ghostfolio

Commit Graph

Author	SHA1	Message	Date
Robert Patch	b217cbbdcf	feat: FMV dashboard, Plaid integration, nav restructure (009-fmv-plaid-drilldown)	3 months ago
Robert Patch	8a34f42245	fix: resolve Railway deployment failures - Fix ghost DROP COLUMN in migration (previousData/previousFilingStatus were added via db push, never via migration - use IF EXISTS for safety) - Fix duplicate cellType declaration in K1ImportFieldDto	3 months ago
Robert Patch	0143a2ea8e	feat(006): K1 normalized model review - Add K1BoxDefinition, K1LineItem, K1AggregationRule, PartnershipMembership, PartnershipValuation models - Replace CellMapping with K1BoxDefinition module (IRS box definitions + 15 aggregation rules) - Add K1MaterializedView service for partnership schedule rollups - Expand aggregation rules from 3 to 15 on frontend verification page - Fix box key 4c -> 4b in Guaranteed Payments and Total K-1 Income rules - Add box 19 to Total Distributions rule sourceBoxKeys - Add Cell Mapping page with aggregation rules table and IRS box definitions - Fix Cell Mapping page routing (was falling through to wildcard) - Add Material Icons font to index.html - Fix text cut-off in K-Document form section titles - Fix table column widths on K1 Import History page - Add BOX_KEY_TO_K1DATA_FIELD mapping for confirm pipeline - Add distribution creation fallback (box 19 total / L_WITHDRAWALS) - Auto-populate membership capital and partnership valuation on confirm - Improve 'no active members' error message with tax year context - Add Prisma migrations for normalized model, drop cell-mapping, widen precision, materialized views - Add spec 006 documentation and test fixtures	3 months ago
copilot-swe-agent[bot]	558ccebcd2	fix: address PR review comments - tesseract extractor, dto, confidence, field mapper, drag-drop, migration Co-authored-by: RobertgPatch <5817970+RobertgPatch@users.noreply.github.com> Agent-Logs-Url: https://github.com/RobertgPatch/portfolio-management/sessions/7c542bd9-8d19-4eb5-bf68-6debfe42d8af	3 months ago
Robert Patch	92cca05cb7	feat(k1-import): position-based PDF extraction and field mapping	3 months ago
Robert Patch	063722b829	feat(k1-import): Phase 7 US5 - import history, reprocess, audit trail, KDocument detail with aggregation summary	4 months ago
Robert Patch	a256ee1e85	feat(k1-import): Phase 1 setup - deps, prisma schema, interfaces, DTOs, env vars	4 months ago
Robert Patch	e8f5af7a30	feat: portfolio performance views and family office improvements (WIP)	4 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	4 months ago
Germán Martín	4cd16c33f8	Feature/OIDC authentication (#5981 ) * Set up OIDC authentication * Update changelog	7 months ago
Thomas Kaul	364b2f020e	Feature/remove ITEM as order type enum (#5583 ) * Remove ITEM from Type enum * Update changelog	9 months ago
Thomas Kaul	28bdcc63d8	Feature/add settings to Access model (#5573 ) * Add settings * Update changelog	9 months ago
Thomas Kaul	40f5c93f43	Feature/set up asset profile resolution database table (#5533 ) * Set up asset profile resolution database table	10 months ago
Kenrick Tandrian	453f36c1eb	Task/remove warnings of database seeding process (#5340 ) * Remove warnings of database seeding process * Update changelog	11 months ago
Thomas Kaul	7a5927592d	Feature/add support to exclude activity from analysis via tag (#5297 ) * Add support to exclude activity from analysis via tag * Update changelog	11 months ago
Thomas Kaul	a0b00ff26c	Feature/rename AccessGive to accessesGive in User database schema (#5132 ) * Rename AccessGive to accessesGive in User database schema * Update changelog	12 months ago
Thomas Kaul	6940700a1b	Feature/extend asset sub classes by collectible (#5126 ) * Extend asset sub classes by collectible * Update changelog	12 months ago
Thomas Kaul	cf8eac3d44	Feature/rename Settings to settings in User database schema (#5100 ) * Rename Settings to settings in User database schema * Update changelog	1 year ago
Thomas Kaul	55e4d2fc7a	Feature/deprecate ITEM activity type in favor of BUY (#5093 ) * Deprecate ITEM activity type in favor of BUY * Update changelog	1 year ago
Thomas Kaul	9c37bca43a	Feature/rename Access to accessesGet in User database schema (#5094 ) * Rename Access to accessesGet in User database schema * Update changelog	1 year ago
Thomas Kaul	da674f9cfb	Feature/rename Authdevice to authdevices in User database schema (#5084 ) * Rename AuthDevice to authDevices in User database schema * Update changelog	1 year ago
Thomas Kaul	433f1686e3	Feature/rename Account to account in Order database schema (#5052 ) * Rename Account to account in Order database schema * Update changelog	1 year ago
Thomas Kaul	77d3121f0d	Feature/rename Account to account in AccountBalance database schema (#5049 ) * Rename Account to account in AccountBalance database schema * Update changelog	1 year ago
Thomas Kaul	5dfe9b54fe	Feature/rename Analytics to analytics in User database schema (#5032 ) * Rename Analytics to analytics in User database schema	1 year ago
Thomas Kaul	738f7490f6	Feature/rename Platform to platform in Account database schema (#4999 ) * Rename Platform to platform in Account database schema * Update changelog	1 year ago
Thomas Kaul	d5d74eb4db	Feature/rename GranteeUser to granteeUser in Access database schema (#4979 ) * Rename GranteeUser to granteeUser in Access database schema * Update changelog	1 year ago
Thomas Kaul	20070d76bc	Feature/rename User to user in database schema (#4899 ) * Rename User to user in database schema * Update changelog	1 year ago
Thomas Kaul	0f537adf3e	Feature/rename ApiKey to apiKeys in User database schema (#4890 ) * Rename ApiKey to apiKeys in User database schema * Update changelog	1 year ago
Thomas Kaul	25a755d1bf	Feature/rename Account to accounts in User database schema (#4859 ) * Rename Account to accounts * Update changelog	1 year ago
Thomas Kaul	e38ce2852c	Feature/rename Tag to tags in User database schema (#4846 ) * Rename Tag to tags * Update changelog	1 year ago
Thomas Kaul	9e74eec04d	Feature/rename orders to activities in Tag database schema (#4783 ) * Rename orders to activities in Tag database schema * Update changelog	1 year ago
Thomas Kaul	037d3b1a60	Feature/rename Order to activities in User database schema (#4669 ) * Rename Order to activities in User database schema * Update changelog	1 year ago
Thomas Kaul	67db1b0de4	Feature/rename Order to activities in SymbolProfile database schema (#4661 ) * Rename Order to activities * Update changelog	1 year ago
Thomas Kaul	d661cdc78f	Feature/rename account to accounts in platform database schema (#4656 ) * Rename Account to accounts in platform database schema * Update changelog	1 year ago
Thomas Kaul	8fbdcac66c	Feature/rename Order to activities in account database schema (#4577 ) * Rename Order to activities * Update changelog	1 year ago
Thomas Kaul	e67ccea673	Feature/rename User to user in subscription database schema (#4576 ) * Rename User to user * Update changelog	1 year ago
Thomas Kaul	3091c3f080	Feature/rename Subscription to subscriptions in user database schema (#4575 ) * Rename Subscription to subscriptions * Update changelog	1 year ago
Thomas Kaul	1b45ce8619	Feature/add watchlist to user database schema (#4560 ) * Add watchlist to user database schema * Update changelog	1 year ago
csehatt741	3361666f63	Feature/activity in custom currency (#4486 ) * Activity in custom currency * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	1 year ago
Thomas Kaul	f08ed2dc68	Feature/add isActive flag to asset profile model (#4479 ) * Add isActive to SymbolProfile model * Update changelog	1 year ago
Thomas Kaul	8f165d46e0	Feature/add cusip to asset profile model (#4347 ) * Add CUSIP * Update changelog	1 year ago
Ken Tandrian	eb26707e8c	Feature/migrate seed.js to TypeScript (#4248 ) * feat(db): migrate seed.js to typescript * feat(db): change seed command * Update changelog	1 year ago
Thomas Kaul	de68841843	Feature/add user id to symbol profile database schema (#4122 ) * Add userId to SymbolProfile database schema * Update changelog	2 years ago
Thomas Kaul	0e01674552	Feature/set hashedKey of ApiKey to unique (#4103 ) * Set hashedKey to unique	2 years ago
Thomas Kaul	9461b32a39	Feature/setup api keys for Ghostfolio data provider (#4088 ) * Setup API keys for Ghostfolio data provider	2 years ago
Thomas Kaul	ea24a618b0	Feature/upgrade prisma to version 6 schema migration (#4087 ) * Upgrade prisma to version 6 schema migration	2 years ago
Thomas Kaul	5f98dfa5d6	Feature/set up Ghostfolio data provider (#4016 ) * Set up Ghostfolio data provider * Update translations * Update changelog	2 years ago
Thomas Kaul	a80ca507f8	Feature/add lastRequestAt to analytics (#4010 ) * Add lastRequestAt to Analytics	2 years ago
Thomas Kaul	10e725b51a	Feature/Add dataProviderGhostfolioDailyRequests to Analytics (#4001 ) * Add dataProviderGhostfolioDailyRequests to Analytics	2 years ago
Thomas Kaul	a9d26b319d	Feature/Format database schema (#3943 ) * Format	2 years ago

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158 Commits (580a6e861a4c2481256501898f1cf2daa3391721)