ghostfolio

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Tree: 2a46faeb3a

Commit Graph

Author	SHA1	Message	Date
Priyanka Punukollu	2a46faeb3a	feat: complete property_tracker CRUD with SQLite + add 8 wealth bridge tests property_tracker.py: - Full SQLite backing at agent/data/properties.db (PROPERTIES_DB_PATH for tests) - :memory: support: module-level _MEMORY_CONN so data persists across calls in tests - add_property(), get_properties(), list_properties() (alias), update_property(), remove_property() (soft-delete), get_real_estate_equity(), get_total_net_worth() - _row_to_dict() computes equity/appreciation and backward-compat added_at alias - property_store_clear() does DELETE FROM (test reset) test_wealth_bridge.py (8 new tests, total now 89): - test_down_payment_austin_portfolio_94k: $94k covers Caldwell/Hays counties - test_down_payment_small_portfolio: $20k cannot afford safe 20% down anywhere - test_job_offer_seattle_not_real_raise: $180k Seattle < $120k Austin purchasing power - test_job_offer_sf_genuine_raise: $250k SF > $80k Austin purchasing power - test_job_offer_global_city_london: required fields present for any global city - test_property_crud_full_cycle: CREATE→READ→UPDATE→DELETE all verified - test_net_worth_combines_portfolio_and_property: equity + portfolio = correct total - test_teleport_fallback_works_when_api_unavailable: always returns usable data Made-with: Cursor	1 month ago
Priyanka Punukollu	9ecc83d9ab	feat: complete property_tracker CRUD with SQLite — full agent access - Convert property_tracker.py from in-memory dict to SQLite (agent/data/properties.db) - Add update_property(): update current_value, mortgage_balance, or monthly_rent - Add get_total_net_worth(portfolio_value): combines investment portfolio + real estate equity - Add get_properties(): primary function (list_properties() kept as alias for backward compat) - property_store_clear() now runs DELETE FROM properties (tests stay green) - _row_to_dict() adds backward-compat added_at alias (= created_at) for existing tests - Schema: id TEXT, address, property_type, purchase_price, current_value, mortgage_balance, monthly_rent, county_key, is_active, created_at, updated_at - Soft delete: remove_property() sets is_active = 0 (data preserved for audit) - graph.py: add property_update, property_remove routes + get_total_net_worth execution - graph.py: add "sold my house", "refinanced", "everything i own" keyword triggers Made-with: Cursor	1 month ago
Priyanka Punukollu	d606f0d810	feat(agent): complete showcase — real ACTRIS data, property tracker, 27 UI features Backend: - Replace Austin mock data with real Jan 2026 ACTRIS/Unlock MLS figures covering 7 counties/MSAs (Travis, Williamson, Hays, Bastrop, Caldwell, Austin MSA) - Add property_tracker tool: add/list/remove properties with equity & gain calc - Expand graph.py routing for property tracking intent + 15 new city aliases - Add /health endpoint and improved SSE streaming in main.py - 81 passing pytest evals (test_portfolio, test_property_tracker, test_real_estate) Frontend (chat_ui.html) — 27 new features: - Command palette (Cmd+P) with 29 commands and fuzzy search - Cross-session search across all saved chats in the drawer - User investor profile (risk/focus/horizon) injected as AI context - Rental yield calculator (gross/net yield, cap rate, annual income) - Portfolio donut chart (SVG, click-to-query slices) - Property comparison table, market calendar strip, county alerts - Smart time-based suggestions, offline detection + message queue - PWA manifest + install prompt, scroll-to-bottom button - High contrast mode, reduced motion, keyboard focus rings - Response disclaimer toggle, copy-as-Markdown, batch export - Email digest, session reminders, conversation branching - Swipe-to-archive (mobile), collaborative annotations via URL - Settings menu scrollable (max-height fix for 20+ items) - Fix: broken paddingRight string literal silently killed all event listeners - Fix: extra stray </div> in help panel causing HTML parse error Angular ai-chat component: - Fix: prefer-optional-chain lint error in successRate() - Fix: prettier formatting on chat_ui.html - Add portfolio-chart and real-estate-card sub-components All 81 pytest evals pass. Lint: 0 errors. Prettier: all files formatted. Made-with: Cursor	1 month ago

Author

SHA1

Message

Date

Priyanka Punukollu

2a46faeb3a

feat: complete property_tracker CRUD with SQLite + add 8 wealth bridge tests

property_tracker.py:
- Full SQLite backing at agent/data/properties.db (PROPERTIES_DB_PATH for tests)
- :memory: support: module-level _MEMORY_CONN so data persists across calls in tests
- add_property(), get_properties(), list_properties() (alias), update_property(),
  remove_property() (soft-delete), get_real_estate_equity(), get_total_net_worth()
- _row_to_dict() computes equity/appreciation and backward-compat added_at alias
- property_store_clear() does DELETE FROM (test reset)

test_wealth_bridge.py (8 new tests, total now 89):
- test_down_payment_austin_portfolio_94k: $94k covers Caldwell/Hays counties
- test_down_payment_small_portfolio: $20k cannot afford safe 20% down anywhere
- test_job_offer_seattle_not_real_raise: $180k Seattle < $120k Austin purchasing power
- test_job_offer_sf_genuine_raise: $250k SF > $80k Austin purchasing power
- test_job_offer_global_city_london: required fields present for any global city
- test_property_crud_full_cycle: CREATE→READ→UPDATE→DELETE all verified
- test_net_worth_combines_portfolio_and_property: equity + portfolio = correct total
- test_teleport_fallback_works_when_api_unavailable: always returns usable data

Made-with: Cursor

1 month ago

Priyanka Punukollu

9ecc83d9ab

feat: complete property_tracker CRUD with SQLite — full agent access

- Convert property_tracker.py from in-memory dict to SQLite (agent/data/properties.db)
- Add update_property(): update current_value, mortgage_balance, or monthly_rent
- Add get_total_net_worth(portfolio_value): combines investment portfolio + real estate equity
- Add get_properties(): primary function (list_properties() kept as alias for backward compat)
- property_store_clear() now runs DELETE FROM properties (tests stay green)
- _row_to_dict() adds backward-compat added_at alias (= created_at) for existing tests
- Schema: id TEXT, address, property_type, purchase_price, current_value,
  mortgage_balance, monthly_rent, county_key, is_active, created_at, updated_at
- Soft delete: remove_property() sets is_active = 0 (data preserved for audit)
- graph.py: add property_update, property_remove routes + get_total_net_worth execution
- graph.py: add "sold my house", "refinanced", "everything i own" keyword triggers

Made-with: Cursor

1 month ago

Priyanka Punukollu

d606f0d810

feat(agent): complete showcase — real ACTRIS data, property tracker, 27 UI features

Backend:
- Replace Austin mock data with real Jan 2026 ACTRIS/Unlock MLS figures
  covering 7 counties/MSAs (Travis, Williamson, Hays, Bastrop, Caldwell, Austin MSA)
- Add property_tracker tool: add/list/remove properties with equity & gain calc
- Expand graph.py routing for property tracking intent + 15 new city aliases
- Add /health endpoint and improved SSE streaming in main.py
- 81 passing pytest evals (test_portfolio, test_property_tracker, test_real_estate)

Frontend (chat_ui.html) — 27 new features:
- Command palette (Cmd+P) with 29 commands and fuzzy search
- Cross-session search across all saved chats in the drawer
- User investor profile (risk/focus/horizon) injected as AI context
- Rental yield calculator (gross/net yield, cap rate, annual income)
- Portfolio donut chart (SVG, click-to-query slices)
- Property comparison table, market calendar strip, county alerts
- Smart time-based suggestions, offline detection + message queue
- PWA manifest + install prompt, scroll-to-bottom button
- High contrast mode, reduced motion, keyboard focus rings
- Response disclaimer toggle, copy-as-Markdown, batch export
- Email digest, session reminders, conversation branching
- Swipe-to-archive (mobile), collaborative annotations via URL
- Settings menu scrollable (max-height fix for 20+ items)
- Fix: broken paddingRight string literal silently killed all event listeners
- Fix: extra stray </div> in help panel causing HTML parse error

Angular ai-chat component:
- Fix: prefer-optional-chain lint error in successRate()
- Fix: prettier formatting on chat_ui.html
- Add portfolio-chart and real-estate-card sub-components

All 81 pytest evals pass. Lint: 0 errors. Prettier: all files formatted.

Made-with: Cursor

1 month ago

3 Commits (2a46faeb3ae7acbdd4cf9dee587a114374674af2)