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
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
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
f65386b3b6
feat(k1-import): rewrite K-1 PDF parser with position-based pdfjs-dist extraction
3 months ago
2e7d3780bc
feat(k1-import): Phase 6 US4 - cell mapping CRUD, controller endpoints, frontend config page, pipeline integration
4 months ago
a256ee1e85
feat(k1-import): Phase 1 setup - deps, prisma schema, interfaces, DTOs, env vars
4 months ago
e8f5af7a30
feat: portfolio performance views and family office improvements (WIP)
4 months ago
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
c2acf28824
Bugfix/thousand separator detection test for de-CH locale (part 2) ( #6572 )
* Fix test
4 months ago
0cebc65ed4
Bugfix/thousand separator detection test for de-CH locale ( #6571 )
* Fix thousand separator detection for de-CH
* Update changelog
4 months ago
4dabd8ae68
Task/improve type safety in symbol autocomplete ( #6498 )
* Improve type safety in symbol autocomplete
4 months ago
efa93a3b98
Feature/setup Bull Dashboard ( #6501 )
* Initial setup
* Update changelog
4 months ago
e5a771671f
Task/rename order permissions to activity ( #6494 )
* Rename order permissions to activity
4 months ago
7ac32ee6f3
Task/add asset profile to portfolio position interface (part 2) ( #6500 )
* Add currency to asset profile
4 months ago
b7d976d2ff
Task/add asset profile to portfolio position interface ( #6473 )
* Add asset profile
* Update changelog
4 months ago
8e47e198fa
Task/remove deprecated committed funds from summary of portfolio details ( #6442 )
* Remove deprecated committedFunds
* Update changelog
4 months ago
9bd4fe53ce
Task/extend personal finance tools 20260302 ( #6464 )
* Extend personal finance tools
4 months ago
08c04e69cf
Task/exclude scraper configuration and symbol mapping from import and export functionality ( #6415 )
* Exclude scraper configuration and symbol mapping from import and export
* Update changelog
4 months ago
a7434c9ba7
Task/remove deprecated fee ratio X-ray rule ( #6364 )
* Remove deprecated static portfolio analysis rule: Fees (Fee Ratio)
* Update changelog
4 months ago
bd160d0e57
Bugfix/issue with accounts in value redaction interceptor for impersonation mode ( #6359 )
* Extend redacted paths of accounts
* Update changelog
4 months ago
117a938bad
Feature/add new market data preset ( #6346 )
* Add new market data preset (no activities)
* Update changelog
4 months ago
8c88ce918f
Feature/add support for custom cryptocurrencies defined in database ( #6344 )
* Add support for custom cryptocurrencies defined in database
* Update changelog
4 months ago
e59421f008
Feature/add static portfolio analysis fee ratio rule based on total investment volume ( #6332 )
* Add fee ratio rule based on total investment volume
* Update changelog
5 months ago
f38a2d7ff1
Bugfix/investment value in portfolio summary ( #6329 )
* Include currency effects in investment value of portfolio summary
* Update changelog
5 months ago
ed29c2ceab
Bugfix/fix issue in annualized performance calculation ( #6310 )
* Fix issue in annualized performance calculation: Handle case where growthFactor is Infinity
* Update changelog
5 months ago
753804c011
Task/improve activities table type safety ( #6295 )
* Improve activities table type safety
5 months ago
63e75942a8
Task/remove deprecated transaction count in portfolio calculator and service ( #6288 )
* Remove deprecated transactionCount in portfolio calculator and service
* Update changelog
5 months ago
5adacda88f
Task/remove deprecated session id from create stripe checkout session response ( #6280 )
* Remove deprecated sessionId
5 months ago
4ff372f020
Task/remove deprecated transaction count in get admin endpoint ( #6281 )
* Remove deprecated transaction count
* Update changelog
5 months ago
af034e87c9
Task/improve chart type safety ( #6277 )
* Improve chart type safety
5 months ago
0034ed0adf
Feature/introduce fast-redact in value redaction interceptor ( #6269 )
* Introduce fast-redact
* Update changelog
---------
Co-authored-by: Valentin Zickner <valentin@coderworks.de>
5 months ago
eae2c20dfe
Task/deprecate transactionCount in GET api/v1/admin endpoint ( #6265 )
* Deprecate transactionCount in favor of activitiesCount
* Update changelog
5 months ago
418e8bc843
Task/remove deprecated first buy date in portfolio calculator ( #6244 )
* Remove deprecated firstBuyDate
* Update changelog
5 months ago
5de2b02a04
Task/refactor common helper ( #6251 )
* Refactoring
5 months ago
53be141460
Feature/enable strict null checks in libs/common ( #6250 )
* feat(ts): enable strict null checks in libs/common
* feat(lint): enable prefer-nullish-coalescing
* feat(lib): resolve errors
* fix(lib): revert changes on DateRange type
5 months ago
13031aaad3
Task/deprecate firstBuyDate in portfolio calculator ( #6239 )
* Deprecate firstBuyDate in favor of dateOfFirstActivity
* Update changelog
5 months ago
f84e69c07a
Task/clean up position interface ( #6237 )
* Clean up interface
5 months ago
71902e39d1
Task/deprecate transactionCount in portfolio calculator and service ( #6228 )
* Deprecate transactionCount in favor of activitiesCount
* Update changelog
5 months ago
18f09e88d9
Task/remove deprecated firstBuyDate from portfolio holding response ( #6220 )
* Remove deprecated firstBuyDate
* Update changelog
5 months ago
4cfb785499
Task/deprecate firstBuyDate in portfolio holding response ( #6208 )
* Deprecate firstBuyDate
* Update changelog
5 months ago
f19e417068
Task/remove deprecated activities from portfolio holding response ( #6157 )
* Remove deprecated activities
* Update changelog
6 months ago
aa41cb404b
Task/remove deprecated platforms from info service ( #6137 )
* Remove platforms from info service
* Update changelog
6 months ago
825a366367
Feature/set up language localization for Korean (ko) ( #6136 )
* Set up language localization for Korean (ko)
* Update changelog
6 months ago
645e8ee303
Bugfix/prevent double counting of cash in net worth ( #6171 )
* Prevent double counting of cash in net worth
* Update changelog
6 months ago
d58e5f73e9
Bugfix/fix case-insensitive sorting in accounts table ( #6178 )
* Fix case-insensitive sorting by account name
* Update changelog
6 months ago
3698c76972
Task/deprecate activities in portfolio holding response ( #6147 )
* Deprecate activities
* Update changelog
6 months ago
113238f86e
Task/remove deprecated public Stripe key (part 2) ( #6138 )
* Remove deprecated public Stripe key
6 months ago
742415833c
Task/upgrade to Nx 22.3.3 and Angular 21.0 ( #6109 )
* chore(deps): upgrade to Nx 22.3.3 and Angular 21.0
* feat(nx): run migrations
* fix(ts): change module and moduleResolution for api
* feat(ts): remove duplicates of bundler module resolution
* fix(ts): enable ESM interoperability
* fix(api): update imports
* fix(ts): set module to preserve in api spec
* fix(ts): update target
* resolve comments
* fix(api): set jest moduleNameMapper
* fix(ts): update tsconfig in api spec
* fix(api): revert import changes
* fix(apps): revert unnecessary changes
* fix(client): change marked js file
* fix(deps): remove duplicates
6 months ago
0f9bebcf82
Task/eliminate ngx-stripe ( #6116 )
* Eliminate ngx-stripe
* Update changelog
6 months ago
40c01c38dd
Task/deprecate platforms in info item ( #6114 )
* Deprecate platforms
6 months ago
Robert Patch
copilot-swe-agent[bot]
Thomas Kaul
Kenrick Tandrian
David Requeno
yaro