Robert Patch
|
063722b829
|
feat(k1-import): Phase 7 US5 - import history, reprocess, audit trail, KDocument detail with aggregation summary
|
2 months ago |
Robert Patch
|
2e7d3780bc
|
feat(k1-import): Phase 6 US4 - cell mapping CRUD, controller endpoints, frontend config page, pipeline integration
|
2 months ago |
Robert Patch
|
904fe4b820
|
feat(k1-import): Phase 5 US3 - confirm flow, allocation service, KDocument/Distribution creation, confirmation component
|
2 months ago |
Robert Patch
|
4b5a98608a
|
feat(k1-import): Phase 4 US2 - verification logic, aggregation service, verify component with review enforcement
|
2 months ago |
Robert Patch
|
7e48fd6fe6
|
feat(k1-import): Phase 3 US1 - upload, extraction pipeline, confidence scoring, frontend upload page
|
2 months ago |
Robert Patch
|
3d25b555b6
|
feat(k1-import): Phase 2 foundational - modules, extractor interface, seed data, routes
|
2 months ago |
Robert Patch
|
a256ee1e85
|
feat(k1-import): Phase 1 setup - deps, prisma schema, interfaces, DTOs, env vars
|
2 months ago |
Robert Patch
|
6b1a0133fb
|
tasks: K-1 scan import task breakdown (51 tasks across 8 phases)
|
2 months ago |
Robert Patch
|
a759b94ada
|
plan: update K-1 scan import plan with clarification decisions
Post-clarification updates (5 decisions integrated):
- research.md: +3 decisions (aggregation, unmapped items, auto-accept)
- data-model.md: +CellAggregationRule model, K1UnmappedItem interface, isReviewed field
- contracts/k1-import-api.md: +3 aggregation rule endpoints, unmapped items in verify
- quickstart.md: +aggregation service, updated workflow, updated tests
- plan.md: rebuilt with updated summary, 3 models/1 enum, extended project structure
- copilot-instructions.md: agent context refreshed
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2 months ago |
Robert Patch
|
610629ce6f
|
clarify: 5 clarifications for K-1 scan import spec
- Q1: Cell aggregation rules (custom admin-defined summaries, FR-030-034)
- Q2: Auto-accept high-confidence values, review medium/low only (FR-035)
- Q3: Aggregated summaries displayed on KDocument detail view (FR-036)
- Q4: Unmapped items section on verification screen (FR-037-038)
- Q5: Dynamic computation of aggregates, rules-only persistence (FR-039)
|
2 months ago |
Robert Patch
|
269eed7faf
|
plan: K-1 scan import implementation plan (Phase 0+1)
- research.md: 9 architectural decisions (two-tier OCR, Azure+tesseract fallback)
- data-model.md: K1ImportSession, CellMapping models, K1ImportStatus enum
- contracts/k1-import-api.md: 10 REST endpoints
- quickstart.md: file structure, setup guide, workflow
- plan.md: summary, technical context, constitution check, project structure
- Updated copilot agent context with new tech stack entries
|
2 months ago |
Robert Patch
|
5bf947b779
|
spec: add K-1 PDF scan import specification (004-k1-scan-import)
|
2 months ago |
RobertgPatch
|
bf32a79ac2
|
Merge pull request #1 from RobertgPatch/003-portfolio-performance-views
003 portfolio performance views
|
2 months ago |
RobertgPatch
|
f12782e163
|
Merge pull request #2 from RobertgPatch/copilot/sub-pr-1
Fix upload path, enum mismatches, missing validation, secrets in env, and i18n inconsistencies
|
2 months ago |
copilot-swe-agent[bot]
|
2f2ebd1f39
|
fix: address review comments - upload path, validation, env credentials, entrypoint, i18n
Co-authored-by: RobertgPatch <5817970+RobertgPatch@users.noreply.github.com>
|
2 months ago |
copilot-swe-agent[bot]
|
ec3034424f
|
Initial plan
|
2 months ago |
Robert Patch
|
e8f5af7a30
|
feat: portfolio performance views and family office improvements (WIP)
|
2 months ago |
Robert Patch
|
94acddab89
|
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 months ago |
Kenrick Tandrian
|
a0424147d4
|
Task/improve type safety of admin and data services (#6557)
* Improve type safety
|
2 months ago |
Thomas Kaul
|
397f60756f
|
Task/add destroyRef explicitly to lib components (#6559)
* Add destroyRef explicitly
|
2 months ago |
Winn Cook
|
0638da9490
|
Task/eliminate OnDestroy lifecycle hook from public page component (#6487)
* Eliminate OnDestroy lifecycle hook
|
2 months ago |
Thomas Kaul
|
c2acf28824
|
Bugfix/thousand separator detection test for de-CH locale (part 2) (#6572)
* Fix test
|
2 months ago |
Thomas Kaul
|
0cebc65ed4
|
Bugfix/thousand separator detection test for de-CH locale (#6571)
* Fix thousand separator detection for de-CH
* Update changelog
|
2 months ago |
Thomas Kaul
|
f678d91113
|
Task/pin node version in "Build code" GitHub action (#6570)
* Pin node version
* Update changelog
|
2 months ago |
Erwin
|
aaf7570b3c
|
Task/eliminate OnDestroy lifecycle hook from app component (#6568)
* Eliminate OnDestroy lifecycle hook
|
2 months ago |
Kenrick Tandrian
|
7c20bfff92
|
Task/improve type safety in tags selector component (#6497)
* Improve type safety
|
2 months ago |
Erwin
|
3db4209dff
|
Task/eliminate OnDestroy lifecycle hook from header component (#6567)
* Eliminate OnDestroy lifecycle hook
|
2 months ago |
Erwin
|
a458608bd6
|
Task/eliminate OnDestroy lifecycle hook from admin users component (#6565)
* Eliminate OnDestroy lifecycle hook
|
2 months ago |
Erwin
|
0883298cf1
|
Task/eliminate OnDestroy lifecycle hook from data provider status component (#6566)
* Eliminate OnDestroy lifecycle hook
|
2 months ago |
Erwin
|
19315e8ca5
|
Task/eliminate OnDestroy lifecycle hook from admin settings component (#6560)
* Eliminate OnDestroy lifecycle hook
|
2 months ago |
Erwin
|
89b41da17f
|
Task/eliminate OnDestroy lifecycle hook from admin tag component (#6561)
* Eliminate OnDestroy lifecycle hook
|
2 months ago |
Thomas Kaul
|
2b072391cc
|
Task/upgrade @ionic/angular to version 8.8.1 (#6558)
* Upgrade @ionic/angular to version 8.8.1
* Update changelog
|
2 months ago |
Erwin
|
2f34c7d471
|
Task/eliminate OnDestroy lifecycle hook from admin market data component (#6552)
* Eliminate OnDestroy lifecycle hook
|
2 months ago |
Erwin
|
319bde1816
|
Task/eliminate OnDestroy lifecycle hook from auth page (#6528)
* Eliminate OnDestroy lifecycle hook
|
2 months ago |
Erwin
|
f469bb9d36
|
Task/eliminate OnDestroy lifecycle hook from admin platform component (#6553)
* Eliminate OnDestroy lifecycle hook
|
2 months ago |
Erwin
|
980060a49f
|
Task/eliminate OnDestroy lifecycle hook from home watchlist component (#6551)
* Eliminate OnDestroy lifecycle hook
|
2 months ago |
Kenrick Tandrian
|
9310466c7a
|
Task/improve type safety of holdings table component (#6556)
* Improve type safety
|
2 months ago |
Kenrick Tandrian
|
27c50bf509
|
Task/improve type safety of benchmark component (#6555)
* Improve type safety
|
2 months ago |
Akd11111
|
06492b6012
|
Task/improve language localization for PL (20260312) (#6523)
* Improve language localization for PL
* Update changelog
|
2 months ago |
Thomas Kaul
|
a3b1b922d2
|
Task/implement OnModuleInit interface in AssetsController (#6451)
* Implement OnModuleInit interface
|
2 months ago |
Thomas Kaul
|
cf57c156fc
|
Task/refactor open Bull Board in admin jobs component (#6525)
* Refactoring
|
2 months ago |
Thomas Kaul
|
439af5f21d
|
Task/consolidate sign-out logic (#6526)
* Consolidate sign-out logic
* Update changelog
|
2 months ago |
Kenrick Tandrian
|
573fbb9a40
|
Task/improve type safety of toggle component (#6533)
* Improve type safety
|
2 months ago |
Erwin
|
6a714687b5
|
Task/eliminate OnDestroy lifecycle hook from home summary component (#6550)
* Eliminate OnDestroy lifecycle hook
|
2 months ago |
Erwin
|
9f9008c89a
|
Task/eliminate OnDestroy lifecycle hook from home overview component (#6549)
* Eliminate OnDestroy lifecycle hook
|
2 months ago |
Erwin
|
cdd508dfe6
|
Task/eliminate OnDestroy lifecycle hook from home market component (#6548)
* Eliminate OnDestroy lifecycle hook
|
2 months ago |
Erwin
|
860ae50ad9
|
Task/eliminate OnDestroy lifecycle hook from home holdings component (#6547)
* Eliminate OnDestroy lifecycle hook
|
2 months ago |
Thomas Kaul
|
269b981e86
|
Task/implement OnModuleInit in I18nService (#6448)
* Implement onModuleInit
|
2 months ago |
Erwin-N
|
88307cca28
|
Task/eliminate OnDestroy lifecycle hook from portfolio analysis page (#6524)
* Eliminate OnDestroy lifecycle hook
|
2 months ago |
Erwin-N
|
e127c1af2b
|
Task/eliminate OnDestroy lifecycle hook from about page (#6529)
* Eliminate OnDestroy lifecycle hook
|
2 months ago |