps1 "$ARGUMENTS" --json --short-name "user-auth" "Add user authentication"`
   - PowerShell example: `.specify/scripts/powershell/create-new-feature.ps1 "$ARGUMENTS" -Json -ShortName "user-auth" "Add user authentication"`
   **IMPORTANT**:
   - Do NOT pass `--number` — the script determines the correct next number automatically
   - Always include the JSON flag (`--json` for Bash, `-Json` for PowerShell) so the output can be parsed reliably
   - You must only ever run this script once per feature
   - The JSON is provided in the terminal as output - always refer to it to get the actual content you're looking for
   - The JSON output will contain BRANCH_NAME and SPEC_FILE paths
   - For single quotes in args like "I'm Groot", use escape syntax: e.g 'I'\''m Groot' (or double-quote if possible: "I'm Groot")
 3. Load `.specify/templates/spec-template.md` to understand required sections.
 4. Follow this execution flow:
   1. Parse user description from Input
      If empty: ERROR "No feature description provided"
   2. Extract key concepts from description
      Identify: actors, actions, data, constraints
   3. For unclear aspects:
      - Make informed guesses based on context and industry standards
      - Only mark with [NEEDS CLARIFICATION: specific question] if:
        - The choice significantly impacts feature scope or user experience
        - Multiple reasonable interpretations exist with different implications
        - No reasonable default exists
      - **LIMIT: Maximum 3 [NEEDS CLARIFICATION] markers total**
      - Prioritize clarifications by impact: scope > security/privacy > user experience > technical details
   4. Fill User Scenarios & Testing section
      If no clear user flow: ERROR "Cannot determine user scenarios"
   5. Generate Functional Requirements
      Each requirement must be testable
      Use reasonable defaults for unspecified details (document assumptions in Assumptions section)
   6. Define Success Criteria
      Create measurable, technology-agnostic outcomes
      Include both quantitative metrics (time, performance, volume) and qualitative measures (user satisfaction, task completion)
      Each criterion must be verifiable without implementation details
   7. Identify Key Entities (if data involved)
   8. Return: SUCCESS (spec ready for planning)
 5. Write the specification to SPEC_FILE using the template structure, replacing placeholders with concrete details derived from the feature description (arguments) while preserving section order and headings.
 6. **Specification Quality Validation**: After writing the initial spec, validate it against quality criteria:
   a. **Create Spec Quality Checklist**: Generate a checklist file at `FEATURE_DIR/checklists/requirements.md` using the checklist template structure with these validation items:
   ```markdown
   # Specification Quality Checklist: [FEATURE NAME]
   **Purpose**: Validate specification completeness and quality before proceeding to planning
   **Created**: [DATE]
   **Feature**: [Link to spec.md]
   ## Content Quality
   - [ ] No implementation details (languages, frameworks, APIs)
   - [ ] Focused on user value and business needs
   - [ ] Written for non-technical stakeholders
   - [ ] All mandatory sections completed
   ## Requirement Completeness
   - [ ] No [NEEDS CLARIFICATION] markers remain
   - [ ] Requirements are testable and unambiguous
   - [ ] Success criteria are measurable
   - [ ] Success criteria are technology-agnostic (no implementation details)
   - [ ] All acceptance scenarios are defined
   - [ ] Edge cases are identified
   - [ ] Scope is clearly bounded
   - [ ] Dependencies and assumptions identified
   ## Feature Readiness
   - [ ] All functional requirements have clear acceptance criteria
   - [ ] User scenarios cover primary flows
   - [ ] Feature meets measurable outcomes defined in Success Criteria
   - [ ] No implementation details leak into specification
   ## Notes
   - Items marked incomplete require spec updates before `/speckit.clarify` or `/speckit.plan`
   ```
   b. **Run Validation Check**: Review the spec against each checklist item:
   - For each item, determine if it passes or fails
   - Document specific issues found (quote relevant spec sections)
   c. **Handle Validation Results**:
   - **If all items pass**: Mark checklist complete and proceed to step 7
   - **If items fail (excluding [NEEDS CLARIFICATION])**:
     1. List the failing items and specific issues
     2. Update the spec to address each issue
     3. Re-run validation until all items pass (max 3 iterations)
     4. If still failing after 3 iterations, document remaining issues in checklist notes and warn user
   - **If [NEEDS CLARIFICATION] markers remain**:
     1. Extract all [NEEDS CLARIFICATION: ...] markers from the spec
     2. **LIMIT CHECK**: If more than 3 markers exist, keep only the 3 most critical (by scope/security/UX impact) and make informed guesses for the rest
     3. For each clarification needed (max 3), present options to user in this format:
        ```markdown
        ## Question [N]: [Topic]
        **Context**: [Quote relevant spec section]
        **What we need to know**: [Specific question from NEEDS CLARIFICATION marker]
        **Suggested Answers**:
        | Option | Answer                    | Implications                          |
        | ------ | ------------------------- | ------------------------------------- |
        | A      | [First suggested answer]  | [What this means for the feature]     |
        | B      | [Second suggested answer] | [What this means for the feature]     |
        | C      | [Third suggested answer]  | [What this means for the feature]     |
        | Custom | Provide your own answer   | [Explain how to provide custom input] |
        **Your choice**: _[Wait for user response]_
        ```
     4. **CRITICAL - Table Formatting**: Ensure markdown tables are properly formatted:
        - Use consistent spacing with pipes aligned
        - Each cell should have spaces around content: `| Content |` not `|Content|`
        - Header separator must have at least 3 dashes: `|--------|`
        - Test that the table renders correctly in markdown preview
     5. Number questions sequentially (Q1, Q2, Q3 - max 3 total)
     6. Present all questions together before waiting for responses
     7. Wait for user to respond with their choices for all questions (e.g., "Q1: A, Q2: Custom - [details], Q3: B")
     8. Update the spec by replacing each [NEEDS CLARIFICATION] marker with the user's selected or provided answer
     9. Re-run validation after all clarifications are resolved
   d. **Update Checklist**: After each validation iteration, update the checklist file with current pass/fail status
 7. Report completion with branch name, spec file path, checklist results, and readiness for the next phase (`/speckit.clarify` or `/speckit.plan`).
 **NOTE:** The script creates and checks out the new branch and initializes the spec file before writing.
 ## Quick Guidelines
 - Focus on **WHAT** users need and **WHY**.
 - Avoid HOW to implement (no tech stack, APIs, code structure).
 - Written for business stakeholders, not developers.
 - DO NOT create any checklists that are embedded in the spec. That will be a separate command.
 ### Section Requirements
 - **Mandatory sections**: Must be completed for every feature
 - **Optional sections**: Include only when relevant to the feature
 - When a section doesn't apply, remove it entirely (don't leave as "N/A")
 ### For AI Generation
 When creating this spec from a user prompt:
 1. **Make informed guesses**: Use context, industry standards, and common patterns to fill gaps
 2. **Document assumptions**: Record reasonable defaults in the Assumptions section
 3. **Limit clarifications**: Maximum 3 [NEEDS CLARIFICATION] markers - use only for critical decisions that:
   - Significantly impact feature scope or user experience
   - Have multiple reasonable interpretations with different implications
   - Lack any reasonable default
 4. **Prioritize clarifications**: scope > security/privacy > user experience > technical details
 5. **Think like a tester**: Every vague requirement should fail the "testable and unambiguous" checklist item
 6. **Common areas needing clarification** (only if no reasonable default exists):
   - Feature scope and boundaries (include/exclude specific use cases)
   - User types and permissions (if multiple conflicting interpretations possible)
   - Security/compliance requirements (when legally/financially significant)
 **Examples of reasonable defaults** (don't ask about these):
 - Data retention: Industry-standard practices for the domain
 - Performance targets: Standard web/mobile app expectations unless specified
 - Error handling: User-friendly messages with appropriate fallbacks
 - Authentication method: Standard session-based or OAuth2 for web apps
 - Integration patterns: Use project-appropriate patterns (REST/GraphQL for web services, function calls for libraries, CLI args for tools, etc.)
 ### Success Criteria Guidelines
 Success criteria must be:
 1. **Measurable**: Include specific metrics (time, percentage, count, rate)
 2. **Technology-agnostic**: No mention of frameworks, languages, databases, or tools
 3. **User-focused**: Describe outcomes from user/business perspective, not system internals
 4. **Verifiable**: Can be tested/validated without knowing implementation details
 **Good examples**:
 - "Users can complete checkout in under 3 minutes"
 - "System supports 10,000 concurrent users"
 - "95% of searches return results in under 1 second"
 - "Task completion rate improves by 40%"
 **Bad examples** (implementation-focused):
 - "API response time is under 200ms" (too technical, use "Users see results instantly")
 - "Database can handle 1000 TPS" (implementation detail, use user-facing metric)
 - "React components render efficiently" (framework-specific)
 - "Redis cache hit rate above 80%" (technology-specific)
--- a/.github/agents/speckit.tasks.agent.md
+++ b/.github/agents/speckit.tasks.agent.md
@ -0,0 +1,209 @@
 ---
 description: Generate an actionable, dependency-ordered tasks.md for the feature based on available design artifacts.
 handoffs:
  - label: Analyze For Consistency
    agent: speckit.analyze
    prompt: Run a project analysis for consistency
    send: true
  - label: Implement Project
    agent: speckit.implement
    prompt: Start the implementation in phases
    send: true
 ---
 ## User Input
 ```text
 $ARGUMENTS
 ```
 You **MUST** consider the user input before proceeding (if not empty).
 ## Pre-Execution Checks
 **Check for extension hooks (before tasks generation)**:
 - Check if `.specify/extensions.yml` exists in the project root.
 - If it exists, read it and look for entries under the `hooks.before_tasks` key
 - If the YAML cannot be parsed or is invalid, skip hook checking silently and continue normally
 - Filter to only hooks where `enabled: true`
 - For each remaining hook, do **not** attempt to interpret or evaluate hook `condition` expressions:
  - If the hook has no `condition` field, or it is null/empty, treat the hook as executable
  - If the hook defines a non-empty `condition`, skip the hook and leave condition evaluation to the HookExecutor implementation
 - For each executable hook, output the following based on its `optional` flag:
  - **Optional hook** (`optional: true`):
    ```
    ## Extension Hooks
    **Optional Pre-Hook**: {extension}
    Command: `/{command}`
    Description: {description}
    Prompt: {prompt}
    To execute: `/{command}`
    ```
  - **Mandatory hook** (`optional: false`):
    ```
    ## Extension Hooks
    **Automatic Pre-Hook**: {extension}
    Executing: `/{command}`
    EXECUTE_COMMAND: {command}
    Wait for the result of the hook command before proceeding to the Outline.
    ```
 - If no hooks are registered or `.specify/extensions.yml` does not exist, skip silently
 ## Outline
 1. **Setup**: Run `.specify/scripts/powershell/check-prerequisites.ps1 -Json` from repo root and parse FEATURE_DIR and AVAILABLE_DOCS list. All paths must be absolute. For single quotes in args like "I'm Groot", use escape syntax: e.g 'I'\''m Groot' (or double-quote if possible: "I'm Groot").
 2. **Load design documents**: Read from FEATURE_DIR:
   - **Required**: plan.md (tech stack, libraries, structure), spec.md (user stories with priorities)
   - **Optional**: data-model.md (entities), contracts/ (interface contracts), research.md (decisions), quickstart.md (test scenarios)
   - Note: Not all projects have all documents. Generate tasks based on what's available.
 3. **Execute task generation workflow**:
   - Load plan.md and extract tech stack, libraries, project structure
   - Load spec.md and extract user stories with their priorities (P1, P2, P3, etc.)
   - If data-model.md exists: Extract entities and map to user stories
   - If contracts/ exists: Map interface contracts to user stories
   - If research.md exists: Extract decisions for setup tasks
   - Generate tasks organized by user story (see Task Generation Rules below)
   - Generate dependency graph showing user story completion order
   - Create parallel execution examples per user story
   - Validate task completeness (each user story has all needed tasks, independently testable)
 4. **Generate tasks.md**: Use `.specify/templates/tasks-template.md` as structure, fill with:
   - Correct feature name from plan.md
   - Phase 1: Setup tasks (project initialization)
   - Phase 2: Foundational tasks (blocking prerequisites for all user stories)
   - Phase 3+: One phase per user story (in priority order from spec.md)
   - Each phase includes: story goal, independent test criteria, tests (if requested), implementation tasks
   - Final Phase: Polish & cross-cutting concerns
   - All tasks must follow the strict checklist format (see Task Generation Rules below)
   - Clear file paths for each task
   - Dependencies section showing story completion order
   - Parallel execution examples per story
   - Implementation strategy section (MVP first, incremental delivery)
 5. **Report**: Output path to generated tasks.md and summary:
   - Total task count
   - Task count per user story
   - Parallel opportunities identified
   - Independent test criteria for each story
   - Suggested MVP scope (typically just User Story 1)
   - Format validation: Confirm ALL tasks follow the checklist format (checkbox, ID, labels, file paths)
 6. **Check for extension hooks**: After tasks.md is generated, check if `.specify/extensions.yml` exists in the project root.
   - If it exists, read it and look for entries under the `hooks.after_tasks` key
   - If the YAML cannot be parsed or is invalid, skip hook checking silently and continue normally
   - Filter to only hooks where `enabled: true`
   - For each remaining hook, do **not** attempt to interpret or evaluate hook `condition` expressions:
     - If the hook has no `condition` field, or it is null/empty, treat the hook as executable
     - If the hook defines a non-empty `condition`, skip the hook and leave condition evaluation to the HookExecutor implementation
   - For each executable hook, output the following based on its `optional` flag:
     - **Optional hook** (`optional: true`):
       ```
       ## Extension Hooks
       **Optional Hook**: {extension}
       Command: `/{command}`
       Description: {description}
       Prompt: {prompt}
       To execute: `/{command}`
       ```
     - **Mandatory hook** (`optional: false`):
       ```
       ## Extension Hooks
       **Automatic Hook**: {extension}
       Executing: `/{command}`
       EXECUTE_COMMAND: {command}
       ```
   - If no hooks are registered or `.specify/extensions.yml` does not exist, skip silently
 Context for task generation: $ARGUMENTS
 The tasks.md should be immediately executable - each task must be specific enough that an LLM can complete it without additional context.
 ## Task Generation Rules
 **CRITICAL**: Tasks MUST be organized by user story to enable independent implementation and testing.
 **Tests are OPTIONAL**: Only generate test tasks if explicitly requested in the feature specification or if user requests TDD approach.
 ### Checklist Format (REQUIRED)
 Every task MUST strictly follow this format:
 ```text
 - [ ] [TaskID] [P?] [Story?] Description with file path
 ```
 **Format Components**:
 1. **Checkbox**: ALWAYS start with `- [ ]` (markdown checkbox)
 2. **Task ID**: Sequential number (T001, T002, T003...) in execution order
 3. **[P] marker**: Include ONLY if task is parallelizable (different files, no dependencies on incomplete tasks)
 4. **[Story] label**: REQUIRED for user story phase tasks only
   - Format: [US1], [US2], [US3], etc. (maps to user stories from spec.md)
   - Setup phase: NO story label
   - Foundational phase: NO story label
   - User Story phases: MUST have story label
   - Polish phase: NO story label
 5. **Description**: Clear action with exact file path
 **Examples**:
 - ✅ CORRECT: `- [ ] T001 Create project structure per implementation plan`
 - ✅ CORRECT: `- [ ] T005 [P] Implement authentication middleware in src/middleware/auth.py`
 - ✅ CORRECT: `- [ ] T012 [P] [US1] Create User model in src/models/user.py`
 - ✅ CORRECT: `- [ ] T014 [US1] Implement UserService in src/services/user_service.py`
 - ❌ WRONG: `- [ ] Create User model` (missing ID and Story label)
 - ❌ WRONG: `T001 [US1] Create model` (missing checkbox)
 - ❌ WRONG: `- [ ] [US1] Create User model` (missing Task ID)
 - ❌ WRONG: `- [ ] T001 [US1] Create model` (missing file path)
 ### Task Organization
 1. **From User Stories (spec.md)** - PRIMARY ORGANIZATION:
   - Each user story (P1, P2, P3...) gets its own phase
   - Map all related components to their story:
     - Models needed for that story
     - Services needed for that story
     - Interfaces/UI needed for that story
     - If tests requested: Tests specific to that story
   - Mark story dependencies (most stories should be independent)
 2. **From Contracts**:
   - Map each interface contract → to the user story it serves
   - If tests requested: Each interface contract → contract test task [P] before implementation in that story's phase
 3. **From Data Model**:
   - Map each entity to the user story(ies) that need it
   - If entity serves multiple stories: Put in earliest story or Setup phase
   - Relationships → service layer tasks in appropriate story phase
 4. **From Setup/Infrastructure**:
   - Shared infrastructure → Setup phase (Phase 1)
   - Foundational/blocking tasks → Foundational phase (Phase 2)
   - Story-specific setup → within that story's phase
 ### Phase Structure
 - **Phase 1**: Setup (project initialization)
 - **Phase 2**: Foundational (blocking prerequisites - MUST complete before user stories)
 - **Phase 3+**: User Stories in priority order (P1, P2, P3...)
  - Within each story: Tests (if requested) → Models → Services → Endpoints → Integration
  - Each phase should be a complete, independently testable increment
 - **Final Phase**: Polish & Cross-Cutting Concerns
--- a/.github/agents/speckit.taskstoissues.agent.md
+++ b/.github/agents/speckit.taskstoissues.agent.md
@ -0,0 +1,30 @@
 ---
 description: Convert existing tasks into actionable, dependency-ordered GitHub issues for the feature based on available design artifacts.
 tools: ['github/github-mcp-server/issue_write']
 ---
 ## User Input
 ```text
 $ARGUMENTS
 ```
 You **MUST** consider the user input before proceeding (if not empty).
 ## Outline
 1. Run `.specify/scripts/powershell/check-prerequisites.ps1 -Json -RequireTasks -IncludeTasks` from repo root and parse FEATURE_DIR and AVAILABLE_DOCS list. All paths must be absolute. For single quotes in args like "I'm Groot", use escape syntax: e.g 'I'\''m Groot' (or double-quote if possible: "I'm Groot").
 1. From the executed script, extract the path to **tasks**.
 1. Get the Git remote by running:
 ```bash
 git config --get remote.origin.url
 ```
 > [!CAUTION]
 > ONLY PROCEED TO NEXT STEPS IF THE REMOTE IS A GITHUB URL
 1. For each task in the list, use the GitHub MCP server to create a new issue in the repository that is representative of the Git remote.
 > [!CAUTION]
 > UNDER NO CIRCUMSTANCES EVER CREATE ISSUES IN REPOSITORIES THAT DO NOT MATCH THE REMOTE URL
--- a/.github/prompts/speckit.analyze.prompt.md
+++ b/.github/prompts/speckit.analyze.prompt.md
@ -0,0 +1,3 @@
 ---
 agent: speckit.analyze
 ---
--- a/.github/prompts/speckit.checklist.prompt.md
+++ b/.github/prompts/speckit.checklist.prompt.md
@ -0,0 +1,3 @@
 ---
 agent: speckit.checklist
 ---
--- a/.github/prompts/speckit.clarify.prompt.md
+++ b/.github/prompts/speckit.clarify.prompt.md
@ -0,0 +1,3 @@
 ---
 agent: speckit.clarify
 ---
--- a/.github/prompts/speckit.constitution.prompt.md
+++ b/.github/prompts/speckit.constitution.prompt.md
@ -0,0 +1,3 @@
 ---
 agent: speckit.constitution
 ---
--- a/.github/prompts/speckit.implement.prompt.md
+++ b/.github/prompts/speckit.implement.prompt.md
@ -0,0 +1,3 @@
 ---
 agent: speckit.implement
 ---
--- a/.github/prompts/speckit.plan.prompt.md
+++ b/.github/prompts/speckit.plan.prompt.md
@ -0,0 +1,3 @@
 ---
 agent: speckit.plan
 ---
--- a/.github/prompts/speckit.specify.prompt.md
+++ b/.github/prompts/speckit.specify.prompt.md
@ -0,0 +1,3 @@
 ---
 agent: speckit.specify
 ---
--- a/.github/prompts/speckit.tasks.prompt.md
+++ b/.github/prompts/speckit.tasks.prompt.md
@ -0,0 +1,3 @@
 ---
 agent: speckit.tasks
 ---
--- a/.github/prompts/speckit.taskstoissues.prompt.md
+++ b/.github/prompts/speckit.taskstoissues.prompt.md
@ -0,0 +1,3 @@
 ---
 agent: speckit.taskstoissues
 ---
--- a/.gitignore
+++ b/.gitignore
@ -39,6 +39,9 @@ npm-debug.log
 testem.log
 /typings
 # Uploads
 /uploads
 # System Files
 .DS_Store
 Thumbs.db
--- a/.specify/scripts/powershell/check-prerequisites.ps1
+++ b/.specify/scripts/powershell/check-prerequisites.ps1
@ -0,0 +1,148 @@
 #!/usr/bin/env pwsh
 # Consolidated prerequisite checking script (PowerShell)
 #
 # This script provides unified prerequisite checking for Spec-Driven Development workflow.
 # It replaces the functionality previously spread across multiple scripts.
 #
 # Usage: ./check-prerequisites.ps1 [OPTIONS]
 #
 # OPTIONS:
 #   -Json               Output in JSON format
 #   -RequireTasks       Require tasks.md to exist (for implementation phase)
 #   -IncludeTasks       Include tasks.md in AVAILABLE_DOCS list
 #   -PathsOnly          Only output path variables (no validation)
 #   -Help, -h           Show help message
 [CmdletBinding()]
 param(
    [switch]$Json,
    [switch]$RequireTasks,
    [switch]$IncludeTasks,
    [switch]$PathsOnly,
    [switch]$Help
 )
 $ErrorActionPreference = 'Stop'
 # Show help if requested
 if ($Help) {
    Write-Output @"
 Usage: check-prerequisites.ps1 [OPTIONS]
 Consolidated prerequisite checking for Spec-Driven Development workflow.
 OPTIONS:
  -Json               Output in JSON format
  -RequireTasks       Require tasks.md to exist (for implementation phase)
  -IncludeTasks       Include tasks.md in AVAILABLE_DOCS list
  -PathsOnly          Only output path variables (no prerequisite validation)
  -Help, -h           Show this help message
 EXAMPLES:
  # Check task prerequisites (plan.md required)
  .\check-prerequisites.ps1 -Json
  # Check implementation prerequisites (plan.md + tasks.md required)
  .\check-prerequisites.ps1 -Json -RequireTasks -IncludeTasks
  # Get feature paths only (no validation)
  .\check-prerequisites.ps1 -PathsOnly
 "@
    exit 0
 }
 # Source common functions
 . "$PSScriptRoot/common.ps1"
 # Get feature paths and validate branch
 $paths = Get-FeaturePathsEnv
 if (-not (Test-FeatureBranch -Branch $paths.CURRENT_BRANCH -HasGit:$paths.HAS_GIT)) { 
    exit 1 
 }
 # If paths-only mode, output paths and exit (support combined -Json -PathsOnly)
 if ($PathsOnly) {
    if ($Json) {
        [PSCustomObject]@{
            REPO_ROOT    = $paths.REPO_ROOT
            BRANCH       = $paths.CURRENT_BRANCH
            FEATURE_DIR  = $paths.FEATURE_DIR
            FEATURE_SPEC = $paths.FEATURE_SPEC
            IMPL_PLAN    = $paths.IMPL_PLAN
            TASKS        = $paths.TASKS
        } | ConvertTo-Json -Compress
    } else {
        Write-Output "REPO_ROOT: $($paths.REPO_ROOT)"
        Write-Output "BRANCH: $($paths.CURRENT_BRANCH)"
        Write-Output "FEATURE_DIR: $($paths.FEATURE_DIR)"
        Write-Output "FEATURE_SPEC: $($paths.FEATURE_SPEC)"
        Write-Output "IMPL_PLAN: $($paths.IMPL_PLAN)"
        Write-Output "TASKS: $($paths.TASKS)"
    }
    exit 0
 }
 # Validate required directories and files
 if (-not (Test-Path $paths.FEATURE_DIR -PathType Container)) {
    Write-Output "ERROR: Feature directory not found: $($paths.FEATURE_DIR)"
    Write-Output "Run /speckit.specify first to create the feature structure."
    exit 1
 }
 if (-not (Test-Path $paths.IMPL_PLAN -PathType Leaf)) {
    Write-Output "ERROR: plan.md not found in $($paths.FEATURE_DIR)"
    Write-Output "Run /speckit.plan first to create the implementation plan."
    exit 1
 }
 # Check for tasks.md if required
 if ($RequireTasks -and -not (Test-Path $paths.TASKS -PathType Leaf)) {
    Write-Output "ERROR: tasks.md not found in $($paths.FEATURE_DIR)"
    Write-Output "Run /speckit.tasks first to create the task list."
    exit 1
 }
 # Build list of available documents
 $docs = @()
 # Always check these optional docs
 if (Test-Path $paths.RESEARCH) { $docs += 'research.md' }
 if (Test-Path $paths.DATA_MODEL) { $docs += 'data-model.md' }
 # Check contracts directory (only if it exists and has files)
 if ((Test-Path $paths.CONTRACTS_DIR) -and (Get-ChildItem -Path $paths.CONTRACTS_DIR -ErrorAction SilentlyContinue | Select-Object -First 1)) { 
    $docs += 'contracts/' 
 }
 if (Test-Path $paths.QUICKSTART) { $docs += 'quickstart.md' }
 # Include tasks.md if requested and it exists
 if ($IncludeTasks -and (Test-Path $paths.TASKS)) { 
    $docs += 'tasks.md' 
 }
 # Output results
 if ($Json) {
    # JSON output
    [PSCustomObject]@{ 
        FEATURE_DIR = $paths.FEATURE_DIR
        AVAILABLE_DOCS = $docs 
    } | ConvertTo-Json -Compress
 } else {
    # Text output
    Write-Output "FEATURE_DIR:$($paths.FEATURE_DIR)"
    Write-Output "AVAILABLE_DOCS:"
    # Show status of each potential document
    Test-FileExists -Path $paths.RESEARCH -Description 'research.md' | Out-Null
    Test-FileExists -Path $paths.DATA_MODEL -Description 'data-model.md' | Out-Null
    Test-DirHasFiles -Path $paths.CONTRACTS_DIR -Description 'contracts/' | Out-Null
    Test-FileExists -Path $paths.QUICKSTART -Description 'quickstart.md' | Out-Null
    if ($IncludeTasks) {
        Test-FileExists -Path $paths.TASKS -Description 'tasks.md' | Out-Null
    }
 }
--- a/.specify/scripts/powershell/common.ps1
+++ b/.specify/scripts/powershell/common.ps1
@ -0,0 +1,204 @@
 #!/usr/bin/env pwsh
 # Common PowerShell functions analogous to common.sh
 function Get-RepoRoot {
    try {
        $result = git rev-parse --show-toplevel 2>$null
        if ($LASTEXITCODE -eq 0) {
            return $result
        }
    } catch {
        # Git command failed
    }
    # Fall back to script location for non-git repos
    return (Resolve-Path (Join-Path $PSScriptRoot "../../..")).Path
 }
 function Get-CurrentBranch {
    # First check if SPECIFY_FEATURE environment variable is set
    if ($env:SPECIFY_FEATURE) {
        return $env:SPECIFY_FEATURE
    }
    # Then check git if available
    try {
        $result = git rev-parse --abbrev-ref HEAD 2>$null
        if ($LASTEXITCODE -eq 0) {
            return $result
        }
    } catch {
        # Git command failed
    }
    # For non-git repos, try to find the latest feature directory
    $repoRoot = Get-RepoRoot
    $specsDir = Join-Path $repoRoot "specs"
    if (Test-Path $specsDir) {
        $latestFeature = ""
        $highest = 0
        Get-ChildItem -Path $specsDir -Directory | ForEach-Object {
            if ($_.Name -match '^(\d{3})-') {
                $num = [int]$matches[1]
                if ($num -gt $highest) {
                    $highest = $num
                    $latestFeature = $_.Name
                }
            }
        }
        if ($latestFeature) {
            return $latestFeature
        }
    }
    # Final fallback
    return "main"
 }
 function Test-HasGit {
    try {
        git rev-parse --show-toplevel 2>$null | Out-Null
        return ($LASTEXITCODE -eq 0)
    } catch {
        return $false
    }
 }
 function Test-FeatureBranch {
    param(
        [string]$Branch,
        [bool]$HasGit = $true
    )
    # For non-git repos, we can't enforce branch naming but still provide output
    if (-not $HasGit) {
        Write-Warning "[specify] Warning: Git repository not detected; skipped branch validation"
        return $true
    }
    if ($Branch -notmatch '^[0-9]{3}-') {
        Write-Output "ERROR: Not on a feature branch. Current branch: $Branch"
        Write-Output "Feature branches should be named like: 001-feature-name"
        return $false
    }
    return $true
 }
 function Get-FeatureDir {
    param([string]$RepoRoot, [string]$Branch)
    Join-Path $RepoRoot "specs/$Branch"
 }
 function Get-FeaturePathsEnv {
    $repoRoot = Get-RepoRoot
    $currentBranch = Get-CurrentBranch
    $hasGit = Test-HasGit
    $featureDir = Get-FeatureDir -RepoRoot $repoRoot -Branch $currentBranch
    [PSCustomObject]@{
        REPO_ROOT     = $repoRoot
        CURRENT_BRANCH = $currentBranch
        HAS_GIT       = $hasGit
        FEATURE_DIR   = $featureDir
        FEATURE_SPEC  = Join-Path $featureDir 'spec.md'
        IMPL_PLAN     = Join-Path $featureDir 'plan.md'
        TASKS         = Join-Path $featureDir 'tasks.md'
        RESEARCH      = Join-Path $featureDir 'research.md'
        DATA_MODEL    = Join-Path $featureDir 'data-model.md'
        QUICKSTART    = Join-Path $featureDir 'quickstart.md'
        CONTRACTS_DIR = Join-Path $featureDir 'contracts'
    }
 }
 function Test-FileExists {
    param([string]$Path, [string]$Description)
    if (Test-Path -Path $Path -PathType Leaf) {
        Write-Output "  ✓ $Description"
        return $true
    } else {
        Write-Output "  ✗ $Description"
        return $false
    }
 }
 function Test-DirHasFiles {
    param([string]$Path, [string]$Description)
    if ((Test-Path -Path $Path -PathType Container) -and (Get-ChildItem -Path $Path -ErrorAction SilentlyContinue | Where-Object { -not $_.PSIsContainer } | Select-Object -First 1)) {
        Write-Output "  ✓ $Description"
        return $true
    } else {
        Write-Output "  ✗ $Description"
        return $false
    }
 }
 # Resolve a template name to a file path using the priority stack:
 #   1. .specify/templates/overrides/
 #   2. .specify/presets/<preset-id>/templates/ (sorted by priority from .registry)
 #   3. .specify/extensions/<ext-id>/templates/
 #   4. .specify/templates/ (core)
 function Resolve-Template {
    param(
        [Parameter(Mandatory=$true)][string]$TemplateName,
        [Parameter(Mandatory=$true)][string]$RepoRoot
    )
    $base = Join-Path $RepoRoot '.specify/templates'
    # Priority 1: Project overrides
    $override = Join-Path $base "overrides/$TemplateName.md"
    if (Test-Path $override) { return $override }
    # Priority 2: Installed presets (sorted by priority from .registry)
    $presetsDir = Join-Path $RepoRoot '.specify/presets'
    if (Test-Path $presetsDir) {
        $registryFile = Join-Path $presetsDir '.registry'
        $sortedPresets = @()
        if (Test-Path $registryFile) {
            try {
                $registryData = Get-Content $registryFile -Raw | ConvertFrom-Json
                $presets = $registryData.presets
                if ($presets) {
                    $sortedPresets = $presets.PSObject.Properties |
                        Sort-Object { if ($null -ne $_.Value.priority) { $_.Value.priority } else { 10 } } |
                        ForEach-Object { $_.Name }
                }
            } catch {
                # Fallback: alphabetical directory order
                $sortedPresets = @()
            }
        }
        if ($sortedPresets.Count -gt 0) {
            foreach ($presetId in $sortedPresets) {
                $candidate = Join-Path $presetsDir "$presetId/templates/$TemplateName.md"
                if (Test-Path $candidate) { return $candidate }
            }
        } else {
            # Fallback: alphabetical directory order
            foreach ($preset in Get-ChildItem -Path $presetsDir -Directory -ErrorAction SilentlyContinue | Where-Object { $_.Name -notlike '.*' }) {
                $candidate = Join-Path $preset.FullName "templates/$TemplateName.md"
                if (Test-Path $candidate) { return $candidate }
            }
        }
    }
    # Priority 3: Extension-provided templates
    $extDir = Join-Path $RepoRoot '.specify/extensions'
    if (Test-Path $extDir) {
        foreach ($ext in Get-ChildItem -Path $extDir -Directory -ErrorAction SilentlyContinue | Where-Object { $_.Name -notlike '.*' } | Sort-Object Name) {
            $candidate = Join-Path $ext.FullName "templates/$TemplateName.md"
            if (Test-Path $candidate) { return $candidate }
        }
    }
    # Priority 4: Core templates
    $core = Join-Path $base "$TemplateName.md"
    if (Test-Path $core) { return $core }
    return $null
 }
--- a/.specify/scripts/powershell/create-new-feature.ps1
+++ b/.specify/scripts/powershell/create-new-feature.ps1
@ -0,0 +1,308 @@
 #!/usr/bin/env pwsh
 # Create a new feature
 [CmdletBinding()]
 param(
    [switch]$Json,
    [string]$ShortName,
    [int]$Number = 0,
    [switch]$Help,
    [Parameter(ValueFromRemainingArguments = $true)]
    [string[]]$FeatureDescription
 )
 $ErrorActionPreference = 'Stop'
 # Show help if requested
 if ($Help) {
    Write-Host "Usage: ./create-new-feature.ps1 [-Json] [-ShortName <name>] [-Number N] <feature description>"
    Write-Host ""
    Write-Host "Options:"
    Write-Host "  -Json               Output in JSON format"
    Write-Host "  -ShortName <name>   Provide a custom short name (2-4 words) for the branch"
    Write-Host "  -Number N           Specify branch number manually (overrides auto-detection)"
    Write-Host "  -Help               Show this help message"
    Write-Host ""
    Write-Host "Examples:"
    Write-Host "  ./create-new-feature.ps1 'Add user authentication system' -ShortName 'user-auth'"
    Write-Host "  ./create-new-feature.ps1 'Implement OAuth2 integration for API'"
    exit 0
 }
 # Check if feature description provided
 if (-not $FeatureDescription -or $FeatureDescription.Count -eq 0) {
    Write-Error "Usage: ./create-new-feature.ps1 [-Json] [-ShortName <name>] <feature description>"
    exit 1
 }
 $featureDesc = ($FeatureDescription -join ' ').Trim()
 # Validate description is not empty after trimming (e.g., user passed only whitespace)
 if ([string]::IsNullOrWhiteSpace($featureDesc)) {
    Write-Error "Error: Feature description cannot be empty or contain only whitespace"
    exit 1
 }
 # Resolve repository root. Prefer git information when available, but fall back
 # to searching for repository markers so the workflow still functions in repositories that
 # were initialized with --no-git.
 function Find-RepositoryRoot {
    param(
        [string]$StartDir,
        [string[]]$Markers = @('.git', '.specify')
    )
    $current = Resolve-Path $StartDir
    while ($true) {
        foreach ($marker in $Markers) {
            if (Test-Path (Join-Path $current $marker)) {
                return $current
            }
        }
        $parent = Split-Path $current -Parent
        if ($parent -eq $current) {
            # Reached filesystem root without finding markers
            return $null
        }
        $current = $parent
    }
 }
 function Get-HighestNumberFromSpecs {
    param([string]$SpecsDir)
    $highest = 0
    if (Test-Path $SpecsDir) {
        Get-ChildItem -Path $SpecsDir -Directory | ForEach-Object {
            if ($_.Name -match '^(\d+)') {
                $num = [int]$matches[1]
                if ($num -gt $highest) { $highest = $num }
            }
        }
    }
    return $highest
 }
 function Get-HighestNumberFromBranches {
    param()
    $highest = 0
    try {
        $branches = git branch -a 2>$null
        if ($LASTEXITCODE -eq 0) {
            foreach ($branch in $branches) {
                # Clean branch name: remove leading markers and remote prefixes
                $cleanBranch = $branch.Trim() -replace '^\*?\s+', '' -replace '^remotes/[^/]+/', ''
                # Extract feature number if branch matches pattern ###-*
                if ($cleanBranch -match '^(\d+)-') {
                    $num = [int]$matches[1]
                    if ($num -gt $highest) { $highest = $num }
                }
            }
        }
    } catch {
        # If git command fails, return 0
        Write-Verbose "Could not check Git branches: $_"
    }
    return $highest
 }
 function Get-NextBranchNumber {
    param(
        [string]$SpecsDir
    )
    # Fetch all remotes to get latest branch info (suppress errors if no remotes)
    try {
        git fetch --all --prune 2>$null | Out-Null
    } catch {
        # Ignore fetch errors
    }
    # Get highest number from ALL branches (not just matching short name)
    $highestBranch = Get-HighestNumberFromBranches
    # Get highest number from ALL specs (not just matching short name)
    $highestSpec = Get-HighestNumberFromSpecs -SpecsDir $SpecsDir
    # Take the maximum of both
    $maxNum = [Math]::Max($highestBranch, $highestSpec)
    # Return next number
    return $maxNum + 1
 }
 function ConvertTo-CleanBranchName {
    param([string]$Name)
    return $Name.ToLower() -replace '[^a-z0-9]', '-' -replace '-{2,}', '-' -replace '^-', '' -replace '-$', ''
 }
 $fallbackRoot = (Find-RepositoryRoot -StartDir $PSScriptRoot)
 if (-not $fallbackRoot) {
    Write-Error "Error: Could not determine repository root. Please run this script from within the repository."
    exit 1
 }
 # Load common functions (includes Resolve-Template)
 . "$PSScriptRoot/common.ps1"
 try {
    $repoRoot = git rev-parse --show-toplevel 2>$null
    if ($LASTEXITCODE -eq 0) {
        $hasGit = $true
    } else {
        throw "Git not available"
    }
 } catch {
    $repoRoot = $fallbackRoot
    $hasGit = $false
 }
 Set-Location $repoRoot
 $specsDir = Join-Path $repoRoot 'specs'
 New-Item -ItemType Directory -Path $specsDir -Force | Out-Null
 # Function to generate branch name with stop word filtering and length filtering
 function Get-BranchName {
    param([string]$Description)
    # Common stop words to filter out
    $stopWords = @(
        'i', 'a', 'an', 'the', 'to', 'for', 'of', 'in', 'on', 'at', 'by', 'with', 'from',
        'is', 'are', 'was', 'were', 'be', 'been', 'being', 'have', 'has', 'had',
        'do', 'does', 'did', 'will', 'would', 'should', 'could', 'can', 'may', 'might', 'must', 'shall',
        'this', 'that', 'these', 'those', 'my', 'your', 'our', 'their',
        'want', 'need', 'add', 'get', 'set'
    )
    # Convert to lowercase and extract words (alphanumeric only)
    $cleanName = $Description.ToLower() -replace '[^a-z0-9\s]', ' '
    $words = $cleanName -split '\s+' | Where-Object { $_ }
    # Filter words: remove stop words and words shorter than 3 chars (unless they're uppercase acronyms in original)
    $meaningfulWords = @()
    foreach ($word in $words) {
        # Skip stop words
        if ($stopWords -contains $word) { continue }
        # Keep words that are length >= 3 OR appear as uppercase in original (likely acronyms)
        if ($word.Length -ge 3) {
            $meaningfulWords += $word
        } elseif ($Description -match "\b$($word.ToUpper())\b") {
            # Keep short words if they appear as uppercase in original (likely acronyms)
            $meaningfulWords += $word
        }
    }
    # If we have meaningful words, use first 3-4 of them
    if ($meaningfulWords.Count -gt 0) {
        $maxWords = if ($meaningfulWords.Count -eq 4) { 4 } else { 3 }
        $result = ($meaningfulWords | Select-Object -First $maxWords) -join '-'
        return $result
    } else {
        # Fallback to original logic if no meaningful words found
        $result = ConvertTo-CleanBranchName -Name $Description
        $fallbackWords = ($result -split '-') | Where-Object { $_ } | Select-Object -First 3
        return [string]::Join('-', $fallbackWords)
    }
 }
 # Generate branch name
 if ($ShortName) {
    # Use provided short name, just clean it up
    $branchSuffix = ConvertTo-CleanBranchName -Name $ShortName
 } else {
    # Generate from description with smart filtering
    $branchSuffix = Get-BranchName -Description $featureDesc
 }
 # Determine branch number
 if ($Number -eq 0) {
    if ($hasGit) {
        # Check existing branches on remotes
        $Number = Get-NextBranchNumber -SpecsDir $specsDir
    } else {
        # Fall back to local directory check
        $Number = (Get-HighestNumberFromSpecs -SpecsDir $specsDir) + 1
    }
 }
 $featureNum = ('{0:000}' -f $Number)
 $branchName = "$featureNum-$branchSuffix"
 # GitHub enforces a 244-byte limit on branch names
 # Validate and truncate if necessary
 $maxBranchLength = 244
 if ($branchName.Length -gt $maxBranchLength) {
    # Calculate how much we need to trim from suffix
    # Account for: feature number (3) + hyphen (1) = 4 chars
    $maxSuffixLength = $maxBranchLength - 4
    # Truncate suffix
    $truncatedSuffix = $branchSuffix.Substring(0, [Math]::Min($branchSuffix.Length, $maxSuffixLength))
    # Remove trailing hyphen if truncation created one
    $truncatedSuffix = $truncatedSuffix -replace '-$', ''
    $originalBranchName = $branchName
    $branchName = "$featureNum-$truncatedSuffix"
    Write-Warning "[specify] Branch name exceeded GitHub's 244-byte limit"
    Write-Warning "[specify] Original: $originalBranchName ($($originalBranchName.Length) bytes)"
    Write-Warning "[specify] Truncated to: $branchName ($($branchName.Length) bytes)"
 }
 if ($hasGit) {
    $branchCreated = $false
    try {
        git checkout -q -b $branchName 2>$null | Out-Null
        if ($LASTEXITCODE -eq 0) {
            $branchCreated = $true
        }
    } catch {
        # Exception during git command
    }
    if (-not $branchCreated) {
        # Check if branch already exists
        $existingBranch = git branch --list $branchName 2>$null
        if ($existingBranch) {
            Write-Error "Error: Branch '$branchName' already exists. Please use a different feature name or specify a different number with -Number."
            exit 1
        } else {
            Write-Error "Error: Failed to create git branch '$branchName'. Please check your git configuration and try again."
            exit 1
        }
    }
 } else {
    Write-Warning "[specify] Warning: Git repository not detected; skipped branch creation for $branchName"
 }
 $featureDir = Join-Path $specsDir $branchName
 New-Item -ItemType Directory -Path $featureDir -Force | Out-Null
 $template = Resolve-Template -TemplateName 'spec-template' -RepoRoot $repoRoot
 $specFile = Join-Path $featureDir 'spec.md'
 if ($template -and (Test-Path $template)) { 
    Copy-Item $template $specFile -Force 
 } else { 
    New-Item -ItemType File -Path $specFile | Out-Null 
 }
 # Set the SPECIFY_FEATURE environment variable for the current session
 $env:SPECIFY_FEATURE = $branchName
 if ($Json) {
    $obj = [PSCustomObject]@{ 
        BRANCH_NAME = $branchName
        SPEC_FILE = $specFile
        FEATURE_NUM = $featureNum
        HAS_GIT = $hasGit
    }
    $obj | ConvertTo-Json -Compress
 } else {
    Write-Output "BRANCH_NAME: $branchName"
    Write-Output "SPEC_FILE: $specFile"
    Write-Output "FEATURE_NUM: $featureNum"
    Write-Output "HAS_GIT: $hasGit"
    Write-Output "SPECIFY_FEATURE environment variable set to: $branchName"
 }
--- a/.specify/scripts/powershell/setup-plan.ps1
+++ b/.specify/scripts/powershell/setup-plan.ps1
@ -0,0 +1,61 @@
 #!/usr/bin/env pwsh
 # Setup implementation plan for a feature
 [CmdletBinding()]
 param(
    [switch]$Json,
    [switch]$Help
 )
 $ErrorActionPreference = 'Stop'
 # Show help if requested
 if ($Help) {
    Write-Output "Usage: ./setup-plan.ps1 [-Json] [-Help]"
    Write-Output "  -Json     Output results in JSON format"
    Write-Output "  -Help     Show this help message"
    exit 0
 }
 # Load common functions
 . "$PSScriptRoot/common.ps1"
 # Get all paths and variables from common functions
 $paths = Get-FeaturePathsEnv
 # Check if we're on a proper feature branch (only for git repos)
 if (-not (Test-FeatureBranch -Branch $paths.CURRENT_BRANCH -HasGit $paths.HAS_GIT)) { 
    exit 1 
 }
 # Ensure the feature directory exists
 New-Item -ItemType Directory -Path $paths.FEATURE_DIR -Force | Out-Null
 # Copy plan template if it exists, otherwise note it or create empty file
 $template = Resolve-Template -TemplateName 'plan-template' -RepoRoot $paths.REPO_ROOT
 if ($template -and (Test-Path $template)) { 
    Copy-Item $template $paths.IMPL_PLAN -Force
    Write-Output "Copied plan template to $($paths.IMPL_PLAN)"
 } else {
    Write-Warning "Plan template not found"
    # Create a basic plan file if template doesn't exist
    New-Item -ItemType File -Path $paths.IMPL_PLAN -Force | Out-Null
 }
 # Output results
 if ($Json) {
    $result = [PSCustomObject]@{ 
        FEATURE_SPEC = $paths.FEATURE_SPEC
        IMPL_PLAN = $paths.IMPL_PLAN
        SPECS_DIR = $paths.FEATURE_DIR
        BRANCH = $paths.CURRENT_BRANCH
        HAS_GIT = $paths.HAS_GIT
    }
    $result | ConvertTo-Json -Compress
 } else {
    Write-Output "FEATURE_SPEC: $($paths.FEATURE_SPEC)"
    Write-Output "IMPL_PLAN: $($paths.IMPL_PLAN)"
    Write-Output "SPECS_DIR: $($paths.FEATURE_DIR)"
    Write-Output "BRANCH: $($paths.CURRENT_BRANCH)"
    Write-Output "HAS_GIT: $($paths.HAS_GIT)"
 }
--- a/.specify/scripts/powershell/update-agent-context.ps1
+++ b/.specify/scripts/powershell/update-agent-context.ps1
@ -0,0 +1,472 @@
 #!/usr/bin/env pwsh
 <#!
 .SYNOPSIS
 Update agent context files with information from plan.md (PowerShell version)
 .DESCRIPTION
 Mirrors the behavior of scripts/bash/update-agent-context.sh:
 1. Environment Validation
 2. Plan Data Extraction
 3. Agent File Management (create from template or update existing)
 4. Content Generation (technology stack, recent changes, timestamp)
 5. Multi-Agent Support (claude, gemini, copilot, cursor-agent, qwen, opencode, codex, windsurf, kilocode, auggie, roo, codebuddy, amp, shai, tabnine, kiro-cli, agy, bob, vibe, qodercli, kimi, generic)
 .PARAMETER AgentType
 Optional agent key to update a single agent. If omitted, updates all existing agent files (creating a default Claude file if none exist).
 .EXAMPLE
 ./update-agent-context.ps1 -AgentType claude
 .EXAMPLE
 ./update-agent-context.ps1   # Updates all existing agent files
 .NOTES
 Relies on common helper functions in common.ps1
 #>
 param(
    [Parameter(Position=0)]
    [ValidateSet('claude','gemini','copilot','cursor-agent','qwen','opencode','codex','windsurf','kilocode','auggie','roo','codebuddy','amp','shai','tabnine','kiro-cli','agy','bob','qodercli','vibe','kimi','generic')]
    [string]$AgentType
 )
 $ErrorActionPreference = 'Stop'
 # Import common helpers
 $ScriptDir = Split-Path -Parent $MyInvocation.MyCommand.Path
 . (Join-Path $ScriptDir 'common.ps1')
 # Acquire environment paths
 $envData = Get-FeaturePathsEnv
 $REPO_ROOT     = $envData.REPO_ROOT
 $CURRENT_BRANCH = $envData.CURRENT_BRANCH
 $HAS_GIT       = $envData.HAS_GIT
 $IMPL_PLAN     = $envData.IMPL_PLAN
 $NEW_PLAN = $IMPL_PLAN
 # Agent file paths
 $CLAUDE_FILE   = Join-Path $REPO_ROOT 'CLAUDE.md'
 $GEMINI_FILE   = Join-Path $REPO_ROOT 'GEMINI.md'
 $COPILOT_FILE  = Join-Path $REPO_ROOT '.github/agents/copilot-instructions.md'
 $CURSOR_FILE   = Join-Path $REPO_ROOT '.cursor/rules/specify-rules.mdc'
 $QWEN_FILE     = Join-Path $REPO_ROOT 'QWEN.md'
 $AGENTS_FILE   = Join-Path $REPO_ROOT 'AGENTS.md'
 $WINDSURF_FILE = Join-Path $REPO_ROOT '.windsurf/rules/specify-rules.md'
 $KILOCODE_FILE = Join-Path $REPO_ROOT '.kilocode/rules/specify-rules.md'
 $AUGGIE_FILE   = Join-Path $REPO_ROOT '.augment/rules/specify-rules.md'
 $ROO_FILE      = Join-Path $REPO_ROOT '.roo/rules/specify-rules.md'
 $CODEBUDDY_FILE = Join-Path $REPO_ROOT 'CODEBUDDY.md'
 $QODER_FILE    = Join-Path $REPO_ROOT 'QODER.md'
 $AMP_FILE      = Join-Path $REPO_ROOT 'AGENTS.md'
 $SHAI_FILE     = Join-Path $REPO_ROOT 'SHAI.md'
 $TABNINE_FILE  = Join-Path $REPO_ROOT 'TABNINE.md'
 $KIRO_FILE     = Join-Path $REPO_ROOT 'AGENTS.md'
 $AGY_FILE      = Join-Path $REPO_ROOT '.agent/rules/specify-rules.md'
 $BOB_FILE      = Join-Path $REPO_ROOT 'AGENTS.md'
 $VIBE_FILE     = Join-Path $REPO_ROOT '.vibe/agents/specify-agents.md'
 $KIMI_FILE     = Join-Path $REPO_ROOT 'KIMI.md'
 $TEMPLATE_FILE = Join-Path $REPO_ROOT '.specify/templates/agent-file-template.md'
 # Parsed plan data placeholders
 $script:NEW_LANG = ''
 $script:NEW_FRAMEWORK = ''
 $script:NEW_DB = ''
 $script:NEW_PROJECT_TYPE = ''
 function Write-Info { 
    param(
        [Parameter(Mandatory=$true)]
        [string]$Message
    )
    Write-Host "INFO: $Message" 
 }
 function Write-Success { 
    param(
        [Parameter(Mandatory=$true)]
        [string]$Message
    )
    Write-Host "$([char]0x2713) $Message" 
 }
 function Write-WarningMsg { 
    param(
        [Parameter(Mandatory=$true)]
        [string]$Message
    )
    Write-Warning $Message 
 }
 function Write-Err { 
    param(
        [Parameter(Mandatory=$true)]
        [string]$Message
    )
    Write-Host "ERROR: $Message" -ForegroundColor Red 
 }
 function Validate-Environment {
    if (-not $CURRENT_BRANCH) {
        Write-Err 'Unable to determine current feature'
        if ($HAS_GIT) { Write-Info "Make sure you're on a feature branch" } else { Write-Info 'Set SPECIFY_FEATURE environment variable or create a feature first' }
        exit 1
    }
    if (-not (Test-Path $NEW_PLAN)) {
        Write-Err "No plan.md found at $NEW_PLAN"
        Write-Info 'Ensure you are working on a feature with a corresponding spec directory'
        if (-not $HAS_GIT) { Write-Info 'Use: $env:SPECIFY_FEATURE=your-feature-name or create a new feature first' }
        exit 1
    }
    if (-not (Test-Path $TEMPLATE_FILE)) {
        Write-Err "Template file not found at $TEMPLATE_FILE"
        Write-Info 'Run specify init to scaffold .specify/templates, or add agent-file-template.md there.'
        exit 1
    }
 }
 function Extract-PlanField {
    param(
        [Parameter(Mandatory=$true)]
        [string]$FieldPattern,
        [Parameter(Mandatory=$true)]
        [string]$PlanFile
    )
    if (-not (Test-Path $PlanFile)) { return '' }
    # Lines like **Language/Version**: Python 3.12
    $regex = "^\*\*$([Regex]::Escape($FieldPattern))\*\*: (.+)$"
    Get-Content -LiteralPath $PlanFile -Encoding utf8 | ForEach-Object {
        if ($_ -match $regex) { 
            $val = $Matches[1].Trim()
            if ($val -notin @('NEEDS CLARIFICATION','N/A')) { return $val }
        }
    } | Select-Object -First 1
 }
 function Parse-PlanData {
    param(
        [Parameter(Mandatory=$true)]
        [string]$PlanFile
    )
    if (-not (Test-Path $PlanFile)) { Write-Err "Plan file not found: $PlanFile"; return $false }
    Write-Info "Parsing plan data from $PlanFile"
    $script:NEW_LANG        = Extract-PlanField -FieldPattern 'Language/Version' -PlanFile $PlanFile
    $script:NEW_FRAMEWORK   = Extract-PlanField -FieldPattern 'Primary Dependencies' -PlanFile $PlanFile
    $script:NEW_DB          = Extract-PlanField -FieldPattern 'Storage' -PlanFile $PlanFile
    $script:NEW_PROJECT_TYPE = Extract-PlanField -FieldPattern 'Project Type' -PlanFile $PlanFile
    if ($NEW_LANG) { Write-Info "Found language: $NEW_LANG" } else { Write-WarningMsg 'No language information found in plan' }
    if ($NEW_FRAMEWORK) { Write-Info "Found framework: $NEW_FRAMEWORK" }
    if ($NEW_DB -and $NEW_DB -ne 'N/A') { Write-Info "Found database: $NEW_DB" }
    if ($NEW_PROJECT_TYPE) { Write-Info "Found project type: $NEW_PROJECT_TYPE" }
    return $true
 }
 function Format-TechnologyStack {
    param(
        [Parameter(Mandatory=$false)]
        [string]$Lang,
        [Parameter(Mandatory=$false)]
        [string]$Framework
    )
    $parts = @()
    if ($Lang -and $Lang -ne 'NEEDS CLARIFICATION') { $parts += $Lang }
    if ($Framework -and $Framework -notin @('NEEDS CLARIFICATION','N/A')) { $parts += $Framework }
    if (-not $parts) { return '' }
    return ($parts -join ' + ')
 }
 function Get-ProjectStructure { 
    param(
        [Parameter(Mandatory=$false)]
        [string]$ProjectType
    )
    if ($ProjectType -match 'web') { return "backend/`nfrontend/`ntests/" } else { return "src/`ntests/" } 
 }
 function Get-CommandsForLanguage { 
    param(
        [Parameter(Mandatory=$false)]
        [string]$Lang
    )
    switch -Regex ($Lang) {
        'Python' { return "cd src; pytest; ruff check ." }
        'Rust' { return "cargo test; cargo clippy" }
        'JavaScript|TypeScript' { return "npm test; npm run lint" }
        default { return "# Add commands for $Lang" }
    }
 }
 function Get-LanguageConventions { 
    param(
        [Parameter(Mandatory=$false)]
        [string]$Lang
    )
    if ($Lang) { "${Lang}: Follow standard conventions" } else { 'General: Follow standard conventions' } 
 }
 function New-AgentFile {
    param(
        [Parameter(Mandatory=$true)]
        [string]$TargetFile,
        [Parameter(Mandatory=$true)]
        [string]$ProjectName,
        [Parameter(Mandatory=$true)]
        [datetime]$Date
    )
    if (-not (Test-Path $TEMPLATE_FILE)) { Write-Err "Template not found at $TEMPLATE_FILE"; return $false }
    $temp = New-TemporaryFile
    Copy-Item -LiteralPath $TEMPLATE_FILE -Destination $temp -Force
    $projectStructure = Get-ProjectStructure -ProjectType $NEW_PROJECT_TYPE
    $commands = Get-CommandsForLanguage -Lang $NEW_LANG
    $languageConventions = Get-LanguageConventions -Lang $NEW_LANG
    $escaped_lang = $NEW_LANG
    $escaped_framework = $NEW_FRAMEWORK
    $escaped_branch = $CURRENT_BRANCH
    $content = Get-Content -LiteralPath $temp -Raw -Encoding utf8
    $content = $content -replace '\[PROJECT NAME\]',$ProjectName
    $content = $content -replace '\[DATE\]',$Date.ToString('yyyy-MM-dd')
    # Build the technology stack string safely
    $techStackForTemplate = ""
    if ($escaped_lang -and $escaped_framework) {
        $techStackForTemplate = "- $escaped_lang + $escaped_framework ($escaped_branch)"
    } elseif ($escaped_lang) {
        $techStackForTemplate = "- $escaped_lang ($escaped_branch)"
    } elseif ($escaped_framework) {
        $techStackForTemplate = "- $escaped_framework ($escaped_branch)"
    }
    $content = $content -replace '\[EXTRACTED FROM ALL PLAN.MD FILES\]',$techStackForTemplate
    # For project structure we manually embed (keep newlines)
    $escapedStructure = [Regex]::Escape($projectStructure)
    $content = $content -replace '\[ACTUAL STRUCTURE FROM PLANS\]',$escapedStructure
    # Replace escaped newlines placeholder after all replacements
    $content = $content -replace '\[ONLY COMMANDS FOR ACTIVE TECHNOLOGIES\]',$commands
    $content = $content -replace '\[LANGUAGE-SPECIFIC, ONLY FOR LANGUAGES IN USE\]',$languageConventions
    # Build the recent changes string safely
    $recentChangesForTemplate = ""
    if ($escaped_lang -and $escaped_framework) {
        $recentChangesForTemplate = "- ${escaped_branch}: Added ${escaped_lang} + ${escaped_framework}"
    } elseif ($escaped_lang) {
        $recentChangesForTemplate = "- ${escaped_branch}: Added ${escaped_lang}"
    } elseif ($escaped_framework) {
        $recentChangesForTemplate = "- ${escaped_branch}: Added ${escaped_framework}"
    }
    $content = $content -replace '\[LAST 3 FEATURES AND WHAT THEY ADDED\]',$recentChangesForTemplate
    # Convert literal \n sequences introduced by Escape to real newlines
    $content = $content -replace '\\n',[Environment]::NewLine
    # Prepend Cursor frontmatter for .mdc files so rules are auto-included
    if ($TargetFile -match '\.mdc$') {
        $frontmatter = @('---','description: Project Development Guidelines','globs: ["**/*"]','alwaysApply: true','---','') -join [Environment]::NewLine
        $content = $frontmatter + $content
    }
    $parent = Split-Path -Parent $TargetFile
    if (-not (Test-Path $parent)) { New-Item -ItemType Directory -Path $parent | Out-Null }
    Set-Content -LiteralPath $TargetFile -Value $content -NoNewline -Encoding utf8
    Remove-Item $temp -Force
    return $true
 }
 function Update-ExistingAgentFile {
    param(
        [Parameter(Mandatory=$true)]
        [string]$TargetFile,
        [Parameter(Mandatory=$true)]
        [datetime]$Date
    )
    if (-not (Test-Path $TargetFile)) { return (New-AgentFile -TargetFile $TargetFile -ProjectName (Split-Path $REPO_ROOT -Leaf) -Date $Date) }
    $techStack = Format-TechnologyStack -Lang $NEW_LANG -Framework $NEW_FRAMEWORK
    $newTechEntries = @()
    if ($techStack) {
        $escapedTechStack = [Regex]::Escape($techStack)
        if (-not (Select-String -Pattern $escapedTechStack -Path $TargetFile -Quiet)) { 
            $newTechEntries += "- $techStack ($CURRENT_BRANCH)" 
        }
    }
    if ($NEW_DB -and $NEW_DB -notin @('N/A','NEEDS CLARIFICATION')) {
        $escapedDB = [Regex]::Escape($NEW_DB)
        if (-not (Select-String -Pattern $escapedDB -Path $TargetFile -Quiet)) { 
            $newTechEntries += "- $NEW_DB ($CURRENT_BRANCH)" 
        }
    }
    $newChangeEntry = ''
    if ($techStack) { $newChangeEntry = "- ${CURRENT_BRANCH}: Added ${techStack}" }
    elseif ($NEW_DB -and $NEW_DB -notin @('N/A','NEEDS CLARIFICATION')) { $newChangeEntry = "- ${CURRENT_BRANCH}: Added ${NEW_DB}" }
    $lines = Get-Content -LiteralPath $TargetFile -Encoding utf8
    $output = New-Object System.Collections.Generic.List[string]
    $inTech = $false; $inChanges = $false; $techAdded = $false; $changeAdded = $false; $existingChanges = 0
    for ($i=0; $i -lt $lines.Count; $i++) {
        $line = $lines[$i]
        if ($line -eq '## Active Technologies') {
            $output.Add($line)
            $inTech = $true
            continue
        }
        if ($inTech -and $line -match '^##\s') {
            if (-not $techAdded -and $newTechEntries.Count -gt 0) { $newTechEntries | ForEach-Object { $output.Add($_) }; $techAdded = $true }
            $output.Add($line); $inTech = $false; continue
        }
        if ($inTech -and [string]::IsNullOrWhiteSpace($line)) {
            if (-not $techAdded -and $newTechEntries.Count -gt 0) { $newTechEntries | ForEach-Object { $output.Add($_) }; $techAdded = $true }
            $output.Add($line); continue
        }
        if ($line -eq '## Recent Changes') {
            $output.Add($line)
            if ($newChangeEntry) { $output.Add($newChangeEntry); $changeAdded = $true }
            $inChanges = $true
            continue
        }
        if ($inChanges -and $line -match '^##\s') { $output.Add($line); $inChanges = $false; continue }
        if ($inChanges -and $line -match '^- ') {
            if ($existingChanges -lt 2) { $output.Add($line); $existingChanges++ }
            continue
        }
        if ($line -match '(\*\*)?Last updated(\*\*)?: .*\d{4}-\d{2}-\d{2}') {
            $output.Add(($line -replace '\d{4}-\d{2}-\d{2}',$Date.ToString('yyyy-MM-dd')))
            continue
        }
        $output.Add($line)
    }
    # Post-loop check: if we're still in the Active Technologies section and haven't added new entries
    if ($inTech -and -not $techAdded -and $newTechEntries.Count -gt 0) {
        $newTechEntries | ForEach-Object { $output.Add($_) }
    }
    # Ensure Cursor .mdc files have YAML frontmatter for auto-inclusion
    if ($TargetFile -match '\.mdc$' -and $output.Count -gt 0 -and $output[0] -ne '---') {
        $frontmatter = @('---','description: Project Development Guidelines','globs: ["**/*"]','alwaysApply: true','---','')
        $output.InsertRange(0, $frontmatter)
    }
    Set-Content -LiteralPath $TargetFile -Value ($output -join [Environment]::NewLine) -Encoding utf8
    return $true
 }
 function Update-AgentFile {
    param(
        [Parameter(Mandatory=$true)]
        [string]$TargetFile,
        [Parameter(Mandatory=$true)]
        [string]$AgentName
    )
    if (-not $TargetFile -or -not $AgentName) { Write-Err 'Update-AgentFile requires TargetFile and AgentName'; return $false }
    Write-Info "Updating $AgentName context file: $TargetFile"
    $projectName = Split-Path $REPO_ROOT -Leaf
    $date = Get-Date
    $dir = Split-Path -Parent $TargetFile
    if (-not (Test-Path $dir)) { New-Item -ItemType Directory -Path $dir | Out-Null }
    if (-not (Test-Path $TargetFile)) {
        if (New-AgentFile -TargetFile $TargetFile -ProjectName $projectName -Date $date) { Write-Success "Created new $AgentName context file" } else { Write-Err 'Failed to create new agent file'; return $false }
    } else {
        try {
            if (Update-ExistingAgentFile -TargetFile $TargetFile -Date $date) { Write-Success "Updated existing $AgentName context file" } else { Write-Err 'Failed to update agent file'; return $false }
        } catch {
            Write-Err "Cannot access or update existing file: $TargetFile. $_"
            return $false
        }
    }
    return $true
 }
 function Update-SpecificAgent {
    param(
        [Parameter(Mandatory=$true)]
        [string]$Type
    )
    switch ($Type) {
        'claude'   { Update-AgentFile -TargetFile $CLAUDE_FILE   -AgentName 'Claude Code' }
        'gemini'   { Update-AgentFile -TargetFile $GEMINI_FILE   -AgentName 'Gemini CLI' }
        'copilot'  { Update-AgentFile -TargetFile $COPILOT_FILE  -AgentName 'GitHub Copilot' }
        'cursor-agent' { Update-AgentFile -TargetFile $CURSOR_FILE   -AgentName 'Cursor IDE' }
        'qwen'     { Update-AgentFile -TargetFile $QWEN_FILE     -AgentName 'Qwen Code' }
        'opencode' { Update-AgentFile -TargetFile $AGENTS_FILE   -AgentName 'opencode' }
        'codex'    { Update-AgentFile -TargetFile $AGENTS_FILE   -AgentName 'Codex CLI' }
        'windsurf' { Update-AgentFile -TargetFile $WINDSURF_FILE -AgentName 'Windsurf' }
        'kilocode' { Update-AgentFile -TargetFile $KILOCODE_FILE -AgentName 'Kilo Code' }
        'auggie'   { Update-AgentFile -TargetFile $AUGGIE_FILE   -AgentName 'Auggie CLI' }
        'roo'      { Update-AgentFile -TargetFile $ROO_FILE      -AgentName 'Roo Code' }
        'codebuddy' { Update-AgentFile -TargetFile $CODEBUDDY_FILE -AgentName 'CodeBuddy CLI' }
        'qodercli' { Update-AgentFile -TargetFile $QODER_FILE    -AgentName 'Qoder CLI' }
        'amp'      { Update-AgentFile -TargetFile $AMP_FILE      -AgentName 'Amp' }
        'shai'     { Update-AgentFile -TargetFile $SHAI_FILE     -AgentName 'SHAI' }
        'tabnine'  { Update-AgentFile -TargetFile $TABNINE_FILE  -AgentName 'Tabnine CLI' }
        'kiro-cli' { Update-AgentFile -TargetFile $KIRO_FILE     -AgentName 'Kiro CLI' }
        'agy'      { Update-AgentFile -TargetFile $AGY_FILE      -AgentName 'Antigravity' }
        'bob'      { Update-AgentFile -TargetFile $BOB_FILE      -AgentName 'IBM Bob' }
        'vibe'     { Update-AgentFile -TargetFile $VIBE_FILE     -AgentName 'Mistral Vibe' }
        'kimi'     { Update-AgentFile -TargetFile $KIMI_FILE     -AgentName 'Kimi Code' }
        'generic'  { Write-Info 'Generic agent: no predefined context file. Use the agent-specific update script for your agent.' }
        default { Write-Err "Unknown agent type '$Type'"; Write-Err 'Expected: claude|gemini|copilot|cursor-agent|qwen|opencode|codex|windsurf|kilocode|auggie|roo|codebuddy|amp|shai|tabnine|kiro-cli|agy|bob|vibe|qodercli|kimi|generic'; return $false }
    }
 }
 function Update-AllExistingAgents {
    $found = $false
    $ok = $true
    if (Test-Path $CLAUDE_FILE)   { if (-not (Update-AgentFile -TargetFile $CLAUDE_FILE   -AgentName 'Claude Code')) { $ok = $false }; $found = $true }
    if (Test-Path $GEMINI_FILE)   { if (-not (Update-AgentFile -TargetFile $GEMINI_FILE   -AgentName 'Gemini CLI')) { $ok = $false }; $found = $true }
    if (Test-Path $COPILOT_FILE)  { if (-not (Update-AgentFile -TargetFile $COPILOT_FILE  -AgentName 'GitHub Copilot')) { $ok = $false }; $found = $true }
    if (Test-Path $CURSOR_FILE)   { if (-not (Update-AgentFile -TargetFile $CURSOR_FILE   -AgentName 'Cursor IDE')) { $ok = $false }; $found = $true }
    if (Test-Path $QWEN_FILE)     { if (-not (Update-AgentFile -TargetFile $QWEN_FILE     -AgentName 'Qwen Code')) { $ok = $false }; $found = $true }
    if (Test-Path $AGENTS_FILE)   { if (-not (Update-AgentFile -TargetFile $AGENTS_FILE   -AgentName 'Codex/opencode')) { $ok = $false }; $found = $true }
    if (Test-Path $WINDSURF_FILE) { if (-not (Update-AgentFile -TargetFile $WINDSURF_FILE -AgentName 'Windsurf')) { $ok = $false }; $found = $true }
    if (Test-Path $KILOCODE_FILE) { if (-not (Update-AgentFile -TargetFile $KILOCODE_FILE -AgentName 'Kilo Code')) { $ok = $false }; $found = $true }
    if (Test-Path $AUGGIE_FILE)   { if (-not (Update-AgentFile -TargetFile $AUGGIE_FILE   -AgentName 'Auggie CLI')) { $ok = $false }; $found = $true }
    if (Test-Path $ROO_FILE)      { if (-not (Update-AgentFile -TargetFile $ROO_FILE      -AgentName 'Roo Code')) { $ok = $false }; $found = $true }
    if (Test-Path $CODEBUDDY_FILE) { if (-not (Update-AgentFile -TargetFile $CODEBUDDY_FILE -AgentName 'CodeBuddy CLI')) { $ok = $false }; $found = $true }
    if (Test-Path $QODER_FILE)    { if (-not (Update-AgentFile -TargetFile $QODER_FILE    -AgentName 'Qoder CLI')) { $ok = $false }; $found = $true }
    if (Test-Path $SHAI_FILE)     { if (-not (Update-AgentFile -TargetFile $SHAI_FILE     -AgentName 'SHAI')) { $ok = $false }; $found = $true }
    if (Test-Path $TABNINE_FILE)  { if (-not (Update-AgentFile -TargetFile $TABNINE_FILE  -AgentName 'Tabnine CLI')) { $ok = $false }; $found = $true }
    if (Test-Path $KIRO_FILE)     { if (-not (Update-AgentFile -TargetFile $KIRO_FILE     -AgentName 'Kiro CLI')) { $ok = $false }; $found = $true }
    if (Test-Path $AGY_FILE)      { if (-not (Update-AgentFile -TargetFile $AGY_FILE      -AgentName 'Antigravity')) { $ok = $false }; $found = $true }
    if (Test-Path $BOB_FILE)      { if (-not (Update-AgentFile -TargetFile $BOB_FILE      -AgentName 'IBM Bob')) { $ok = $false }; $found = $true }
    if (Test-Path $VIBE_FILE)     { if (-not (Update-AgentFile -TargetFile $VIBE_FILE     -AgentName 'Mistral Vibe')) { $ok = $false }; $found = $true }
    if (Test-Path $KIMI_FILE)     { if (-not (Update-AgentFile -TargetFile $KIMI_FILE     -AgentName 'Kimi Code')) { $ok = $false }; $found = $true }
    if (-not $found) {
        Write-Info 'No existing agent files found, creating default Claude file...'
        if (-not (Update-AgentFile -TargetFile $CLAUDE_FILE -AgentName 'Claude Code')) { $ok = $false }
    }
    return $ok
 }
 function Print-Summary {
    Write-Host ''
    Write-Info 'Summary of changes:'
    if ($NEW_LANG) { Write-Host "  - Added language: $NEW_LANG" }
    if ($NEW_FRAMEWORK) { Write-Host "  - Added framework: $NEW_FRAMEWORK" }
    if ($NEW_DB -and $NEW_DB -ne 'N/A') { Write-Host "  - Added database: $NEW_DB" }
    Write-Host ''
    Write-Info 'Usage: ./update-agent-context.ps1 [-AgentType claude|gemini|copilot|cursor-agent|qwen|opencode|codex|windsurf|kilocode|auggie|roo|codebuddy|amp|shai|tabnine|kiro-cli|agy|bob|vibe|qodercli|generic]'
 }
 function Main {
    Validate-Environment
    Write-Info "=== Updating agent context files for feature $CURRENT_BRANCH ==="
    if (-not (Parse-PlanData -PlanFile $NEW_PLAN)) { Write-Err 'Failed to parse plan data'; exit 1 }
    $success = $true
    if ($AgentType) {
        Write-Info "Updating specific agent: $AgentType"
        if (-not (Update-SpecificAgent -Type $AgentType)) { $success = $false }
    }
    else {
        Write-Info 'No agent specified, updating all existing agent files...'
        if (-not (Update-AllExistingAgents)) { $success = $false }
    }
    Print-Summary
    if ($success) { Write-Success 'Agent context update completed successfully'; exit 0 } else { Write-Err 'Agent context update completed with errors'; exit 1 }
 }
 Main
--- a/.specify/templates/agent-file-template.md
+++ b/.specify/templates/agent-file-template.md
@ -0,0 +1,28 @@
 # [PROJECT NAME] Development Guidelines
 Auto-generated from all feature plans. Last updated: [DATE]
 ## Active Technologies
 [EXTRACTED FROM ALL PLAN.MD FILES]
 ## Project Structure
 ```text
 [ACTUAL STRUCTURE FROM PLANS]
 ```
 ## Commands
 [ONLY COMMANDS FOR ACTIVE TECHNOLOGIES]
 ## Code Style
 [LANGUAGE-SPECIFIC, ONLY FOR LANGUAGES IN USE]
 ## Recent Changes
 [LAST 3 FEATURES AND WHAT THEY ADDED]
 <!-- MANUAL ADDITIONS START -->
 <!-- MANUAL ADDITIONS END -->
--- a/.specify/templates/checklist-template.md
+++ b/.specify/templates/checklist-template.md
@ -0,0 +1,40 @@
 # [CHECKLIST TYPE] Checklist: [FEATURE NAME]
 **Purpose**: [Brief description of what this checklist covers]
 **Created**: [DATE]
 **Feature**: [Link to spec.md or relevant documentation]
 **Note**: This checklist is generated by the `/speckit.checklist` command based on feature context and requirements.
 <!--
  ============================================================================
  IMPORTANT: The checklist items below are SAMPLE ITEMS for illustration only.
  The /speckit.checklist command MUST replace these with actual items based on:
  - User's specific checklist request
  - Feature requirements from spec.md
  - Technical context from plan.md
  - Implementation details from tasks.md
  DO NOT keep these sample items in the generated checklist file.
  ============================================================================
 -->
 ## [Category 1]
 - [ ] CHK001 First checklist item with clear action
 - [ ] CHK002 Second checklist item
 - [ ] CHK003 Third checklist item
 ## [Category 2]
 - [ ] CHK004 Another category item
 - [ ] CHK005 Item with specific criteria
 - [ ] CHK006 Final item in this category
 ## Notes
 - Check items off as completed: `[x]`
 - Add comments or findings inline
 - Link to relevant resources or documentation
 - Items are numbered sequentially for easy reference
--- a/.specify/templates/constitution-template.md
+++ b/.specify/templates/constitution-template.md
@ -0,0 +1,73 @@
 # [PROJECT_NAME] Constitution
 <!-- Example: Spec Constitution, TaskFlow Constitution, etc. -->
 ## Core Principles
 ### [PRINCIPLE_1_NAME]
 <!-- Example: I. Library-First -->
 [PRINCIPLE_1_DESCRIPTION]
 <!-- Example: Every feature starts as a standalone library; Libraries must be self-contained, independently testable, documented; Clear purpose required - no organizational-only libraries -->
 ### [PRINCIPLE_2_NAME]
 <!-- Example: II. CLI Interface -->
 [PRINCIPLE_2_DESCRIPTION]
 <!-- Example: Every library exposes functionality via CLI; Text in/out protocol: stdin/args → stdout, errors → stderr; Support JSON + human-readable formats -->
 ### [PRINCIPLE_3_NAME]
 <!-- Example: III. Test-First (NON-NEGOTIABLE) -->
 [PRINCIPLE_3_DESCRIPTION]
 <!-- Example: TDD mandatory: Tests written → User approved → Tests fail → Then implement; Red-Green-Refactor cycle strictly enforced -->
 ### [PRINCIPLE_4_NAME]
 <!-- Example: IV. Integration Testing -->
 [PRINCIPLE_4_DESCRIPTION]
 <!-- Example: Focus areas requiring integration tests: New library contract tests, Contract changes, Inter-service communication, Shared schemas -->
 ### [PRINCIPLE_5_NAME]
 <!-- Example: V. Observability, VI. Versioning & Breaking Changes, VII. Simplicity -->
 [PRINCIPLE_5_DESCRIPTION]
 <!-- Example: Text I/O ensures debuggability; Structured logging required; Or: MAJOR.MINOR.BUILD format; Or: Start simple, YAGNI principles -->
 ## [SECTION_2_NAME]
 <!-- Example: Additional Constraints, Security Requirements, Performance Standards, etc. -->
 [SECTION_2_CONTENT]
 <!-- Example: Technology stack requirements, compliance standards, deployment policies, etc. -->
 ## [SECTION_3_NAME]
 <!-- Example: Development Workflow, Review Process, Quality Gates, etc. -->
 [SECTION_3_CONTENT]
 <!-- Example: Code review requirements, testing gates, deployment approval process, etc. -->
 ## Governance
 <!-- Example: Constitution supersedes all other practices; Amendments require documentation, approval, migration plan -->
 [GOVERNANCE_RULES]
 <!-- Example: All PRs/reviews must verify compliance; Complexity must be justified; Use [GUIDANCE_FILE] for runtime development guidance -->
 **Version**: [CONSTITUTION_VERSION] | **Ratified**: [RATIFICATION_DATE] | **Last Amended**: [LAST_AMENDED_DATE]
 <!-- Example: Version: 2.1.1 | Ratified: 2025-06-13 | Last Amended: 2025-07-16 -->
--- a/.specify/templates/plan-template.md
+++ b/.specify/templates/plan-template.md
@ -0,0 +1,105 @@
 # Implementation Plan: [FEATURE]
 **Branch**: `[###-feature-name]` | **Date**: [DATE] | **Spec**: [link]
 **Input**: Feature specification from `/specs/[###-feature-name]/spec.md`
 **Note**: This template is filled in by the `/speckit.plan` command. See `.specify/templates/plan-template.md` for the execution workflow.
 ## Summary
 [Extract from feature spec: primary requirement + technical approach from research]
 ## Technical Context
 <!--
  ACTION REQUIRED: Replace the content in this section with the technical details
  for the project. The structure here is presented in advisory capacity to guide
  the iteration process.
 -->
 **Language/Version**: [e.g., Python 3.11, Swift 5.9, Rust 1.75 or NEEDS CLARIFICATION]  
 **Primary Dependencies**: [e.g., FastAPI, UIKit, LLVM or NEEDS CLARIFICATION]  
 **Storage**: [if applicable, e.g., PostgreSQL, CoreData, files or N/A]  
 **Testing**: [e.g., pytest, XCTest, cargo test or NEEDS CLARIFICATION]  
 **Target Platform**: [e.g., Linux server, iOS 15+, WASM or NEEDS CLARIFICATION]
 **Project Type**: [e.g., library/cli/web-service/mobile-app/compiler/desktop-app or NEEDS CLARIFICATION]  
 **Performance Goals**: [domain-specific, e.g., 1000 req/s, 10k lines/sec, 60 fps or NEEDS CLARIFICATION]  
 **Constraints**: [domain-specific, e.g., <200ms p95, <100MB memory, offline-capable or NEEDS CLARIFICATION]  
 **Scale/Scope**: [domain-specific, e.g., 10k users, 1M LOC, 50 screens or NEEDS CLARIFICATION]
 ## Constitution Check
 _GATE: Must pass before Phase 0 research. Re-check after Phase 1 design._
 [Gates determined based on constitution file]
 ## Project Structure
 ### Documentation (this feature)
 ```text
 specs/[###-feature]/
 ├── plan.md              # This file (/speckit.plan command output)
 ├── research.md          # Phase 0 output (/speckit.plan command)
 ├── data-model.md        # Phase 1 output (/speckit.plan command)
 ├── quickstart.md        # Phase 1 output (/speckit.plan command)
 ├── contracts/           # Phase 1 output (/speckit.plan command)
 └── tasks.md             # Phase 2 output (/speckit.tasks command - NOT created by /speckit.plan)
 ```
 ### Source Code (repository root)
 <!--
  ACTION REQUIRED: Replace the placeholder tree below with the concrete layout
  for this feature. Delete unused options and expand the chosen structure with
  real paths (e.g., apps/admin, packages/something). The delivered plan must
  not include Option labels.
 -->
 ```text
 # [REMOVE IF UNUSED] Option 1: Single project (DEFAULT)
 src/
 ├── models/
 ├── services/
 ├── cli/
 └── lib/
 tests/
 ├── contract/
 ├── integration/
 └── unit/
 # [REMOVE IF UNUSED] Option 2: Web application (when "frontend" + "backend" detected)
 backend/
 ├── src/
 │   ├── models/
 │   ├── services/
 │   └── api/
 └── tests/
 frontend/
 ├── src/
 │   ├── components/
 │   ├── pages/
 │   └── services/
 └── tests/
 # [REMOVE IF UNUSED] Option 3: Mobile + API (when "iOS/Android" detected)
 api/
 └── [same as backend above]
 ios/ or android/
 └── [platform-specific structure: feature modules, UI flows, platform tests]
 ```
 **Structure Decision**: [Document the selected structure and reference the real
 directories captured above]
 ## Complexity Tracking
 > **Fill ONLY if Constitution Check has violations that must be justified**
 | Violation                  | Why Needed         | Simpler Alternative Rejected Because |
 | -------------------------- | ------------------ | ------------------------------------ |
 | [e.g., 4th project]        | [current need]     | [why 3 projects insufficient]        |
 | [e.g., Repository pattern] | [specific problem] | [why direct DB access insufficient]  |
--- a/.specify/templates/spec-template.md
+++ b/.specify/templates/spec-template.md
@ -0,0 +1,115 @@
 # Feature Specification: [FEATURE NAME]
 **Feature Branch**: `[###-feature-name]`  
 **Created**: [DATE]  
 **Status**: Draft  
 **Input**: User description: "$ARGUMENTS"
 ## User Scenarios & Testing _(mandatory)_
 <!--
  IMPORTANT: User stories should be PRIORITIZED as user journeys ordered by importance.
  Each user story/journey must be INDEPENDENTLY TESTABLE - meaning if you implement just ONE of them,
  you should still have a viable MVP (Minimum Viable Product) that delivers value.
  Assign priorities (P1, P2, P3, etc.) to each story, where P1 is the most critical.
  Think of each story as a standalone slice of functionality that can be:
  - Developed independently
  - Tested independently
  - Deployed independently
  - Demonstrated to users independently
 -->
 ### User Story 1 - [Brief Title] (Priority: P1)
 [Describe this user journey in plain language]
 **Why this priority**: [Explain the value and why it has this priority level]
 **Independent Test**: [Describe how this can be tested independently - e.g., "Can be fully tested by [specific action] and delivers [specific value]"]
 **Acceptance Scenarios**:
 1. **Given** [initial state], **When** [action], **Then** [expected outcome]
 2. **Given** [initial state], **When** [action], **Then** [expected outcome]
 ---
 ### User Story 2 - [Brief Title] (Priority: P2)
 [Describe this user journey in plain language]
 **Why this priority**: [Explain the value and why it has this priority level]
 **Independent Test**: [Describe how this can be tested independently]
 **Acceptance Scenarios**:
 1. **Given** [initial state], **When** [action], **Then** [expected outcome]
 ---
 ### User Story 3 - [Brief Title] (Priority: P3)
 [Describe this user journey in plain language]
 **Why this priority**: [Explain the value and why it has this priority level]
 **Independent Test**: [Describe how this can be tested independently]
 **Acceptance Scenarios**:
 1. **Given** [initial state], **When** [action], **Then** [expected outcome]
 ---
 [Add more user stories as needed, each with an assigned priority]
 ### Edge Cases
 <!--
  ACTION REQUIRED: The content in this section represents placeholders.
  Fill them out with the right edge cases.
 -->
 - What happens when [boundary condition]?
 - How does system handle [error scenario]?
 ## Requirements _(mandatory)_
 <!--
  ACTION REQUIRED: The content in this section represents placeholders.
  Fill them out with the right functional requirements.
 -->
 ### Functional Requirements
 - **FR-001**: System MUST [specific capability, e.g., "allow users to create accounts"]
 - **FR-002**: System MUST [specific capability, e.g., "validate email addresses"]
 - **FR-003**: Users MUST be able to [key interaction, e.g., "reset their password"]
 - **FR-004**: System MUST [data requirement, e.g., "persist user preferences"]
 - **FR-005**: System MUST [behavior, e.g., "log all security events"]
 _Example of marking unclear requirements:_
 - **FR-006**: System MUST authenticate users via [NEEDS CLARIFICATION: auth method not specified - email/password, SSO, OAuth?]
 - **FR-007**: System MUST retain user data for [NEEDS CLARIFICATION: retention period not specified]
 ### Key Entities _(include if feature involves data)_
 - **[Entity 1]**: [What it represents, key attributes without implementation]
 - **[Entity 2]**: [What it represents, relationships to other entities]
 ## Success Criteria _(mandatory)_
 <!--
  ACTION REQUIRED: Define measurable success criteria.
  These must be technology-agnostic and measurable.
 -->
 ### Measurable Outcomes
 - **SC-001**: [Measurable metric, e.g., "Users can complete account creation in under 2 minutes"]
 - **SC-002**: [Measurable metric, e.g., "System handles 1000 concurrent users without degradation"]
 - **SC-003**: [User satisfaction metric, e.g., "90% of users successfully complete primary task on first attempt"]
 - **SC-004**: [Business metric, e.g., "Reduce support tickets related to [X] by 50%"]
--- a/.specify/templates/tasks-template.md
+++ b/.specify/templates/tasks-template.md
@ -0,0 +1,250 @@
 ---
 description: 'Task list template for feature implementation'
 ---
 # Tasks: [FEATURE NAME]
 **Input**: Design documents from `/specs/[###-feature-name]/`
 **Prerequisites**: plan.md (required), spec.md (required for user stories), research.md, data-model.md, contracts/
 **Tests**: The examples below include test tasks. Tests are OPTIONAL - only include them if explicitly requested in the feature specification.
 **Organization**: Tasks are grouped by user story to enable independent implementation and testing of each story.
 ## Format: `[ID] [P?] [Story] Description`
 - **[P]**: Can run in parallel (different files, no dependencies)
 - **[Story]**: Which user story this task belongs to (e.g., US1, US2, US3)
 - Include exact file paths in descriptions
 ## Path Conventions
 - **Single project**: `src/`, `tests/` at repository root
 - **Web app**: `backend/src/`, `frontend/src/`
 - **Mobile**: `api/src/`, `ios/src/` or `android/src/`
 - Paths shown below assume single project - adjust based on plan.md structure
 <!--
  ============================================================================
  IMPORTANT: The tasks below are SAMPLE TASKS for illustration purposes only.
  The /speckit.tasks command MUST replace these with actual tasks based on:
  - User stories from spec.md (with their priorities P1, P2, P3...)
  - Feature requirements from plan.md
  - Entities from data-model.md
  - Endpoints from contracts/
  Tasks MUST be organized by user story so each story can be:
  - Implemented independently
  - Tested independently
  - Delivered as an MVP increment
  DO NOT keep these sample tasks in the generated tasks.md file.
  ============================================================================
 -->
 ## Phase 1: Setup (Shared Infrastructure)
 **Purpose**: Project initialization and basic structure
 - [ ] T001 Create project structure per implementation plan
 - [ ] T002 Initialize [language] project with [framework] dependencies
 - [ ] T003 [P] Configure linting and formatting tools
 ---
 ## Phase 2: Foundational (Blocking Prerequisites)
 **Purpose**: Core infrastructure that MUST be complete before ANY user story can be implemented
 **⚠️ CRITICAL**: No user story work can begin until this phase is complete
 Examples of foundational tasks (adjust based on your project):
 - [ ] T004 Setup database schema and migrations framework
 - [ ] T005 [P] Implement authentication/authorization framework
 - [ ] T006 [P] Setup API routing and middleware structure
 - [ ] T007 Create base models/entities that all stories depend on
 - [ ] T008 Configure error handling and logging infrastructure
 - [ ] T009 Setup environment configuration management
 **Checkpoint**: Foundation ready - user story implementation can now begin in parallel
 ---
 ## Phase 3: User Story 1 - [Title] (Priority: P1) 🎯 MVP
 **Goal**: [Brief description of what this story delivers]
 **Independent Test**: [How to verify this story works on its own]
 ### Tests for User Story 1 (OPTIONAL - only if tests requested) ⚠️
 > **NOTE: Write these tests FIRST, ensure they FAIL before implementation**
 - [ ] T010 [P] [US1] Contract test for [endpoint] in tests/contract/test\_[name].py
 - [ ] T011 [P] [US1] Integration test for [user journey] in tests/integration/test\_[name].py
 ### Implementation for User Story 1
 - [ ] T012 [P] [US1] Create [Entity1] model in src/models/[entity1].py
 - [ ] T013 [P] [US1] Create [Entity2] model in src/models/[entity2].py
 - [ ] T014 [US1] Implement [Service] in src/services/[service].py (depends on T012, T013)
 - [ ] T015 [US1] Implement [endpoint/feature] in src/[location]/[file].py
 - [ ] T016 [US1] Add validation and error handling
 - [ ] T017 [US1] Add logging for user story 1 operations
 **Checkpoint**: At this point, User Story 1 should be fully functional and testable independently
 ---
 ## Phase 4: User Story 2 - [Title] (Priority: P2)
 **Goal**: [Brief description of what this story delivers]
 **Independent Test**: [How to verify this story works on its own]
 ### Tests for User Story 2 (OPTIONAL - only if tests requested) ⚠️
 - [ ] T018 [P] [US2] Contract test for [endpoint] in tests/contract/test\_[name].py
 - [ ] T019 [P] [US2] Integration test for [user journey] in tests/integration/test\_[name].py
 ### Implementation for User Story 2
 - [ ] T020 [P] [US2] Create [Entity] model in src/models/[entity].py
 - [ ] T021 [US2] Implement [Service] in src/services/[service].py
 - [ ] T022 [US2] Implement [endpoint/feature] in src/[location]/[file].py
 - [ ] T023 [US2] Integrate with User Story 1 components (if needed)
 **Checkpoint**: At this point, User Stories 1 AND 2 should both work independently
 ---
 ## Phase 5: User Story 3 - [Title] (Priority: P3)
 **Goal**: [Brief description of what this story delivers]
 **Independent Test**: [How to verify this story works on its own]
 ### Tests for User Story 3 (OPTIONAL - only if tests requested) ⚠️
 - [ ] T024 [P] [US3] Contract test for [endpoint] in tests/contract/test\_[name].py
 - [ ] T025 [P] [US3] Integration test for [user journey] in tests/integration/test\_[name].py
 ### Implementation for User Story 3
 - [ ] T026 [P] [US3] Create [Entity] model in src/models/[entity].py
 - [ ] T027 [US3] Implement [Service] in src/services/[service].py
 - [ ] T028 [US3] Implement [endpoint/feature] in src/[location]/[file].py
 **Checkpoint**: All user stories should now be independently functional
 ---
 [Add more user story phases as needed, following the same pattern]
 ---
 ## Phase N: Polish & Cross-Cutting Concerns
 **Purpose**: Improvements that affect multiple user stories
 - [ ] TXXX [P] Documentation updates in docs/
 - [ ] TXXX Code cleanup and refactoring
 - [ ] TXXX Performance optimization across all stories
 - [ ] TXXX [P] Additional unit tests (if requested) in tests/unit/
 - [ ] TXXX Security hardening
 - [ ] TXXX Run quickstart.md validation
 ---
 ## Dependencies & Execution Order
 ### Phase Dependencies
 - **Setup (Phase 1)**: No dependencies - can start immediately
 - **Foundational (Phase 2)**: Depends on Setup completion - BLOCKS all user stories
 - **User Stories (Phase 3+)**: All depend on Foundational phase completion
  - User stories can then proceed in parallel (if staffed)
  - Or sequentially in priority order (P1 → P2 → P3)
 - **Polish (Final Phase)**: Depends on all desired user stories being complete
 ### User Story Dependencies
 - **User Story 1 (P1)**: Can start after Foundational (Phase 2) - No dependencies on other stories
 - **User Story 2 (P2)**: Can start after Foundational (Phase 2) - May integrate with US1 but should be independently testable
 - **User Story 3 (P3)**: Can start after Foundational (Phase 2) - May integrate with US1/US2 but should be independently testable
 ### Within Each User Story
 - Tests (if included) MUST be written and FAIL before implementation
 - Models before services
 - Services before endpoints
 - Core implementation before integration
 - Story complete before moving to next priority
 ### Parallel Opportunities
 - All Setup tasks marked [P] can run in parallel
 - All Foundational tasks marked [P] can run in parallel (within Phase 2)
 - Once Foundational phase completes, all user stories can start in parallel (if team capacity allows)
 - All tests for a user story marked [P] can run in parallel
 - Models within a story marked [P] can run in parallel
 - Different user stories can be worked on in parallel by different team members
 ---
 ## Parallel Example: User Story 1
 ```bash
 # Launch all tests for User Story 1 together (if tests requested):
 Task: "Contract test for [endpoint] in tests/contract/test_[name].py"
 Task: "Integration test for [user journey] in tests/integration/test_[name].py"
 # Launch all models for User Story 1 together:
 Task: "Create [Entity1] model in src/models/[entity1].py"
 Task: "Create [Entity2] model in src/models/[entity2].py"
 ```
 ---
 ## Implementation Strategy
 ### MVP First (User Story 1 Only)
 1. Complete Phase 1: Setup
 2. Complete Phase 2: Foundational (CRITICAL - blocks all stories)
 3. Complete Phase 3: User Story 1
 4. **STOP and VALIDATE**: Test User Story 1 independently
 5. Deploy/demo if ready
 ### Incremental Delivery
 1. Complete Setup + Foundational → Foundation ready
 2. Add User Story 1 → Test independently → Deploy/Demo (MVP!)
 3. Add User Story 2 → Test independently → Deploy/Demo
 4. Add User Story 3 → Test independently → Deploy/Demo
 5. Each story adds value without breaking previous stories
 ### Parallel Team Strategy
 With multiple developers:
 1. Team completes Setup + Foundational together
 2. Once Foundational is done:
   - Developer A: User Story 1
   - Developer B: User Story 2
   - Developer C: User Story 3
 3. Stories complete and integrate independently
 ---
 ## Notes
 - [P] tasks = different files, no dependencies
 - [Story] label maps task to specific user story for traceability
 - Each user story should be independently completable and testable
 - Verify tests fail before implementing
 - Commit after each task or logical group
 - Stop at any checkpoint to validate story independently
 - Avoid: vague tasks, same file conflicts, cross-story dependencies that break independence
--- a/.vscode/settings.json
+++ b/.vscode/settings.json
@ -1,4 +1,13 @@
 {
-  "editor.defaultFormatter": "esbenp.prettier-vscode",
+  "chat.promptFilesRecommendations": {
-  "editor.formatOnSave": true
+    "speckit.constitution": true,
    "speckit.specify": true,
    "speckit.plan": true,
    "speckit.tasks": true,
    "speckit.implement": true
  },
  "chat.tools.terminal.autoApprove": {
    ".specify/scripts/bash/": true,
    ".specify/scripts/powershell/": true
  }
 }
--- a/apps/api/src/app/app.module.ts
+++ b/apps/api/src/app/app.module.ts
@ -36,6 +36,7 @@ import { AssetModule } from './asset/asset.module';
 import { AuthDeviceModule } from './auth-device/auth-device.module';
 import { AuthModule } from './auth/auth.module';
 import { CacheModule } from './cache/cache.module';
 import { DistributionModule } from './distribution/distribution.module';
 import { AiModule } from './endpoints/ai/ai.module';
 import { ApiKeysModule } from './endpoints/api-keys/api-keys.module';
 import { AssetsModule } from './endpoints/assets/assets.module';
@ -47,17 +48,22 @@ import { PublicModule } from './endpoints/public/public.module';
 import { SitemapModule } from './endpoints/sitemap/sitemap.module';
 import { TagsModule } from './endpoints/tags/tags.module';
 import { WatchlistModule } from './endpoints/watchlist/watchlist.module';
 import { EntityModule } from './entity/entity.module';
 import { ExchangeRateModule } from './exchange-rate/exchange-rate.module';
 import { ExportModule } from './export/export.module';
 import { FamilyOfficeModule } from './family-office/family-office.module';
 import { HealthModule } from './health/health.module';
 import { ImportModule } from './import/import.module';
 import { InfoModule } from './info/info.module';
 import { KDocumentModule } from './k-document/k-document.module';
 import { LogoModule } from './logo/logo.module';
 import { PartnershipModule } from './partnership/partnership.module';
 import { PlatformModule } from './platform/platform.module';
 import { PortfolioModule } from './portfolio/portfolio.module';
 import { RedisCacheModule } from './redis-cache/redis-cache.module';
 import { SubscriptionModule } from './subscription/subscription.module';
 import { SymbolModule } from './symbol/symbol.module';
 import { UploadModule } from './upload/upload.module';
 import { UserModule } from './user/user.module';
@Module({
@ -111,17 +117,22 @@ import { UserModule } from './user/user.module';
    CronModule,
    DataGatheringModule,
    DataProviderModule,
    DistributionModule,
    EventEmitterModule.forRoot(),
    EventsModule,
    EntityModule,
    ExchangeRateModule,
    ExchangeRateDataModule,
    ExportModule,
    FamilyOfficeModule,
    GhostfolioModule,
    HealthModule,
    ImportModule,
    InfoModule,
    KDocumentModule,
    LogoModule,
    MarketDataModule,
    PartnershipModule,
    PlatformModule,
    PlatformsModule,
    PortfolioModule,
@ -168,6 +179,7 @@ import { UserModule } from './user/user.module';
    SubscriptionModule,
    SymbolModule,
    TagsModule,
    UploadModule,
    UserModule,
    WatchlistModule
  ],
--- a/apps/api/src/app/distribution/distribution.controller.ts
+++ b/apps/api/src/app/distribution/distribution.controller.ts
@ -0,0 +1,82 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { CreateDistributionDto } from '@ghostfolio/common/dtos';
 import { permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
  Body,
  Controller,
  Delete,
  Get,
  Inject,
  Param,
  Post,
  Query,
  UseGuards
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 import { DistributionService } from './distribution.service';
@Controller('distribution')
 export class DistributionController {
  public constructor(
    private readonly distributionService: DistributionService,
    @Inject(REQUEST) private readonly request: RequestWithUser
  ) {}
  @HasPermission(permissions.createDistribution)
  @Post()
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async createDistribution(@Body() data: CreateDistributionDto) {
    return this.distributionService.createDistribution({
      userId: this.request.user.id,
      data: {
        partnershipId: data.partnershipId,
        entityId: data.entityId,
        type: data.type,
        amount: data.amount,
        date: data.date,
        currency: data.currency,
        taxWithheld: data.taxWithheld,
        notes: data.notes
      }
    });
  }
  @Get()
  @HasPermission(permissions.readDistribution)
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async getDistributions(
    @Query('entityId') entityId?: string,
    @Query('partnershipId') partnershipId?: string,
    @Query('type') type?: string,
    @Query('startDate') startDate?: string,
    @Query('endDate') endDate?: string,
    @Query('groupBy') groupBy?: string
  ) {
    return this.distributionService.getDistributions({
      userId: this.request.user.id,
      entityId,
      partnershipId,
      type,
      startDate,
      endDate,
      groupBy
    });
  }
  @Delete(':distributionId')
  @HasPermission(permissions.deleteDistribution)
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async deleteDistribution(
    @Param('distributionId') distributionId: string
  ) {
    return this.distributionService.deleteDistribution({
      distributionId,
      userId: this.request.user.id
    });
  }
 }
--- a/apps/api/src/app/distribution/distribution.module.ts
+++ b/apps/api/src/app/distribution/distribution.module.ts
@ -0,0 +1,14 @@
 import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { Module } from '@nestjs/common';
 import { DistributionController } from './distribution.controller';
 import { DistributionService } from './distribution.service';
@Module({
  controllers: [DistributionController],
  exports: [DistributionService],
  imports: [PrismaModule],
  providers: [DistributionService]
 })
 export class DistributionModule {}
--- a/apps/api/src/app/distribution/distribution.service.ts
+++ b/apps/api/src/app/distribution/distribution.service.ts
@ -0,0 +1,221 @@
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { HttpException, Injectable } from '@nestjs/common';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
@Injectable()
 export class DistributionService {
  public constructor(private readonly prismaService: PrismaService) {}
  public async createDistribution({
    userId,
    data
  }: {
    userId: string;
    data: {
      partnershipId?: string;
      entityId: string;
      type: string;
      amount: number;
      date: string;
      currency: string;
      taxWithheld?: number;
      notes?: string;
    };
  }) {
    // Verify entity belongs to user
    const entity = await this.prismaService.entity.findFirst({
      where: { id: data.entityId, userId }
    });
    if (!entity) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    // If partnershipId provided, validate it belongs to user and date >= inception
    if (data.partnershipId) {
      const partnership = await this.prismaService.partnership.findFirst({
        where: { id: data.partnershipId, userId }
      });
      if (!partnership) {
        throw new HttpException(
          getReasonPhrase(StatusCodes.NOT_FOUND),
          StatusCodes.NOT_FOUND
        );
      }
      if (new Date(data.date) < partnership.inceptionDate) {
        throw new HttpException(
          'Distribution date cannot be before partnership inception date',
          StatusCodes.BAD_REQUEST
        );
      }
    }
    return this.prismaService.distribution.create({
      data: {
        entity: { connect: { id: data.entityId } },
        partnership: data.partnershipId
          ? { connect: { id: data.partnershipId } }
          : undefined,
        type: data.type as any,
        amount: data.amount,
        date: new Date(data.date),
        currency: data.currency,
        taxWithheld: data.taxWithheld ?? 0,
        notes: data.notes
      }
    });
  }
  public async getDistributions({
    userId,
    entityId,
    partnershipId,
    type,
    startDate,
    endDate,
    groupBy
  }: {
    userId: string;
    entityId?: string;
    partnershipId?: string;
    type?: string;
    startDate?: string;
    endDate?: string;
    groupBy?: string;
  }) {
    // Build where clause — distributions belong to entities owned by user
    const userEntities = await this.prismaService.entity.findMany({
      where: { userId },
      select: { id: true }
    });
    const entityIds = userEntities.map((e) => e.id);
    const where: any = {
      entityId: entityId
        ? { in: entityIds.includes(entityId) ? [entityId] : [] }
        : { in: entityIds }
    };
    if (partnershipId) {
      where.partnershipId = partnershipId;
    }
    if (type) {
      where.type = type;
    }
    if (startDate || endDate) {
      where.date = {};
      if (startDate) where.date.gte = new Date(startDate);
      if (endDate) where.date.lte = new Date(endDate);
    }
    const distributions = await this.prismaService.distribution.findMany({
      where,
      include: {
        partnership: { select: { id: true, name: true } },
        entity: { select: { id: true, name: true } }
      },
      orderBy: { date: 'desc' }
    });
    const mapped = distributions.map((d) => ({
      id: d.id,
      partnershipId: d.partnershipId,
      partnershipName: d.partnership?.name,
      entityId: d.entityId,
      entityName: d.entity.name,
      type: d.type,
      amount: Number(d.amount),
      date: d.date.toISOString(),
      currency: d.currency,
      taxWithheld: Number(d.taxWithheld ?? 0),
      netAmount: Number(d.amount) - Number(d.taxWithheld ?? 0),
      notes: d.notes
    }));
    // Build summary
    const totalGross = mapped.reduce((sum, d) => sum + d.amount, 0);
    const totalTaxWithheld = mapped.reduce((sum, d) => sum + d.taxWithheld, 0);
    const totalNet = totalGross - totalTaxWithheld;
    const byType: Record<string, number> = {};
    for (const d of mapped) {
      byType[d.type] = (byType[d.type] || 0) + d.amount;
    }
    const byPartnership: Record<string, { name: string; total: number }> = {};
    for (const d of mapped) {
      if (d.partnershipId) {
        if (!byPartnership[d.partnershipId]) {
          byPartnership[d.partnershipId] = {
            name: d.partnershipName ?? '',
            total: 0
          };
        }
        byPartnership[d.partnershipId].total += d.amount;
      }
    }
    const byPeriod: Record<string, number> = {};
    if (groupBy) {
      for (const d of mapped) {
        const date = new Date(d.date);
        let key: string;
        if (groupBy === 'MONTHLY') {
          key = `${date.getFullYear()}-${String(date.getMonth() + 1).padStart(2, '0')}`;
        } else if (groupBy === 'QUARTERLY') {
          const quarter = Math.ceil((date.getMonth() + 1) / 3);
          key = `${date.getFullYear()}-Q${quarter}`;
        } else {
          key = `${date.getFullYear()}`;
        }
        byPeriod[key] = (byPeriod[key] || 0) + d.amount;
      }
    }
    return {
      distributions: mapped,
      summary: {
        totalGross: Math.round(totalGross * 100) / 100,
        totalTaxWithheld: Math.round(totalTaxWithheld * 100) / 100,
        totalNet: Math.round(totalNet * 100) / 100,
        byType,
        byPartnership,
        byPeriod
      }
    };
  }
  public async deleteDistribution({
    distributionId,
    userId
  }: {
    distributionId: string;
    userId: string;
  }) {
    const distribution = await this.prismaService.distribution.findFirst({
      where: { id: distributionId },
      include: { entity: { select: { userId: true } } }
    });
    if (!distribution || distribution.entity.userId !== userId) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    return this.prismaService.distribution.delete({
      where: { id: distributionId }
    });
  }
 }
--- a/apps/api/src/app/entity/entity.controller.ts
+++ b/apps/api/src/app/entity/entity.controller.ts
@ -0,0 +1,140 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import {
  CreateEntityDto,
  CreateOwnershipDto,
  UpdateEntityDto
 } from '@ghostfolio/common/dtos';
 import { permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
  Body,
  Controller,
  Delete,
  Get,
  Inject,
  Param,
  Post,
  Put,
  Query,
  UseGuards
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 import { EntityService } from './entity.service';
@Controller('entity')
 export class EntityController {
  public constructor(
    private readonly entityService: EntityService,
    @Inject(REQUEST) private readonly request: RequestWithUser
  ) {}
  @HasPermission(permissions.createEntity)
  @Post()
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async createEntity(@Body() data: CreateEntityDto) {
    return this.entityService.createEntity({
      name: data.name,
      type: data.type as any,
      taxId: data.taxId,
      user: { connect: { id: this.request.user.id } }
    });
  }
  @Get()
  @HasPermission(permissions.readEntity)
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async getEntities(@Query('type') type?: string) {
    return this.entityService.getEntities({
      userId: this.request.user.id,
      type
    });
  }
  @Get(':id')
  @HasPermission(permissions.readEntity)
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async getEntityById(@Param('id') id: string) {
    return this.entityService.getEntityById({
      entityId: id,
      userId: this.request.user.id
    });
  }
  @HasPermission(permissions.updateEntity)
  @Put(':id')
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async updateEntity(
    @Param('id') id: string,
    @Body() data: UpdateEntityDto
  ) {
    return this.entityService.updateEntity({
      entityId: id,
      userId: this.request.user.id,
      data
    });
  }
  @Delete(':id')
  @HasPermission(permissions.deleteEntity)
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async deleteEntity(@Param('id') id: string) {
    return this.entityService.deleteEntity({
      entityId: id,
      userId: this.request.user.id
    });
  }
  @Get(':id/portfolio')
  @HasPermission(permissions.readEntity)
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async getEntityPortfolio(@Param('id') id: string) {
    return this.entityService.getEntityPortfolio({
      entityId: id,
      userId: this.request.user.id
    });
  }
  @HasPermission(permissions.createEntity)
  @Post(':id/ownership')
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async createOwnership(
    @Param('id') id: string,
    @Body() data: CreateOwnershipDto
  ) {
    return this.entityService.createOwnership({
      entityId: id,
      userId: this.request.user.id,
      data: {
        accountId: data.accountId,
        ownershipPercent: data.ownershipPercent,
        effectiveDate: data.effectiveDate,
        acquisitionDate: data.acquisitionDate,
        costBasis: data.costBasis
      }
    });
  }
  @Get(':id/distributions')
  @HasPermission(permissions.readDistribution)
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async getEntityDistributions(@Param('id') id: string) {
    return this.entityService.getEntityDistributions({
      entityId: id,
      userId: this.request.user.id
    });
  }
  @Get(':id/k-documents')
  @HasPermission(permissions.readKDocument)
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async getEntityKDocuments(@Param('id') id: string) {
    return this.entityService.getEntityKDocuments({
      entityId: id,
      userId: this.request.user.id
    });
  }
 }
--- a/apps/api/src/app/entity/entity.module.ts
+++ b/apps/api/src/app/entity/entity.module.ts
@ -0,0 +1,14 @@
 import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { Module } from '@nestjs/common';
 import { EntityController } from './entity.controller';
 import { EntityService } from './entity.service';
@Module({
  controllers: [EntityController],
  exports: [EntityService],
  imports: [PrismaModule],
  providers: [EntityService]
 })
 export class EntityModule {}
--- a/apps/api/src/app/entity/entity.service.ts
+++ b/apps/api/src/app/entity/entity.service.ts
@ -0,0 +1,511 @@
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import type {
  IEntityPortfolio,
  IEntityWithRelations
 } from '@ghostfolio/common/interfaces';
 import { HttpException, Injectable } from '@nestjs/common';
 import { Prisma } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
@Injectable()
 export class EntityService {
  public constructor(private readonly prismaService: PrismaService) {}
  public async createEntity(data: Prisma.EntityCreateInput) {
    return this.prismaService.entity.create({ data });
  }
  public async getEntities({
    userId,
    type
  }: {
    userId: string;
    type?: string;
  }) {
    const where: Prisma.EntityWhereInput = { userId };
    if (type) {
      where.type = type as any;
    }
    const entities = await this.prismaService.entity.findMany({
      where,
      include: {
        _count: {
          select: {
            ownerships: true,
            memberships: true
          }
        }
      },
      orderBy: { name: 'asc' }
    });
    return entities.map((entity) => ({
      id: entity.id,
      name: entity.name,
      type: entity.type,
      taxId: entity.taxId,
      ownershipsCount: entity._count.ownerships,
      membershipsCount: entity._count.memberships,
      createdAt: entity.createdAt.toISOString(),
      updatedAt: entity.updatedAt.toISOString()
    }));
  }
  public async getEntityById({
    entityId,
    userId
  }: {
    entityId: string;
    userId: string;
  }): Promise<IEntityWithRelations> {
    const entity = await this.prismaService.entity.findFirst({
      where: { id: entityId, userId },
      include: {
        ownerships: {
          where: { endDate: null },
          include: {
            account: true
          }
        },
        memberships: {
          where: { endDate: null },
          include: {
            partnership: {
              include: {
                valuations: {
                  orderBy: { date: 'desc' },
                  take: 1
                }
              }
            }
          }
        }
      }
    });
    if (!entity) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    const ownerships = entity.ownerships.map((o) => ({
      id: o.id,
      accountId: o.accountId,
      accountName: o.account?.name ?? o.accountId,
      ownershipPercent: Number(o.ownershipPercent),
      effectiveDate: o.effectiveDate.toISOString(),
      endDate: o.endDate?.toISOString(),
      acquisitionDate: o.acquisitionDate?.toISOString(),
      costBasis: o.costBasis ? Number(o.costBasis) : undefined,
      allocatedValue: 0 // Placeholder — real value from portfolio aggregation
    }));
    const memberships = entity.memberships.map((m) => {
      const latestNav = m.partnership.valuations[0]?.nav;
      const allocatedNav = latestNav
        ? Number(latestNav) * (Number(m.ownershipPercent) / 100)
        : 0;
      return {
        id: m.id,
        partnershipId: m.partnershipId,
        partnershipName: m.partnership.name,
        ownershipPercent: Number(m.ownershipPercent),
        capitalCommitment: m.capitalCommitment
          ? Number(m.capitalCommitment)
          : undefined,
        capitalContributed: m.capitalContributed
          ? Number(m.capitalContributed)
          : undefined,
        classType: m.classType ?? undefined,
        allocatedNav: allocatedNav
      };
    });
    const totalValue = memberships.reduce(
      (sum, m) => sum + (m.allocatedNav ?? 0),
      0
    );
    return {
      id: entity.id,
      name: entity.name,
      type: entity.type,
      taxId: entity.taxId ?? undefined,
      ownerships,
      memberships,
      totalValue,
      createdAt: entity.createdAt.toISOString(),
      updatedAt: entity.updatedAt.toISOString()
    };
  }
  public async updateEntity({
    entityId,
    userId,
    data
  }: {
    entityId: string;
    userId: string;
    data: { name?: string; taxId?: string };
  }) {
    const entity = await this.prismaService.entity.findFirst({
      where: { id: entityId, userId }
    });
    if (!entity) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    return this.prismaService.entity.update({
      where: { id: entityId },
      data
    });
  }
  public async deleteEntity({
    entityId,
    userId
  }: {
    entityId: string;
    userId: string;
  }) {
    const entity = await this.prismaService.entity.findFirst({
      where: { id: entityId, userId },
      include: {
        ownerships: { where: { endDate: null } },
        memberships: { where: { endDate: null } }
      }
    });
    if (!entity) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    if (entity.ownerships.length > 0 || entity.memberships.length > 0) {
      throw new HttpException(
        'Entity has active relationships. Remove ownerships and memberships first.',
        StatusCodes.CONFLICT
      );
    }
    return this.prismaService.entity.delete({
      where: { id: entityId }
    });
  }
  public async createOwnership({
    entityId,
    userId,
    data
  }: {
    entityId: string;
    userId: string;
    data: {
      accountId: string;
      ownershipPercent: number;
      effectiveDate: string;
      acquisitionDate?: string;
      costBasis?: number;
    };
  }) {
    // Verify entity belongs to user
    const entity = await this.prismaService.entity.findFirst({
      where: { id: entityId, userId }
    });
    if (!entity) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    // Verify account belongs to user
    const account = await this.prismaService.account.findFirst({
      where: { id: data.accountId, userId }
    });
    if (!account) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    // Validate total ownership <= 100%
    const existingOwnerships = await this.prismaService.ownership.findMany({
      where: {
        accountId: data.accountId,
        accountUserId: userId,
        endDate: null
      }
    });
    const currentTotal = existingOwnerships.reduce(
      (sum, o) => sum + Number(o.ownershipPercent),
      0
    );
    if (currentTotal + data.ownershipPercent > 100) {
      throw new HttpException(
        `Total ownership for account would exceed 100% (current: ${currentTotal}%, requested: ${data.ownershipPercent}%)`,
        StatusCodes.BAD_REQUEST
      );
    }
    return this.prismaService.ownership.create({
      data: {
        entity: { connect: { id: entityId } },
        account: {
          connect: {
            id_userId: {
              id: data.accountId,
              userId
            }
          }
        },
        ownershipPercent: data.ownershipPercent,
        effectiveDate: new Date(data.effectiveDate),
        acquisitionDate: data.acquisitionDate
          ? new Date(data.acquisitionDate)
          : undefined,
        costBasis: data.costBasis
      }
    });
  }
  public async getEntityPortfolio({
    entityId,
    userId
  }: {
    entityId: string;
    userId: string;
  }): Promise<IEntityPortfolio> {
    const entity = await this.prismaService.entity.findFirst({
      where: { id: entityId, userId },
      include: {
        ownerships: {
          where: { endDate: null },
          include: { account: true }
        },
        memberships: {
          where: { endDate: null },
          include: {
            partnership: {
              include: {
                valuations: {
                  orderBy: { date: 'desc' },
                  take: 1
                }
              }
            }
          }
        }
      }
    });
    if (!entity) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    const accounts = entity.ownerships.map((o) => ({
      accountId: o.accountId,
      accountName: o.account?.name ?? o.accountId,
      ownershipPercent: Number(o.ownershipPercent),
      allocatedValue: 0 // Placeholder — requires portfolio calculation
    }));
    const partnerships = entity.memberships.map((m) => {
      const latestNav = m.partnership.valuations[0]?.nav;
      const allocatedNav = latestNav
        ? Number(latestNav) * (Number(m.ownershipPercent) / 100)
        : 0;
      return {
        partnershipId: m.partnershipId,
        partnershipName: m.partnership.name,
        ownershipPercent: Number(m.ownershipPercent),
        allocatedNav
      };
    });
    const totalValue =
      accounts.reduce((s, a) => s + a.allocatedValue, 0) +
      partnerships.reduce((s, p) => s + p.allocatedNav, 0);
    return {
      entityId: entity.id,
      entityName: entity.name,
      totalValue,
      currency: 'USD', // Default; real implementation uses user's base currency
      accounts,
      partnerships,
      allocationByStructure: {},
      allocationByAssetClass: {}
    };
  }
  public async getEntityDistributions({
    entityId,
    userId,
    startDate,
    endDate
  }: {
    entityId: string;
    userId: string;
    startDate?: string;
    endDate?: string;
  }) {
    const entity = await this.prismaService.entity.findFirst({
      where: { id: entityId, userId }
    });
    if (!entity) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    const where: Prisma.DistributionWhereInput = { entityId };
    if (startDate || endDate) {
      where.date = {};
      if (startDate) {
        where.date.gte = new Date(startDate);
      }
      if (endDate) {
        where.date.lte = new Date(endDate);
      }
    }
    const distributions = await this.prismaService.distribution.findMany({
      where,
      include: {
        partnership: { select: { name: true } }
      },
      orderBy: { date: 'desc' }
    });
    return {
      distributions: distributions.map((d) => ({
        id: d.id,
        partnershipId: d.partnershipId,
        partnershipName: d.partnership?.name,
        entityId: d.entityId,
        type: d.type,
        amount: Number(d.amount),
        date: d.date.toISOString(),
        currency: d.currency,
        taxWithheld: d.taxWithheld ? Number(d.taxWithheld) : 0,
        netAmount:
          Number(d.amount) - (d.taxWithheld ? Number(d.taxWithheld) : 0),
        notes: d.notes
      })),
      summary: {
        totalGross: distributions.reduce((s, d) => s + Number(d.amount), 0),
        totalTaxWithheld: distributions.reduce(
          (s, d) => s + (d.taxWithheld ? Number(d.taxWithheld) : 0),
          0
        ),
        totalNet: distributions.reduce(
          (s, d) =>
            s + Number(d.amount) - (d.taxWithheld ? Number(d.taxWithheld) : 0),
          0
        ),
        byType: {},
        byPartnership: {},
        byPeriod: {}
      }
    };
  }
  public async getEntityKDocuments({
    entityId,
    userId,
    taxYear
  }: {
    entityId: string;
    userId: string;
    taxYear?: number;
  }) {
    const entity = await this.prismaService.entity.findFirst({
      where: { id: entityId, userId },
      include: {
        memberships: {
          where: { endDate: null },
          select: { partnershipId: true, ownershipPercent: true }
        }
      }
    });
    if (!entity) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    const partnershipIds = entity.memberships.map((m) => m.partnershipId);
    const where: Prisma.KDocumentWhereInput = {
      partnershipId: { in: partnershipIds }
    };
    if (taxYear) {
      where.taxYear = taxYear;
    }
    const kDocuments = await this.prismaService.kDocument.findMany({
      where,
      include: {
        partnership: { select: { name: true } }
      },
      orderBy: [{ taxYear: 'desc' }, { type: 'asc' }]
    });
    return kDocuments.map((kDoc) => {
      const membership = entity.memberships.find(
        (m) => m.partnershipId === kDoc.partnershipId
      );
      const ownershipPercent = membership
        ? Number(membership.ownershipPercent)
        : 0;
      const data = kDoc.data as Record<string, number>;
      const allocatedAmounts: Record<string, number> = {};
      for (const [key, value] of Object.entries(data)) {
        if (typeof value === 'number') {
          allocatedAmounts[key] = value * (ownershipPercent / 100);
        }
      }
      return {
        kDocumentId: kDoc.id,
        partnershipId: kDoc.partnershipId,
        partnershipName: kDoc.partnership.name,
        type: kDoc.type,
        taxYear: kDoc.taxYear,
        filingStatus: kDoc.filingStatus,
        ownershipPercent,
        allocatedAmounts
      };
    });
  }
 }
--- a/apps/api/src/app/family-office/family-office.controller.ts
+++ b/apps/api/src/app/family-office/family-office.controller.ts
@ -0,0 +1,68 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import { Controller, Get, Inject, Query, UseGuards } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 import { FamilyOfficeService } from './family-office.service';
@Controller('family-office')
 export class FamilyOfficeController {
  public constructor(
    private readonly familyOfficeService: FamilyOfficeService,
    @Inject(REQUEST) private readonly request: RequestWithUser
  ) {}
  @Get('dashboard')
  @HasPermission(permissions.readEntity)
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async getDashboard() {
    return this.familyOfficeService.getDashboard({
      userId: this.request.user.id
    });
  }
  @Get('report')
  @HasPermission(permissions.readEntity)
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async getReport(
    @Query('benchmarks') benchmarks?: string,
    @Query('entityId') entityId?: string,
    @Query('period') period?: string,
    @Query('periodNumber') periodNumber?: string,
    @Query('year') year?: string
  ) {
    if (!period || !year) {
      return {
        error: 'period and year are required query parameters'
      };
    }
    const validPeriods = ['MONTHLY', 'QUARTERLY', 'YEARLY'];
    if (!validPeriods.includes(period)) {
      return {
        error: `period must be one of: ${validPeriods.join(', ')}`
      };
    }
    const yearNum = parseInt(year, 10);
    const periodNum = periodNumber ? parseInt(periodNumber, 10) : undefined;
    const benchmarkIds = benchmarks
      ? benchmarks.split(',').map((b) => b.trim())
      : undefined;
    return this.familyOfficeService.generateReport({
      benchmarkIds,
      entityId,
      period: period as 'MONTHLY' | 'QUARTERLY' | 'YEARLY',
      periodNumber: periodNum,
      userId: this.request.user.id,
      year: yearNum
    });
  }
 }
--- a/apps/api/src/app/family-office/family-office.module.ts
+++ b/apps/api/src/app/family-office/family-office.module.ts
@ -0,0 +1,15 @@
 import { FamilyOfficeBenchmarkService } from '@ghostfolio/api/services/benchmark/family-office-benchmark.service';
 import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { Module } from '@nestjs/common';
 import { FamilyOfficeController } from './family-office.controller';
 import { FamilyOfficeService } from './family-office.service';
@Module({
  controllers: [FamilyOfficeController],
  exports: [FamilyOfficeService],
  imports: [PrismaModule],
  providers: [FamilyOfficeBenchmarkService, FamilyOfficeService]
 })
 export class FamilyOfficeModule {}
--- a/apps/api/src/app/family-office/family-office.service.ts
+++ b/apps/api/src/app/family-office/family-office.service.ts
@ -0,0 +1,730 @@
 import { FamilyOfficePerformanceCalculator } from '@ghostfolio/api/app/portfolio/calculator/family-office/performance-calculator';
 import {
  BenchmarkComparison,
  FamilyOfficeBenchmarkService
 } from '@ghostfolio/api/services/benchmark/family-office-benchmark.service';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import type {
  IFamilyOfficeDashboard,
  IFamilyOfficeReport
 } from '@ghostfolio/common/interfaces';
 import { HttpException, Injectable, Logger } from '@nestjs/common';
 import Big from 'big.js';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
@Injectable()
 export class FamilyOfficeService {
  private readonly logger = new Logger(FamilyOfficeService.name);
  public constructor(
    private readonly familyOfficeBenchmarkService: FamilyOfficeBenchmarkService,
    private readonly prismaService: PrismaService
  ) {}
  /**
   * Generate a consolidated periodic report for a user's family office.
   * Optionally scoped to a single entity.
   */
  public async generateReport({
    benchmarkIds,
    entityId,
    period,
    periodNumber,
    userId,
    year
  }: {
    benchmarkIds?: string[];
    entityId?: string;
    period: 'MONTHLY' | 'QUARTERLY' | 'YEARLY';
    periodNumber?: number;
    userId: string;
    year: number;
  }): Promise<IFamilyOfficeReport> {
    // Validate period parameters
    if (period === 'MONTHLY' && periodNumber !== undefined) {
      if (periodNumber < 1 || periodNumber > 12) {
        throw new HttpException(
          'periodNumber must be between 1 and 12 for MONTHLY period',
          StatusCodes.BAD_REQUEST
        );
      }
    }
    if (period === 'QUARTERLY' && periodNumber !== undefined) {
      if (periodNumber < 1 || periodNumber > 4) {
        throw new HttpException(
          'periodNumber must be between 1 and 4 for QUARTERLY period',
          StatusCodes.BAD_REQUEST
        );
      }
    }
    if (year < 1900 || year > 2100) {
      throw new HttpException(
        'year must be between 1900 and 2100',
        StatusCodes.BAD_REQUEST
      );
    }
    const { endDate, startDate } = this.computePeriodDates({
      period,
      periodNumber,
      year
    });
    const ytdStart = new Date(year, 0, 1);
    // Determine report title
    let periodLabel: string;
    if (period === 'MONTHLY') {
      const monthNames = [
        'January',
        'February',
        'March',
        'April',
        'May',
        'June',
        'July',
        'August',
        'September',
        'October',
        'November',
        'December'
      ];
      periodLabel = `${monthNames[(periodNumber ?? 1) - 1]} ${year}`;
    } else if (period === 'QUARTERLY') {
      periodLabel = `Q${periodNumber ?? 1} ${year}`;
    } else {
      periodLabel = `${year}`;
    }
    // Entity scope
    let entityInfo: { id: string; name: string } | undefined;
    if (entityId) {
      const entity = await this.prismaService.entity.findFirst({
        where: { id: entityId, userId }
      });
      if (!entity) {
        throw new HttpException(
          getReasonPhrase(StatusCodes.NOT_FOUND),
          StatusCodes.NOT_FOUND
        );
      }
      entityInfo = { id: entity.id, name: entity.name };
    }
    // Get all user partnerships (scoped by entity if provided)
    const partnerships = await this.getUserPartnerships({
      entityId,
      userId
    });
    // Compute value at period start and end
    const totalValueStart = await this.computeAggregateNav({
      asOfDate: startDate,
      partnerships
    });
    const totalValueEnd = await this.computeAggregateNav({
      asOfDate: endDate,
      partnerships
    });
    const periodChange = new Big(totalValueEnd)
      .minus(totalValueStart)
      .toNumber();
    const periodChangePercent =
      totalValueStart > 0
        ? new Big(periodChange).div(totalValueStart).round(4).toNumber()
        : 0;
    // YTD change
    const totalValueYtdStart = await this.computeAggregateNav({
      asOfDate: ytdStart,
      partnerships
    });
    const ytdChange = new Big(totalValueEnd)
      .minus(totalValueYtdStart)
      .toNumber();
    const ytdChangePercent =
      totalValueYtdStart > 0
        ? new Big(ytdChange).div(totalValueYtdStart).round(4).toNumber()
        : 0;
    // Asset allocation by asset type across all partnership assets
    const assetAllocation = await this.computeAssetAllocation({
      partnerships
    });
    // Partnership performance
    const partnershipPerformance = await this.computePartnershipPerformance({
      endDate,
      partnerships,
      startDate,
      userId
    });
    // Distribution summary for the period
    const distributionSummary = await this.computeDistributionSummary({
      endDate,
      entityId,
      startDate,
      userId
    });
    // Benchmark comparisons
    let benchmarkComparisons: BenchmarkComparison[] | undefined;
    if (benchmarkIds && benchmarkIds.length > 0) {
      // Compute overall portfolio return for the period
      const overallReturn = periodChangePercent;
      benchmarkComparisons =
        await this.familyOfficeBenchmarkService.computeBenchmarkComparisons({
          benchmarkIds,
          endDate,
          partnershipReturn: overallReturn,
          startDate
        });
    }
    return {
      assetAllocation,
      benchmarkComparisons,
      distributionSummary,
      entity: entityInfo,
      partnershipPerformance,
      period: {
        end: endDate.toISOString().split('T')[0],
        start: startDate.toISOString().split('T')[0]
      },
      reportTitle: `${periodLabel} Family Office Report`,
      summary: {
        periodChange: Math.round(periodChange * 100) / 100,
        periodChangePercent,
        totalValueEnd: Math.round(totalValueEnd * 100) / 100,
        totalValueStart: Math.round(totalValueStart * 100) / 100,
        ytdChangePercent
      }
    };
  }
  /**
   * Get consolidated dashboard data for the family office.
   */
  public async getDashboard({
    userId
  }: {
    userId: string;
  }): Promise<IFamilyOfficeDashboard> {
    // Count entities and partnerships
    const entities = await this.prismaService.entity.findMany({
      where: { userId },
      include: {
        memberships: {
          where: { endDate: null },
          include: {
            partnership: {
              include: {
                valuations: {
                  orderBy: { date: 'desc' },
                  take: 1
                },
                assets: {
                  include: {
                    valuations: {
                      orderBy: { date: 'desc' },
                      take: 1
                    }
                  }
                }
              }
            }
          }
        }
      }
    });
    const partnerships = await this.prismaService.partnership.findMany({
      where: { userId }
    });
    // Compute AUM by entity
    const allocationByEntity: IFamilyOfficeDashboard['allocationByEntity'] = [];
    let totalAum = new Big(0);
    for (const entity of entities) {
      let entityValue = new Big(0);
      for (const membership of entity.memberships) {
        const latestNav = membership.partnership.valuations[0]
          ? Number(membership.partnership.valuations[0].nav)
          : 0;
        const ownershipPct = Number(membership.ownershipPercent);
        const allocatedValue = new Big(latestNav).times(ownershipPct).div(100);
        entityValue = entityValue.plus(allocatedValue);
      }
      if (entityValue.gt(0)) {
        allocationByEntity.push({
          entityId: entity.id,
          entityName: entity.name,
          percentage: 0, // Will compute after totals
          value: entityValue.round(2).toNumber()
        });
      }
      totalAum = totalAum.plus(entityValue);
    }
    // Compute percentages
    const totalAumNumber = totalAum.round(2).toNumber();
    for (const allocation of allocationByEntity) {
      allocation.percentage =
        totalAumNumber > 0
          ? new Big(allocation.value)
              .div(totalAumNumber)
              .times(100)
              .round(1)
              .toNumber()
          : 0;
    }
    // Allocation by asset class — from partnership assets
    const allAssets = await this.prismaService.partnershipAsset.findMany({
      where: {
        partnership: { userId }
      },
      include: {
        valuations: {
          orderBy: { date: 'desc' },
          take: 1
        }
      }
    });
    const assetClassMap = new Map<string, Big>();
    for (const asset of allAssets) {
      const value = asset.valuations[0]
        ? new Big(Number(asset.valuations[0].value))
        : asset.currentValue
          ? new Big(Number(asset.currentValue))
          : new Big(0);
      const assetType = asset.assetType;
      const current = assetClassMap.get(assetType) ?? new Big(0);
      assetClassMap.set(assetType, current.plus(value));
    }
    const allocationByAssetClass: IFamilyOfficeDashboard['allocationByAssetClass'] =
      [];
    const totalAssetValue = Array.from(assetClassMap.values()).reduce(
      (sum, v) => sum.plus(v),
      new Big(0)
    );
    for (const [assetClass, value] of assetClassMap) {
      allocationByAssetClass.push({
        assetClass,
        percentage: totalAssetValue.gt(0)
          ? value.div(totalAssetValue).times(100).round(1).toNumber()
          : 0,
        value: value.round(2).toNumber()
      });
    }
    // Allocation by structure type (entity type)
    const structureMap = new Map<string, Big>();
    for (const entity of entities) {
      let entityValue = new Big(0);
      for (const membership of entity.memberships) {
        const latestNav = membership.partnership.valuations[0]
          ? Number(membership.partnership.valuations[0].nav)
          : 0;
        const ownershipPct = Number(membership.ownershipPercent);
        entityValue = entityValue.plus(
          new Big(latestNav).times(ownershipPct).div(100)
        );
      }
      const current = structureMap.get(entity.type) ?? new Big(0);
      structureMap.set(entity.type, current.plus(entityValue));
    }
    const allocationByStructure: IFamilyOfficeDashboard['allocationByStructure'] =
      [];
    for (const [structureType, value] of structureMap) {
      if (value.gt(0)) {
        allocationByStructure.push({
          percentage: totalAum.gt(0)
            ? value.div(totalAum).times(100).round(1).toNumber()
            : 0,
          structureType,
          value: value.round(2).toNumber()
        });
      }
    }
    // Recent distributions (last 5)
    const userEntityIds = entities.map((e) => e.id);
    const recentDistributions = await this.prismaService.distribution.findMany({
      include: {
        partnership: { select: { name: true } }
      },
      orderBy: { date: 'desc' },
      take: 5,
      where: {
        entityId: { in: userEntityIds }
      }
    });
    // K-document status for current tax year
    const currentYear = new Date().getFullYear();
    const kDocuments = await this.prismaService.kDocument.findMany({
      where: {
        partnership: { userId },
        taxYear: currentYear
      }
    });
    const kDocumentStatus = {
      draft: kDocuments.filter((k) => k.filingStatus === 'DRAFT').length,
      estimated: kDocuments.filter((k) => k.filingStatus === 'ESTIMATED')
        .length,
      final: kDocuments.filter((k) => k.filingStatus === 'FINAL').length,
      taxYear: currentYear,
      total: kDocuments.length
    };
    return {
      allocationByAssetClass,
      allocationByEntity,
      allocationByStructure,
      currency: 'USD',
      entitiesCount: entities.length,
      kDocumentStatus,
      partnershipsCount: partnerships.length,
      recentDistributions: recentDistributions.map((d) => ({
        amount: Number(d.amount),
        date: d.date.toISOString().split('T')[0],
        id: d.id,
        partnershipName: d.partnership?.name ?? 'N/A',
        type: d.type
      })),
      totalAum: totalAumNumber
    };
  }
  // --- Private helpers ---
  private computePeriodDates({
    period,
    periodNumber,
    year
  }: {
    period: 'MONTHLY' | 'QUARTERLY' | 'YEARLY';
    periodNumber?: number;
    year: number;
  }): { endDate: Date; startDate: Date } {
    if (period === 'MONTHLY') {
      const month = (periodNumber ?? 1) - 1; // 0-indexed
      const startDate = new Date(year, month, 1);
      const endDate = new Date(year, month + 1, 0); // Last day of month
      return { endDate, startDate };
    }
    if (period === 'QUARTERLY') {
      const quarter = periodNumber ?? 1;
      const startMonth = (quarter - 1) * 3;
      const startDate = new Date(year, startMonth, 1);
      const endDate = new Date(year, startMonth + 3, 0);
      return { endDate, startDate };
    }
    // YEARLY
    const startDate = new Date(year, 0, 1);
    const endDate = new Date(year, 11, 31);
    return { endDate, startDate };
  }
  private async getUserPartnerships({
    entityId,
    userId
  }: {
    entityId?: string;
    userId: string;
  }) {
    if (entityId) {
      // Get partnerships where this entity is a member
      const memberships =
        await this.prismaService.partnershipMembership.findMany({
          include: {
            partnership: true
          },
          where: {
            endDate: null,
            entityId,
            partnership: { userId }
          }
        });
      return memberships.map((m) => m.partnership);
    }
    return this.prismaService.partnership.findMany({
      where: { userId }
    });
  }
  private async computeAggregateNav({
    asOfDate,
    partnerships
  }: {
    asOfDate: Date;
    partnerships: { id: string }[];
  }): Promise<number> {
    let total = new Big(0);
    for (const partnership of partnerships) {
      const valuation = await this.prismaService.partnershipValuation.findFirst(
        {
          orderBy: { date: 'desc' },
          where: {
            date: { lte: asOfDate },
            partnershipId: partnership.id
          }
        }
      );
      if (valuation) {
        total = total.plus(Number(valuation.nav));
      }
    }
    return total.toNumber();
  }
  private async computeAssetAllocation({
    partnerships
  }: {
    partnerships: { id: string }[];
  }): Promise<Record<string, { value: number; percentage: number }>> {
    const partnershipIds = partnerships.map((p) => p.id);
    const assets = await this.prismaService.partnershipAsset.findMany({
      include: {
        valuations: {
          orderBy: { date: 'desc' },
          take: 1
        }
      },
      where: {
        partnershipId: { in: partnershipIds }
      }
    });
    const typeMap = new Map<string, Big>();
    let totalValue = new Big(0);
    for (const asset of assets) {
      const value = asset.valuations[0]
        ? new Big(Number(asset.valuations[0].value))
        : asset.currentValue
          ? new Big(Number(asset.currentValue))
          : new Big(0);
      const current = typeMap.get(asset.assetType) ?? new Big(0);
      typeMap.set(asset.assetType, current.plus(value));
      totalValue = totalValue.plus(value);
    }
    const result: Record<string, { value: number; percentage: number }> = {};
    for (const [assetType, value] of typeMap) {
      result[assetType] = {
        percentage: totalValue.gt(0)
          ? value.div(totalValue).times(100).round(1).toNumber()
          : 0,
        value: value.round(2).toNumber()
      };
    }
    return result;
  }
  private async computePartnershipPerformance({
    endDate,
    partnerships,
    startDate,
    userId
  }: {
    endDate: Date;
    partnerships: { id: string; name?: string }[];
    startDate: Date;
    userId: string;
  }) {
    const results: IFamilyOfficeReport['partnershipPerformance'] = [];
    for (const partnership of partnerships) {
      try {
        const p = await this.prismaService.partnership.findFirst({
          include: {
            distributions: true,
            members: {
              where: { endDate: null }
            },
            valuations: {
              orderBy: { date: 'asc' }
            }
          },
          where: { id: partnership.id, userId }
        });
        if (!p) {
          continue;
        }
        const valuations = p.valuations
          .filter((v) => v.date >= startDate && v.date <= endDate)
          .map((v) => ({ date: v.date, nav: Number(v.nav) }));
        const totalContributions = p.members.reduce(
          (sum, m) => sum + Number(m.capitalContributed || 0),
          0
        );
        const totalDistributions = p.distributions.reduce(
          (sum, d) => sum + Number(d.amount),
          0
        );
        const latestNav =
          valuations.length > 0 ? valuations[valuations.length - 1].nav : 0;
        // Cash flows for XIRR
        const cashFlows = [
          ...(totalContributions > 0
            ? [{ amount: -totalContributions, date: p.inceptionDate }]
            : []),
          ...p.distributions.map((d) => ({
            amount: Number(d.amount),
            date: d.date
          })),
          ...(valuations.length > 0
            ? [
                {
                  amount: latestNav,
                  date: valuations[valuations.length - 1].date
                }
              ]
            : [])
        ];
        const irr = FamilyOfficePerformanceCalculator.computeXIRR(cashFlows);
        const tvpi = FamilyOfficePerformanceCalculator.computeTVPI(
          totalDistributions,
          latestNav,
          totalContributions
        );
        const dpi = FamilyOfficePerformanceCalculator.computeDPI(
          totalDistributions,
          totalContributions
        );
        // Period return via Modified Dietz if we have start/end valuations
        let periodReturn = 0;
        if (valuations.length >= 2) {
          const periods = [
            {
              cashFlows: p.distributions
                .filter((d) => d.date >= startDate && d.date <= endDate)
                .map((d) => ({ amount: Number(d.amount), date: d.date })),
              endDate: valuations[valuations.length - 1].date,
              endValue: valuations[valuations.length - 1].nav,
              startDate: valuations[0].date,
              startValue: valuations[0].nav
            }
          ];
          const returns =
            FamilyOfficePerformanceCalculator.computeModifiedDietzReturns(
              periods
            );
          periodReturn = returns[0]?.return ?? 0;
        }
        results.push({
          dpi,
          irr: irr !== null ? Math.round(irr * 10000) / 10000 : 0,
          partnershipId: p.id,
          partnershipName: p.name,
          periodReturn,
          tvpi
        });
      } catch (error) {
        this.logger.warn(
          `Failed to compute performance for partnership ${partnership.id}: ${error.message}`
        );
      }
    }
    return results;
  }
  private async computeDistributionSummary({
    endDate,
    entityId,
    startDate,
    userId
  }: {
    endDate: Date;
    entityId?: string;
    startDate: Date;
    userId: string;
  }): Promise<IFamilyOfficeReport['distributionSummary']> {
    const userEntities = await this.prismaService.entity.findMany({
      select: { id: true },
      where: { userId }
    });
    const entityIds = entityId ? [entityId] : userEntities.map((e) => e.id);
    const distributions = await this.prismaService.distribution.findMany({
      where: {
        date: {
          gte: startDate,
          lte: endDate
        },
        entityId: { in: entityIds }
      }
    });
    const periodTotal = distributions.reduce(
      (sum, d) => sum + Number(d.amount),
      0
    );
    const byType: Record<string, number> = {};
    for (const d of distributions) {
      byType[d.type] = (byType[d.type] || 0) + Number(d.amount);
    }
    return {
      byType,
      periodTotal: Math.round(periodTotal * 100) / 100
    };
  }
 }
--- a/apps/api/src/app/k-document/k-document.controller.ts
+++ b/apps/api/src/app/k-document/k-document.controller.ts
@ -0,0 +1,94 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import {
  CreateKDocumentDto,
  UpdateKDocumentDto
 } from '@ghostfolio/common/dtos';
 import { permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
  Body,
  Controller,
  Get,
  Inject,
  Param,
  Post,
  Put,
  Query,
  UseGuards
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 import { KDocumentStatus, KDocumentType } from '@prisma/client';
 import { KDocumentService } from './k-document.service';
@Controller('k-document')
 export class KDocumentController {
  public constructor(
    private readonly kDocumentService: KDocumentService,
    @Inject(REQUEST) private readonly request: RequestWithUser
  ) {}
  @HasPermission(permissions.createKDocument)
  @Post()
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async createKDocument(@Body() data: CreateKDocumentDto) {
    return this.kDocumentService.createKDocument({
      data: data.data,
      filingStatus: data.filingStatus,
      partnershipId: data.partnershipId,
      taxYear: data.taxYear,
      type: data.type,
      userId: this.request.user.id
    });
  }
  @Get()
  @HasPermission(permissions.readKDocument)
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async getKDocuments(
    @Query('filingStatus') filingStatus?: KDocumentStatus,
    @Query('partnershipId') partnershipId?: string,
    @Query('taxYear') taxYear?: string,
    @Query('type') type?: KDocumentType
  ) {
    return this.kDocumentService.getKDocuments({
      filingStatus,
      partnershipId,
      taxYear: taxYear ? parseInt(taxYear, 10) : undefined,
      type,
      userId: this.request.user.id
    });
  }
  @HasPermission(permissions.updateKDocument)
  @Put(':id')
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async updateKDocument(
    @Body() data: UpdateKDocumentDto,
    @Param('id') id: string
  ) {
    return this.kDocumentService.updateKDocument({
      data: data.data,
      filingStatus: data.filingStatus,
      kDocumentId: id,
      userId: this.request.user.id
    });
  }
  @HasPermission(permissions.updateKDocument)
  @Post(':id/link-document')
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async linkDocument(
    @Body('documentId') documentId: string,
    @Param('id') id: string
  ) {
    return this.kDocumentService.linkDocument({
      documentId,
      kDocumentId: id,
      userId: this.request.user.id
    });
  }
 }
--- a/apps/api/src/app/k-document/k-document.module.ts
+++ b/apps/api/src/app/k-document/k-document.module.ts
@ -0,0 +1,15 @@
 import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { Module } from '@nestjs/common';
 import { UploadModule } from '../upload/upload.module';
 import { KDocumentController } from './k-document.controller';
 import { KDocumentService } from './k-document.service';
@Module({
  controllers: [KDocumentController],
  exports: [KDocumentService],
  imports: [PrismaModule, UploadModule],
  providers: [KDocumentService]
 })
 export class KDocumentModule {}
--- a/apps/api/src/app/k-document/k-document.service.ts
+++ b/apps/api/src/app/k-document/k-document.service.ts
@ -0,0 +1,397 @@
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import type { K1Data } from '@ghostfolio/common/interfaces';
 import { HttpException, Injectable } from '@nestjs/common';
 import { KDocumentStatus, KDocumentType, Prisma } from '@prisma/client';
 import Big from 'big.js';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 const K1_DATA_FIELDS: (keyof K1Data)[] = [
  'ordinaryIncome',
  'netRentalIncome',
  'otherRentalIncome',
  'guaranteedPayments',
  'interestIncome',
  'dividends',
  'qualifiedDividends',
  'royalties',
  'capitalGainLossShortTerm',
  'capitalGainLossLongTerm',
  'unrecaptured1250Gain',
  'section1231GainLoss',
  'otherIncome',
  'section179Deduction',
  'otherDeductions',
  'selfEmploymentEarnings',
  'foreignTaxesPaid',
  'alternativeMinimumTaxItems',
  'distributionsCash',
  'distributionsProperty'
 ];
@Injectable()
 export class KDocumentService {
  public constructor(private readonly prismaService: PrismaService) {}
  public async createKDocument({
    data,
    filingStatus,
    partnershipId,
    taxYear,
    type,
    userId
  }: {
    data: Record<string, number>;
    filingStatus?: KDocumentStatus;
    partnershipId: string;
    taxYear: number;
    type: KDocumentType;
    userId: string;
  }) {
    // Verify partnership exists and belongs to user
    const partnership = await this.prismaService.partnership.findFirst({
      where: {
        id: partnershipId,
        members: {
          some: {
            entity: {
              userId
            }
          }
        }
      }
    });
    if (!partnership) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.FORBIDDEN),
        StatusCodes.FORBIDDEN
      );
    }
    // Check inception year
    const inceptionYear = partnership.inceptionDate.getFullYear();
    if (taxYear < inceptionYear) {
      throw new HttpException(
        `Tax year must be >= partnership inception year (${inceptionYear})`,
        StatusCodes.BAD_REQUEST
      );
    }
    // Check for duplicate
    const existing = await this.prismaService.kDocument.findUnique({
      where: {
        partnershipId_type_taxYear: {
          partnershipId,
          taxYear,
          type
        }
      }
    });
    if (existing) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.CONFLICT),
        StatusCodes.CONFLICT
      );
    }
    // Normalize data
    const normalizedData = this.normalizeK1Data(data);
    const kDocument = await this.prismaService.kDocument.create({
      data: {
        data: normalizedData as unknown as Prisma.JsonObject,
        filingStatus: filingStatus || KDocumentStatus.DRAFT,
        partnershipId,
        taxYear,
        type
      },
      include: {
        partnership: {
          select: { name: true }
        }
      }
    });
    // Compute allocations
    const allocations = await this.computeAllocations(
      partnershipId,
      normalizedData
    );
    return {
      ...kDocument,
      allocations,
      partnershipName: kDocument.partnership.name
    };
  }
  public async getKDocuments({
    filingStatus,
    partnershipId,
    taxYear,
    type,
    userId
  }: {
    filingStatus?: KDocumentStatus;
    partnershipId?: string;
    taxYear?: number;
    type?: KDocumentType;
    userId: string;
  }) {
    const where: Prisma.KDocumentWhereInput = {
      partnership: {
        members: {
          some: {
            entity: {
              userId
            }
          }
        }
      }
    };
    if (partnershipId) {
      where.partnershipId = partnershipId;
    }
    if (taxYear) {
      where.taxYear = taxYear;
    }
    if (type) {
      where.type = type;
    }
    if (filingStatus) {
      where.filingStatus = filingStatus;
    }
    const kDocuments = await this.prismaService.kDocument.findMany({
      include: {
        documentFile: {
          select: { id: true, name: true }
        },
        partnership: {
          select: { name: true }
        }
      },
      orderBy: [{ taxYear: 'desc' }, { type: 'asc' }],
      where
    });
    const results = [];
    for (const doc of kDocuments) {
      const allocations = await this.computeAllocations(
        doc.partnershipId,
        doc.data as Record<string, number>
      );
      results.push({
        allocations,
        createdAt: doc.createdAt.toISOString(),
        data: doc.data,
        documentFileId: doc.documentFileId,
        filingStatus: doc.filingStatus,
        id: doc.id,
        partnershipId: doc.partnershipId,
        partnershipName: doc.partnership.name,
        taxYear: doc.taxYear,
        type: doc.type,
        updatedAt: doc.updatedAt.toISOString()
      });
    }
    return results;
  }
  public async updateKDocument({
    data,
    filingStatus,
    kDocumentId,
    userId
  }: {
    data?: Record<string, number>;
    filingStatus?: KDocumentStatus;
    kDocumentId: string;
    userId: string;
  }) {
    const existing = await this.prismaService.kDocument.findFirst({
      include: {
        partnership: {
          select: { name: true }
        }
      },
      where: {
        id: kDocumentId,
        partnership: {
          members: {
            some: {
              entity: {
                userId
              }
            }
          }
        }
      }
    });
    if (!existing) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    // Merge data if provided (spread operator for partial update)
    let updatedData = existing.data as Record<string, number>;
    if (data) {
      updatedData = { ...updatedData, ...this.normalizeK1Data(data) };
    }
    const updateData: Prisma.KDocumentUpdateInput = {
      data: updatedData as unknown as Prisma.JsonObject
    };
    if (filingStatus) {
      updateData.filingStatus = filingStatus;
    }
    const updated = await this.prismaService.kDocument.update({
      data: updateData,
      include: {
        partnership: {
          select: { name: true }
        }
      },
      where: { id: kDocumentId }
    });
    const allocations = await this.computeAllocations(
      updated.partnershipId,
      updatedData
    );
    return {
      ...updated,
      allocations,
      partnershipName: updated.partnership.name
    };
  }
  public async linkDocument({
    documentId,
    kDocumentId,
    userId
  }: {
    documentId: string;
    kDocumentId: string;
    userId: string;
  }) {
    // Verify K-document belongs to user
    const kDoc = await this.prismaService.kDocument.findFirst({
      where: {
        id: kDocumentId,
        partnership: {
          members: {
            some: {
              entity: {
                userId
              }
            }
          }
        }
      }
    });
    if (!kDoc) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    // Verify document exists
    const document = await this.prismaService.document.findUnique({
      where: { id: documentId }
    });
    if (!document) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    return this.prismaService.kDocument.update({
      data: {
        documentFileId: documentId
      },
      include: {
        partnership: {
          select: { name: true }
        }
      },
      where: { id: kDocumentId }
    });
  }
  private async computeAllocations(
    partnershipId: string,
    data: Record<string, number>
  ) {
    const memberships = await this.prismaService.partnershipMembership.findMany(
      {
        include: {
          entity: {
            select: { id: true, name: true }
          }
        },
        where: {
          endDate: null,
          partnershipId
        }
      }
    );
    return memberships.map((membership) => {
      const ownershipPercent = new Big(membership.ownershipPercent.toString());
      const allocatedAmounts: Record<string, number> = {};
      for (const field of K1_DATA_FIELDS) {
        const value = data[field];
        if (value !== undefined && value !== 0) {
          allocatedAmounts[field] = ownershipPercent
            .div(100)
            .times(value)
            .round(2)
            .toNumber();
        }
      }
      return {
        allocatedAmounts,
        entityId: membership.entity.id,
        entityName: membership.entity.name,
        ownershipPercent: ownershipPercent.toNumber()
      };
    });
  }
  private normalizeK1Data(
    data: Record<string, number>
  ): Record<string, number> {
    const normalized: Record<string, number> = {};
    for (const field of K1_DATA_FIELDS) {
      normalized[field] = data[field] !== undefined ? Number(data[field]) : 0;
    }
    return normalized;
  }
 }
--- a/apps/api/src/app/partnership/partnership.controller.ts
+++ b/apps/api/src/app/partnership/partnership.controller.ts
@ -0,0 +1,261 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { FamilyOfficeBenchmarkService } from '@ghostfolio/api/services/benchmark/family-office-benchmark.service';
 import {
  CreatePartnershipAssetDto,
  CreatePartnershipDto,
  CreatePartnershipMembershipDto,
  CreatePartnershipValuationDto,
  UpdatePartnershipDto
 } from '@ghostfolio/common/dtos';
 import { permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
  Body,
  Controller,
  Delete,
  Get,
  Inject,
  Param,
  Post,
  Put,
  Query,
  UseGuards
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 import { PartnershipService } from './partnership.service';
@Controller('partnership')
 export class PartnershipController {
  public constructor(
    private readonly familyOfficeBenchmarkService: FamilyOfficeBenchmarkService,
    private readonly partnershipService: PartnershipService,
    @Inject(REQUEST) private readonly request: RequestWithUser
  ) {}
  @HasPermission(permissions.createPartnership)
  @Post()
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async createPartnership(@Body() data: CreatePartnershipDto) {
    return this.partnershipService.createPartnership({
      name: data.name,
      type: data.type as any,
      inceptionDate: new Date(data.inceptionDate),
      fiscalYearEnd: data.fiscalYearEnd ?? 12,
      currency: data.currency,
      user: { connect: { id: this.request.user.id } }
    });
  }
  @Get()
  @HasPermission(permissions.readPartnership)
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async getPartnerships() {
    return this.partnershipService.getPartnerships({
      userId: this.request.user.id
    });
  }
  @Get(':partnershipId')
  @HasPermission(permissions.readPartnership)
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async getPartnershipById(
    @Param('partnershipId') partnershipId: string
  ) {
    return this.partnershipService.getPartnershipById({
      partnershipId,
      userId: this.request.user.id
    });
  }
  @HasPermission(permissions.updatePartnership)
  @Put(':partnershipId')
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async updatePartnership(
    @Param('partnershipId') partnershipId: string,
    @Body() data: UpdatePartnershipDto
  ) {
    return this.partnershipService.updatePartnership({
      partnershipId,
      userId: this.request.user.id,
      data
    });
  }
  @Delete(':partnershipId')
  @HasPermission(permissions.deletePartnership)
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async deletePartnership(
    @Param('partnershipId') partnershipId: string
  ) {
    return this.partnershipService.deletePartnership({
      partnershipId,
      userId: this.request.user.id
    });
  }
  @HasPermission(permissions.updatePartnership)
  @Post(':partnershipId/member')
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async addMember(
    @Param('partnershipId') partnershipId: string,
    @Body() data: CreatePartnershipMembershipDto
  ) {
    return this.partnershipService.addMember({
      partnershipId,
      userId: this.request.user.id,
      data: {
        entityId: data.entityId,
        ownershipPercent: data.ownershipPercent,
        capitalCommitment: data.capitalCommitment,
        capitalContributed: data.capitalContributed,
        classType: data.classType,
        effectiveDate: data.effectiveDate
      }
    });
  }
  @HasPermission(permissions.updatePartnership)
  @Put(':partnershipId/member/:membershipId')
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async updateMember(
    @Param('partnershipId') partnershipId: string,
    @Param('membershipId') membershipId: string,
    @Body() data: any
  ) {
    return this.partnershipService.updateMember({
      partnershipId,
      membershipId,
      userId: this.request.user.id,
      data
    });
  }
  @HasPermission(permissions.updatePartnership)
  @Post(':partnershipId/valuation')
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async recordValuation(
    @Param('partnershipId') partnershipId: string,
    @Body() data: CreatePartnershipValuationDto
  ) {
    return this.partnershipService.recordValuation({
      partnershipId,
      userId: this.request.user.id,
      data: {
        date: data.date,
        nav: data.nav,
        source: data.source,
        notes: data.notes
      }
    });
  }
  @Get(':partnershipId/valuations')
  @HasPermission(permissions.readPartnership)
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async getValuations(
    @Param('partnershipId') partnershipId: string,
    @Query('startDate') startDate?: string,
    @Query('endDate') endDate?: string
  ) {
    return this.partnershipService.getValuations({
      partnershipId,
      userId: this.request.user.id,
      startDate,
      endDate
    });
  }
  @HasPermission(permissions.updatePartnership)
  @Post(':partnershipId/asset')
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async addAsset(
    @Param('partnershipId') partnershipId: string,
    @Body() data: CreatePartnershipAssetDto
  ) {
    return this.partnershipService.addAsset({
      partnershipId,
      userId: this.request.user.id,
      data: {
        name: data.name,
        assetType: data.assetType,
        description: data.description,
        acquisitionDate: data.acquisitionDate,
        acquisitionCost: data.acquisitionCost,
        currentValue: data.currentValue,
        currency: data.currency,
        metadata: data.metadata
      }
    });
  }
  @HasPermission(permissions.updatePartnership)
  @Post(':partnershipId/asset/:assetId/valuation')
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async addAssetValuation(
    @Param('partnershipId') partnershipId: string,
    @Param('assetId') assetId: string,
    @Body()
    data: { date: string; value: number; source: string; notes?: string }
  ) {
    return this.partnershipService.addAssetValuation({
      partnershipId,
      assetId,
      userId: this.request.user.id,
      data
    });
  }
  @Get(':partnershipId/performance')
  @HasPermission(permissions.readPartnership)
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async getPerformance(
    @Param('partnershipId') partnershipId: string,
    @Query('benchmarks') benchmarks?: string,
    @Query('endDate') endDate?: string,
    @Query('periodicity') periodicity?: string,
    @Query('startDate') startDate?: string
  ) {
    const result = await this.partnershipService.getPerformance({
      endDate,
      partnershipId,
      periodicity: periodicity as any,
      startDate,
      userId: this.request.user.id
    });
    // If benchmarks requested, compute comparisons
    if (benchmarks) {
      const benchmarkIds = benchmarks.split(',').map((b) => b.trim());
      const overallReturn =
        result.periods.length > 0
          ? result.periods.reduce(
              (acc, p) => (1 + acc) * (1 + p.returnPercent) - 1,
              0
            )
          : 0;
      const partnership = await this.partnershipService.getPartnershipById({
        partnershipId,
        userId: this.request.user.id
      });
      const comparisons =
        await this.familyOfficeBenchmarkService.computeBenchmarkComparisons({
          benchmarkIds,
          endDate: endDate ? new Date(endDate) : new Date(),
          partnershipReturn: overallReturn,
          startDate: startDate
            ? new Date(startDate)
            : new Date(partnership.inceptionDate)
        });
      result.benchmarkComparisons = comparisons;
    }
    return result;
  }
 }
--- a/apps/api/src/app/partnership/partnership.module.ts
+++ b/apps/api/src/app/partnership/partnership.module.ts
@ -0,0 +1,15 @@
 import { FamilyOfficeBenchmarkService } from '@ghostfolio/api/services/benchmark/family-office-benchmark.service';
 import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { Module } from '@nestjs/common';
 import { PartnershipController } from './partnership.controller';
 import { PartnershipService } from './partnership.service';
@Module({
  controllers: [PartnershipController],
  exports: [PartnershipService],
  imports: [PrismaModule],
  providers: [FamilyOfficeBenchmarkService, PartnershipService]
 })
 export class PartnershipModule {}
--- a/apps/api/src/app/partnership/partnership.service.ts
+++ b/apps/api/src/app/partnership/partnership.service.ts
@ -0,0 +1,679 @@
 import { FamilyOfficePerformanceCalculator } from '@ghostfolio/api/app/portfolio/calculator/family-office/performance-calculator';
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { HttpException, Injectable } from '@nestjs/common';
 import { Prisma } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
@Injectable()
 export class PartnershipService {
  public constructor(private readonly prismaService: PrismaService) {}
  public async createPartnership(data: Prisma.PartnershipCreateInput) {
    return this.prismaService.partnership.create({ data });
  }
  public async getPartnerships({ userId }: { userId: string }) {
    const partnerships = await this.prismaService.partnership.findMany({
      where: { userId },
      include: {
        _count: {
          select: {
            members: true,
            assets: true
          }
        },
        valuations: {
          orderBy: { date: 'desc' },
          take: 1
        }
      },
      orderBy: { name: 'asc' }
    });
    return partnerships.map((p) => ({
      id: p.id,
      name: p.name,
      type: p.type,
      inceptionDate: p.inceptionDate.toISOString(),
      currency: p.currency,
      latestNav: p.valuations[0] ? Number(p.valuations[0].nav) : null,
      latestNavDate: p.valuations[0]
        ? p.valuations[0].date.toISOString()
        : null,
      membersCount: p._count.members,
      assetsCount: p._count.assets
    }));
  }
  public async getPartnershipById({
    partnershipId,
    userId
  }: {
    partnershipId: string;
    userId: string;
  }) {
    const partnership = await this.prismaService.partnership.findFirst({
      where: { id: partnershipId, userId },
      include: {
        members: {
          where: { endDate: null },
          include: {
            entity: true
          }
        },
        assets: {
          include: {
            valuations: {
              orderBy: { date: 'desc' },
              take: 1
            }
          }
        },
        valuations: {
          orderBy: { date: 'desc' },
          take: 1
        }
      }
    });
    if (!partnership) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    const latestNav = partnership.valuations[0]
      ? Number(partnership.valuations[0].nav)
      : 0;
    const members = partnership.members.map((m) => ({
      id: m.id,
      entityId: m.entityId,
      entityName: m.entity.name,
      ownershipPercent: Number(m.ownershipPercent),
      capitalCommitment: m.capitalCommitment
        ? Number(m.capitalCommitment)
        : undefined,
      capitalContributed: m.capitalContributed
        ? Number(m.capitalContributed)
        : undefined,
      classType: m.classType ?? undefined,
      allocatedNav: latestNav * (Number(m.ownershipPercent) / 100),
      effectiveDate: m.effectiveDate.toISOString()
    }));
    const assets = partnership.assets.map((a) => ({
      id: a.id,
      name: a.name,
      assetType: a.assetType,
      currentValue: a.valuations[0]
        ? Number(a.valuations[0].value)
        : a.currentValue
          ? Number(a.currentValue)
          : undefined,
      acquisitionCost: a.acquisitionCost
        ? Number(a.acquisitionCost)
        : undefined,
      currency: a.currency
    }));
    const totalCommitment = members.reduce(
      (sum, m) => sum + (m.capitalCommitment ?? 0),
      0
    );
    const totalContributed = members.reduce(
      (sum, m) => sum + (m.capitalContributed ?? 0),
      0
    );
    return {
      id: partnership.id,
      name: partnership.name,
      type: partnership.type,
      inceptionDate: partnership.inceptionDate.toISOString(),
      fiscalYearEnd: partnership.fiscalYearEnd,
      currency: partnership.currency,
      latestValuation: partnership.valuations[0]
        ? {
            date: partnership.valuations[0].date.toISOString(),
            nav: Number(partnership.valuations[0].nav),
            source: partnership.valuations[0].source
          }
        : null,
      members,
      assets,
      totalCommitment,
      totalContributed
    };
  }
  public async updatePartnership({
    partnershipId,
    userId,
    data
  }: {
    partnershipId: string;
    userId: string;
    data: { name?: string; fiscalYearEnd?: number };
  }) {
    const partnership = await this.prismaService.partnership.findFirst({
      where: { id: partnershipId, userId }
    });
    if (!partnership) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    return this.prismaService.partnership.update({
      where: { id: partnershipId },
      data
    });
  }
  public async deletePartnership({
    partnershipId,
    userId
  }: {
    partnershipId: string;
    userId: string;
  }) {
    const partnership = await this.prismaService.partnership.findFirst({
      where: { id: partnershipId, userId }
    });
    if (!partnership) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    // Check for active members before deletion
    const activeMembers = await this.prismaService.partnershipMembership.count({
      where: { partnershipId, endDate: null }
    });
    if (activeMembers > 0) {
      throw new HttpException(
        'Partnership has active members and cannot be deleted',
        StatusCodes.CONFLICT
      );
    }
    return this.prismaService.partnership.delete({
      where: { id: partnershipId }
    });
  }
  public async addMember({
    partnershipId,
    userId,
    data
  }: {
    partnershipId: string;
    userId: string;
    data: {
      entityId: string;
      ownershipPercent: number;
      capitalCommitment?: number;
      capitalContributed?: number;
      classType?: string;
      effectiveDate: string;
    };
  }) {
    const partnership = await this.prismaService.partnership.findFirst({
      where: { id: partnershipId, userId }
    });
    if (!partnership) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    // Validate total membership <= 100%
    const existingMembers =
      await this.prismaService.partnershipMembership.findMany({
        where: { partnershipId, endDate: null }
      });
    const totalPercent = existingMembers.reduce(
      (sum, m) => sum + Number(m.ownershipPercent),
      0
    );
    if (totalPercent + data.ownershipPercent > 100) {
      throw new HttpException(
        'Total membership percentages would exceed 100%',
        StatusCodes.BAD_REQUEST
      );
    }
    return this.prismaService.partnershipMembership.create({
      data: {
        entity: { connect: { id: data.entityId } },
        partnership: { connect: { id: partnershipId } },
        ownershipPercent: data.ownershipPercent,
        capitalCommitment: data.capitalCommitment,
        capitalContributed: data.capitalContributed,
        classType: data.classType,
        effectiveDate: new Date(data.effectiveDate)
      }
    });
  }
  public async updateMember({
    partnershipId,
    membershipId,
    userId,
    data
  }: {
    partnershipId: string;
    membershipId: string;
    userId: string;
    data: {
      ownershipPercent?: number;
      capitalCommitment?: number;
      capitalContributed?: number;
      classType?: string;
    };
  }) {
    const partnership = await this.prismaService.partnership.findFirst({
      where: { id: partnershipId, userId }
    });
    if (!partnership) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    const membership = await this.prismaService.partnershipMembership.findFirst(
      {
        where: { id: membershipId, partnershipId }
      }
    );
    if (!membership) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    // If updating ownership percent, validate total <= 100%
    if (data.ownershipPercent !== undefined) {
      const existingMembers =
        await this.prismaService.partnershipMembership.findMany({
          where: { partnershipId, endDate: null, id: { not: membershipId } }
        });
      const totalPercent = existingMembers.reduce(
        (sum, m) => sum + Number(m.ownershipPercent),
        0
      );
      if (totalPercent + data.ownershipPercent > 100) {
        throw new HttpException(
          'Total membership percentages would exceed 100%',
          StatusCodes.BAD_REQUEST
        );
      }
    }
    return this.prismaService.partnershipMembership.update({
      where: { id: membershipId },
      data
    });
  }
  public async recordValuation({
    partnershipId,
    userId,
    data
  }: {
    partnershipId: string;
    userId: string;
    data: {
      date: string;
      nav: number;
      source: string;
      notes?: string;
    };
  }) {
    const partnership = await this.prismaService.partnership.findFirst({
      where: { id: partnershipId, userId }
    });
    if (!partnership) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    // Check for duplicate valuation date
    const existing = await this.prismaService.partnershipValuation.findFirst({
      where: { partnershipId, date: new Date(data.date) }
    });
    if (existing) {
      throw new HttpException(
        'Valuation already exists for this date',
        StatusCodes.CONFLICT
      );
    }
    return this.prismaService.partnershipValuation.create({
      data: {
        partnership: { connect: { id: partnershipId } },
        date: new Date(data.date),
        nav: data.nav,
        source: data.source as any,
        notes: data.notes
      }
    });
  }
  public async getValuations({
    partnershipId,
    userId,
    startDate,
    endDate
  }: {
    partnershipId: string;
    userId: string;
    startDate?: string;
    endDate?: string;
  }) {
    const partnership = await this.prismaService.partnership.findFirst({
      where: { id: partnershipId, userId }
    });
    if (!partnership) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    const where: any = { partnershipId };
    if (startDate || endDate) {
      where.date = {};
      if (startDate) {
        where.date.gte = new Date(startDate);
      }
      if (endDate) {
        where.date.lte = new Date(endDate);
      }
    }
    const valuations = await this.prismaService.partnershipValuation.findMany({
      where,
      orderBy: { date: 'desc' }
    });
    return valuations.map((v) => ({
      id: v.id,
      date: v.date.toISOString(),
      nav: Number(v.nav),
      source: v.source
    }));
  }
  public async addAsset({
    partnershipId,
    userId,
    data
  }: {
    partnershipId: string;
    userId: string;
    data: {
      name: string;
      assetType: string;
      description?: string;
      acquisitionDate?: string;
      acquisitionCost?: number;
      currentValue?: number;
      currency: string;
      metadata?: any;
    };
  }) {
    const partnership = await this.prismaService.partnership.findFirst({
      where: { id: partnershipId, userId }
    });
    if (!partnership) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    return this.prismaService.partnershipAsset.create({
      data: {
        partnership: { connect: { id: partnershipId } },
        name: data.name,
        assetType: data.assetType as any,
        description: data.description,
        acquisitionDate: data.acquisitionDate
          ? new Date(data.acquisitionDate)
          : undefined,
        acquisitionCost: data.acquisitionCost,
        currentValue: data.currentValue,
        currency: data.currency,
        metadata: data.metadata ?? undefined
      }
    });
  }
  public async addAssetValuation({
    partnershipId,
    assetId,
    userId,
    data
  }: {
    partnershipId: string;
    assetId: string;
    userId: string;
    data: {
      date: string;
      value: number;
      source: string;
      notes?: string;
    };
  }) {
    const partnership = await this.prismaService.partnership.findFirst({
      where: { id: partnershipId, userId }
    });
    if (!partnership) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    const asset = await this.prismaService.partnershipAsset.findFirst({
      where: { id: assetId, partnershipId }
    });
    if (!asset) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    return this.prismaService.assetValuation.create({
      data: {
        partnershipAsset: { connect: { id: assetId } },
        date: new Date(data.date),
        value: data.value,
        source: data.source as any,
        notes: data.notes
      }
    });
  }
  public async getPerformance({
    partnershipId,
    userId,
    startDate,
    endDate
  }: {
    partnershipId: string;
    userId: string;
    periodicity?: string;
    startDate?: string;
    endDate?: string;
  }) {
    const partnership = await this.prismaService.partnership.findFirst({
      where: { id: partnershipId, userId },
      include: {
        members: {
          where: { endDate: null }
        },
        valuations: {
          orderBy: { date: 'asc' }
        },
        distributions: true
      }
    });
    if (!partnership) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    const valuations = partnership.valuations
      .filter((v) => {
        if (startDate && v.date < new Date(startDate)) return false;
        if (endDate && v.date > new Date(endDate)) return false;
        return true;
      })
      .map((v) => ({
        date: v.date,
        nav: Number(v.nav)
      }));
    // Calculate total contributions from members
    const totalContributions = partnership.members.reduce(
      (sum, m) => sum + Number(m.capitalContributed || 0),
      0
    );
    const totalDistributions = partnership.distributions.reduce(
      (sum, d) => sum + Number(d.amount),
      0
    );
    const latestNav =
      valuations.length > 0 ? valuations[valuations.length - 1].nav : 0;
    // Build cash flows for XIRR
    // Contributions are negative (outflows), distributions and final NAV are positive
    const cashFlows = [
      // Initial contribution at inception
      ...(totalContributions > 0
        ? [
            {
              amount: -totalContributions,
              date: partnership.inceptionDate
            }
          ]
        : []),
      // Distributions as inflows
      ...partnership.distributions.map((d) => ({
        amount: Number(d.amount),
        date: d.date
      })),
      // Final NAV as terminal value
      ...(valuations.length > 0
        ? [
            {
              amount: latestNav,
              date: valuations[valuations.length - 1].date
            }
          ]
        : [])
    ];
    // Compute XIRR
    const irr = FamilyOfficePerformanceCalculator.computeXIRR(cashFlows);
    // Compute multiples
    const tvpi = FamilyOfficePerformanceCalculator.computeTVPI(
      totalDistributions,
      latestNav,
      totalContributions
    );
    const dpi = FamilyOfficePerformanceCalculator.computeDPI(
      totalDistributions,
      totalContributions
    );
    const rvpi = FamilyOfficePerformanceCalculator.computeRVPI(
      latestNav,
      totalContributions
    );
    // Build Modified Dietz period returns
    const periodData = [];
    for (let i = 1; i < valuations.length; i++) {
      const periodCashFlows = partnership.distributions
        .filter(
          (d) =>
            d.date >= valuations[i - 1].date && d.date <= valuations[i].date
        )
        .map((d) => ({
          amount: Number(d.amount),
          date: d.date
        }));
      periodData.push({
        cashFlows: periodCashFlows,
        endDate: valuations[i].date,
        endValue: valuations[i].nav,
        startDate: valuations[i - 1].date,
        startValue: valuations[i - 1].nav
      });
    }
    const periodicReturns =
      FamilyOfficePerformanceCalculator.computeModifiedDietzReturns(periodData);
    return {
      partnershipId: partnership.id,
      partnershipName: partnership.name,
      metrics: {
        dpi,
        irr: irr !== null ? Math.round(irr * 10000) / 10000 : null,
        rvpi,
        tvpi
      },
      periods: periodicReturns.map((r) => ({
        contributions: 0,
        distributions: 0,
        endNav: r.endValue,
        periodEnd: r.endDate,
        periodStart: r.startDate,
        returnPercent: r.return,
        startNav: r.startValue
      })),
      benchmarkComparisons: []
    };
  }
 }
--- a/apps/api/src/app/portfolio/calculator/family-office/performance-calculator.ts
+++ b/apps/api/src/app/portfolio/calculator/family-office/performance-calculator.ts
@ -0,0 +1,252 @@
 import Big from 'big.js';
 export interface CashFlow {
  amount: number;
  date: Date;
 }
 export interface PerformanceMetrics {
  dpi: number;
  irr: number | null;
  periodicReturns: PeriodReturn[];
  rvpi: number;
  tvpi: number;
 }
 export interface PeriodReturn {
  endDate: string;
  endValue: number;
  return: number;
  startDate: string;
  startValue: number;
 }
 /**
 * Family Office Performance Calculator
 *
 * Computes:
 * - XIRR (IRR) using Newton-Raphson iteration with big.js
 * - TVPI: (distributions + NAV) / contributed
 * - DPI: distributions / contributed
 * - RVPI: NAV / contributed
 * - Modified Dietz periodic returns
 */
 export class FamilyOfficePerformanceCalculator {
  /**
   * Compute DPI (Distributions to Paid-In)
   * DPI = total distributions / total contributions
   */
  public static computeDPI(
    totalDistributions: number,
    totalContributions: number
  ): number {
    if (totalContributions === 0) {
      return 0;
    }
    return new Big(totalDistributions)
      .div(totalContributions)
      .round(4)
      .toNumber();
  }
  /**
   * Compute Modified Dietz returns for a set of periods.
   * Each period: start value, end value, and cash flows within the period.
   */
  public static computeModifiedDietzReturns(
    periods: {
      cashFlows: CashFlow[];
      endDate: Date;
      endValue: number;
      startDate: Date;
      startValue: number;
    }[]
  ): PeriodReturn[] {
    return periods.map((period) => {
      const totalDays = this.daysBetween(period.startDate, period.endDate);
      if (totalDays === 0) {
        return {
          endDate: period.endDate.toISOString().split('T')[0],
          endValue: period.endValue,
          return: 0,
          startDate: period.startDate.toISOString().split('T')[0],
          startValue: period.startValue
        };
      }
      // Weighted cash flows
      let weightedFlows = new Big(0);
      let totalFlows = new Big(0);
      for (const cf of period.cashFlows) {
        const daysRemaining = this.daysBetween(cf.date, period.endDate);
        const weight = new Big(daysRemaining).div(totalDays);
        const amount = new Big(cf.amount);
        weightedFlows = weightedFlows.plus(amount.times(weight));
        totalFlows = totalFlows.plus(amount);
      }
      const startVal = new Big(period.startValue);
      const endVal = new Big(period.endValue);
      const denominator = startVal.plus(weightedFlows);
      if (denominator.eq(0)) {
        return {
          endDate: period.endDate.toISOString().split('T')[0],
          endValue: period.endValue,
          return: 0,
          startDate: period.startDate.toISOString().split('T')[0],
          startValue: period.startValue
        };
      }
      const periodReturn = endVal
        .minus(startVal)
        .minus(totalFlows)
        .div(denominator)
        .round(6)
        .toNumber();
      return {
        endDate: period.endDate.toISOString().split('T')[0],
        endValue: period.endValue,
        return: periodReturn,
        startDate: period.startDate.toISOString().split('T')[0],
        startValue: period.startValue
      };
    });
  }
  /**
   * Compute RVPI (Residual Value to Paid-In)
   * RVPI = current NAV / total contributions
   */
  public static computeRVPI(
    currentNAV: number,
    totalContributions: number
  ): number {
    if (totalContributions === 0) {
      return 0;
    }
    return new Big(currentNAV).div(totalContributions).round(4).toNumber();
  }
  /**
   * Compute TVPI (Total Value to Paid-In)
   * TVPI = (distributions + current NAV) / total contributions
   */
  public static computeTVPI(
    totalDistributions: number,
    currentNAV: number,
    totalContributions: number
  ): number {
    if (totalContributions === 0) {
      return 0;
    }
    return new Big(totalDistributions)
      .plus(currentNAV)
      .div(totalContributions)
      .round(4)
      .toNumber();
  }
  /**
   * Compute XIRR using Newton-Raphson iteration.
   * Cash flows are (date, amount) pairs where:
   * - Negative amounts are contributions (outflows)
   * - Positive amounts are distributions (inflows)
   * The final NAV is added as a positive cash flow at the end date.
   *
   * Returns annualized IRR as a decimal (e.g. 0.12 = 12%), or null if
   * the method does not converge.
   */
  public static computeXIRR(cashFlows: CashFlow[]): number | null {
    if (cashFlows.length < 2) {
      return null;
    }
    const sortedFlows = [...cashFlows].sort(
      (a, b) => a.date.getTime() - b.date.getTime()
    );
    const firstDate = sortedFlows[0].date;
    // Convert to years from first date
    const flows = sortedFlows.map((cf) => ({
      amount: new Big(cf.amount),
      years: new Big(this.daysBetween(firstDate, cf.date)).div(365.25)
    }));
    // Newton-Raphson
    let rate = new Big(0.1); // initial guess 10%
    const maxIterations = 100;
    const tolerance = new Big(1e-7);
    for (let i = 0; i < maxIterations; i++) {
      let npv = new Big(0);
      let dnpv = new Big(0);
      for (const flow of flows) {
        const base = new Big(1).plus(rate);
        if (base.lte(0)) {
          // Avoid invalid base
          rate = rate.plus(0.1);
          continue;
        }
        const exponent = flow.years.toNumber();
        const discountFactor = Math.pow(base.toNumber(), -exponent);
        const df = new Big(discountFactor);
        npv = npv.plus(flow.amount.times(df));
        dnpv = dnpv.minus(
          flow.amount.times(new Big(exponent)).times(df).div(base)
        );
      }
      if (dnpv.abs().lt(tolerance)) {
        break;
      }
      const adjustment = npv.div(dnpv);
      rate = rate.minus(adjustment);
      if (npv.abs().lt(tolerance)) {
        return rate.round(6).toNumber();
      }
    }
    // Check final convergence
    let finalNpv = new Big(0);
    for (const flow of flows) {
      const base = new Big(1).plus(rate);
      if (base.lte(0)) {
        return null;
      }
      const exponent = flow.years.toNumber();
      const discountFactor = Math.pow(base.toNumber(), -exponent);
      finalNpv = finalNpv.plus(flow.amount.times(new Big(discountFactor)));
    }
    if (finalNpv.abs().lt(new Big(0.01))) {
      return rate.round(6).toNumber();
    }
    return null;
  }
  private static daysBetween(start: Date, end: Date): number {
    const msPerDay = 86400000;
    return Math.round((end.getTime() - start.getTime()) / msPerDay);
  }
 }
--- a/apps/api/src/app/upload/upload.controller.ts
+++ b/apps/api/src/app/upload/upload.controller.ts
@ -0,0 +1,66 @@
 import { HasPermission } from '@ghostfolio/api/decorators/has-permission.decorator';
 import { HasPermissionGuard } from '@ghostfolio/api/guards/has-permission.guard';
 import { permissions } from '@ghostfolio/common/permissions';
 import type { RequestWithUser } from '@ghostfolio/common/types';
 import {
  Controller,
  Get,
  Inject,
  Param,
  Post,
  Res,
  UploadedFile,
  UseGuards,
  UseInterceptors
 } from '@nestjs/common';
 import { REQUEST } from '@nestjs/core';
 import { AuthGuard } from '@nestjs/passport';
 import { FileInterceptor } from '@nestjs/platform-express';
 import { DocumentType } from '@prisma/client';
 import type { Response } from 'express';
 import { UploadService } from './upload.service';
@Controller('upload')
 export class UploadController {
  public constructor(
    private readonly uploadService: UploadService,
    @Inject(REQUEST) private readonly request: RequestWithUser
  ) {}
  @HasPermission(permissions.uploadDocument)
  @Post()
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  @UseInterceptors(FileInterceptor('file'))
  public async uploadDocument(@UploadedFile() file: any) {
    const body = this.request.body as any;
    return this.uploadService.createDocument({
      file,
      entityId: body.entityId,
      name: body.name,
      partnershipId: body.partnershipId,
      taxYear: body.taxYear ? Number(body.taxYear) : undefined,
      type: body.type as DocumentType
    });
  }
  @Get(':id/download')
  @HasPermission(permissions.readDocument)
  @UseGuards(AuthGuard('jwt'), HasPermissionGuard)
  public async downloadDocument(@Param('id') id: string, @Res() res: Response) {
    const { document, stream } = await this.uploadService.getDocumentStream(id);
    res.set({
      'Content-Disposition': `attachment; filename="${document.name}"`,
      'Content-Type': document.mimeType || 'application/octet-stream'
    });
    if (document.fileSize) {
      res.set('Content-Length', document.fileSize.toString());
    }
    stream.pipe(res);
  }
 }
--- a/apps/api/src/app/upload/upload.module.ts
+++ b/apps/api/src/app/upload/upload.module.ts
@ -0,0 +1,50 @@
 import { PrismaModule } from '@ghostfolio/api/services/prisma/prisma.module';
 import { Module } from '@nestjs/common';
 import { MulterModule } from '@nestjs/platform-express';
 import { diskStorage } from 'multer';
 import { existsSync, mkdirSync } from 'node:fs';
 import { join } from 'node:path';
 import { v4 as uuidv4 } from 'uuid';
 import { UploadController } from './upload.controller';
 import { UploadService } from './upload.service';
 const uploadDir = process.env.UPLOAD_DIR || join(process.cwd(), 'uploads');
 if (!existsSync(uploadDir)) {
  mkdirSync(uploadDir, { recursive: true });
 }
@Module({
  controllers: [UploadController],
  exports: [UploadService],
  imports: [
    MulterModule.register({
      limits: {
        fileSize: parseInt(process.env.MAX_UPLOAD_SIZE || '10485760', 10)
      },
      storage: diskStorage({
        destination: (_req, _file, cb) => {
          const now = new Date();
          const yearDir = now.getFullYear().toString();
          const monthDir = (now.getMonth() + 1).toString().padStart(2, '0');
          const subDir = join(uploadDir, yearDir, monthDir);
          if (!existsSync(subDir)) {
            mkdirSync(subDir, { recursive: true });
          }
          cb(null, subDir);
        },
        filename: (_req, file, cb) => {
          const ext = file.originalname.split('.').pop();
          cb(null, `${uuidv4()}.${ext}`);
        }
      })
    }),
    PrismaModule
  ],
  providers: [UploadService]
 })
 export class UploadModule {}
--- a/apps/api/src/app/upload/upload.service.ts
+++ b/apps/api/src/app/upload/upload.service.ts
@ -0,0 +1,101 @@
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { HttpException, Injectable } from '@nestjs/common';
 import { DocumentType } from '@prisma/client';
 import { StatusCodes, getReasonPhrase } from 'http-status-codes';
 import { createReadStream, existsSync } from 'node:fs';
 import { mkdir } from 'node:fs/promises';
 import { join } from 'node:path';
@Injectable()
 export class UploadService {
  private readonly uploadDir: string;
  public constructor(private readonly prismaService: PrismaService) {
    this.uploadDir = process.env.UPLOAD_DIR || join(process.cwd(), 'uploads');
  }
  public async ensureUploadDir(): Promise<void> {
    if (!existsSync(this.uploadDir)) {
      await mkdir(this.uploadDir, { recursive: true });
    }
  }
  public getUploadDir(): string {
    return this.uploadDir;
  }
  public async createDocument({
    entityId,
    file,
    name,
    partnershipId,
    taxYear,
    type
  }: {
    entityId?: string;
    file: any;
    name?: string;
    partnershipId?: string;
    taxYear?: number;
    type: DocumentType;
  }) {
    await this.ensureUploadDir();
    const now = new Date();
    const yearDir = now.getFullYear().toString();
    const monthDir = (now.getMonth() + 1).toString().padStart(2, '0');
    const subDir = join(this.uploadDir, yearDir, monthDir);
    if (!existsSync(subDir)) {
      await mkdir(subDir, { recursive: true });
    }
    const relativePath = `/${yearDir}/${monthDir}/${file.filename}`;
    return this.prismaService.document.create({
      data: {
        entityId: entityId || undefined,
        filePath: relativePath,
        fileSize: file.size,
        mimeType: file.mimetype,
        name: name || file.originalname,
        partnershipId: partnershipId || undefined,
        taxYear: taxYear ? Number(taxYear) : undefined,
        type
      }
    });
  }
  public async getDocumentById(documentId: string) {
    const document = await this.prismaService.document.findUnique({
      where: { id: documentId }
    });
    if (!document) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    return document;
  }
  public async getDocumentStream(documentId: string) {
    const document = await this.getDocumentById(documentId);
    const fullPath = join(this.uploadDir, document.filePath);
    if (!existsSync(fullPath)) {
      throw new HttpException(
        getReasonPhrase(StatusCodes.NOT_FOUND),
        StatusCodes.NOT_FOUND
      );
    }
    return {
      document,
      stream: createReadStream(fullPath)
    };
  }
 }
--- a/apps/api/src/services/benchmark/family-office-benchmark.service.ts
+++ b/apps/api/src/services/benchmark/family-office-benchmark.service.ts
@ -0,0 +1,120 @@
 import { PrismaService } from '@ghostfolio/api/services/prisma/prisma.service';
 import { Injectable, Logger } from '@nestjs/common';
 import Big from 'big.js';
 interface BenchmarkConfig {
  id: string;
  name: string;
  symbol: string;
 }
 const DEFAULT_BENCHMARKS: BenchmarkConfig[] = [
  { id: 'SP500', name: 'S&P 500', symbol: 'SPY' },
  { id: 'US_AGG_BOND', name: 'US Agg Bond', symbol: 'AGG' },
  { id: 'REAL_ESTATE', name: 'Real Estate', symbol: 'VNQ' },
  { id: 'CPI_PROXY', name: 'CPI Proxy (TIPS)', symbol: 'TIP' }
 ];
 export interface BenchmarkComparison {
  excessReturn?: number;
  id: string;
  name: string;
  periodReturn: number;
  ytdReturn?: number;
 }
@Injectable()
 export class FamilyOfficeBenchmarkService {
  private readonly logger = new Logger(FamilyOfficeBenchmarkService.name);
  public constructor(private readonly prismaService: PrismaService) {}
  public getAvailableBenchmarks(): BenchmarkConfig[] {
    return DEFAULT_BENCHMARKS;
  }
  /**
   * Compute benchmark-matched returns for given benchmark IDs and date range.
   * Uses market data from the MarketData table if available.
   */
  public async computeBenchmarkComparisons({
    benchmarkIds,
    endDate,
    partnershipReturn,
    startDate
  }: {
    benchmarkIds: string[];
    endDate: Date;
    partnershipReturn: number;
    startDate: Date;
  }): Promise<BenchmarkComparison[]> {
    const comparisons: BenchmarkComparison[] = [];
    for (const benchmarkId of benchmarkIds) {
      const config = DEFAULT_BENCHMARKS.find((b) => b.id === benchmarkId);
      if (!config) {
        continue;
      }
      try {
        // Try to get market data for this symbol
        const marketData = await this.prismaService.marketData.findMany({
          orderBy: { date: 'asc' },
          where: {
            date: {
              gte: startDate,
              lte: endDate
            },
            symbol: config.symbol
          }
        });
        if (marketData.length >= 2) {
          const startValue = Number(marketData[0].marketPrice);
          const endValue = Number(
            marketData[marketData.length - 1].marketPrice
          );
          const periodReturn = new Big(endValue)
            .div(startValue)
            .minus(1)
            .round(6)
            .toNumber();
          const excessReturn = new Big(partnershipReturn)
            .minus(periodReturn)
            .round(6)
            .toNumber();
          comparisons.push({
            excessReturn,
            id: config.id,
            name: config.name,
            periodReturn
          });
        } else {
          // No market data available — return placeholder
          comparisons.push({
            id: config.id,
            name: config.name,
            periodReturn: 0
          });
        }
      } catch (error) {
        this.logger.warn(
          `Failed to compute benchmark ${config.id}: ${error.message}`
        );
        comparisons.push({
          id: config.id,
          name: config.name,
          periodReturn: 0
        });
      }
    }
    return comparisons;
  }
 }
--- a/apps/client/src/app/app.routes.ts
+++ b/apps/client/src/app/app.routes.ts
@ -136,6 +136,65 @@ export const routes: Routes = [
    loadChildren: () =>
      import('./pages/zen/zen-page.routes').then((m) => m.routes)
  },
  {
    path: 'entities',
    loadChildren: () =>
      import('./pages/entities/entities-page.routes').then((m) => m.routes)
  },
  {
    path: 'entities/:id',
    loadChildren: () =>
      import('./pages/entity-detail/entity-detail-page.routes').then(
        (m) => m.routes
      )
  },
  {
    path: 'partnerships',
    loadChildren: () =>
      import('./pages/partnerships/partnerships-page.routes').then(
        (m) => m.routes
      )
  },
  {
    path: 'partnerships/:id',
    loadChildren: () =>
      import('./pages/partnership-detail/partnership-detail-page.routes').then(
        (m) => m.routes
      )
  },
  {
    path: 'partnerships/:id/performance',
    loadChildren: () =>
      import('./pages/partnership-performance/partnership-performance-page.routes').then(
        (m) => m.routes
      )
  },
  {
    path: 'distributions',
    loadChildren: () =>
      import('./pages/distributions/distributions-page.routes').then(
        (m) => m.routes
      )
  },
  {
    path: 'k-documents',
    loadChildren: () =>
      import('./pages/k-documents/k-documents-page.routes').then(
        (m) => m.routes
      )
  },
  {
    path: 'reports',
    loadChildren: () =>
      import('./pages/reports/report-page.routes').then((m) => m.routes)
  },
  {
    path: 'family-office',
    loadChildren: () =>
      import('./pages/family-dashboard/dashboard-page.routes').then(
        (m) => m.routes
      )
  },
  {
    // wildcard, if requested url doesn't match any paths for routes defined
    // earlier
--- a/apps/client/src/app/components/header/header.component.html
+++ b/apps/client/src/app/components/header/header.component.html
@ -58,6 +58,58 @@
          >Accounts</a
        >
      </li>
      <li class="list-inline-item">
        <a
          class="d-none d-sm-block"
          i18n
          mat-flat-button
          routerLink="/entities"
          [ngClass]="{
            'font-weight-bold': currentRoute === 'entities',
            'text-decoration-underline': currentRoute === 'entities'
          }"
          >Entities</a
        >
      </li>
      <li class="list-inline-item">
        <a
          class="d-none d-sm-block"
          i18n
          mat-flat-button
          routerLink="/partnerships"
          [ngClass]="{
            'font-weight-bold': currentRoute === 'partnerships',
            'text-decoration-underline': currentRoute === 'partnerships'
          }"
          >Partnerships</a
        >
      </li>
      <li class="list-inline-item">
        <a
          class="d-none d-sm-block"
          i18n
          mat-flat-button
          routerLink="/distributions"
          [ngClass]="{
            'font-weight-bold': currentRoute === 'distributions',
            'text-decoration-underline': currentRoute === 'distributions'
          }"
          >Distributions</a
        >
      </li>
      <li class="list-inline-item">
        <a
          class="d-none d-sm-block"
          i18n
          mat-flat-button
          routerLink="/k-documents"
          [ngClass]="{
            'font-weight-bold': currentRoute === 'k-documents',
            'text-decoration-underline': currentRoute === 'k-documents'
          }"
          >K-1 Documents</a
        >
      </li>
      @if (hasPermissionToAccessAdminControl) {
        <li class="list-inline-item">
          <a
@ -267,6 +319,38 @@
            [routerLink]="routerLinkAccounts"
            >Accounts</a
          >
          <a
            class="d-flex d-sm-none"
            i18n
            mat-menu-item
            routerLink="/entities"
            [ngClass]="{ 'font-weight-bold': currentRoute === 'entities' }"
            >Entities</a
          >
          <a
            class="d-flex d-sm-none"
            i18n
            mat-menu-item
            routerLink="/partnerships"
            [ngClass]="{ 'font-weight-bold': currentRoute === 'partnerships' }"
            >Partnerships</a
          >
          <a
            class="d-flex d-sm-none"
            i18n
            mat-menu-item
            routerLink="/distributions"
            [ngClass]="{ 'font-weight-bold': currentRoute === 'distributions' }"
            >Distributions</a
          >
          <a
            class="d-flex d-sm-none"
            i18n
            mat-menu-item
            routerLink="/k-documents"
            [ngClass]="{ 'font-weight-bold': currentRoute === 'k-documents' }"
            >K-1 Documents</a
          >
          <a
            i18n
            mat-menu-item
--- a/apps/client/src/app/pages/distributions/create-distribution-dialog/create-distribution-dialog.component.ts
+++ b/apps/client/src/app/pages/distributions/create-distribution-dialog/create-distribution-dialog.component.ts
@ -0,0 +1,172 @@
 import { CommonModule } from '@angular/common';
 import {
  ChangeDetectionStrategy,
  Component,
  Inject,
  OnInit
 } from '@angular/core';
 import {
  FormControl,
  FormGroup,
  ReactiveFormsModule,
  Validators
 } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import {
  MAT_DIALOG_DATA,
  MatDialogModule,
  MatDialogRef
 } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
 import { MatSelectModule } from '@angular/material/select';
 import { CreateDistributionDialogParams } from './interfaces/interfaces';
@Component({
  changeDetection: ChangeDetectionStrategy.OnPush,
  host: { class: 'h-100' },
  imports: [
    CommonModule,
    MatButtonModule,
    MatDialogModule,
    MatFormFieldModule,
    MatInputModule,
    MatSelectModule,
    ReactiveFormsModule
  ],
  selector: 'gf-create-distribution-dialog',
  template: `
    <form
      class="d-flex flex-column h-100"
      [formGroup]="distributionForm"
      (keyup.enter)="distributionForm.valid && onSubmit()"
      (ngSubmit)="onSubmit()"
    >
      <h1 i18n mat-dialog-title>Record Distribution</h1>
      <div class="flex-grow-1 py-3" mat-dialog-content>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Entity</mat-label>
            <mat-select formControlName="entityId" required>
              @for (entity of data.entities; track entity.id) {
                <mat-option [value]="entity.id">{{ entity.name }}</mat-option>
              }
            </mat-select>
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Partnership (Optional)</mat-label>
            <mat-select formControlName="partnershipId">
              <mat-option [value]="null">None</mat-option>
              @for (p of data.partnerships; track p.id) {
                <mat-option [value]="p.id">{{ p.name }}</mat-option>
              }
            </mat-select>
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Type</mat-label>
            <mat-select formControlName="type" required>
              <mat-option value="RETURN_OF_CAPITAL"
                >Return of Capital</mat-option
              >
              <mat-option value="INCOME">Income</mat-option>
              <mat-option value="CAPITAL_GAIN">Capital Gain</mat-option>
              <mat-option value="DIVIDEND">Dividend</mat-option>
              <mat-option value="INTEREST">Interest</mat-option>
              <mat-option value="OTHER">Other</mat-option>
            </mat-select>
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Amount</mat-label>
            <input formControlName="amount" matInput required type="number" />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Currency</mat-label>
            <input formControlName="currency" matInput required />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Date</mat-label>
            <input formControlName="date" matInput required type="date" />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Tax Withheld (Optional)</mat-label>
            <input formControlName="taxWithheld" matInput type="number" />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Notes (Optional)</mat-label>
            <input formControlName="notes" matInput />
          </mat-form-field>
        </div>
      </div>
      <div class="justify-content-end" mat-dialog-actions>
        <button i18n mat-button type="button" (click)="onCancel()">
          Cancel
        </button>
        <button
          color="primary"
          mat-flat-button
          type="submit"
          [disabled]="!distributionForm.valid"
        >
          Save
        </button>
      </div>
    </form>
  `
 })
 export class GfCreateDistributionDialogComponent implements OnInit {
  public distributionForm: FormGroup;
  public constructor(
    @Inject(MAT_DIALOG_DATA) public data: CreateDistributionDialogParams,
    public dialogRef: MatDialogRef<GfCreateDistributionDialogComponent>
  ) {}
  public ngOnInit() {
    this.distributionForm = new FormGroup({
      entityId: new FormControl(null, [Validators.required]),
      partnershipId: new FormControl(null),
      type: new FormControl('INCOME', [Validators.required]),
      amount: new FormControl(null, [Validators.required, Validators.min(0)]),
      currency: new FormControl('USD', [Validators.required]),
      date: new FormControl(new Date().toISOString().split('T')[0], [
        Validators.required
      ]),
      taxWithheld: new FormControl(null),
      notes: new FormControl('')
    });
  }
  public onCancel() {
    this.dialogRef.close();
  }
  public onSubmit() {
    if (this.distributionForm.valid) {
      this.dialogRef.close(this.distributionForm.value);
    }
  }
 }
--- a/apps/client/src/app/pages/distributions/create-distribution-dialog/interfaces/interfaces.ts
+++ b/apps/client/src/app/pages/distributions/create-distribution-dialog/interfaces/interfaces.ts
@ -0,0 +1,4 @@
 export interface CreateDistributionDialogParams {
  entities: { id: string; name: string }[];
  partnerships: { id: string; name: string }[];
 }
--- a/apps/client/src/app/pages/distributions/distributions-page.component.ts
+++ b/apps/client/src/app/pages/distributions/distributions-page.component.ts
@ -0,0 +1,196 @@
 import { FamilyOfficeDataService } from '@ghostfolio/client/services/family-office-data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { NotificationService } from '@ghostfolio/ui/notifications';
 import { CommonModule } from '@angular/common';
 import {
  ChangeDetectionStrategy,
  ChangeDetectorRef,
  Component,
  DestroyRef,
  OnInit
 } from '@angular/core';
 import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
 import { FormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialog } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatMenuModule } from '@angular/material/menu';
 import { MatSelectModule } from '@angular/material/select';
 import { MatSortModule } from '@angular/material/sort';
 import { MatTableDataSource, MatTableModule } from '@angular/material/table';
 import { ActivatedRoute, Router, RouterModule } from '@angular/router';
 import { addIcons } from 'ionicons';
 import { addOutline, ellipsisVerticalOutline } from 'ionicons/icons';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 import { GfCreateDistributionDialogComponent } from './create-distribution-dialog/create-distribution-dialog.component';
 import { CreateDistributionDialogParams } from './create-distribution-dialog/interfaces/interfaces';
@Component({
  changeDetection: ChangeDetectionStrategy.OnPush,
  host: { class: 'has-fab page' },
  imports: [
    CommonModule,
    FormsModule,
    MatButtonModule,
    MatFormFieldModule,
    MatMenuModule,
    MatSelectModule,
    MatSortModule,
    MatTableModule,
    NgxSkeletonLoaderModule,
    RouterModule
  ],
  selector: 'gf-distributions-page',
  styleUrls: ['./distributions-page.scss'],
  templateUrl: './distributions-page.html'
 })
 export class GfDistributionsPageComponent implements OnInit {
  public dataSource = new MatTableDataSource<any>();
  public deviceType: string;
  public displayedColumns = [
    'date',
    'entityName',
    'partnershipName',
    'type',
    'amount',
    'netAmount',
    'actions'
  ];
  public entities: any[] = [];
  public filterType: string | undefined;
  public groupBy: string | undefined;
  public hasPermissionToCreate = false;
  public hasPermissionToDelete = false;
  public isLoading = true;
  public partnerships: any[] = [];
  public summary: any;
  public user: User;
  public constructor(
    private changeDetectorRef: ChangeDetectorRef,
    private destroyRef: DestroyRef,
    private deviceService: DeviceDetectorService,
    private dialog: MatDialog,
    private familyOfficeDataService: FamilyOfficeDataService,
    private notificationService: NotificationService,
    private route: ActivatedRoute,
    private router: Router,
    private userService: UserService
  ) {
    addIcons({ addOutline, ellipsisVerticalOutline });
    this.deviceType = this.deviceService.getDeviceInfo().deviceType;
    this.route.queryParams
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((params) => {
        if (params['createDialog']) {
          this.openCreateDistributionDialog();
        }
      });
  }
  public ngOnInit() {
    this.userService.stateChanged
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((state) => {
        if (state?.user) {
          this.user = state.user;
          this.hasPermissionToCreate = hasPermission(
            this.user.permissions,
            permissions.createDistribution
          );
          this.hasPermissionToDelete = hasPermission(
            this.user.permissions,
            permissions.deleteDistribution
          );
          this.changeDetectorRef.markForCheck();
        }
      });
    this.fetchDistributions();
    this.fetchEntitiesAndPartnerships();
  }
  public fetchDistributions() {
    this.isLoading = true;
    this.familyOfficeDataService
      .fetchDistributions({
        type: this.filterType,
        groupBy: this.groupBy
      })
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((result: any) => {
        this.dataSource.data = result.distributions ?? [];
        this.summary = result.summary;
        this.isLoading = false;
        this.changeDetectorRef.markForCheck();
      });
  }
  public onDeleteDistribution(distributionId: string) {
    this.notificationService.confirm({
      confirmFn: () => {
        this.familyOfficeDataService
          .deleteDistribution(distributionId)
          .pipe(takeUntilDestroyed(this.destroyRef))
          .subscribe(() => {
            this.fetchDistributions();
          });
      },
      confirmType: undefined,
      message: $localize`Do you really want to delete this distribution?`,
      title: $localize`Delete Distribution`
    });
  }
  private fetchEntitiesAndPartnerships() {
    this.familyOfficeDataService
      .fetchEntities()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((entities) => {
        this.entities = entities;
        this.changeDetectorRef.markForCheck();
      });
    this.familyOfficeDataService
      .fetchPartnerships()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((partnerships) => {
        this.partnerships = partnerships;
        this.changeDetectorRef.markForCheck();
      });
  }
  private openCreateDistributionDialog() {
    const dialogRef = this.dialog.open(GfCreateDistributionDialogComponent, {
      data: {
        entities: this.entities,
        partnerships: this.partnerships
      } as CreateDistributionDialogParams,
      height: this.deviceType === 'mobile' ? '98vh' : '80vh',
      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
    });
    dialogRef
      .afterClosed()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((result) => {
        this.router.navigate([], { queryParams: {} });
        if (result) {
          this.familyOfficeDataService
            .createDistribution(result)
            .pipe(takeUntilDestroyed(this.destroyRef))
            .subscribe(() => {
              this.fetchDistributions();
            });
        }
      });
  }
 }
--- a/apps/client/src/app/pages/distributions/distributions-page.html
+++ b/apps/client/src/app/pages/distributions/distributions-page.html
@ -0,0 +1,141 @@
 <div class="container">
  <div class="row">
    <div class="col">
      <h1 class="d-none d-sm-block h3 mb-4 text-center" i18n>Distributions</h1>
      <div class="align-items-center d-flex flex-wrap gap-3 mb-3">
        <mat-form-field appearance="outline" class="filter-field">
          <mat-label i18n>Type</mat-label>
          <mat-select
            [(ngModel)]="filterType"
            (selectionChange)="fetchDistributions()"
          >
            <mat-option [value]="undefined">All</mat-option>
            <mat-option value="RETURN_OF_CAPITAL">Return of Capital</mat-option>
            <mat-option value="INCOME">Income</mat-option>
            <mat-option value="CAPITAL_GAIN">Capital Gain</mat-option>
            <mat-option value="DIVIDEND">Dividend</mat-option>
            <mat-option value="INTEREST">Interest</mat-option>
            <mat-option value="OTHER">Other</mat-option>
          </mat-select>
        </mat-form-field>
        <mat-form-field appearance="outline" class="filter-field">
          <mat-label i18n>Group By</mat-label>
          <mat-select
            [(ngModel)]="groupBy"
            (selectionChange)="fetchDistributions()"
          >
            <mat-option [value]="undefined">None</mat-option>
            <mat-option value="MONTHLY">Monthly</mat-option>
            <mat-option value="QUARTERLY">Quarterly</mat-option>
            <mat-option value="YEARLY">Yearly</mat-option>
          </mat-select>
        </mat-form-field>
      </div>
      @if (isLoading) {
        <ngx-skeleton-loader
          animation="pulse"
          [theme]="{ height: '3rem', width: '100%' }"
        />
      } @else {
        <table
          class="gf-table w-100"
          mat-table
          matSort
          [dataSource]="dataSource"
        >
          <ng-container matColumnDef="date">
            <th *matHeaderCellDef i18n mat-header-cell mat-sort-header>Date</th>
            <td *matCellDef="let row" mat-cell>{{ row.date | date }}</td>
          </ng-container>
          <ng-container matColumnDef="entityName">
            <th *matHeaderCellDef i18n mat-header-cell mat-sort-header>
              Entity
            </th>
            <td *matCellDef="let row" mat-cell>{{ row.entityName }}</td>
          </ng-container>
          <ng-container matColumnDef="partnershipName">
            <th
              *matHeaderCellDef
              class="d-none d-lg-table-cell"
              i18n
              mat-header-cell
            >
              Partnership
            </th>
            <td *matCellDef="let row" class="d-none d-lg-table-cell" mat-cell>
              {{ row.partnershipName ?? '—' }}
            </td>
          </ng-container>
          <ng-container matColumnDef="type">
            <th *matHeaderCellDef i18n mat-header-cell mat-sort-header>Type</th>
            <td *matCellDef="let row" mat-cell>{{ row.type }}</td>
          </ng-container>
          <ng-container matColumnDef="amount">
            <th *matHeaderCellDef class="text-right" i18n mat-header-cell>
              Amount
            </th>
            <td *matCellDef="let row" class="text-right" mat-cell>
              {{ row.amount | currency: row.currency : 'symbol' : '1.2-2' }}
            </td>
          </ng-container>
          <ng-container matColumnDef="netAmount">
            <th
              *matHeaderCellDef
              class="d-none d-lg-table-cell text-right"
              i18n
              mat-header-cell
            >
              Net
            </th>
            <td
              *matCellDef="let row"
              class="d-none d-lg-table-cell text-right"
              mat-cell
            >
              {{ row.netAmount | currency: row.currency : 'symbol' : '1.2-2' }}
            </td>
          </ng-container>
          <ng-container matColumnDef="actions">
            <th *matHeaderCellDef class="text-right" mat-header-cell></th>
            <td *matCellDef="let row" class="text-right" mat-cell>
              @if (hasPermissionToDelete) {
                <button mat-icon-button [matMenuTriggerFor]="actionMenu">
                  <ion-icon name="ellipsis-vertical-outline" />
                </button>
                <mat-menu #actionMenu="matMenu">
                  <button mat-menu-item (click)="onDeleteDistribution(row.id)">
                    Delete
                  </button>
                </mat-menu>
              }
            </td>
          </ng-container>
          <tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
          <tr *matRowDef="let row; columns: displayedColumns" mat-row></tr>
        </table>
        @if (dataSource.data.length === 0) {
          <p class="p-3 text-center text-muted" i18n>No distributions found.</p>
        }
      }
    </div>
  </div>
 </div>
@if (hasPermissionToCreate) {
  <div class="fab-container">
    <a mat-fab [queryParams]="{ createDialog: true }" [routerLink]="[]">
      <ion-icon name="add-outline" size="large" />
    </a>
  </div>
 }
--- a/apps/client/src/app/pages/distributions/distributions-page.routes.ts
+++ b/apps/client/src/app/pages/distributions/distributions-page.routes.ts
@ -0,0 +1,14 @@
 import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
 import { Routes } from '@angular/router';
 import { GfDistributionsPageComponent } from './distributions-page.component';
 export const routes: Routes = [
  {
    canActivate: [AuthGuard],
    component: GfDistributionsPageComponent,
    path: '',
    title: 'Distributions'
  }
 ];
--- a/apps/client/src/app/pages/distributions/distributions-page.scss
+++ b/apps/client/src/app/pages/distributions/distributions-page.scss
@ -0,0 +1,7 @@
 :host {
  display: block;
 }
 .filter-field {
  min-width: 10rem;
 }
--- a/apps/client/src/app/pages/entities/create-entity-dialog/create-entity-dialog.component.ts
+++ b/apps/client/src/app/pages/entities/create-entity-dialog/create-entity-dialog.component.ts
@ -0,0 +1,84 @@
 import { CreateEntityDto } from '@ghostfolio/common/dtos';
 import { CommonModule } from '@angular/common';
 import { Component } from '@angular/core';
 import { FormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialogModule, MatDialogRef } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
 import { MatSelectModule } from '@angular/material/select';
@Component({
  imports: [
    CommonModule,
    FormsModule,
    MatButtonModule,
    MatDialogModule,
    MatFormFieldModule,
    MatInputModule,
    MatSelectModule
  ],
  selector: 'gf-create-entity-dialog',
  standalone: true,
  template: `
    <h2 mat-dialog-title>Create Entity</h2>
    <mat-dialog-content>
      <mat-form-field appearance="outline" style="width: 100%">
        <mat-label>Name</mat-label>
        <input matInput required [(ngModel)]="name" />
      </mat-form-field>
      <mat-form-field appearance="outline" style="width: 100%">
        <mat-label>Type</mat-label>
        <mat-select required [(ngModel)]="type">
          <mat-option value="INDIVIDUAL">Individual</mat-option>
          <mat-option value="TRUST">Trust</mat-option>
          <mat-option value="LLC">LLC</mat-option>
          <mat-option value="LP">LP</mat-option>
          <mat-option value="CORPORATION">Corporation</mat-option>
          <mat-option value="FOUNDATION">Foundation</mat-option>
          <mat-option value="ESTATE">Estate</mat-option>
        </mat-select>
      </mat-form-field>
      <mat-form-field appearance="outline" style="width: 100%">
        <mat-label>Tax ID (optional)</mat-label>
        <input matInput [(ngModel)]="taxId" />
      </mat-form-field>
    </mat-dialog-content>
    <mat-dialog-actions align="end">
      <button mat-button mat-dialog-close>Cancel</button>
      <button
        color="primary"
        mat-flat-button
        [disabled]="!name || !type"
        (click)="onSave()"
      >
        Create
      </button>
    </mat-dialog-actions>
  `
 })
 export class GfCreateEntityDialogComponent {
  public name = '';
  public taxId = '';
  public type = '';
  public constructor(
    private dialogRef: MatDialogRef<GfCreateEntityDialogComponent>
  ) {}
  public onSave() {
    const dto: CreateEntityDto = {
      name: this.name,
      type: this.type as any
    };
    if (this.taxId) {
      dto.taxId = this.taxId;
    }
    this.dialogRef.close(dto);
  }
 }
--- a/apps/client/src/app/pages/entities/create-or-update-entity-dialog/create-or-update-entity-dialog.component.ts
+++ b/apps/client/src/app/pages/entities/create-or-update-entity-dialog/create-or-update-entity-dialog.component.ts
@ -0,0 +1,125 @@
 import { CommonModule } from '@angular/common';
 import {
  ChangeDetectionStrategy,
  Component,
  Inject,
  OnInit
 } from '@angular/core';
 import {
  FormControl,
  FormGroup,
  ReactiveFormsModule,
  Validators
 } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import {
  MAT_DIALOG_DATA,
  MatDialogModule,
  MatDialogRef
 } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
 import { MatSelectModule } from '@angular/material/select';
 import { CreateOrUpdateEntityDialogParams } from './interfaces/interfaces';
@Component({
  changeDetection: ChangeDetectionStrategy.OnPush,
  host: { class: 'h-100' },
  imports: [
    CommonModule,
    MatButtonModule,
    MatDialogModule,
    MatFormFieldModule,
    MatInputModule,
    MatSelectModule,
    ReactiveFormsModule
  ],
  selector: 'gf-create-or-update-entity-dialog',
  template: `
    <form
      class="d-flex flex-column h-100"
      [formGroup]="entityForm"
      (keyup.enter)="entityForm.valid && onSubmit()"
      (ngSubmit)="onSubmit()"
    >
      @if (data.entity.id) {
        <h1 i18n mat-dialog-title>Update Entity</h1>
      } @else {
        <h1 i18n mat-dialog-title>Add Entity</h1>
      }
      <div class="flex-grow-1 py-3" mat-dialog-content>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Name</mat-label>
            <input formControlName="name" matInput required />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Type</mat-label>
            <mat-select formControlName="type" required>
              <mat-option value="INDIVIDUAL">Individual</mat-option>
              <mat-option value="TRUST">Trust</mat-option>
              <mat-option value="LLC">LLC</mat-option>
              <mat-option value="LP">LP</mat-option>
              <mat-option value="CORPORATION">Corporation</mat-option>
              <mat-option value="FOUNDATION">Foundation</mat-option>
              <mat-option value="ESTATE">Estate</mat-option>
            </mat-select>
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Tax ID</mat-label>
            <input formControlName="taxId" matInput placeholder="Optional" />
          </mat-form-field>
        </div>
      </div>
      <div class="justify-content-end" mat-dialog-actions>
        <button i18n mat-button type="button" (click)="onCancel()">
          {{ entityForm.dirty ? 'Cancel' : 'Close' }}
        </button>
        <button
          color="primary"
          mat-flat-button
          type="submit"
          [disabled]="!(entityForm.dirty && entityForm.valid)"
        >
          Save
        </button>
      </div>
    </form>
  `
 })
 export class GfCreateOrUpdateEntityDialogComponent implements OnInit {
  public entityForm: FormGroup;
  public constructor(
    @Inject(MAT_DIALOG_DATA)
    public data: CreateOrUpdateEntityDialogParams,
    public dialogRef: MatDialogRef<GfCreateOrUpdateEntityDialogComponent>
  ) {}
  public ngOnInit() {
    this.entityForm = new FormGroup({
      name: new FormControl(this.data.entity.name, [Validators.required]),
      type: new FormControl(this.data.entity.type, [Validators.required]),
      taxId: new FormControl(this.data.entity.taxId)
    });
  }
  public onCancel() {
    this.dialogRef.close();
  }
  public onSubmit() {
    if (this.entityForm.valid) {
      this.dialogRef.close(this.entityForm.value);
    }
  }
 }
--- a/apps/client/src/app/pages/entities/create-or-update-entity-dialog/interfaces/interfaces.ts
+++ b/apps/client/src/app/pages/entities/create-or-update-entity-dialog/interfaces/interfaces.ts
@ -0,0 +1,8 @@
 export interface CreateOrUpdateEntityDialogParams {
  entity: {
    id: string | null;
    name: string;
    type: string;
    taxId: string;
  };
 }
--- a/apps/client/src/app/pages/entities/entities-page.component.ts
+++ b/apps/client/src/app/pages/entities/entities-page.component.ts
@ -0,0 +1,240 @@
 import { FamilyOfficeDataService } from '@ghostfolio/client/services/family-office-data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { NotificationService } from '@ghostfolio/ui/notifications';
 import { CommonModule } from '@angular/common';
 import {
  ChangeDetectorRef,
  Component,
  DestroyRef,
  OnInit,
  ViewChild
 } from '@angular/core';
 import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialog } from '@angular/material/dialog';
 import { MatMenuModule } from '@angular/material/menu';
 import { MatSort, MatSortModule } from '@angular/material/sort';
 import { MatTableDataSource, MatTableModule } from '@angular/material/table';
 import { ActivatedRoute, Router, RouterModule } from '@angular/router';
 import { addIcons } from 'ionicons';
 import { addOutline, ellipsisVerticalOutline } from 'ionicons/icons';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 import { GfCreateOrUpdateEntityDialogComponent } from './create-or-update-entity-dialog/create-or-update-entity-dialog.component';
 import { CreateOrUpdateEntityDialogParams } from './create-or-update-entity-dialog/interfaces/interfaces';
@Component({
  host: { class: 'has-fab page' },
  imports: [
    CommonModule,
    MatButtonModule,
    MatMenuModule,
    MatSortModule,
    MatTableModule,
    NgxSkeletonLoaderModule,
    RouterModule
  ],
  selector: 'gf-entities-page',
  styleUrls: ['./entities-page.scss'],
  templateUrl: './entities-page.html'
 })
 export class GfEntitiesPageComponent implements OnInit {
  public dataSource = new MatTableDataSource<any>([]);
  public deviceType: string;
  public displayedColumns = [
    'name',
    'type',
    'taxId',
    'ownershipsCount',
    'membershipsCount',
    'actions'
  ];
  public entities: any[];
  public hasPermissionToCreate = false;
  public hasPermissionToUpdate = false;
  public hasPermissionToDelete = false;
  public isLoading = true;
  public showActions = false;
  public user: User;
  @ViewChild(MatSort) sort: MatSort;
  public constructor(
    private changeDetectorRef: ChangeDetectorRef,
    private destroyRef: DestroyRef,
    private deviceService: DeviceDetectorService,
    private dialog: MatDialog,
    private familyOfficeDataService: FamilyOfficeDataService,
    private notificationService: NotificationService,
    private route: ActivatedRoute,
    private router: Router,
    private userService: UserService
  ) {
    addIcons({ addOutline, ellipsisVerticalOutline });
    this.deviceType = this.deviceService.getDeviceInfo().deviceType;
    this.route.queryParams
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((params) => {
        if (params['createDialog']) {
          this.openCreateEntityDialog();
        } else if (params['editDialog']) {
          const entity = this.entities?.find(
            (e) => e.id === params['entityId']
          );
          if (entity) {
            this.openUpdateEntityDialog(entity);
          }
        }
      });
  }
  public ngOnInit() {
    this.userService.stateChanged
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((state) => {
        if (state?.user) {
          this.user = state.user;
          this.hasPermissionToCreate = hasPermission(
            this.user.permissions,
            permissions.createEntity
          );
          this.hasPermissionToUpdate = hasPermission(
            this.user.permissions,
            permissions.updateEntity
          );
          this.hasPermissionToDelete = hasPermission(
            this.user.permissions,
            permissions.deleteEntity
          );
          this.showActions =
            this.hasPermissionToUpdate || this.hasPermissionToDelete;
          this.changeDetectorRef.markForCheck();
        }
      });
    this.fetchEntities();
  }
  public fetchEntities() {
    this.isLoading = true;
    this.familyOfficeDataService
      .fetchEntities()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((entities) => {
        this.entities = entities;
        this.dataSource.data = entities;
        this.dataSource.sort = this.sort;
        this.isLoading = false;
        if (this.entities?.length <= 0) {
          this.router.navigate([], {
            queryParams: { createDialog: true }
          });
        }
        this.changeDetectorRef.markForCheck();
      });
  }
  public onDeleteEntity(entityId: string) {
    this.notificationService.confirm({
      confirmFn: () => {
        this.familyOfficeDataService
          .deleteEntity(entityId)
          .pipe(takeUntilDestroyed(this.destroyRef))
          .subscribe(() => {
            this.reset();
            this.fetchEntities();
          });
      },
      confirmType: undefined,
      message: $localize`Do you really want to delete this entity?`,
      title: $localize`Delete Entity`
    });
  }
  public onEntityClicked(entity: any) {
    this.router.navigate(['/entities', entity.id]);
  }
  public onUpdateEntity(entity: any) {
    this.router.navigate([], {
      queryParams: { entityId: entity.id, editDialog: true }
    });
  }
  private openCreateEntityDialog() {
    const dialogRef = this.dialog.open(GfCreateOrUpdateEntityDialogComponent, {
      data: {
        entity: {
          id: null,
          name: '',
          type: 'INDIVIDUAL',
          taxId: ''
        }
      } as CreateOrUpdateEntityDialogParams,
      height: this.deviceType === 'mobile' ? '98vh' : '80vh',
      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
    });
    dialogRef
      .afterClosed()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((result) => {
        this.router.navigate(['.'], { relativeTo: this.route });
        if (result) {
          this.familyOfficeDataService
            .createEntity(result)
            .pipe(takeUntilDestroyed(this.destroyRef))
            .subscribe(() => {
              this.reset();
              this.fetchEntities();
            });
        }
      });
  }
  private openUpdateEntityDialog(entity: any) {
    const dialogRef = this.dialog.open(GfCreateOrUpdateEntityDialogComponent, {
      data: {
        entity: {
          id: entity.id,
          name: entity.name,
          type: entity.type,
          taxId: entity.taxId ?? ''
        }
      } as CreateOrUpdateEntityDialogParams,
      height: this.deviceType === 'mobile' ? '98vh' : '80vh',
      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
    });
    dialogRef
      .afterClosed()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((result) => {
        this.router.navigate(['.'], { relativeTo: this.route });
        if (result) {
          this.familyOfficeDataService
            .updateEntity(entity.id, result)
            .pipe(takeUntilDestroyed(this.destroyRef))
            .subscribe(() => {
              this.reset();
              this.fetchEntities();
            });
        }
      });
  }
  private reset() {
    this.entities = undefined;
    this.dataSource.data = [];
  }
 }
--- a/apps/client/src/app/pages/entities/entities-page.html
+++ b/apps/client/src/app/pages/entities/entities-page.html
@ -0,0 +1,126 @@
 <div class="container">
  <div class="row">
    <div class="col">
      <h1 class="d-none d-sm-block h3 mb-4 text-center" i18n>Entities</h1>
      <table
        class="gf-table w-100"
        mat-table
        matSort
        matSortActive="name"
        matSortDirection="asc"
        [dataSource]="dataSource"
      >
        <ng-container matColumnDef="name">
          <th *matHeaderCellDef mat-header-cell mat-sort-header>Name</th>
          <td *matCellDef="let row" mat-cell>{{ row.name }}</td>
        </ng-container>
        <ng-container matColumnDef="type">
          <th *matHeaderCellDef mat-header-cell mat-sort-header>Type</th>
          <td *matCellDef="let row" mat-cell>{{ row.type }}</td>
        </ng-container>
        <ng-container matColumnDef="taxId">
          <th *matHeaderCellDef class="d-none d-lg-table-cell" mat-header-cell>
            Tax ID
          </th>
          <td *matCellDef="let row" class="d-none d-lg-table-cell" mat-cell>
            {{ row.taxId ?? '—' }}
          </td>
        </ng-container>
        <ng-container matColumnDef="ownershipsCount">
          <th
            *matHeaderCellDef
            class="d-none d-lg-table-cell text-right"
            mat-header-cell
          >
            Accounts
          </th>
          <td
            *matCellDef="let row"
            class="d-none d-lg-table-cell text-right"
            mat-cell
          >
            {{ row.ownershipsCount ?? 0 }}
          </td>
        </ng-container>
        <ng-container matColumnDef="membershipsCount">
          <th
            *matHeaderCellDef
            class="d-none d-lg-table-cell text-right"
            mat-header-cell
          >
            Partnerships
          </th>
          <td
            *matCellDef="let row"
            class="d-none d-lg-table-cell text-right"
            mat-cell
          >
            {{ row.membershipsCount ?? 0 }}
          </td>
        </ng-container>
        <ng-container matColumnDef="actions" stickyEnd>
          <th *matHeaderCellDef mat-header-cell></th>
          <td *matCellDef="let row" class="text-right" mat-cell>
            @if (showActions) {
              <button
                mat-icon-button
                [matMenuTriggerFor]="entityMenu"
                (click)="$event.stopPropagation()"
              >
                <ion-icon name="ellipsis-vertical-outline" />
              </button>
              <mat-menu #entityMenu="matMenu">
                <button mat-menu-item (click)="onUpdateEntity(row)">
                  Edit
                </button>
                <button mat-menu-item (click)="onDeleteEntity(row.id)">
                  Delete
                </button>
              </mat-menu>
            }
          </td>
        </ng-container>
        <tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
        <tr
          *matRowDef="let row; columns: displayedColumns"
          class="cursor-pointer"
          mat-row
          (click)="onEntityClicked(row)"
        ></tr>
      </table>
      @if (isLoading) {
        <ngx-skeleton-loader
          animation="pulse"
          [theme]="{ height: '3rem', width: '100%' }"
        />
      }
      @if (!isLoading && entities?.length === 0) {
        <div class="p-3 text-center" style="opacity: 0.6">
          <p i18n>No entities yet. Create your first entity to get started.</p>
        </div>
      }
    </div>
  </div>
  @if (hasPermissionToCreate) {
    <div class="fab-container">
      <a
        class="align-items-center d-flex justify-content-center"
        color="primary"
        mat-fab
        [queryParams]="{ createDialog: true }"
        [routerLink]="[]"
      >
        <ion-icon name="add-outline" size="large" />
      </a>
    </div>
  }
 </div>
--- a/apps/client/src/app/pages/entities/entities-page.routes.ts
+++ b/apps/client/src/app/pages/entities/entities-page.routes.ts
@ -0,0 +1,14 @@
 import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
 import { Routes } from '@angular/router';
 import { GfEntitiesPageComponent } from './entities-page.component';
 export const routes: Routes = [
  {
    canActivate: [AuthGuard],
    component: GfEntitiesPageComponent,
    path: '',
    title: 'Entities'
  }
 ];
--- a/apps/client/src/app/pages/entities/entities-page.scss
+++ b/apps/client/src/app/pages/entities/entities-page.scss
@ -0,0 +1,3 @@
 :host {
  display: block;
 }
--- a/apps/client/src/app/pages/entity-detail/add-ownership-dialog/add-ownership-dialog.component.ts
+++ b/apps/client/src/app/pages/entity-detail/add-ownership-dialog/add-ownership-dialog.component.ts
@ -0,0 +1,169 @@
 import { CommonModule } from '@angular/common';
 import {
  ChangeDetectionStrategy,
  Component,
  Inject,
  OnInit
 } from '@angular/core';
 import {
  FormControl,
  FormGroup,
  ReactiveFormsModule,
  Validators
 } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import {
  MAT_DIALOG_DATA,
  MatDialogModule,
  MatDialogRef
 } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
 import { MatSelectModule } from '@angular/material/select';
 import { AddOwnershipDialogParams } from './interfaces/interfaces';
@Component({
  changeDetection: ChangeDetectionStrategy.OnPush,
  host: { class: 'h-100' },
  imports: [
    CommonModule,
    MatButtonModule,
    MatDialogModule,
    MatFormFieldModule,
    MatInputModule,
    MatSelectModule,
    ReactiveFormsModule
  ],
  selector: 'gf-add-ownership-dialog',
  template: `
    <form
      class="d-flex flex-column h-100"
      [formGroup]="ownershipForm"
      (keyup.enter)="ownershipForm.valid && onSubmit()"
      (ngSubmit)="onSubmit()"
    >
      <h1 i18n mat-dialog-title>Add Account Ownership</h1>
      <div class="flex-grow-1 py-3" mat-dialog-content>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Account</mat-label>
            <mat-select formControlName="accountId" required>
              @for (account of data.accounts; track account.id) {
                <mat-option [value]="account.id">{{ account.name }}</mat-option>
              }
            </mat-select>
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Ownership %</mat-label>
            <input
              formControlName="ownershipPercent"
              matInput
              max="100"
              min="0"
              required
              type="number"
            />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Effective Date</mat-label>
            <input
              formControlName="effectiveDate"
              matInput
              required
              type="date"
            />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Acquisition Date</mat-label>
            <input
              formControlName="acquisitionDate"
              matInput
              placeholder="Optional"
              type="date"
            />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Cost Basis</mat-label>
            <input
              formControlName="costBasis"
              matInput
              placeholder="Optional"
              type="number"
            />
          </mat-form-field>
        </div>
      </div>
      <div class="justify-content-end" mat-dialog-actions>
        <button i18n mat-button type="button" (click)="onCancel()">
          Cancel
        </button>
        <button
          color="primary"
          mat-flat-button
          type="submit"
          [disabled]="!ownershipForm.valid"
        >
          Save
        </button>
      </div>
    </form>
  `
 })
 export class GfAddOwnershipDialogComponent implements OnInit {
  public ownershipForm: FormGroup;
  public constructor(
    @Inject(MAT_DIALOG_DATA) public data: AddOwnershipDialogParams,
    public dialogRef: MatDialogRef<GfAddOwnershipDialogComponent>
  ) {}
  public ngOnInit() {
    this.ownershipForm = new FormGroup({
      accountId: new FormControl('', [Validators.required]),
      ownershipPercent: new FormControl(100, [
        Validators.required,
        Validators.min(0),
        Validators.max(100)
      ]),
      effectiveDate: new FormControl(new Date().toISOString().split('T')[0], [
        Validators.required
      ]),
      acquisitionDate: new FormControl(''),
      costBasis: new FormControl(null)
    });
  }
  public onCancel() {
    this.dialogRef.close();
  }
  public onSubmit() {
    if (this.ownershipForm.valid) {
      const val = this.ownershipForm.value;
      this.dialogRef.close({
        accountId: val.accountId,
        ownershipPercent: val.ownershipPercent,
        effectiveDate: val.effectiveDate,
        ...(val.acquisitionDate
          ? { acquisitionDate: val.acquisitionDate }
          : {}),
        ...(val.costBasis != null ? { costBasis: val.costBasis } : {})
      });
    }
  }
 }
--- a/apps/client/src/app/pages/entity-detail/add-ownership-dialog/interfaces/interfaces.ts
+++ b/apps/client/src/app/pages/entity-detail/add-ownership-dialog/interfaces/interfaces.ts
@ -0,0 +1,4 @@
 export interface AddOwnershipDialogParams {
  entityId: string;
  accounts: { id: string; name: string }[];
 }
--- a/apps/client/src/app/pages/entity-detail/entity-detail-page.component.ts
+++ b/apps/client/src/app/pages/entity-detail/entity-detail-page.component.ts
@ -0,0 +1,194 @@
 import { FamilyOfficeDataService } from '@ghostfolio/client/services/family-office-data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { NotificationService } from '@ghostfolio/ui/notifications';
 import { DataService } from '@ghostfolio/ui/services';
 import { CommonModule } from '@angular/common';
 import {
  CUSTOM_ELEMENTS_SCHEMA,
  ChangeDetectorRef,
  Component,
  DestroyRef,
  OnInit
 } from '@angular/core';
 import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialog } from '@angular/material/dialog';
 import { MatTableModule } from '@angular/material/table';
 import { MatTabsModule } from '@angular/material/tabs';
 import { ActivatedRoute, Router, RouterModule } from '@angular/router';
 import { addIcons } from 'ionicons';
 import { addOutline, arrowBackOutline } from 'ionicons/icons';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { GfAddOwnershipDialogComponent } from './add-ownership-dialog/add-ownership-dialog.component';
 import { AddOwnershipDialogParams } from './add-ownership-dialog/interfaces/interfaces';
@Component({
  host: { class: 'page' },
  imports: [
    CommonModule,
    MatButtonModule,
    MatTableModule,
    MatTabsModule,
    RouterModule
  ],
  schemas: [CUSTOM_ELEMENTS_SCHEMA],
  selector: 'gf-entity-detail-page',
  styleUrls: ['./entity-detail-page.scss'],
  templateUrl: './entity-detail-page.html'
 })
 export class GfEntityDetailPageComponent implements OnInit {
  public accounts: { id: string; name: string }[] = [];
  public deviceType: string;
  public distributions: any[] = [];
  public distributionColumns = ['partnershipName', 'type', 'amount', 'date'];
  public entity: any;
  public hasPermissionToCreate = false;
  public hasPermissionToDelete = false;
  public hasPermissionToUpdate = false;
  public kDocuments: any[] = [];
  public kDocumentColumns = ['taxYear', 'partnershipName', 'status'];
  public membershipColumns = [
    'partnershipName',
    'ownershipPercent',
    'allocatedNav'
  ];
  public ownershipColumns = [
    'accountName',
    'ownershipPercent',
    'effectiveDate'
  ];
  public user: User;
  private entityId: string;
  public constructor(
    private changeDetectorRef: ChangeDetectorRef,
    private dataService: DataService,
    private destroyRef: DestroyRef,
    private deviceService: DeviceDetectorService,
    private dialog: MatDialog,
    private familyOfficeDataService: FamilyOfficeDataService,
    private notificationService: NotificationService,
    private route: ActivatedRoute,
    private router: Router,
    private userService: UserService
  ) {
    addIcons({ addOutline, arrowBackOutline });
    this.deviceType = this.deviceService.getDeviceInfo().deviceType;
  }
  public ngOnInit() {
    this.entityId = this.route.snapshot.paramMap.get('id');
    this.userService.stateChanged
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((state) => {
        if (state?.user) {
          this.user = state.user;
          this.hasPermissionToCreate = hasPermission(
            this.user.permissions,
            permissions.createEntity
          );
          this.hasPermissionToUpdate = hasPermission(
            this.user.permissions,
            permissions.updateEntity
          );
          this.hasPermissionToDelete = hasPermission(
            this.user.permissions,
            permissions.deleteEntity
          );
          this.changeDetectorRef.markForCheck();
        }
      });
    this.fetchEntityDetail();
    this.fetchDistributions();
    this.fetchKDocuments();
    this.fetchAccounts();
  }
  public onAddOwnership() {
    const dialogRef = this.dialog.open(GfAddOwnershipDialogComponent, {
      data: {
        entityId: this.entityId,
        accounts: this.accounts
      } as AddOwnershipDialogParams,
      height: this.deviceType === 'mobile' ? '98vh' : '80vh',
      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
    });
    dialogRef
      .afterClosed()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((result) => {
        if (result) {
          this.familyOfficeDataService
            .createOwnership(this.entityId, result)
            .pipe(takeUntilDestroyed(this.destroyRef))
            .subscribe(() => {
              this.fetchEntityDetail();
            });
        }
      });
  }
  public onDeleteEntity() {
    this.notificationService.confirm({
      confirmFn: () => {
        this.familyOfficeDataService
          .deleteEntity(this.entityId)
          .pipe(takeUntilDestroyed(this.destroyRef))
          .subscribe(() => {
            this.router.navigate(['/entities']);
          });
      },
      confirmType: undefined,
      message: $localize`Do you really want to delete this entity?`,
      title: $localize`Delete Entity`
    });
  }
  private fetchAccounts() {
    this.dataService
      .fetchAccounts()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe(({ accounts }) => {
        this.accounts = accounts.map((a) => ({ id: a.id, name: a.name }));
        this.changeDetectorRef.markForCheck();
      });
  }
  private fetchEntityDetail() {
    this.familyOfficeDataService
      .fetchEntity(this.entityId)
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((entity) => {
        this.entity = entity;
        this.changeDetectorRef.markForCheck();
      });
  }
  private fetchDistributions() {
    this.familyOfficeDataService
      .fetchEntityDistributions(this.entityId)
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((result: any) => {
        this.distributions = result.distributions ?? [];
        this.changeDetectorRef.markForCheck();
      });
  }
  private fetchKDocuments() {
    this.familyOfficeDataService
      .fetchEntityKDocuments(this.entityId)
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((kDocuments) => {
        this.kDocuments = kDocuments;
        this.changeDetectorRef.markForCheck();
      });
  }
 }
--- a/apps/client/src/app/pages/entity-detail/entity-detail-page.html
+++ b/apps/client/src/app/pages/entity-detail/entity-detail-page.html
@ -0,0 +1,256 @@
 <div class="container">
  <div class="row">
    <div class="col">
      <div class="align-items-center d-flex mb-4">
        <a class="me-3" mat-icon-button routerLink="/entities">
          <ion-icon name="arrow-back-outline" />
        </a>
        <h1 class="h3 mb-0">{{ entity?.name }}</h1>
        <span class="badge bg-primary ms-3">{{ entity?.type }}</span>
        @if (entity?.taxId) {
          <span class="ms-3 text-muted small">
            Tax ID: {{ entity.taxId }}
          </span>
        }
      </div>
      <mat-tab-group>
        <!-- Ownerships Tab -->
        <mat-tab>
          <ng-template mat-tab-label>
            <span i18n>Ownerships</span>
            <span class="badge bg-secondary ms-2">{{
              entity?.ownerships?.length ?? 0
            }}</span>
          </ng-template>
          <div class="py-3">
            <table
              class="gf-table w-100"
              mat-table
              [dataSource]="entity?.ownerships ?? []"
            >
              <ng-container matColumnDef="accountName">
                <th *matHeaderCellDef mat-header-cell>Account</th>
                <td *matCellDef="let row" mat-cell>{{ row.accountName }}</td>
              </ng-container>
              <ng-container matColumnDef="ownershipPercent">
                <th *matHeaderCellDef class="text-right" mat-header-cell>
                  Ownership %
                </th>
                <td *matCellDef="let row" class="text-right" mat-cell>
                  {{ row.ownershipPercent }}%
                </td>
              </ng-container>
              <ng-container matColumnDef="effectiveDate">
                <th
                  *matHeaderCellDef
                  class="d-none d-lg-table-cell"
                  mat-header-cell
                >
                  Effective Date
                </th>
                <td
                  *matCellDef="let row"
                  class="d-none d-lg-table-cell"
                  mat-cell
                >
                  {{ row.effectiveDate | date }}
                </td>
              </ng-container>
              <tr *matHeaderRowDef="ownershipColumns" mat-header-row></tr>
              <tr *matRowDef="let row; columns: ownershipColumns" mat-row></tr>
            </table>
            @if (entity?.ownerships?.length === 0) {
              <p class="p-3 text-center text-muted" i18n>
                No account ownerships yet.
              </p>
            }
            @if (hasPermissionToCreate) {
              <div class="mt-3">
                <button
                  color="primary"
                  mat-stroked-button
                  (click)="onAddOwnership()"
                >
                  <ion-icon class="me-1" name="add-outline" />
                  Add Ownership
                </button>
              </div>
            }
          </div>
        </mat-tab>
        <!-- Partnership Memberships Tab -->
        <mat-tab>
          <ng-template mat-tab-label>
            <span i18n>Partnerships</span>
            <span class="badge bg-secondary ms-2">{{
              entity?.memberships?.length ?? 0
            }}</span>
          </ng-template>
          <div class="py-3">
            <table
              class="gf-table w-100"
              mat-table
              [dataSource]="entity?.memberships ?? []"
            >
              <ng-container matColumnDef="partnershipName">
                <th *matHeaderCellDef mat-header-cell>Partnership</th>
                <td *matCellDef="let row" mat-cell>
                  {{ row.partnershipName }}
                </td>
              </ng-container>
              <ng-container matColumnDef="ownershipPercent">
                <th *matHeaderCellDef class="text-right" mat-header-cell>
                  Ownership %
                </th>
                <td *matCellDef="let row" class="text-right" mat-cell>
                  {{ row.ownershipPercent }}%
                </td>
              </ng-container>
              <ng-container matColumnDef="allocatedNav">
                <th
                  *matHeaderCellDef
                  class="d-none d-lg-table-cell text-right"
                  mat-header-cell
                >
                  Allocated NAV
                </th>
                <td
                  *matCellDef="let row"
                  class="d-none d-lg-table-cell text-right"
                  mat-cell
                >
                  {{
                    row.allocatedNav != null
                      ? (row.allocatedNav
                        | currency: 'USD' : 'symbol' : '1.0-0')
                      : '—'
                  }}
                </td>
              </ng-container>
              <tr *matHeaderRowDef="membershipColumns" mat-header-row></tr>
              <tr *matRowDef="let row; columns: membershipColumns" mat-row></tr>
            </table>
            @if (entity?.memberships?.length === 0) {
              <p class="p-3 text-center text-muted" i18n>
                No partnership memberships yet.
              </p>
            }
          </div>
        </mat-tab>
        <!-- Distributions Tab -->
        <mat-tab>
          <ng-template mat-tab-label>
            <span i18n>Distributions</span>
            <span class="badge bg-secondary ms-2">{{
              distributions?.length ?? 0
            }}</span>
          </ng-template>
          <div class="py-3">
            @if (distributions?.length > 0) {
              <table
                class="gf-table w-100"
                mat-table
                [dataSource]="distributions"
              >
                <ng-container matColumnDef="partnershipName">
                  <th *matHeaderCellDef mat-header-cell>Partnership</th>
                  <td *matCellDef="let row" mat-cell>
                    {{ row.partnership?.name ?? '—' }}
                  </td>
                </ng-container>
                <ng-container matColumnDef="type">
                  <th *matHeaderCellDef mat-header-cell>Type</th>
                  <td *matCellDef="let row" mat-cell>{{ row.type }}</td>
                </ng-container>
                <ng-container matColumnDef="amount">
                  <th *matHeaderCellDef class="text-right" mat-header-cell>
                    Amount
                  </th>
                  <td *matCellDef="let row" class="text-right" mat-cell>
                    {{ row.amount | currency: 'USD' : 'symbol' : '1.2-2' }}
                  </td>
                </ng-container>
                <ng-container matColumnDef="date">
                  <th
                    *matHeaderCellDef
                    class="d-none d-lg-table-cell"
                    mat-header-cell
                  >
                    Date
                  </th>
                  <td
                    *matCellDef="let row"
                    class="d-none d-lg-table-cell"
                    mat-cell
                  >
                    {{ row.date | date }}
                  </td>
                </ng-container>
                <tr *matHeaderRowDef="distributionColumns" mat-header-row></tr>
                <tr
                  *matRowDef="let row; columns: distributionColumns"
                  mat-row
                ></tr>
              </table>
            } @else {
              <p class="p-3 text-center text-muted" i18n>
                No distributions yet.
              </p>
            }
          </div>
        </mat-tab>
        <!-- K-1 Documents Tab -->
        <mat-tab>
          <ng-template mat-tab-label>
            <span i18n>K-1 Documents</span>
            <span class="badge bg-secondary ms-2">{{
              kDocuments?.length ?? 0
            }}</span>
          </ng-template>
          <div class="py-3">
            @if (kDocuments?.length > 0) {
              <table class="gf-table w-100" mat-table [dataSource]="kDocuments">
                <ng-container matColumnDef="taxYear">
                  <th *matHeaderCellDef mat-header-cell>Tax Year</th>
                  <td *matCellDef="let row" mat-cell>{{ row.taxYear }}</td>
                </ng-container>
                <ng-container matColumnDef="partnershipName">
                  <th *matHeaderCellDef mat-header-cell>Partnership</th>
                  <td *matCellDef="let row" mat-cell>
                    {{ row.partnership?.name ?? '—' }}
                  </td>
                </ng-container>
                <ng-container matColumnDef="status">
                  <th *matHeaderCellDef mat-header-cell>Status</th>
                  <td *matCellDef="let row" mat-cell>
                    {{ row.filingStatus ?? row.status }}
                  </td>
                </ng-container>
                <tr *matHeaderRowDef="kDocumentColumns" mat-header-row></tr>
                <tr
                  *matRowDef="let row; columns: kDocumentColumns"
                  mat-row
                ></tr>
              </table>
            } @else {
              <p class="p-3 text-center text-muted" i18n>
                No K-1 documents yet.
              </p>
            }
          </div>
        </mat-tab>
      </mat-tab-group>
    </div>
  </div>
 </div>
--- a/apps/client/src/app/pages/entity-detail/entity-detail-page.routes.ts
+++ b/apps/client/src/app/pages/entity-detail/entity-detail-page.routes.ts
@ -0,0 +1,14 @@
 import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
 import { Routes } from '@angular/router';
 import { GfEntityDetailPageComponent } from './entity-detail-page.component';
 export const routes: Routes = [
  {
    canActivate: [AuthGuard],
    component: GfEntityDetailPageComponent,
    path: '',
    title: 'Entity Detail'
  }
 ];
--- a/apps/client/src/app/pages/entity-detail/entity-detail-page.scss
+++ b/apps/client/src/app/pages/entity-detail/entity-detail-page.scss
@ -0,0 +1,3 @@
 :host {
  display: block;
 }
--- a/apps/client/src/app/pages/family-dashboard/dashboard-page.component.ts
+++ b/apps/client/src/app/pages/family-dashboard/dashboard-page.component.ts
@ -0,0 +1,427 @@
 import { FamilyOfficeDataService } from '@ghostfolio/client/services/family-office-data.service';
 import type { IFamilyOfficeDashboard } from '@ghostfolio/common/interfaces';
 import { CommonModule } from '@angular/common';
 import {
  ChangeDetectionStrategy,
  ChangeDetectorRef,
  Component,
  DestroyRef,
  OnInit
 } from '@angular/core';
 import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
 import { MatCardModule } from '@angular/material/card';
 import { MatChipsModule } from '@angular/material/chips';
 import { MatIconModule } from '@angular/material/icon';
 import { MatProgressBarModule } from '@angular/material/progress-bar';
 import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
 import { MatTableModule } from '@angular/material/table';
 import { RouterModule } from '@angular/router';
@Component({
  changeDetection: ChangeDetectionStrategy.OnPush,
  imports: [
    CommonModule,
    MatCardModule,
    MatChipsModule,
    MatIconModule,
    MatProgressBarModule,
    MatProgressSpinnerModule,
    MatTableModule,
    RouterModule
  ],
  selector: 'gf-dashboard-page',
  standalone: true,
  styles: [
    `
      :host {
        display: block;
        padding: 1rem;
      }
      .page-header {
        margin-bottom: 1.5rem;
      }
      .hero-card {
        text-align: center;
        margin-bottom: 1.5rem;
        padding: 2rem;
      }
      .hero-card .aum-value {
        font-size: 2.5rem;
        font-weight: 700;
        color: #1976d2;
      }
      .hero-card .aum-label {
        font-size: 1rem;
        color: rgba(0, 0, 0, 0.6);
        margin-top: 0.25rem;
      }
      .hero-card .counts {
        display: flex;
        justify-content: center;
        gap: 2rem;
        margin-top: 1rem;
      }
      .hero-card .counts .count-item {
        text-align: center;
      }
      .hero-card .counts .count-value {
        font-size: 1.5rem;
        font-weight: 600;
      }
      .hero-card .counts .count-label {
        font-size: 0.85rem;
        color: rgba(0, 0, 0, 0.6);
      }
      .charts-grid {
        display: grid;
        grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
        gap: 1rem;
        margin-bottom: 1.5rem;
      }
      .allocation-section mat-card-content {
        padding-top: 0.5rem;
      }
      .allocation-bar {
        display: flex;
        gap: 0.5rem;
        margin-bottom: 0.75rem;
        align-items: center;
      }
      .allocation-bar .bar-container {
        flex: 1;
        height: 24px;
        background-color: #e0e0e0;
        border-radius: 4px;
        overflow: hidden;
      }
      .allocation-bar .bar {
        height: 100%;
        border-radius: 4px;
        transition: width 0.3s ease;
      }
      .allocation-bar .label {
        min-width: 120px;
        font-size: 0.85rem;
      }
      .allocation-bar .pct {
        font-size: 0.85rem;
        min-width: 60px;
        text-align: right;
      }
      .entity-color {
        background-color: #1976d2;
      }
      .asset-color {
        background-color: #4caf50;
      }
      .structure-color {
        background-color: #ff9800;
      }
      .bottom-grid {
        display: grid;
        grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
        gap: 1rem;
        margin-bottom: 1.5rem;
      }
      .k1-status .status-row {
        display: flex;
        justify-content: space-between;
        margin-bottom: 0.5rem;
        font-size: 0.9rem;
      }
      .k1-status .progress-section {
        margin-top: 1rem;
      }
      .k1-status .progress-label {
        font-size: 0.85rem;
        color: rgba(0, 0, 0, 0.6);
        margin-bottom: 0.25rem;
      }
      .loading-container {
        display: flex;
        justify-content: center;
        padding: 3rem;
      }
    `
  ],
  template: `
    <div class="page-header">
      <h1>Family Office Dashboard</h1>
    </div>
    @if (isLoading) {
      <div class="loading-container">
        <mat-spinner diameter="48"></mat-spinner>
      </div>
    }
    @if (dashboard) {
      <!-- AUM Hero -->
      <mat-card class="hero-card">
        <div class="aum-value">
          {{ dashboard.totalAum | number: '1.0-0' }}
          <span style="font-size: 1rem; font-weight: 400">{{
            dashboard.currency
          }}</span>
        </div>
        <div class="aum-label">Total Assets Under Management</div>
        <div class="counts">
          <div class="count-item">
            <div class="count-value">{{ dashboard.entitiesCount }}</div>
            <div class="count-label">Entities</div>
          </div>
          <div class="count-item">
            <div class="count-value">{{ dashboard.partnershipsCount }}</div>
            <div class="count-label">Partnerships</div>
          </div>
        </div>
      </mat-card>
      <!-- Allocation Charts -->
      <div class="charts-grid">
        <!-- By Entity -->
        <mat-card class="allocation-section">
          <mat-card-header>
            <mat-card-title>Allocation by Entity</mat-card-title>
          </mat-card-header>
          <mat-card-content>
            @for (item of dashboard.allocationByEntity; track item.entityId) {
              <div class="allocation-bar">
                <span class="label">{{ item.entityName }}</span>
                <div class="bar-container">
                  <div
                    class="bar entity-color"
                    [style.width.%]="item.percentage"
                  ></div>
                </div>
                <span class="pct"
                  >{{ item.percentage | number: '1.1-1' }}%</span
                >
              </div>
            }
            @if (dashboard.allocationByEntity.length === 0) {
              <p style="color: rgba(0,0,0,0.4); text-align: center">
                No allocation data
              </p>
            }
          </mat-card-content>
        </mat-card>
        <!-- By Asset Class -->
        <mat-card class="allocation-section">
          <mat-card-header>
            <mat-card-title>Allocation by Asset Class</mat-card-title>
          </mat-card-header>
          <mat-card-content>
            @for (
              item of dashboard.allocationByAssetClass;
              track item.assetClass
            ) {
              <div class="allocation-bar">
                <span class="label">{{ item.assetClass }}</span>
                <div class="bar-container">
                  <div
                    class="bar asset-color"
                    [style.width.%]="item.percentage"
                  ></div>
                </div>
                <span class="pct"
                  >{{ item.percentage | number: '1.1-1' }}%</span
                >
              </div>
            }
            @if (dashboard.allocationByAssetClass.length === 0) {
              <p style="color: rgba(0,0,0,0.4); text-align: center">
                No asset data
              </p>
            }
          </mat-card-content>
        </mat-card>
        <!-- By Structure -->
        <mat-card class="allocation-section">
          <mat-card-header>
            <mat-card-title>Allocation by Structure</mat-card-title>
          </mat-card-header>
          <mat-card-content>
            @for (
              item of dashboard.allocationByStructure;
              track item.structureType
            ) {
              <div class="allocation-bar">
                <span class="label">{{ item.structureType }}</span>
                <div class="bar-container">
                  <div
                    class="bar structure-color"
                    [style.width.%]="item.percentage"
                  ></div>
                </div>
                <span class="pct"
                  >{{ item.percentage | number: '1.1-1' }}%</span
                >
              </div>
            }
            @if (dashboard.allocationByStructure.length === 0) {
              <p style="color: rgba(0,0,0,0.4); text-align: center">
                No structure data
              </p>
            }
          </mat-card-content>
        </mat-card>
      </div>
      <!-- Bottom row: Recent Distributions + K-1 Status -->
      <div class="bottom-grid">
        <!-- Recent Distributions -->
        <mat-card>
          <mat-card-header>
            <mat-card-title>Recent Distributions</mat-card-title>
          </mat-card-header>
          <mat-card-content>
            @if (dashboard.recentDistributions.length > 0) {
              <table
                class="mat-elevation-z0"
                mat-table
                [dataSource]="dashboard.recentDistributions"
              >
                <ng-container matColumnDef="partnership">
                  <th *matHeaderCellDef mat-header-cell>Partnership</th>
                  <td *matCellDef="let row" mat-cell>
                    {{ row.partnershipName }}
                  </td>
                </ng-container>
                <ng-container matColumnDef="amount">
                  <th *matHeaderCellDef mat-header-cell>Amount</th>
                  <td *matCellDef="let row" mat-cell>
                    {{ row.amount | number: '1.0-0' }}
                  </td>
                </ng-container>
                <ng-container matColumnDef="date">
                  <th *matHeaderCellDef mat-header-cell>Date</th>
                  <td *matCellDef="let row" mat-cell>{{ row.date }}</td>
                </ng-container>
                <ng-container matColumnDef="type">
                  <th *matHeaderCellDef mat-header-cell>Type</th>
                  <td *matCellDef="let row" mat-cell>
                    <mat-chip>{{ row.type }}</mat-chip>
                  </td>
                </ng-container>
                <tr *matHeaderRowDef="distributionColumns" mat-header-row></tr>
                <tr
                  *matRowDef="let row; columns: distributionColumns"
                  mat-row
                ></tr>
              </table>
            } @else {
              <p style="color: rgba(0,0,0,0.4); text-align: center">
                No recent distributions
              </p>
            }
          </mat-card-content>
        </mat-card>
        <!-- K-1 Status -->
        <mat-card class="k1-status">
          <mat-card-header>
            <mat-card-title
              >K-1 Filing Status ({{
                dashboard.kDocumentStatus.taxYear
              }})</mat-card-title
            >
          </mat-card-header>
          <mat-card-content>
            <div class="status-row">
              <span>Total K-1 Documents</span>
              <strong>{{ dashboard.kDocumentStatus.total }}</strong>
            </div>
            <div class="status-row">
              <span>Draft</span>
              <strong>{{ dashboard.kDocumentStatus.draft }}</strong>
            </div>
            <div class="status-row">
              <span>Estimated</span>
              <strong>{{ dashboard.kDocumentStatus.estimated }}</strong>
            </div>
            <div class="status-row">
              <span>Final</span>
              <strong>{{ dashboard.kDocumentStatus.final }}</strong>
            </div>
            @if (dashboard.kDocumentStatus.total > 0) {
              <div class="progress-section">
                <div class="progress-label">
                  {{ k1ProgressPercent | number: '1.0-0' }}% Complete (Final)
                </div>
                <mat-progress-bar
                  color="primary"
                  mode="determinate"
                  [value]="k1ProgressPercent"
                ></mat-progress-bar>
              </div>
            }
          </mat-card-content>
        </mat-card>
      </div>
    }
  `
 })
 export class DashboardPageComponent implements OnInit {
  public dashboard: IFamilyOfficeDashboard | null = null;
  public distributionColumns = ['partnership', 'amount', 'date', 'type'];
  public isLoading = true;
  public k1ProgressPercent = 0;
  public constructor(
    private readonly changeDetectorRef: ChangeDetectorRef,
    private readonly destroyRef: DestroyRef,
    private readonly familyOfficeDataService: FamilyOfficeDataService
  ) {}
  public ngOnInit() {
    this.familyOfficeDataService
      .fetchDashboard()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe({
        error: () => {
          this.isLoading = false;
          this.changeDetectorRef.markForCheck();
        },
        next: (dashboard) => {
          this.dashboard = dashboard;
          this.isLoading = false;
          if (dashboard.kDocumentStatus.total > 0) {
            this.k1ProgressPercent =
              (dashboard.kDocumentStatus.final /
                dashboard.kDocumentStatus.total) *
              100;
          }
          this.changeDetectorRef.markForCheck();
        }
      });
  }
 }
--- a/apps/client/src/app/pages/family-dashboard/dashboard-page.routes.ts
+++ b/apps/client/src/app/pages/family-dashboard/dashboard-page.routes.ts
@ -0,0 +1,14 @@
 import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
 import { Routes } from '@angular/router';
 import { DashboardPageComponent } from './dashboard-page.component';
 export const routes: Routes = [
  {
    canActivate: [AuthGuard],
    component: DashboardPageComponent,
    path: '',
    title: $localize`Family Office Dashboard`
  }
 ];
--- a/apps/client/src/app/pages/k-documents/k-documents-page.component.ts
+++ b/apps/client/src/app/pages/k-documents/k-documents-page.component.ts
@ -0,0 +1,185 @@
 import { FamilyOfficeDataService } from '@ghostfolio/client/services/family-office-data.service';
 import type { IKDocument } from '@ghostfolio/common/interfaces';
 import { GfKDocumentFormComponent } from '@ghostfolio/ui/k-document-form';
 import { CommonModule } from '@angular/common';
 import {
  ChangeDetectionStrategy,
  ChangeDetectorRef,
  Component,
  DestroyRef,
  OnInit
 } from '@angular/core';
 import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
 import { FormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatMenuModule } from '@angular/material/menu';
 import { MatSelectModule } from '@angular/material/select';
 import { MatSortModule } from '@angular/material/sort';
 import { MatTableDataSource, MatTableModule } from '@angular/material/table';
 import { addIcons } from 'ionicons';
 import {
  addOutline,
  arrowBackOutline,
  ellipsisVerticalOutline
 } from 'ionicons/icons';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
@Component({
  changeDetection: ChangeDetectionStrategy.OnPush,
  host: { class: 'has-fab page' },
  imports: [
    CommonModule,
    FormsModule,
    GfKDocumentFormComponent,
    MatButtonModule,
    MatFormFieldModule,
    MatMenuModule,
    MatSelectModule,
    MatSortModule,
    MatTableModule,
    NgxSkeletonLoaderModule
  ],
  selector: 'gf-k-documents-page',
  styleUrls: ['./k-documents-page.scss'],
  templateUrl: './k-documents-page.html'
 })
 export class KDocumentsPageComponent implements OnInit {
  public dataSource = new MatTableDataSource<IKDocument>();
  public displayedColumns = [
    'partnershipName',
    'type',
    'taxYear',
    'filingStatus',
    'ordinaryIncome',
    'actions'
  ];
  public editingDoc: IKDocument | null = null;
  public filterPartnershipId: string | null = null;
  public filterStatus: string | null = null;
  public filterTaxYear: number | null = null;
  public isLoading = true;
  public kDocuments: IKDocument[] = [];
  public newDocPartnershipId: string = '';
  public newDocTaxYear: number;
  public newDocType: string = 'K1';
  public partnerships: { id: string; name: string }[] = [];
  public showForm = false;
  public taxYearOptions: number[] = [];
  public constructor(
    private readonly changeDetectorRef: ChangeDetectorRef,
    private readonly destroyRef: DestroyRef,
    private readonly familyOfficeDataService: FamilyOfficeDataService
  ) {
    addIcons({ addOutline, arrowBackOutline, ellipsisVerticalOutline });
    const currentYear = new Date().getFullYear();
    this.newDocTaxYear = currentYear - 1;
    for (let y = currentYear; y >= currentYear - 10; y--) {
      this.taxYearOptions.push(y);
    }
  }
  public ngOnInit(): void {
    this.fetchPartnerships();
    this.fetchKDocuments();
  }
  public cancelForm(): void {
    this.showForm = false;
    this.editingDoc = null;
    this.changeDetectorRef.markForCheck();
  }
  public editDoc(doc: IKDocument): void {
    this.editingDoc = doc;
    this.showForm = true;
    this.changeDetectorRef.markForCheck();
  }
  public fetchKDocuments(): void {
    this.isLoading = true;
    const params: Record<string, any> = {};
    if (this.filterPartnershipId) {
      params.partnershipId = this.filterPartnershipId;
    }
    if (this.filterTaxYear) {
      params.taxYear = this.filterTaxYear;
    }
    if (this.filterStatus) {
      params.filingStatus = this.filterStatus;
    }
    this.familyOfficeDataService
      .fetchKDocuments(params)
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((docs) => {
        this.kDocuments = docs;
        this.dataSource.data = docs;
        this.isLoading = false;
        this.changeDetectorRef.markForCheck();
      });
  }
  public onFormSubmit(event: {
    filingStatus: string;
    data: Record<string, number>;
  }): void {
    if (this.editingDoc) {
      this.familyOfficeDataService
        .updateKDocument(this.editingDoc.id, {
          data: event.data,
          filingStatus: event.filingStatus
        })
        .pipe(takeUntilDestroyed(this.destroyRef))
        .subscribe(() => {
          this.showForm = false;
          this.editingDoc = null;
          this.fetchKDocuments();
        });
    } else {
      if (!this.newDocPartnershipId) {
        return;
      }
      this.familyOfficeDataService
        .createKDocument({
          data: event.data,
          filingStatus: event.filingStatus,
          partnershipId: this.newDocPartnershipId,
          taxYear: this.newDocTaxYear,
          type: this.newDocType
        })
        .pipe(takeUntilDestroyed(this.destroyRef))
        .subscribe(() => {
          this.showForm = false;
          this.fetchKDocuments();
        });
    }
  }
  public startCreate(): void {
    this.editingDoc = null;
    this.showForm = true;
    this.changeDetectorRef.markForCheck();
  }
  private fetchPartnerships(): void {
    this.familyOfficeDataService
      .fetchPartnerships()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((partnerships) => {
        this.partnerships = partnerships.map((p) => ({
          id: p.id,
          name: p.name
        }));
        this.changeDetectorRef.markForCheck();
      });
  }
 }
--- a/apps/client/src/app/pages/k-documents/k-documents-page.html
+++ b/apps/client/src/app/pages/k-documents/k-documents-page.html
@ -0,0 +1,199 @@
 <div class="container">
  <div class="row">
    <div class="col">
      <h1 class="d-none d-sm-block h3 mb-4 text-center" i18n>
        K-1 / K-3 Documents
      </h1>
      @if (showForm) {
        <div class="form-container">
          <div class="align-items-center d-flex mb-3">
            <button mat-icon-button (click)="cancelForm()">
              <ion-icon name="arrow-back-outline" />
            </button>
            <h2 class="h5 mb-0 ms-2">
              {{ editingDoc ? 'Edit K-Document' : 'New K-Document' }}
            </h2>
          </div>
          @if (!editingDoc) {
            <div class="align-items-center d-flex flex-wrap gap-3 mb-3">
              <mat-form-field appearance="outline" class="filter-field">
                <mat-label i18n>Partnership</mat-label>
                <mat-select [(value)]="newDocPartnershipId">
                  @for (p of partnerships; track p.id) {
                    <mat-option [value]="p.id">{{ p.name }}</mat-option>
                  }
                </mat-select>
              </mat-form-field>
              <mat-form-field appearance="outline" class="filter-field">
                <mat-label i18n>Type</mat-label>
                <mat-select [(value)]="newDocType">
                  <mat-option value="K1">K-1</mat-option>
                  <mat-option value="K3">K-3</mat-option>
                </mat-select>
              </mat-form-field>
              <mat-form-field appearance="outline" class="filter-field">
                <mat-label i18n>Tax Year</mat-label>
                <mat-select [(value)]="newDocTaxYear">
                  @for (year of taxYearOptions; track year) {
                    <mat-option [value]="year">{{ year }}</mat-option>
                  }
                </mat-select>
              </mat-form-field>
            </div>
          }
          <gf-k-document-form
            [data]="editingDoc?.data || null"
            [filingStatus]="editingDoc?.filingStatus || 'DRAFT'"
            [isEditMode]="!!editingDoc"
            (cancelled)="cancelForm()"
            (submitted)="onFormSubmit($event)"
          />
        </div>
      } @else {
        <div class="align-items-center d-flex flex-wrap gap-3 mb-3">
          <mat-form-field appearance="outline" class="filter-field">
            <mat-label i18n>Partnership</mat-label>
            <mat-select
              [(value)]="filterPartnershipId"
              (selectionChange)="fetchKDocuments()"
            >
              <mat-option [value]="null">All</mat-option>
              @for (p of partnerships; track p.id) {
                <mat-option [value]="p.id">{{ p.name }}</mat-option>
              }
            </mat-select>
          </mat-form-field>
          <mat-form-field appearance="outline" class="filter-field">
            <mat-label i18n>Tax Year</mat-label>
            <mat-select
              [(value)]="filterTaxYear"
              (selectionChange)="fetchKDocuments()"
            >
              <mat-option [value]="null">All</mat-option>
              @for (year of taxYearOptions; track year) {
                <mat-option [value]="year">{{ year }}</mat-option>
              }
            </mat-select>
          </mat-form-field>
          <mat-form-field appearance="outline" class="filter-field">
            <mat-label i18n>Status</mat-label>
            <mat-select
              [(value)]="filterStatus"
              (selectionChange)="fetchKDocuments()"
            >
              <mat-option [value]="null">All</mat-option>
              <mat-option value="DRAFT">Draft</mat-option>
              <mat-option value="ESTIMATED">Estimated</mat-option>
              <mat-option value="FINAL">Final</mat-option>
            </mat-select>
          </mat-form-field>
        </div>
        @if (isLoading) {
          <ngx-skeleton-loader
            animation="pulse"
            [theme]="{ height: '3rem', width: '100%' }"
          />
        } @else if (kDocuments.length === 0) {
          <p class="p-3 text-center text-muted" i18n>No K-documents found.</p>
        } @else {
          <table
            class="gf-table w-100"
            mat-table
            matSort
            [dataSource]="dataSource"
          >
            <ng-container matColumnDef="partnershipName">
              <th *matHeaderCellDef i18n mat-header-cell mat-sort-header>
                Partnership
              </th>
              <td *matCellDef="let row" mat-cell>
                {{ row.partnershipName }}
              </td>
            </ng-container>
            <ng-container matColumnDef="type">
              <th *matHeaderCellDef i18n mat-header-cell>Type</th>
              <td *matCellDef="let row" mat-cell>{{ row.type }}</td>
            </ng-container>
            <ng-container matColumnDef="taxYear">
              <th *matHeaderCellDef i18n mat-header-cell mat-sort-header>
                Tax Year
              </th>
              <td *matCellDef="let row" mat-cell>{{ row.taxYear }}</td>
            </ng-container>
            <ng-container matColumnDef="filingStatus">
              <th *matHeaderCellDef i18n mat-header-cell>Status</th>
              <td *matCellDef="let row" mat-cell>
                <span
                  class="status-badge"
                  [ngClass]="'status-' + row.filingStatus"
                >
                  {{ row.filingStatus }}
                </span>
              </td>
            </ng-container>
            <ng-container matColumnDef="ordinaryIncome">
              <th
                *matHeaderCellDef
                class="d-none d-lg-table-cell text-right"
                i18n
                mat-header-cell
              >
                Ordinary Income
              </th>
              <td
                *matCellDef="let row"
                class="d-none d-lg-table-cell text-right"
                mat-cell
              >
                {{
                  row.data?.ordinaryIncome
                    | currency: 'USD' : 'symbol' : '1.0-0'
                }}
              </td>
            </ng-container>
            <ng-container matColumnDef="actions">
              <th *matHeaderCellDef class="text-right" mat-header-cell></th>
              <td *matCellDef="let row" class="text-right" mat-cell>
                <button mat-icon-button [matMenuTriggerFor]="actionMenu">
                  <ion-icon name="ellipsis-vertical-outline" />
                </button>
                <mat-menu #actionMenu="matMenu">
                  <button mat-menu-item (click)="editDoc(row)">Edit</button>
                </mat-menu>
              </td>
            </ng-container>
            <tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
            <tr
              *matRowDef="let row; columns: displayedColumns"
              class="cursor-pointer"
              mat-row
              (click)="editDoc(row)"
            ></tr>
          </table>
        }
      }
    </div>
  </div>
 </div>
@if (!showForm) {
  <div class="fab-container">
    <a mat-fab (click)="startCreate()">
      <ion-icon name="add-outline" size="large" />
    </a>
  </div>
 }
--- a/apps/client/src/app/pages/k-documents/k-documents-page.routes.ts
+++ b/apps/client/src/app/pages/k-documents/k-documents-page.routes.ts
@ -0,0 +1,14 @@
 import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
 import { Routes } from '@angular/router';
 import { KDocumentsPageComponent } from './k-documents-page.component';
 export const routes: Routes = [
  {
    canActivate: [AuthGuard],
    component: KDocumentsPageComponent,
    path: '',
    title: 'K-1 / K-3 Documents'
  }
 ];
--- a/apps/client/src/app/pages/k-documents/k-documents-page.scss
+++ b/apps/client/src/app/pages/k-documents/k-documents-page.scss
@ -0,0 +1,39 @@
 :host {
  display: block;
 }
 .filter-field {
  min-width: 10rem;
 }
 .form-container {
  max-width: 900px;
  margin: 0 auto;
 }
 .status-badge {
  border-radius: 12px;
  display: inline-block;
  font-size: 12px;
  font-weight: 500;
  padding: 2px 8px;
 }
 .status-DRAFT {
  background: #e0e0e0;
  color: #616161;
 }
 .status-ESTIMATED {
  background: #fff3e0;
  color: #e65100;
 }
 .status-FINAL {
  background: #e8f5e9;
  color: #2e7d32;
 }
 .cursor-pointer {
  cursor: pointer;
 }
--- a/apps/client/src/app/pages/partnership-detail/add-asset-dialog/add-asset-dialog.component.ts
+++ b/apps/client/src/app/pages/partnership-detail/add-asset-dialog/add-asset-dialog.component.ts
@ -0,0 +1,152 @@
 import { CommonModule } from '@angular/common';
 import {
  ChangeDetectionStrategy,
  Component,
  Inject,
  OnInit
 } from '@angular/core';
 import {
  FormControl,
  FormGroup,
  ReactiveFormsModule,
  Validators
 } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import {
  MAT_DIALOG_DATA,
  MatDialogModule,
  MatDialogRef
 } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
 import { MatSelectModule } from '@angular/material/select';
@Component({
  changeDetection: ChangeDetectionStrategy.OnPush,
  host: { class: 'h-100' },
  imports: [
    CommonModule,
    MatButtonModule,
    MatDialogModule,
    MatFormFieldModule,
    MatInputModule,
    MatSelectModule,
    ReactiveFormsModule
  ],
  selector: 'gf-add-asset-dialog',
  template: `
    <form
      class="d-flex flex-column h-100"
      [formGroup]="assetForm"
      (keyup.enter)="assetForm.valid && onSubmit()"
      (ngSubmit)="onSubmit()"
    >
      <h1 i18n mat-dialog-title>Add Asset</h1>
      <div class="flex-grow-1 py-3" mat-dialog-content>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Name</mat-label>
            <input formControlName="name" matInput required />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Asset Type</mat-label>
            <mat-select formControlName="assetType" required>
              <mat-option value="REAL_ESTATE">Real Estate</mat-option>
              <mat-option value="PRIVATE_EQUITY">Private Equity</mat-option>
              <mat-option value="VENTURE_CAPITAL">Venture Capital</mat-option>
              <mat-option value="HEDGE_FUND">Hedge Fund</mat-option>
              <mat-option value="FIXED_INCOME">Fixed Income</mat-option>
              <mat-option value="COMMODITY">Commodity</mat-option>
              <mat-option value="OTHER">Other</mat-option>
            </mat-select>
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Currency</mat-label>
            <input formControlName="currency" matInput required />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Acquisition Date</mat-label>
            <input formControlName="acquisitionDate" matInput type="date" />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Acquisition Cost</mat-label>
            <input formControlName="acquisitionCost" matInput type="number" />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Current Value</mat-label>
            <input formControlName="currentValue" matInput type="number" />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Description</mat-label>
            <input formControlName="description" matInput />
          </mat-form-field>
        </div>
      </div>
      <div class="justify-content-end" mat-dialog-actions>
        <button i18n mat-button type="button" (click)="onCancel()">
          Cancel
        </button>
        <button
          color="primary"
          mat-flat-button
          type="submit"
          [disabled]="!assetForm.valid"
        >
          Save
        </button>
      </div>
    </form>
  `
 })
 export class GfAddAssetDialogComponent implements OnInit {
  public assetForm: FormGroup;
  public constructor(
    @Inject(MAT_DIALOG_DATA) public data: { currency: string },
    public dialogRef: MatDialogRef<GfAddAssetDialogComponent>
  ) {}
  public ngOnInit() {
    this.assetForm = new FormGroup({
      name: new FormControl('', [Validators.required]),
      assetType: new FormControl('REAL_ESTATE', [Validators.required]),
      currency: new FormControl(this.data.currency || 'USD', [
        Validators.required
      ]),
      acquisitionDate: new FormControl(''),
      acquisitionCost: new FormControl(null),
      currentValue: new FormControl(null),
      description: new FormControl('')
    });
  }
  public onCancel() {
    this.dialogRef.close();
  }
  public onSubmit() {
    if (this.assetForm.valid) {
      this.dialogRef.close(this.assetForm.value);
    }
  }
 }
--- a/apps/client/src/app/pages/partnership-detail/add-member-dialog/add-member-dialog.component.ts
+++ b/apps/client/src/app/pages/partnership-detail/add-member-dialog/add-member-dialog.component.ts
@ -0,0 +1,165 @@
 import { CommonModule } from '@angular/common';
 import {
  ChangeDetectionStrategy,
  Component,
  Inject,
  OnInit
 } from '@angular/core';
 import {
  FormControl,
  FormGroup,
  ReactiveFormsModule,
  Validators
 } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import {
  MAT_DIALOG_DATA,
  MatDialogModule,
  MatDialogRef
 } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
 import { MatSelectModule } from '@angular/material/select';
@Component({
  changeDetection: ChangeDetectionStrategy.OnPush,
  host: { class: 'h-100' },
  imports: [
    CommonModule,
    MatButtonModule,
    MatDialogModule,
    MatFormFieldModule,
    MatInputModule,
    MatSelectModule,
    ReactiveFormsModule
  ],
  selector: 'gf-add-member-dialog',
  template: `
    <form
      class="d-flex flex-column h-100"
      [formGroup]="memberForm"
      (keyup.enter)="memberForm.valid && onSubmit()"
      (ngSubmit)="onSubmit()"
    >
      <h1 i18n mat-dialog-title>Add Member</h1>
      <div class="flex-grow-1 py-3" mat-dialog-content>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Entity</mat-label>
            <mat-select formControlName="entityId" required>
              @for (entity of data.entities; track entity.id) {
                <mat-option [value]="entity.id">{{ entity.name }}</mat-option>
              }
            </mat-select>
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Ownership %</mat-label>
            <input
              formControlName="ownershipPercent"
              matInput
              max="100"
              min="0"
              required
              type="number"
            />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Capital Commitment</mat-label>
            <input formControlName="capitalCommitment" matInput type="number" />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Capital Contributed</mat-label>
            <input
              formControlName="capitalContributed"
              matInput
              type="number"
            />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Class Type</mat-label>
            <mat-select formControlName="classType">
              <mat-option value="GP">GP</mat-option>
              <mat-option value="LP">LP</mat-option>
              <mat-option value="CLASS_A">Class A</mat-option>
              <mat-option value="CLASS_B">Class B</mat-option>
            </mat-select>
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Effective Date</mat-label>
            <input
              formControlName="effectiveDate"
              matInput
              required
              type="date"
            />
          </mat-form-field>
        </div>
      </div>
      <div class="justify-content-end" mat-dialog-actions>
        <button i18n mat-button type="button" (click)="onCancel()">
          Cancel
        </button>
        <button
          color="primary"
          mat-flat-button
          type="submit"
          [disabled]="!memberForm.valid"
        >
          Save
        </button>
      </div>
    </form>
  `
 })
 export class GfAddMemberDialogComponent implements OnInit {
  public memberForm: FormGroup;
  public constructor(
    @Inject(MAT_DIALOG_DATA) public data: { entities: any[] },
    public dialogRef: MatDialogRef<GfAddMemberDialogComponent>
  ) {}
  public ngOnInit() {
    this.memberForm = new FormGroup({
      entityId: new FormControl('', [Validators.required]),
      ownershipPercent: new FormControl(null, [
        Validators.required,
        Validators.min(0),
        Validators.max(100)
      ]),
      capitalCommitment: new FormControl(null),
      capitalContributed: new FormControl(null),
      classType: new FormControl('LP'),
      effectiveDate: new FormControl(new Date().toISOString().split('T')[0], [
        Validators.required
      ])
    });
  }
  public onCancel() {
    this.dialogRef.close();
  }
  public onSubmit() {
    if (this.memberForm.valid) {
      this.dialogRef.close(this.memberForm.value);
    }
  }
 }
--- a/apps/client/src/app/pages/partnership-detail/partnership-detail-page.component.ts
+++ b/apps/client/src/app/pages/partnership-detail/partnership-detail-page.component.ts
@ -0,0 +1,222 @@
 import { FamilyOfficeDataService } from '@ghostfolio/client/services/family-office-data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { NotificationService } from '@ghostfolio/ui/notifications';
 import { CommonModule } from '@angular/common';
 import {
  CUSTOM_ELEMENTS_SCHEMA,
  ChangeDetectionStrategy,
  ChangeDetectorRef,
  Component,
  DestroyRef,
  OnInit
 } from '@angular/core';
 import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialog } from '@angular/material/dialog';
 import { MatTableModule } from '@angular/material/table';
 import { MatTabsModule } from '@angular/material/tabs';
 import { ActivatedRoute, Router, RouterModule } from '@angular/router';
 import { addIcons } from 'ionicons';
 import { addOutline, arrowBackOutline } from 'ionicons/icons';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { GfAddAssetDialogComponent } from './add-asset-dialog/add-asset-dialog.component';
 import { GfAddMemberDialogComponent } from './add-member-dialog/add-member-dialog.component';
 import { GfRecordValuationDialogComponent } from './record-valuation-dialog/record-valuation-dialog.component';
@Component({
  changeDetection: ChangeDetectionStrategy.OnPush,
  host: { class: 'page' },
  imports: [
    CommonModule,
    MatButtonModule,
    MatTableModule,
    MatTabsModule,
    RouterModule
  ],
  schemas: [CUSTOM_ELEMENTS_SCHEMA],
  selector: 'gf-partnership-detail-page',
  styleUrls: ['./partnership-detail-page.scss'],
  templateUrl: './partnership-detail-page.html'
 })
 export class GfPartnershipDetailPageComponent implements OnInit {
  public assetColumns = [
    'name',
    'assetType',
    'acquisitionCost',
    'currentValue'
  ];
  public deviceType: string;
  public entities: any[] = [];
  public hasPermissionToDelete = false;
  public hasPermissionToUpdate = false;
  public memberColumns = [
    'entityName',
    'classType',
    'ownershipPercent',
    'capitalCommitment',
    'capitalContributed'
  ];
  public partnership: any;
  public user: User;
  public valuationColumns = ['date', 'nav', 'source'];
  public valuations: any[] = [];
  private partnershipId: string;
  public constructor(
    private changeDetectorRef: ChangeDetectorRef,
    private destroyRef: DestroyRef,
    private deviceService: DeviceDetectorService,
    private dialog: MatDialog,
    private familyOfficeDataService: FamilyOfficeDataService,
    private notificationService: NotificationService,
    private route: ActivatedRoute,
    private router: Router,
    private userService: UserService
  ) {
    addIcons({ addOutline, arrowBackOutline });
    this.deviceType = this.deviceService.getDeviceInfo().deviceType;
  }
  public ngOnInit() {
    this.partnershipId = this.route.snapshot.paramMap.get('id');
    this.userService.stateChanged
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((state) => {
        if (state?.user) {
          this.user = state.user;
          this.hasPermissionToUpdate = hasPermission(
            this.user.permissions,
            permissions.updatePartnership
          );
          this.hasPermissionToDelete = hasPermission(
            this.user.permissions,
            permissions.deletePartnership
          );
          this.changeDetectorRef.markForCheck();
        }
      });
    this.fetchPartnershipDetail();
    this.fetchValuations();
    this.fetchEntities();
  }
  public onAddMember() {
    const dialogRef = this.dialog.open(GfAddMemberDialogComponent, {
      data: { entities: this.entities },
      height: this.deviceType === 'mobile' ? '98vh' : '80vh',
      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
    });
    dialogRef
      .afterClosed()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((result) => {
        if (result) {
          this.familyOfficeDataService
            .addPartnershipMember(this.partnershipId, result)
            .pipe(takeUntilDestroyed(this.destroyRef))
            .subscribe(() => {
              this.fetchPartnershipDetail();
            });
        }
      });
  }
  public onAddAsset() {
    const dialogRef = this.dialog.open(GfAddAssetDialogComponent, {
      data: { currency: this.partnership?.currency ?? 'USD' },
      height: this.deviceType === 'mobile' ? '98vh' : '80vh',
      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
    });
    dialogRef
      .afterClosed()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((result) => {
        if (result) {
          this.familyOfficeDataService
            .addPartnershipAsset(this.partnershipId, result)
            .pipe(takeUntilDestroyed(this.destroyRef))
            .subscribe(() => {
              this.fetchPartnershipDetail();
            });
        }
      });
  }
  public onRecordValuation() {
    const dialogRef = this.dialog.open(GfRecordValuationDialogComponent, {
      data: { currency: this.partnership?.currency ?? 'USD' },
      height: this.deviceType === 'mobile' ? '98vh' : '80vh',
      width: this.deviceType === 'mobile' ? '100vw' : '50rem'
    });
    dialogRef
      .afterClosed()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((result) => {
        if (result) {
          this.familyOfficeDataService
            .createPartnershipValuation(this.partnershipId, result)
            .pipe(takeUntilDestroyed(this.destroyRef))
            .subscribe(() => {
              this.fetchPartnershipDetail();
              this.fetchValuations();
            });
        }
      });
  }
  public onDeletePartnership() {
    this.notificationService.confirm({
      confirmFn: () => {
        this.familyOfficeDataService
          .deletePartnership(this.partnershipId)
          .pipe(takeUntilDestroyed(this.destroyRef))
          .subscribe(() => {
            this.router.navigate(['/partnerships']);
          });
      },
      confirmType: undefined,
      message: $localize`Do you really want to delete this partnership?`,
      title: $localize`Delete Partnership`
    });
  }
  private fetchEntities() {
    this.familyOfficeDataService
      .fetchEntities()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((entities) => {
        this.entities = entities;
        this.changeDetectorRef.markForCheck();
      });
  }
  private fetchPartnershipDetail() {
    this.familyOfficeDataService
      .fetchPartnership(this.partnershipId)
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((partnership) => {
        this.partnership = partnership;
        this.changeDetectorRef.markForCheck();
      });
  }
  private fetchValuations() {
    this.familyOfficeDataService
      .fetchPartnershipValuations(this.partnershipId)
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((valuations) => {
        this.valuations = valuations;
        this.changeDetectorRef.markForCheck();
      });
  }
 }
--- a/apps/client/src/app/pages/partnership-detail/partnership-detail-page.html
+++ b/apps/client/src/app/pages/partnership-detail/partnership-detail-page.html
@ -0,0 +1,278 @@
 <div class="container">
  <div class="row">
    <div class="col">
      <div class="align-items-center d-flex mb-4">
        <a class="me-3" mat-icon-button routerLink="/partnerships">
          <ion-icon name="arrow-back-outline" />
        </a>
        <h1 class="h3 mb-0">{{ partnership?.name }}</h1>
        <span class="badge bg-primary ms-3">{{ partnership?.type }}</span>
        @if (partnership?.currency) {
          <span class="ms-3 text-muted small">
            {{ partnership.currency }}
          </span>
        }
      </div>
      <mat-tab-group>
        <!-- Members Tab -->
        <mat-tab>
          <ng-template mat-tab-label>
            <span i18n>Members</span>
            <span class="badge bg-secondary ms-2">{{
              partnership?.members?.length ?? 0
            }}</span>
          </ng-template>
          <div class="py-3">
            <table
              class="gf-table w-100"
              mat-table
              [dataSource]="partnership?.members ?? []"
            >
              <ng-container matColumnDef="entityName">
                <th *matHeaderCellDef i18n mat-header-cell>Entity</th>
                <td *matCellDef="let row" mat-cell>{{ row.entityName }}</td>
              </ng-container>
              <ng-container matColumnDef="classType">
                <th *matHeaderCellDef i18n mat-header-cell>Class</th>
                <td *matCellDef="let row" mat-cell>{{ row.classType }}</td>
              </ng-container>
              <ng-container matColumnDef="ownershipPercent">
                <th *matHeaderCellDef class="text-right" i18n mat-header-cell>
                  Ownership %
                </th>
                <td *matCellDef="let row" class="text-right" mat-cell>
                  {{ row.ownershipPercent }}%
                </td>
              </ng-container>
              <ng-container matColumnDef="capitalCommitment">
                <th
                  *matHeaderCellDef
                  class="d-none d-lg-table-cell text-right"
                  i18n
                  mat-header-cell
                >
                  Commitment
                </th>
                <td
                  *matCellDef="let row"
                  class="d-none d-lg-table-cell text-right"
                  mat-cell
                >
                  {{
                    row.capitalCommitment != null
                      ? (row.capitalCommitment
                        | currency: partnership?.currency : 'symbol' : '1.0-0')
                      : '—'
                  }}
                </td>
              </ng-container>
              <ng-container matColumnDef="capitalContributed">
                <th
                  *matHeaderCellDef
                  class="d-none d-lg-table-cell text-right"
                  i18n
                  mat-header-cell
                >
                  Contributed
                </th>
                <td
                  *matCellDef="let row"
                  class="d-none d-lg-table-cell text-right"
                  mat-cell
                >
                  {{
                    row.capitalContributed != null
                      ? (row.capitalContributed
                        | currency: partnership?.currency : 'symbol' : '1.0-0')
                      : '—'
                  }}
                </td>
              </ng-container>
              <tr *matHeaderRowDef="memberColumns" mat-header-row></tr>
              <tr *matRowDef="let row; columns: memberColumns" mat-row></tr>
            </table>
            @if (partnership?.members?.length === 0) {
              <p class="p-3 text-center text-muted" i18n>No members yet.</p>
            }
            @if (hasPermissionToUpdate) {
              <div class="mt-3">
                <button
                  color="primary"
                  mat-stroked-button
                  (click)="onAddMember()"
                >
                  <ion-icon class="me-1" name="add-outline" />
                  Add Member
                </button>
              </div>
            }
          </div>
        </mat-tab>
        <!-- Assets Tab -->
        <mat-tab>
          <ng-template mat-tab-label>
            <span i18n>Assets</span>
            <span class="badge bg-secondary ms-2">{{
              partnership?.assets?.length ?? 0
            }}</span>
          </ng-template>
          <div class="py-3">
            <table
              class="gf-table w-100"
              mat-table
              [dataSource]="partnership?.assets ?? []"
            >
              <ng-container matColumnDef="name">
                <th *matHeaderCellDef i18n mat-header-cell>Name</th>
                <td *matCellDef="let row" mat-cell>{{ row.name }}</td>
              </ng-container>
              <ng-container matColumnDef="assetType">
                <th *matHeaderCellDef i18n mat-header-cell>Type</th>
                <td *matCellDef="let row" mat-cell>{{ row.assetType }}</td>
              </ng-container>
              <ng-container matColumnDef="acquisitionCost">
                <th
                  *matHeaderCellDef
                  class="d-none d-lg-table-cell text-right"
                  i18n
                  mat-header-cell
                >
                  Acquisition Cost
                </th>
                <td
                  *matCellDef="let row"
                  class="d-none d-lg-table-cell text-right"
                  mat-cell
                >
                  {{
                    row.acquisitionCost != null
                      ? (row.acquisitionCost
                        | currency
                          : row.currency ?? partnership?.currency
                          : 'symbol'
                          : '1.0-0')
                      : '—'
                  }}
                </td>
              </ng-container>
              <ng-container matColumnDef="currentValue">
                <th *matHeaderCellDef class="text-right" i18n mat-header-cell>
                  Current Value
                </th>
                <td *matCellDef="let row" class="text-right" mat-cell>
                  {{
                    row.currentValue != null
                      ? (row.currentValue
                        | currency
                          : row.currency ?? partnership?.currency
                          : 'symbol'
                          : '1.0-0')
                      : '—'
                  }}
                </td>
              </ng-container>
              <tr *matHeaderRowDef="assetColumns" mat-header-row></tr>
              <tr *matRowDef="let row; columns: assetColumns" mat-row></tr>
            </table>
            @if (partnership?.assets?.length === 0) {
              <p class="p-3 text-center text-muted" i18n>No assets yet.</p>
            }
            @if (hasPermissionToUpdate) {
              <div class="mt-3">
                <button
                  color="primary"
                  mat-stroked-button
                  (click)="onAddAsset()"
                >
                  <ion-icon class="me-1" name="add-outline" />
                  Add Asset
                </button>
              </div>
            }
          </div>
        </mat-tab>
        <!-- NAV History Tab -->
        <mat-tab>
          <ng-template mat-tab-label>
            <span i18n>NAV History</span>
            <span class="badge bg-secondary ms-2">{{
              valuations?.length ?? 0
            }}</span>
          </ng-template>
          <div class="py-3">
            <table class="gf-table w-100" mat-table [dataSource]="valuations">
              <ng-container matColumnDef="date">
                <th *matHeaderCellDef i18n mat-header-cell>Date</th>
                <td *matCellDef="let row" mat-cell>
                  {{ row.date | date }}
                </td>
              </ng-container>
              <ng-container matColumnDef="nav">
                <th *matHeaderCellDef class="text-right" i18n mat-header-cell>
                  NAV
                </th>
                <td *matCellDef="let row" class="text-right" mat-cell>
                  {{
                    row.nav
                      | currency
                        : partnership?.currency ?? 'USD'
                        : 'symbol'
                        : '1.0-0'
                  }}
                </td>
              </ng-container>
              <ng-container matColumnDef="source">
                <th
                  *matHeaderCellDef
                  class="d-none d-lg-table-cell"
                  i18n
                  mat-header-cell
                >
                  Source
                </th>
                <td
                  *matCellDef="let row"
                  class="d-none d-lg-table-cell"
                  mat-cell
                >
                  {{ row.source }}
                </td>
              </ng-container>
              <tr *matHeaderRowDef="valuationColumns" mat-header-row></tr>
              <tr *matRowDef="let row; columns: valuationColumns" mat-row></tr>
            </table>
            @if (valuations?.length === 0) {
              <p class="p-3 text-center text-muted" i18n>
                No valuations recorded.
              </p>
            }
            @if (hasPermissionToUpdate) {
              <div class="mt-3">
                <button
                  color="primary"
                  mat-stroked-button
                  (click)="onRecordValuation()"
                >
                  <ion-icon class="me-1" name="add-outline" />
                  Record Valuation
                </button>
              </div>
            }
          </div>
        </mat-tab>
      </mat-tab-group>
    </div>
  </div>
 </div>
--- a/apps/client/src/app/pages/partnership-detail/partnership-detail-page.routes.ts
+++ b/apps/client/src/app/pages/partnership-detail/partnership-detail-page.routes.ts
@ -0,0 +1,14 @@
 import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
 import { Routes } from '@angular/router';
 import { GfPartnershipDetailPageComponent } from './partnership-detail-page.component';
 export const routes: Routes = [
  {
    canActivate: [AuthGuard],
    component: GfPartnershipDetailPageComponent,
    path: '',
    title: 'Partnership Detail'
  }
 ];
--- a/apps/client/src/app/pages/partnership-detail/partnership-detail-page.scss
+++ b/apps/client/src/app/pages/partnership-detail/partnership-detail-page.scss
@ -0,0 +1,3 @@
 :host {
  display: block;
 }
--- a/apps/client/src/app/pages/partnership-detail/record-valuation-dialog/record-valuation-dialog.component.ts
+++ b/apps/client/src/app/pages/partnership-detail/record-valuation-dialog/record-valuation-dialog.component.ts
@ -0,0 +1,125 @@
 import { CommonModule } from '@angular/common';
 import {
  ChangeDetectionStrategy,
  Component,
  Inject,
  OnInit
 } from '@angular/core';
 import {
  FormControl,
  FormGroup,
  ReactiveFormsModule,
  Validators
 } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import {
  MAT_DIALOG_DATA,
  MatDialogModule,
  MatDialogRef
 } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
 import { MatSelectModule } from '@angular/material/select';
@Component({
  changeDetection: ChangeDetectionStrategy.OnPush,
  host: { class: 'h-100' },
  imports: [
    CommonModule,
    MatButtonModule,
    MatDialogModule,
    MatFormFieldModule,
    MatInputModule,
    MatSelectModule,
    ReactiveFormsModule
  ],
  selector: 'gf-record-valuation-dialog',
  template: `
    <form
      class="d-flex flex-column h-100"
      [formGroup]="valuationForm"
      (keyup.enter)="valuationForm.valid && onSubmit()"
      (ngSubmit)="onSubmit()"
    >
      <h1 i18n mat-dialog-title>Record Valuation</h1>
      <div class="flex-grow-1 py-3" mat-dialog-content>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Date</mat-label>
            <input formControlName="date" matInput required type="date" />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>NAV</mat-label>
            <input formControlName="nav" matInput required type="number" />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Source</mat-label>
            <mat-select formControlName="source" required>
              <mat-option value="STATEMENT">Statement</mat-option>
              <mat-option value="MANUAL">Manual Entry</mat-option>
              <mat-option value="AUDITOR">Auditor</mat-option>
              <mat-option value="FUND_ADMIN">Fund Admin</mat-option>
            </mat-select>
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Notes</mat-label>
            <input formControlName="notes" matInput placeholder="Optional" />
          </mat-form-field>
        </div>
      </div>
      <div class="justify-content-end" mat-dialog-actions>
        <button i18n mat-button type="button" (click)="onCancel()">
          Cancel
        </button>
        <button
          color="primary"
          mat-flat-button
          type="submit"
          [disabled]="!valuationForm.valid"
        >
          Save
        </button>
      </div>
    </form>
  `
 })
 export class GfRecordValuationDialogComponent implements OnInit {
  public valuationForm: FormGroup;
  public constructor(
    @Inject(MAT_DIALOG_DATA) public data: any,
    public dialogRef: MatDialogRef<GfRecordValuationDialogComponent>
  ) {}
  public ngOnInit() {
    this.valuationForm = new FormGroup({
      date: new FormControl(new Date().toISOString().split('T')[0], [
        Validators.required
      ]),
      nav: new FormControl(null, [Validators.required, Validators.min(0)]),
      source: new FormControl('STATEMENT', [Validators.required]),
      notes: new FormControl('')
    });
  }
  public onCancel() {
    this.dialogRef.close();
  }
  public onSubmit() {
    if (this.valuationForm.valid) {
      this.dialogRef.close(this.valuationForm.value);
    }
  }
 }
--- a/apps/client/src/app/pages/partnership-performance/partnership-performance-page.component.ts
+++ b/apps/client/src/app/pages/partnership-performance/partnership-performance-page.component.ts
@ -0,0 +1,247 @@
 import { FamilyOfficeDataService } from '@ghostfolio/client/services/family-office-data.service';
 import type { IPartnershipPerformance } from '@ghostfolio/common/interfaces';
 import { GfBenchmarkComparisonChartComponent } from '@ghostfolio/ui/benchmark-comparison-chart';
 import { GfPerformanceMetricsComponent } from '@ghostfolio/ui/performance-metrics';
 import { CommonModule } from '@angular/common';
 import {
  ChangeDetectionStrategy,
  ChangeDetectorRef,
  Component,
  DestroyRef,
  OnInit
 } from '@angular/core';
 import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
 import { FormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatCardModule } from '@angular/material/card';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatIconModule } from '@angular/material/icon';
 import { MatSelectModule } from '@angular/material/select';
 import { MatTableModule } from '@angular/material/table';
 import { ActivatedRoute, RouterModule } from '@angular/router';
@Component({
  changeDetection: ChangeDetectionStrategy.OnPush,
  imports: [
    CommonModule,
    FormsModule,
    GfBenchmarkComparisonChartComponent,
    GfPerformanceMetricsComponent,
    MatButtonModule,
    MatCardModule,
    MatFormFieldModule,
    MatIconModule,
    MatSelectModule,
    MatTableModule,
    RouterModule
  ],
  selector: 'gf-partnership-performance-page',
  standalone: true,
  styles: [
    `
      :host {
        display: block;
        padding: 1rem;
      }
      .page-header {
        display: flex;
        justify-content: space-between;
        align-items: center;
        margin-bottom: 1rem;
      }
      .controls {
        display: flex;
        gap: 1rem;
        margin-bottom: 1.5rem;
        flex-wrap: wrap;
      }
      .returns-table {
        margin-top: 1.5rem;
      }
      .back-link {
        display: flex;
        align-items: center;
        gap: 4px;
        text-decoration: none;
        color: rgba(var(--dark-primary-text), 0.6);
        margin-bottom: 0.5rem;
      }
      .loading {
        text-align: center;
        padding: 3rem;
        color: rgba(var(--dark-primary-text), 0.5);
      }
    `
  ],
  template: `
    <a class="back-link" [routerLink]="['/partnerships', partnershipId]">
      <mat-icon>arrow_back</mat-icon>
      Back to Partnership
    </a>
    <div class="page-header">
      <h1>{{ performance?.partnershipName }} — Performance</h1>
    </div>
    <div class="controls">
      <mat-form-field>
        <mat-label>Periodicity</mat-label>
        <mat-select
          [(value)]="periodicity"
          (selectionChange)="fetchPerformance()"
        >
          <mat-option value="MONTHLY">Monthly</mat-option>
          <mat-option value="QUARTERLY">Quarterly</mat-option>
          <mat-option value="YEARLY">Yearly</mat-option>
        </mat-select>
      </mat-form-field>
      <mat-form-field>
        <mat-label>Benchmarks</mat-label>
        <mat-select
          multiple
          [(value)]="selectedBenchmarks"
          (selectionChange)="fetchPerformance()"
        >
          <mat-option value="SP500">S&P 500</mat-option>
          <mat-option value="US_AGG_BOND">US Agg Bond</mat-option>
          <mat-option value="REAL_ESTATE">Real Estate</mat-option>
          <mat-option value="CPI_PROXY">CPI (TIPS)</mat-option>
        </mat-select>
      </mat-form-field>
    </div>
    @if (performance) {
      <gf-performance-metrics
        [dpi]="performance.metrics.dpi"
        [irr]="performance.metrics.irr"
        [periodReturns]="periodReturns"
        [rvpi]="performance.metrics.rvpi"
        [tvpi]="performance.metrics.tvpi"
      />
      @if (performance.periods && performance.periods.length > 0) {
        <div class="returns-table">
          <h3>Period Returns Detail</h3>
          <table mat-table [dataSource]="performance.periods">
            <ng-container matColumnDef="periodStart">
              <th *matHeaderCellDef mat-header-cell>Period Start</th>
              <td *matCellDef="let p" mat-cell>
                {{ p.periodStart | date: 'mediumDate' }}
              </td>
            </ng-container>
            <ng-container matColumnDef="periodEnd">
              <th *matHeaderCellDef mat-header-cell>Period End</th>
              <td *matCellDef="let p" mat-cell>
                {{ p.periodEnd | date: 'mediumDate' }}
              </td>
            </ng-container>
            <ng-container matColumnDef="startNav">
              <th *matHeaderCellDef mat-header-cell>Start NAV</th>
              <td *matCellDef="let p" mat-cell>
                {{ p.startNav | currency: 'USD' : 'symbol' : '1.0-0' }}
              </td>
            </ng-container>
            <ng-container matColumnDef="endNav">
              <th *matHeaderCellDef mat-header-cell>End NAV</th>
              <td *matCellDef="let p" mat-cell>
                {{ p.endNav | currency: 'USD' : 'symbol' : '1.0-0' }}
              </td>
            </ng-container>
            <ng-container matColumnDef="returnPercent">
              <th *matHeaderCellDef mat-header-cell>Return</th>
              <td
                *matCellDef="let p"
                mat-cell
                [style.color]="p.returnPercent >= 0 ? '#2e7d32' : '#c62828'"
              >
                {{ p.returnPercent | percent: '1.2-2' }}
              </td>
            </ng-container>
            <tr *matHeaderRowDef="returnsColumns" mat-header-row></tr>
            <tr *matRowDef="let row; columns: returnsColumns" mat-row></tr>
          </table>
        </div>
      }
      @if (
        performance.benchmarkComparisons &&
        performance.benchmarkComparisons.length > 0
      ) {
        <div style="margin-top: 1.5rem;">
          <h3>Benchmark Comparison</h3>
          <gf-benchmark-comparison-chart
            [benchmarks]="performance.benchmarkComparisons"
            [partnershipName]="performance.partnershipName"
            [partnershipReturn]="overallReturn"
          />
        </div>
      }
    } @else {
      <div class="loading">Loading performance data...</div>
    }
  `
 })
 export class PartnershipPerformancePageComponent implements OnInit {
  public overallReturn: number = 0;
  public partnershipId: string = '';
  public performance: IPartnershipPerformance | null = null;
  public periodicity: string = 'QUARTERLY';
  public periodReturns: {
    endDate: string;
    return: number;
    startDate: string;
  }[] = [];
  public returnsColumns = [
    'periodStart',
    'periodEnd',
    'startNav',
    'endNav',
    'returnPercent'
  ];
  public selectedBenchmarks: string[] = [];
  public constructor(
    private readonly activatedRoute: ActivatedRoute,
    private readonly changeDetectorRef: ChangeDetectorRef,
    private readonly destroyRef: DestroyRef,
    private readonly familyOfficeDataService: FamilyOfficeDataService
  ) {}
  public ngOnInit(): void {
    this.partnershipId = this.activatedRoute.snapshot.paramMap.get('id') || '';
    this.fetchPerformance();
  }
  public fetchPerformance(): void {
    const params: any = {
      periodicity: this.periodicity
    };
    if (this.selectedBenchmarks.length > 0) {
      params.benchmarks = this.selectedBenchmarks.join(',');
    }
    this.familyOfficeDataService
      .fetchPartnershipPerformance(this.partnershipId, params)
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((perf) => {
        this.performance = perf;
        this.periodReturns = (perf.periods || []).map((p: any) => ({
          endDate: p.periodEnd,
          return: p.returnPercent,
          startDate: p.periodStart
        }));
        this.overallReturn = this.periodReturns.reduce(
          (acc, p) => (1 + acc) * (1 + p.return) - 1,
          0
        );
        this.changeDetectorRef.markForCheck();
      });
  }
 }
--- a/apps/client/src/app/pages/partnership-performance/partnership-performance-page.routes.ts
+++ b/apps/client/src/app/pages/partnership-performance/partnership-performance-page.routes.ts
@ -0,0 +1,14 @@
 import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
 import { Routes } from '@angular/router';
 import { PartnershipPerformancePageComponent } from './partnership-performance-page.component';
 export const routes: Routes = [
  {
    canActivate: [AuthGuard],
    component: PartnershipPerformancePageComponent,
    path: '',
    title: 'Partnership Performance'
  }
 ];
--- a/apps/client/src/app/pages/partnerships/create-or-update-partnership-dialog/create-or-update-partnership-dialog.component.ts
+++ b/apps/client/src/app/pages/partnerships/create-or-update-partnership-dialog/create-or-update-partnership-dialog.component.ts
@ -0,0 +1,166 @@
 import { CommonModule } from '@angular/common';
 import {
  ChangeDetectionStrategy,
  Component,
  Inject,
  OnInit
 } from '@angular/core';
 import {
  FormControl,
  FormGroup,
  ReactiveFormsModule,
  Validators
 } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import {
  MAT_DIALOG_DATA,
  MatDialogModule,
  MatDialogRef
 } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
 import { MatSelectModule } from '@angular/material/select';
 import { CreateOrUpdatePartnershipDialogParams } from './interfaces/interfaces';
@Component({
  changeDetection: ChangeDetectionStrategy.OnPush,
  host: { class: 'h-100' },
  imports: [
    CommonModule,
    MatButtonModule,
    MatDialogModule,
    MatFormFieldModule,
    MatInputModule,
    MatSelectModule,
    ReactiveFormsModule
  ],
  selector: 'gf-create-or-update-partnership-dialog',
  template: `
    <form
      class="d-flex flex-column h-100"
      [formGroup]="partnershipForm"
      (keyup.enter)="partnershipForm.valid && onSubmit()"
      (ngSubmit)="onSubmit()"
    >
      @if (data.partnership.id) {
        <h1 i18n mat-dialog-title>Update Partnership</h1>
      } @else {
        <h1 i18n mat-dialog-title>Add Partnership</h1>
      }
      <div class="flex-grow-1 py-3" mat-dialog-content>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Name</mat-label>
            <input formControlName="name" matInput required />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Type</mat-label>
            <mat-select formControlName="type" required>
              <mat-option value="LP">LP</mat-option>
              <mat-option value="GP">GP</mat-option>
              <mat-option value="LLC">LLC</mat-option>
              <mat-option value="JOINT_VENTURE">Joint Venture</mat-option>
              <mat-option value="FUND">Fund</mat-option>
            </mat-select>
          </mat-form-field>
        </div>
        @if (!data.partnership.id) {
          <div class="mb-3">
            <mat-form-field appearance="outline" class="w-100">
              <mat-label i18n>Inception Date</mat-label>
              <input
                formControlName="inceptionDate"
                matInput
                required
                type="date"
              />
            </mat-form-field>
          </div>
        }
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Currency</mat-label>
            <input formControlName="currency" matInput required />
          </mat-form-field>
        </div>
        <div class="mb-3">
          <mat-form-field appearance="outline" class="w-100">
            <mat-label i18n>Fiscal Year End (Month)</mat-label>
            <mat-select formControlName="fiscalYearEnd">
              @for (m of months; track m.value) {
                <mat-option [value]="m.value">{{ m.label }}</mat-option>
              }
            </mat-select>
          </mat-form-field>
        </div>
      </div>
      <div class="justify-content-end" mat-dialog-actions>
        <button i18n mat-button type="button" (click)="onCancel()">
          {{ partnershipForm.dirty ? 'Cancel' : 'Close' }}
        </button>
        <button
          color="primary"
          mat-flat-button
          type="submit"
          [disabled]="!(partnershipForm.dirty && partnershipForm.valid)"
        >
          Save
        </button>
      </div>
    </form>
  `
 })
 export class GfCreateOrUpdatePartnershipDialogComponent implements OnInit {
  public months = [
    { value: 1, label: 'January' },
    { value: 2, label: 'February' },
    { value: 3, label: 'March' },
    { value: 4, label: 'April' },
    { value: 5, label: 'May' },
    { value: 6, label: 'June' },
    { value: 7, label: 'July' },
    { value: 8, label: 'August' },
    { value: 9, label: 'September' },
    { value: 10, label: 'October' },
    { value: 11, label: 'November' },
    { value: 12, label: 'December' }
  ];
  public partnershipForm: FormGroup;
  public constructor(
    @Inject(MAT_DIALOG_DATA)
    public data: CreateOrUpdatePartnershipDialogParams,
    public dialogRef: MatDialogRef<GfCreateOrUpdatePartnershipDialogComponent>
  ) {}
  public ngOnInit() {
    this.partnershipForm = new FormGroup({
      name: new FormControl(this.data.partnership.name, [Validators.required]),
      type: new FormControl(this.data.partnership.type, [Validators.required]),
      currency: new FormControl(this.data.partnership.currency, [
        Validators.required
      ]),
      inceptionDate: new FormControl(this.data.partnership.inceptionDate),
      fiscalYearEnd: new FormControl(this.data.partnership.fiscalYearEnd)
    });
  }
  public onCancel() {
    this.dialogRef.close();
  }
  public onSubmit() {
    if (this.partnershipForm.valid) {
      this.dialogRef.close(this.partnershipForm.value);
    }
  }
 }
--- a/apps/client/src/app/pages/partnerships/create-or-update-partnership-dialog/interfaces/interfaces.ts
+++ b/apps/client/src/app/pages/partnerships/create-or-update-partnership-dialog/interfaces/interfaces.ts
@ -0,0 +1,10 @@
 export interface CreateOrUpdatePartnershipDialogParams {
  partnership: {
    id: string | null;
    name: string;
    type: string;
    currency: string;
    inceptionDate: string;
    fiscalYearEnd: number;
  };
 }
--- a/apps/client/src/app/pages/partnerships/create-partnership-dialog/create-partnership-dialog.component.ts
+++ b/apps/client/src/app/pages/partnerships/create-partnership-dialog/create-partnership-dialog.component.ts
@ -0,0 +1,106 @@
 import { CreatePartnershipDto } from '@ghostfolio/common/dtos';
 import { CommonModule } from '@angular/common';
 import { Component } from '@angular/core';
 import { FormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialogModule, MatDialogRef } from '@angular/material/dialog';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatInputModule } from '@angular/material/input';
 import { MatSelectModule } from '@angular/material/select';
@Component({
  imports: [
    CommonModule,
    FormsModule,
    MatButtonModule,
    MatDialogModule,
    MatFormFieldModule,
    MatInputModule,
    MatSelectModule
  ],
  selector: 'gf-create-partnership-dialog',
  standalone: true,
  template: `
    <h2 mat-dialog-title>Create Partnership</h2>
    <mat-dialog-content>
      <mat-form-field appearance="outline" style="width: 100%">
        <mat-label>Name</mat-label>
        <input matInput required [(ngModel)]="name" />
      </mat-form-field>
      <mat-form-field appearance="outline" style="width: 100%">
        <mat-label>Type</mat-label>
        <mat-select required [(ngModel)]="type">
          <mat-option value="LP">LP</mat-option>
          <mat-option value="GP">GP</mat-option>
          <mat-option value="LLC">LLC</mat-option>
          <mat-option value="JOINT_VENTURE">Joint Venture</mat-option>
          <mat-option value="FUND">Fund</mat-option>
        </mat-select>
      </mat-form-field>
      <mat-form-field appearance="outline" style="width: 100%">
        <mat-label>Inception Date</mat-label>
        <input matInput required type="date" [(ngModel)]="inceptionDate" />
      </mat-form-field>
      <mat-form-field appearance="outline" style="width: 100%">
        <mat-label>Currency</mat-label>
        <input matInput placeholder="USD" required [(ngModel)]="currency" />
      </mat-form-field>
      <mat-form-field appearance="outline" style="width: 100%">
        <mat-label>Fiscal Year End (Month)</mat-label>
        <mat-select [(ngModel)]="fiscalYearEnd">
          <mat-option [value]="1">January</mat-option>
          <mat-option [value]="2">February</mat-option>
          <mat-option [value]="3">March</mat-option>
          <mat-option [value]="4">April</mat-option>
          <mat-option [value]="5">May</mat-option>
          <mat-option [value]="6">June</mat-option>
          <mat-option [value]="7">July</mat-option>
          <mat-option [value]="8">August</mat-option>
          <mat-option [value]="9">September</mat-option>
          <mat-option [value]="10">October</mat-option>
          <mat-option [value]="11">November</mat-option>
          <mat-option [value]="12">December</mat-option>
        </mat-select>
      </mat-form-field>
    </mat-dialog-content>
    <mat-dialog-actions align="end">
      <button mat-button mat-dialog-close>Cancel</button>
      <button
        color="primary"
        mat-flat-button
        [disabled]="!name || !type || !inceptionDate || !currency"
        (click)="onSave()"
      >
        Create
      </button>
    </mat-dialog-actions>
  `
 })
 export class GfCreatePartnershipDialogComponent {
  public currency = 'USD';
  public fiscalYearEnd = 12;
  public inceptionDate = '';
  public name = '';
  public type = '';
  public constructor(
    private dialogRef: MatDialogRef<GfCreatePartnershipDialogComponent>
  ) {}
  public onSave() {
    const dto: CreatePartnershipDto = {
      name: this.name,
      type: this.type as any,
      inceptionDate: this.inceptionDate,
      currency: this.currency,
      fiscalYearEnd: this.fiscalYearEnd
    };
    this.dialogRef.close(dto);
  }
 }
--- a/apps/client/src/app/pages/partnerships/partnerships-page.component.ts
+++ b/apps/client/src/app/pages/partnerships/partnerships-page.component.ts
@ -0,0 +1,250 @@
 import { FamilyOfficeDataService } from '@ghostfolio/client/services/family-office-data.service';
 import { UserService } from '@ghostfolio/client/services/user/user.service';
 import { User } from '@ghostfolio/common/interfaces';
 import { hasPermission, permissions } from '@ghostfolio/common/permissions';
 import { NotificationService } from '@ghostfolio/ui/notifications';
 import { CommonModule } from '@angular/common';
 import {
  ChangeDetectorRef,
  Component,
  DestroyRef,
  OnInit,
  ViewChild
 } from '@angular/core';
 import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
 import { MatButtonModule } from '@angular/material/button';
 import { MatDialog } from '@angular/material/dialog';
 import { MatMenuModule } from '@angular/material/menu';
 import { MatSort, MatSortModule } from '@angular/material/sort';
 import { MatTableDataSource, MatTableModule } from '@angular/material/table';
 import { ActivatedRoute, Router, RouterModule } from '@angular/router';
 import { addIcons } from 'ionicons';
 import { addOutline, ellipsisVerticalOutline } from 'ionicons/icons';
 import { DeviceDetectorService } from 'ngx-device-detector';
 import { NgxSkeletonLoaderModule } from 'ngx-skeleton-loader';
 import { GfCreateOrUpdatePartnershipDialogComponent } from './create-or-update-partnership-dialog/create-or-update-partnership-dialog.component';
 import { CreateOrUpdatePartnershipDialogParams } from './create-or-update-partnership-dialog/interfaces/interfaces';
@Component({
  host: { class: 'has-fab page' },
  imports: [
    CommonModule,
    MatButtonModule,
    MatMenuModule,
    MatSortModule,
    MatTableModule,
    NgxSkeletonLoaderModule,
    RouterModule
  ],
  selector: 'gf-partnerships-page',
  styleUrls: ['./partnerships-page.scss'],
  templateUrl: './partnerships-page.html'
 })
 export class GfPartnershipsPageComponent implements OnInit {
  public dataSource = new MatTableDataSource<any>([]);
  public deviceType: string;
  public displayedColumns = [
    'name',
    'type',
    'currency',
    'latestNav',
    'membersCount',
    'actions'
  ];
  public hasPermissionToCreate = false;
  public hasPermissionToUpdate = false;
  public hasPermissionToDelete = false;
  public isLoading = true;
  public partnerships: any[];
  public showActions = false;
  public user: User;
  @ViewChild(MatSort) sort: MatSort;
  public constructor(
    private changeDetectorRef: ChangeDetectorRef,
    private destroyRef: DestroyRef,
    private deviceService: DeviceDetectorService,
    private dialog: MatDialog,
    private familyOfficeDataService: FamilyOfficeDataService,
    private notificationService: NotificationService,
    private route: ActivatedRoute,
    private router: Router,
    private userService: UserService
  ) {
    addIcons({ addOutline, ellipsisVerticalOutline });
    this.deviceType = this.deviceService.getDeviceInfo().deviceType;
    this.route.queryParams
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((params) => {
        if (params['createDialog']) {
          this.openCreatePartnershipDialog();
        } else if (params['editDialog']) {
          const partnership = this.partnerships?.find(
            (p) => p.id === params['partnershipId']
          );
          if (partnership) {
            this.openUpdatePartnershipDialog(partnership);
          }
        }
      });
  }
  public ngOnInit() {
    this.userService.stateChanged
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((state) => {
        if (state?.user) {
          this.user = state.user;
          this.hasPermissionToCreate = hasPermission(
            this.user.permissions,
            permissions.createPartnership
          );
          this.hasPermissionToUpdate = hasPermission(
            this.user.permissions,
            permissions.updatePartnership
          );
          this.hasPermissionToDelete = hasPermission(
            this.user.permissions,
            permissions.deletePartnership
          );
          this.showActions =
            this.hasPermissionToUpdate || this.hasPermissionToDelete;
          this.changeDetectorRef.markForCheck();
        }
      });
    this.fetchPartnerships();
  }
  public fetchPartnerships() {
    this.isLoading = true;
    this.familyOfficeDataService
      .fetchPartnerships()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((partnerships) => {
        this.partnerships = partnerships;
        this.dataSource.data = partnerships;
        this.dataSource.sort = this.sort;
        this.isLoading = false;
        if (this.partnerships?.length <= 0) {
          this.router.navigate([], {
            queryParams: { createDialog: true }
          });
        }
        this.changeDetectorRef.markForCheck();
      });
  }
  public onDeletePartnership(partnershipId: string) {
    this.notificationService.confirm({
      confirmFn: () => {
        this.familyOfficeDataService
          .deletePartnership(partnershipId)
          .pipe(takeUntilDestroyed(this.destroyRef))
          .subscribe(() => {
            this.reset();
            this.fetchPartnerships();
          });
      },
      confirmType: undefined,
      message: $localize`Do you really want to delete this partnership?`,
      title: $localize`Delete Partnership`
    });
  }
  public onPartnershipClicked(partnership: any) {
    this.router.navigate(['/partnerships', partnership.id]);
  }
  public onUpdatePartnership(partnership: any) {
    this.router.navigate([], {
      queryParams: { partnershipId: partnership.id, editDialog: true }
    });
  }
  private openCreatePartnershipDialog() {
    const dialogRef = this.dialog.open(
      GfCreateOrUpdatePartnershipDialogComponent,
      {
        data: {
          partnership: {
            id: null,
            name: '',
            type: 'LP',
            currency: 'USD',
            inceptionDate: new Date().toISOString().split('T')[0],
            fiscalYearEnd: 12
          }
        } as CreateOrUpdatePartnershipDialogParams,
        height: this.deviceType === 'mobile' ? '98vh' : '80vh',
        width: this.deviceType === 'mobile' ? '100vw' : '50rem'
      }
    );
    dialogRef
      .afterClosed()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((result) => {
        this.router.navigate(['.'], { relativeTo: this.route });
        if (result) {
          this.familyOfficeDataService
            .createPartnership(result)
            .pipe(takeUntilDestroyed(this.destroyRef))
            .subscribe(() => {
              this.reset();
              this.fetchPartnerships();
            });
        }
      });
  }
  private openUpdatePartnershipDialog(partnership: any) {
    const dialogRef = this.dialog.open(
      GfCreateOrUpdatePartnershipDialogComponent,
      {
        data: {
          partnership: {
            id: partnership.id,
            name: partnership.name,
            type: partnership.type,
            currency: partnership.currency,
            inceptionDate: partnership.inceptionDate ?? '',
            fiscalYearEnd: partnership.fiscalYearEnd ?? 12
          }
        } as CreateOrUpdatePartnershipDialogParams,
        height: this.deviceType === 'mobile' ? '98vh' : '80vh',
        width: this.deviceType === 'mobile' ? '100vw' : '50rem'
      }
    );
    dialogRef
      .afterClosed()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((result) => {
        this.router.navigate(['.'], { relativeTo: this.route });
        if (result) {
          this.familyOfficeDataService
            .updatePartnership(partnership.id, result)
            .pipe(takeUntilDestroyed(this.destroyRef))
            .subscribe(() => {
              this.reset();
              this.fetchPartnerships();
            });
        }
      });
  }
  private reset() {
    this.partnerships = undefined;
    this.dataSource.data = [];
  }
 }
--- a/apps/client/src/app/pages/partnerships/partnerships-page.html
+++ b/apps/client/src/app/pages/partnerships/partnerships-page.html
@ -0,0 +1,124 @@
 <div class="container">
  <div class="row">
    <div class="col">
      <h1 class="d-none d-sm-block h3 mb-4 text-center" i18n>Partnerships</h1>
      <table
        class="gf-table w-100"
        mat-table
        matSort
        matSortActive="name"
        matSortDirection="asc"
        [dataSource]="dataSource"
      >
        <ng-container matColumnDef="name">
          <th *matHeaderCellDef mat-header-cell mat-sort-header>Name</th>
          <td *matCellDef="let row" mat-cell>{{ row.name }}</td>
        </ng-container>
        <ng-container matColumnDef="type">
          <th *matHeaderCellDef mat-header-cell mat-sort-header>Type</th>
          <td *matCellDef="let row" mat-cell>{{ row.type }}</td>
        </ng-container>
        <ng-container matColumnDef="currency">
          <th *matHeaderCellDef class="d-none d-lg-table-cell" mat-header-cell>
            Currency
          </th>
          <td *matCellDef="let row" class="d-none d-lg-table-cell" mat-cell>
            {{ row.currency }}
          </td>
        </ng-container>
        <ng-container matColumnDef="latestNav">
          <th *matHeaderCellDef class="text-right" mat-header-cell>
            Latest NAV
          </th>
          <td *matCellDef="let row" class="text-right" mat-cell>
            {{
              row.latestNav != null
                ? (row.latestNav | currency: row.currency : 'symbol' : '1.0-0')
                : '—'
            }}
          </td>
        </ng-container>
        <ng-container matColumnDef="membersCount">
          <th
            *matHeaderCellDef
            class="d-none d-lg-table-cell text-right"
            mat-header-cell
          >
            Members
          </th>
          <td
            *matCellDef="let row"
            class="d-none d-lg-table-cell text-right"
            mat-cell
          >
            {{ row.membersCount ?? 0 }}
          </td>
        </ng-container>
        <ng-container matColumnDef="actions" stickyEnd>
          <th *matHeaderCellDef mat-header-cell></th>
          <td *matCellDef="let row" class="text-right" mat-cell>
            @if (showActions) {
              <button
                mat-icon-button
                [matMenuTriggerFor]="partnershipMenu"
                (click)="$event.stopPropagation()"
              >
                <ion-icon name="ellipsis-vertical-outline" />
              </button>
              <mat-menu #partnershipMenu="matMenu">
                <button mat-menu-item (click)="onUpdatePartnership(row)">
                  Edit
                </button>
                <button mat-menu-item (click)="onDeletePartnership(row.id)">
                  Delete
                </button>
              </mat-menu>
            }
          </td>
        </ng-container>
        <tr *matHeaderRowDef="displayedColumns" mat-header-row></tr>
        <tr
          *matRowDef="let row; columns: displayedColumns"
          class="cursor-pointer"
          mat-row
          (click)="onPartnershipClicked(row)"
        ></tr>
      </table>
      @if (isLoading) {
        <ngx-skeleton-loader
          animation="pulse"
          [theme]="{ height: '3rem', width: '100%' }"
        />
      }
      @if (!isLoading && partnerships?.length === 0) {
        <div class="p-3 text-center" style="opacity: 0.6">
          <p i18n>
            No partnerships yet. Create your first partnership to get started.
          </p>
        </div>
      }
    </div>
  </div>
  @if (hasPermissionToCreate) {
    <div class="fab-container">
      <a
        class="align-items-center d-flex justify-content-center"
        color="primary"
        mat-fab
        [queryParams]="{ createDialog: true }"
        [routerLink]="[]"
      >
        <ion-icon name="add-outline" size="large" />
      </a>
    </div>
  }
 </div>
--- a/apps/client/src/app/pages/partnerships/partnerships-page.routes.ts
+++ b/apps/client/src/app/pages/partnerships/partnerships-page.routes.ts
@ -0,0 +1,14 @@
 import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
 import { Routes } from '@angular/router';
 import { GfPartnershipsPageComponent } from './partnerships-page.component';
 export const routes: Routes = [
  {
    canActivate: [AuthGuard],
    component: GfPartnershipsPageComponent,
    path: '',
    title: 'Partnerships'
  }
 ];
--- a/apps/client/src/app/pages/partnerships/partnerships-page.scss
+++ b/apps/client/src/app/pages/partnerships/partnerships-page.scss
@ -0,0 +1,3 @@
 :host {
  display: block;
 }
--- a/apps/client/src/app/pages/reports/report-page.component.ts
+++ b/apps/client/src/app/pages/reports/report-page.component.ts
@ -0,0 +1,510 @@
 import { FamilyOfficeDataService } from '@ghostfolio/client/services/family-office-data.service';
 import type {
  IEntity,
  IFamilyOfficeReport
 } from '@ghostfolio/common/interfaces';
 import { GfBenchmarkComparisonChartComponent } from '@ghostfolio/ui/benchmark-comparison-chart';
 import { CommonModule } from '@angular/common';
 import {
  ChangeDetectionStrategy,
  ChangeDetectorRef,
  Component,
  DestroyRef,
  OnInit
 } from '@angular/core';
 import { takeUntilDestroyed } from '@angular/core/rxjs-interop';
 import { FormsModule } from '@angular/forms';
 import { MatButtonModule } from '@angular/material/button';
 import { MatCardModule } from '@angular/material/card';
 import { MatFormFieldModule } from '@angular/material/form-field';
 import { MatIconModule } from '@angular/material/icon';
 import { MatProgressSpinnerModule } from '@angular/material/progress-spinner';
 import { MatSelectModule } from '@angular/material/select';
 import { MatTableModule } from '@angular/material/table';
 import { RouterModule } from '@angular/router';
@Component({
  changeDetection: ChangeDetectionStrategy.OnPush,
  imports: [
    CommonModule,
    FormsModule,
    GfBenchmarkComparisonChartComponent,
    MatButtonModule,
    MatCardModule,
    MatFormFieldModule,
    MatIconModule,
    MatProgressSpinnerModule,
    MatSelectModule,
    MatTableModule,
    RouterModule
  ],
  selector: 'gf-report-page',
  standalone: true,
  styles: [
    `
      :host {
        display: block;
        padding: 1rem;
      }
      .page-header {
        display: flex;
        justify-content: space-between;
        align-items: center;
        margin-bottom: 1.5rem;
      }
      .filter-row {
        display: flex;
        gap: 1rem;
        flex-wrap: wrap;
        margin-bottom: 1.5rem;
      }
      .filter-row mat-form-field {
        min-width: 160px;
      }
      .summary-cards {
        display: grid;
        grid-template-columns: repeat(auto-fit, minmax(200px, 1fr));
        gap: 1rem;
        margin-bottom: 1.5rem;
      }
      .summary-card {
        text-align: center;
      }
      .summary-card .value {
        font-size: 1.5rem;
        font-weight: 600;
      }
      .summary-card .label {
        color: rgba(0, 0, 0, 0.6);
        font-size: 0.85rem;
        margin-top: 0.25rem;
      }
      .positive {
        color: #4caf50;
      }
      .negative {
        color: #f44336;
      }
      .section {
        margin-bottom: 1.5rem;
      }
      .section h3 {
        margin-bottom: 0.75rem;
      }
      .allocation-bar {
        display: flex;
        gap: 0.5rem;
        margin-bottom: 0.5rem;
        align-items: center;
      }
      .allocation-bar .bar {
        height: 20px;
        background-color: #1976d2;
        border-radius: 4px;
        min-width: 4px;
      }
      .allocation-bar .label {
        min-width: 140px;
        font-size: 0.85rem;
      }
      .allocation-bar .pct {
        font-size: 0.85rem;
        min-width: 50px;
        text-align: right;
      }
      .loading-container {
        display: flex;
        justify-content: center;
        padding: 3rem;
      }
    `
  ],
  template: `
    <div class="page-header">
      <h1>Performance Report</h1>
    </div>
    <div class="filter-row">
      <mat-form-field appearance="outline">
        <mat-label>Period</mat-label>
        <mat-select [(value)]="selectedPeriod">
          <mat-option value="MONTHLY">Monthly</mat-option>
          <mat-option value="QUARTERLY">Quarterly</mat-option>
          <mat-option value="YEARLY">Yearly</mat-option>
        </mat-select>
      </mat-form-field>
      <mat-form-field appearance="outline">
        <mat-label>Year</mat-label>
        <mat-select [(value)]="selectedYear">
          @for (y of availableYears; track y) {
            <mat-option [value]="y">{{ y }}</mat-option>
          }
        </mat-select>
      </mat-form-field>
      @if (selectedPeriod === 'MONTHLY') {
        <mat-form-field appearance="outline">
          <mat-label>Month</mat-label>
          <mat-select [(value)]="selectedPeriodNumber">
            @for (m of months; track m.value) {
              <mat-option [value]="m.value">{{ m.label }}</mat-option>
            }
          </mat-select>
        </mat-form-field>
      }
      @if (selectedPeriod === 'QUARTERLY') {
        <mat-form-field appearance="outline">
          <mat-label>Quarter</mat-label>
          <mat-select [(value)]="selectedPeriodNumber">
            <mat-option [value]="1">Q1</mat-option>
            <mat-option [value]="2">Q2</mat-option>
            <mat-option [value]="3">Q3</mat-option>
            <mat-option [value]="4">Q4</mat-option>
          </mat-select>
        </mat-form-field>
      }
      <mat-form-field appearance="outline">
        <mat-label>Entity (optional)</mat-label>
        <mat-select [(value)]="selectedEntityId">
          <mat-option [value]="null">Family-wide</mat-option>
          @for (entity of entities; track entity.id) {
            <mat-option [value]="entity.id">{{ entity.name }}</mat-option>
          }
        </mat-select>
      </mat-form-field>
      <mat-form-field appearance="outline">
        <mat-label>Benchmarks</mat-label>
        <mat-select multiple [(value)]="selectedBenchmarks">
          <mat-option value="SP500">S&P 500</mat-option>
          <mat-option value="US_AGG_BOND">US Agg Bond</mat-option>
          <mat-option value="REAL_ESTATE">Real Estate</mat-option>
          <mat-option value="CPI_PROXY">CPI Proxy</mat-option>
        </mat-select>
      </mat-form-field>
      <button
        color="primary"
        mat-raised-button
        [disabled]="isLoading"
        (click)="generateReport()"
      >
        Generate Report
      </button>
    </div>
    @if (isLoading) {
      <div class="loading-container">
        <mat-spinner diameter="48"></mat-spinner>
      </div>
    }
    @if (report) {
      <mat-card class="section">
        <mat-card-header>
          <mat-card-title>{{ report.reportTitle }}</mat-card-title>
          <mat-card-subtitle>
            {{ report.period.start }} — {{ report.period.end }}
            @if (report.entity) {
              · {{ report.entity.name }}
            }
          </mat-card-subtitle>
        </mat-card-header>
        <mat-card-content>
          <div class="summary-cards">
            <div class="summary-card">
              <div class="value">
                {{ report.summary.totalValueStart | number: '1.0-0' }}
              </div>
              <div class="label">Start Value</div>
            </div>
            <div class="summary-card">
              <div class="value">
                {{ report.summary.totalValueEnd | number: '1.0-0' }}
              </div>
              <div class="label">End Value</div>
            </div>
            <div class="summary-card">
              <div
                class="value"
                [class.negative]="report.summary.periodChange < 0"
                [class.positive]="report.summary.periodChange > 0"
              >
                {{ report.summary.periodChange | number: '1.0-0' }}
                ({{
                  report.summary.periodChangePercent * 100 | number: '1.2-2'
                }}%)
              </div>
              <div class="label">Period Change</div>
            </div>
            <div class="summary-card">
              <div
                class="value"
                [class.negative]="report.summary.ytdChangePercent < 0"
                [class.positive]="report.summary.ytdChangePercent > 0"
              >
                {{ report.summary.ytdChangePercent * 100 | number: '1.2-2' }}%
              </div>
              <div class="label">YTD Change</div>
            </div>
          </div>
        </mat-card-content>
      </mat-card>
      <!-- Asset Allocation -->
      @if (assetAllocationEntries.length > 0) {
        <mat-card class="section">
          <mat-card-header>
            <mat-card-title>Asset Allocation</mat-card-title>
          </mat-card-header>
          <mat-card-content>
            @for (entry of assetAllocationEntries; track entry.name) {
              <div class="allocation-bar">
                <span class="label">{{ entry.name }}</span>
                <div class="bar" [style.width.%]="entry.percentage"></div>
                <span class="pct"
                  >{{ entry.percentage | number: '1.1-1' }}%</span
                >
              </div>
            }
          </mat-card-content>
        </mat-card>
      }
      <!-- Partnership Performance -->
      @if (report.partnershipPerformance.length > 0) {
        <mat-card class="section">
          <mat-card-header>
            <mat-card-title>Partnership Performance</mat-card-title>
          </mat-card-header>
          <mat-card-content>
            <table
              class="mat-elevation-z0"
              mat-table
              [dataSource]="report.partnershipPerformance"
            >
              <ng-container matColumnDef="name">
                <th *matHeaderCellDef mat-header-cell>Partnership</th>
                <td *matCellDef="let row" mat-cell>
                  {{ row.partnershipName }}
                </td>
              </ng-container>
              <ng-container matColumnDef="periodReturn">
                <th *matHeaderCellDef mat-header-cell>Period Return</th>
                <td *matCellDef="let row" mat-cell>
                  {{ row.periodReturn * 100 | number: '1.2-2' }}%
                </td>
              </ng-container>
              <ng-container matColumnDef="irr">
                <th *matHeaderCellDef mat-header-cell>IRR</th>
                <td *matCellDef="let row" mat-cell>
                  {{ row.irr * 100 | number: '1.2-2' }}%
                </td>
              </ng-container>
              <ng-container matColumnDef="tvpi">
                <th *matHeaderCellDef mat-header-cell>TVPI</th>
                <td *matCellDef="let row" mat-cell>
                  {{ row.tvpi | number: '1.2-2' }}x
                </td>
              </ng-container>
              <ng-container matColumnDef="dpi">
                <th *matHeaderCellDef mat-header-cell>DPI</th>
                <td *matCellDef="let row" mat-cell>
                  {{ row.dpi | number: '1.2-2' }}x
                </td>
              </ng-container>
              <tr *matHeaderRowDef="partnershipColumns" mat-header-row></tr>
              <tr
                *matRowDef="let row; columns: partnershipColumns"
                mat-row
              ></tr>
            </table>
          </mat-card-content>
        </mat-card>
      }
      <!-- Distribution Summary -->
      @if (report.distributionSummary.periodTotal > 0) {
        <mat-card class="section">
          <mat-card-header>
            <mat-card-title>Distribution Summary</mat-card-title>
            <mat-card-subtitle>
              Period Total:
              {{ report.distributionSummary.periodTotal | number: '1.0-0' }}
            </mat-card-subtitle>
          </mat-card-header>
          <mat-card-content>
            @for (entry of distributionTypeEntries; track entry.type) {
              <div class="allocation-bar">
                <span class="label">{{ entry.type }}</span>
                <div
                  class="bar"
                  style="background-color: #ff9800"
                  [style.width.%]="entry.percentage"
                ></div>
                <span class="pct">{{ entry.amount | number: '1.0-0' }}</span>
              </div>
            }
          </mat-card-content>
        </mat-card>
      }
      <!-- Benchmark Comparisons -->
      @if (
        report.benchmarkComparisons && report.benchmarkComparisons.length > 0
      ) {
        <mat-card class="section">
          <mat-card-header>
            <mat-card-title>Benchmark Comparisons</mat-card-title>
          </mat-card-header>
          <mat-card-content>
            <gf-benchmark-comparison-chart
              [benchmarkComparisons]="report.benchmarkComparisons"
              [overallReturn]="report.summary.periodChangePercent"
              [partnershipName]="report.entity?.name ?? 'Family Portfolio'"
            ></gf-benchmark-comparison-chart>
          </mat-card-content>
        </mat-card>
      }
    }
  `
 })
 export class ReportPageComponent implements OnInit {
  public assetAllocationEntries: {
    name: string;
    percentage: number;
    value: number;
  }[] = [];
  public availableYears: number[] = [];
  public distributionTypeEntries: {
    amount: number;
    percentage: number;
    type: string;
  }[] = [];
  public entities: IEntity[] = [];
  public isLoading = false;
  public months = [
    { label: 'January', value: 1 },
    { label: 'February', value: 2 },
    { label: 'March', value: 3 },
    { label: 'April', value: 4 },
    { label: 'May', value: 5 },
    { label: 'June', value: 6 },
    { label: 'July', value: 7 },
    { label: 'August', value: 8 },
    { label: 'September', value: 9 },
    { label: 'October', value: 10 },
    { label: 'November', value: 11 },
    { label: 'December', value: 12 }
  ];
  public partnershipColumns = ['name', 'periodReturn', 'irr', 'tvpi', 'dpi'];
  public report: IFamilyOfficeReport | null = null;
  public selectedBenchmarks: string[] = [];
  public selectedEntityId: string | null = null;
  public selectedPeriod = 'QUARTERLY';
  public selectedPeriodNumber = Math.ceil((new Date().getMonth() + 1) / 3);
  public selectedYear = new Date().getFullYear();
  public constructor(
    private readonly changeDetectorRef: ChangeDetectorRef,
    private readonly destroyRef: DestroyRef,
    private readonly familyOfficeDataService: FamilyOfficeDataService
  ) {}
  public ngOnInit() {
    const currentYear = new Date().getFullYear();
    this.availableYears = [];
    for (let y = currentYear; y >= currentYear - 5; y--) {
      this.availableYears.push(y);
    }
    // Load entities for the dropdown
    this.familyOfficeDataService
      .fetchEntities()
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe((entities) => {
        this.entities = entities;
        this.changeDetectorRef.markForCheck();
      });
  }
  public generateReport() {
    this.isLoading = true;
    this.report = null;
    this.changeDetectorRef.markForCheck();
    this.familyOfficeDataService
      .fetchReport({
        benchmarks:
          this.selectedBenchmarks.length > 0
            ? this.selectedBenchmarks.join(',')
            : undefined,
        entityId: this.selectedEntityId ?? undefined,
        period: this.selectedPeriod as 'MONTHLY' | 'QUARTERLY' | 'YEARLY',
        periodNumber:
          this.selectedPeriod !== 'YEARLY'
            ? this.selectedPeriodNumber
            : undefined,
        year: this.selectedYear
      })
      .pipe(takeUntilDestroyed(this.destroyRef))
      .subscribe({
        error: () => {
          this.isLoading = false;
          this.changeDetectorRef.markForCheck();
        },
        next: (report) => {
          this.report = report;
          this.isLoading = false;
          this.processReportData();
          this.changeDetectorRef.markForCheck();
        }
      });
  }
  private processReportData() {
    if (!this.report) {
      return;
    }
    // Process asset allocation
    this.assetAllocationEntries = Object.entries(
      this.report.assetAllocation
    ).map(([name, data]) => ({
      name,
      percentage: data.percentage,
      value: data.value
    }));
    // Process distribution types
    const total = this.report.distributionSummary.periodTotal || 1;
    this.distributionTypeEntries = Object.entries(
      this.report.distributionSummary.byType
    ).map(([type, amount]) => ({
      amount,
      percentage: (amount / total) * 100,
      type
    }));
  }
 }
--- a/apps/client/src/app/pages/reports/report-page.routes.ts
+++ b/apps/client/src/app/pages/reports/report-page.routes.ts
@ -0,0 +1,14 @@
 import { AuthGuard } from '@ghostfolio/client/core/auth.guard';
 import { Routes } from '@angular/router';
 import { ReportPageComponent } from './report-page.component';
 export const routes: Routes = [
  {
    canActivate: [AuthGuard],
    component: ReportPageComponent,
    path: '',
    title: $localize`Reports`
  }
 ];
--- a/apps/client/src/app/services/family-office-data.service.ts
+++ b/apps/client/src/app/services/family-office-data.service.ts
@ -0,0 +1,392 @@
 import {
  IDistributionListResponse,
  IEntity,
  IEntityPortfolio,
  IEntityWithRelations,
  IFamilyOfficeDashboard,
  IFamilyOfficeReport,
  IKDocument,
  IPartnership,
  IPartnershipDetail,
  IPartnershipPerformance,
  IPartnershipValuation
 } from '@ghostfolio/common/interfaces';
 import { HttpClient, HttpParams } from '@angular/common/http';
 import { Injectable } from '@angular/core';
 import { Observable } from 'rxjs';
@Injectable({
  providedIn: 'root'
 })
 export class FamilyOfficeDataService {
  public constructor(private http: HttpClient) {}
  // Entity endpoints
  public createEntity(data: {
    name: string;
    type: string;
    taxId?: string;
  }): Observable<IEntity> {
    return this.http.post<IEntity>('/api/v1/entity', data);
  }
  public fetchEntities(params?: { type?: string }): Observable<IEntity[]> {
    let httpParams = new HttpParams();
    if (params?.type) {
      httpParams = httpParams.set('type', params.type);
    }
    return this.http.get<IEntity[]>('/api/v1/entity', { params: httpParams });
  }
  public fetchEntity(entityId: string): Observable<IEntityWithRelations> {
    return this.http.get<IEntityWithRelations>(`/api/v1/entity/${entityId}`);
  }
  public updateEntity(
    entityId: string,
    data: { name?: string; taxId?: string }
  ): Observable<IEntity> {
    return this.http.put<IEntity>(`/api/v1/entity/${entityId}`, data);
  }
  public deleteEntity(entityId: string): Observable<void> {
    return this.http.delete<void>(`/api/v1/entity/${entityId}`);
  }
  public fetchEntityPortfolio(
    entityId: string,
    params?: { dateRange?: string }
  ): Observable<IEntityPortfolio> {
    let httpParams = new HttpParams();
    if (params?.dateRange) {
      httpParams = httpParams.set('dateRange', params.dateRange);
    }
    return this.http.get<IEntityPortfolio>(
      `/api/v1/entity/${entityId}/portfolio`,
      { params: httpParams }
    );
  }
  public createOwnership(
    entityId: string,
    data: {
      accountId: string;
      ownershipPercent: number;
      effectiveDate: string;
      acquisitionDate?: string;
      costBasis?: number;
    }
  ): Observable<any> {
    return this.http.post(`/api/v1/entity/${entityId}/ownership`, data);
  }
  public fetchEntityDistributions(
    entityId: string,
    params?: { startDate?: string; endDate?: string; groupBy?: string }
  ): Observable<IDistributionListResponse> {
    let httpParams = new HttpParams();
    if (params?.startDate) {
      httpParams = httpParams.set('startDate', params.startDate);
    }
    if (params?.endDate) {
      httpParams = httpParams.set('endDate', params.endDate);
    }
    if (params?.groupBy) {
      httpParams = httpParams.set('groupBy', params.groupBy);
    }
    return this.http.get<IDistributionListResponse>(
      `/api/v1/entity/${entityId}/distributions`,
      { params: httpParams }
    );
  }
  public fetchEntityKDocuments(
    entityId: string,
    params?: { taxYear?: number }
  ): Observable<any[]> {
    let httpParams = new HttpParams();
    if (params?.taxYear) {
      httpParams = httpParams.set('taxYear', params.taxYear.toString());
    }
    return this.http.get<any[]>(`/api/v1/entity/${entityId}/k-documents`, {
      params: httpParams
    });
  }
  // Partnership endpoints
  public createPartnership(data: {
    name: string;
    type: string;
    inceptionDate: string;
    fiscalYearEnd?: number;
    currency: string;
  }): Observable<IPartnership> {
    return this.http.post<IPartnership>('/api/v1/partnership', data);
  }
  public fetchPartnerships(): Observable<IPartnership[]> {
    return this.http.get<IPartnership[]>('/api/v1/partnership');
  }
  public fetchPartnership(
    partnershipId: string
  ): Observable<IPartnershipDetail> {
    return this.http.get<IPartnershipDetail>(
      `/api/v1/partnership/${partnershipId}`
    );
  }
  public updatePartnership(
    partnershipId: string,
    data: { name?: string; fiscalYearEnd?: number }
  ): Observable<IPartnership> {
    return this.http.put<IPartnership>(
      `/api/v1/partnership/${partnershipId}`,
      data
    );
  }
  public deletePartnership(partnershipId: string): Observable<void> {
    return this.http.delete<void>(`/api/v1/partnership/${partnershipId}`);
  }
  public addPartnershipMember(
    partnershipId: string,
    data: {
      entityId: string;
      ownershipPercent: number;
      capitalCommitment?: number;
      capitalContributed?: number;
      classType?: string;
      effectiveDate: string;
    }
  ): Observable<any> {
    return this.http.post(`/api/v1/partnership/${partnershipId}/member`, data);
  }
  public updatePartnershipMember(
    partnershipId: string,
    membershipId: string,
    data: Record<string, unknown>
  ): Observable<any> {
    return this.http.put(
      `/api/v1/partnership/${partnershipId}/member/${membershipId}`,
      data
    );
  }
  public createPartnershipValuation(
    partnershipId: string,
    data: { date: string; nav: number; source: string; notes?: string }
  ): Observable<IPartnershipValuation> {
    return this.http.post<IPartnershipValuation>(
      `/api/v1/partnership/${partnershipId}/valuation`,
      data
    );
  }
  public fetchPartnershipValuations(
    partnershipId: string,
    params?: { startDate?: string; endDate?: string }
  ): Observable<IPartnershipValuation[]> {
    let httpParams = new HttpParams();
    if (params?.startDate) {
      httpParams = httpParams.set('startDate', params.startDate);
    }
    if (params?.endDate) {
      httpParams = httpParams.set('endDate', params.endDate);
    }
    return this.http.get<IPartnershipValuation[]>(
      `/api/v1/partnership/${partnershipId}/valuations`,
      { params: httpParams }
    );
  }
  public addPartnershipAsset(
    partnershipId: string,
    data: {
      name: string;
      assetType: string;
      description?: string;
      acquisitionDate?: string;
      acquisitionCost?: number;
      currentValue?: number;
      currency: string;
      metadata?: Record<string, unknown>;
    }
  ): Observable<any> {
    return this.http.post(`/api/v1/partnership/${partnershipId}/asset`, data);
  }
  public addAssetValuation(
    partnershipId: string,
    assetId: string,
    data: { date: string; value: number; source: string; notes?: string }
  ): Observable<any> {
    return this.http.post(
      `/api/v1/partnership/${partnershipId}/asset/${assetId}/valuation`,
      data
    );
  }
  public fetchPartnershipPerformance(
    partnershipId: string,
    params?: {
      periodicity?: string;
      benchmarks?: string;
      startDate?: string;
      endDate?: string;
    }
  ): Observable<IPartnershipPerformance> {
    let httpParams = new HttpParams();
    if (params?.periodicity) {
      httpParams = httpParams.set('periodicity', params.periodicity);
    }
    if (params?.benchmarks) {
      httpParams = httpParams.set('benchmarks', params.benchmarks);
    }
    if (params?.startDate) {
      httpParams = httpParams.set('startDate', params.startDate);
    }
    if (params?.endDate) {
      httpParams = httpParams.set('endDate', params.endDate);
    }
    return this.http.get<IPartnershipPerformance>(
      `/api/v1/partnership/${partnershipId}/performance`,
      { params: httpParams }
    );
  }
  // Distribution endpoints
  public createDistribution(data: {
    partnershipId?: string;
    entityId: string;
    type: string;
    amount: number;
    date: string;
    currency: string;
    taxWithheld?: number;
    notes?: string;
  }): Observable<any> {
    return this.http.post('/api/v1/distribution', data);
  }
  public fetchDistributions(params?: {
    entityId?: string;
    partnershipId?: string;
    type?: string;
    startDate?: string;
    endDate?: string;
    groupBy?: string;
  }): Observable<IDistributionListResponse> {
    let httpParams = new HttpParams();
    if (params) {
      Object.entries(params).forEach(([key, value]) => {
        if (value) {
          httpParams = httpParams.set(key, value);
        }
      });
    }
    return this.http.get<IDistributionListResponse>('/api/v1/distribution', {
      params: httpParams
    });
  }
  public deleteDistribution(distributionId: string): Observable<void> {
    return this.http.delete<void>(`/api/v1/distribution/${distributionId}`);
  }
  // K-Document endpoints
  public createKDocument(data: {
    partnershipId: string;
    type: string;
    taxYear: number;
    filingStatus?: string;
    data: Record<string, number>;
  }): Observable<IKDocument> {
    return this.http.post<IKDocument>('/api/v1/k-document', data);
  }
  public fetchKDocuments(params?: {
    partnershipId?: string;
    taxYear?: number;
    type?: string;
    filingStatus?: string;
  }): Observable<IKDocument[]> {
    let httpParams = new HttpParams();
    if (params) {
      Object.entries(params).forEach(([key, value]) => {
        if (value !== undefined && value !== null) {
          httpParams = httpParams.set(key, value.toString());
        }
      });
    }
    return this.http.get<IKDocument[]>('/api/v1/k-document', {
      params: httpParams
    });
  }
  public updateKDocument(
    kDocumentId: string,
    data: { filingStatus?: string; data?: Record<string, number> }
  ): Observable<IKDocument> {
    return this.http.put<IKDocument>(`/api/v1/k-document/${kDocumentId}`, data);
  }
  public linkDocumentToKDocument(
    kDocumentId: string,
    documentId: string
  ): Observable<IKDocument> {
    return this.http.post<IKDocument>(
      `/api/v1/k-document/${kDocumentId}/link-document`,
      { documentId }
    );
  }
  // Upload endpoints
  public uploadDocument(formData: FormData): Observable<any> {
    return this.http.post('/api/v1/upload', formData);
  }
  public downloadDocument(documentId: string): Observable<Blob> {
    return this.http.get(`/api/v1/upload/${documentId}/download`, {
      responseType: 'blob'
    });
  }
  // Family Office endpoints
  public fetchDashboard(): Observable<IFamilyOfficeDashboard> {
    return this.http.get<IFamilyOfficeDashboard>(
      '/api/v1/family-office/dashboard'
    );
  }
  public fetchReport(params: {
    period: string;
    year: number;
    periodNumber?: number;
    entityId?: string;
    benchmarks?: string;
  }): Observable<IFamilyOfficeReport> {
    let httpParams = new HttpParams()
      .set('period', params.period)
      .set('year', params.year.toString());
    if (params.periodNumber) {
      httpParams = httpParams.set(
        'periodNumber',
        params.periodNumber.toString()
      );
    }
    if (params.entityId) {
      httpParams = httpParams.set('entityId', params.entityId);
    }
    if (params.benchmarks) {
      httpParams = httpParams.set('benchmarks', params.benchmarks);
    }
    return this.http.get<IFamilyOfficeReport>('/api/v1/family-office/report', {
      params: httpParams
    });
  }
 }