ghostfolio

Commit Graph

Author	SHA1	Message	Date
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	e8f5af7a30	feat: portfolio performance views and family office improvements (WIP)	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
Thomas Kaul	6940700a1b	Feature/extend asset sub classes by collectible (#5126 ) * Extend asset sub classes by collectible * Update changelog	12 months 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	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
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	85cc72627b	Feature/add user id to tag database schema (#3837 ) * Add user id to tag database schema * Update changelog	2 years ago
Thomas Kaul	8a9ae9bb33	Feature/allocations by etf holding (#3464 ) * Setup allocations by ETF holding * Update changelog	2 years ago
Thomas Kaul	69d85eadfd	Feature/setup cascading on delete for various relations in database schema (#3445 ) * Setup cascading on delete * Update changelog	2 years ago
Thomas Kaul	cdbe6eedeb	Feature/change cash to liquidity in asset class enum (#3321 ) * Change CASH to LIQUIDITY in asset class enum * Update changelog	2 years ago
Thomas Kaul	1132dc9bdd	Feature/add unique constraint to account balance database schema (#3315 ) * Add accountId and date as unique constraint to AccountBalance schema * Update changelog	2 years ago
Thomas Kaul	07c0e5a612	Feature/add currency to order database schema (#3251 ) * Add currency to Order database schema * Update changelog	2 years ago
Thomas Kaul	a70f45cbf3	Feature/add index for data source symbol to market data table (#3179 ) * Add index * Update changelog	2 years ago
Thomas Kaul	d1617f2d87	Feature/add index for is excluded to account database table (#3067 ) * Add index for isExcluded to account database table * Update changelog	2 years ago
Thomas Kaul	6be38a1c19	Feature/remove is default flag from account database schema (#3041 ) * Remove isDefault flag from Account database schema * Update changelog	2 years ago
Thomas Kaul	07eabac059	Feature/add missing database indexes part 2 (#3033 ) * Add missing database indexes (for orderBy and where clauses) * Update changelog	2 years ago
Thomas Kaul	93de25e5b6	Feature/add missing database indexes (#3026 ) * Add missing database indexes * Update changelog	2 years ago
Thomas Kaul	be7f6bb657	Feature/add inactive as user role (#3024 ) * Add INACTIVE as user role * Update changelog	2 years ago
Thomas Kaul	73c0843d51	Feature/add permissions to access model (#2833 ) * Add permissions to Access model * Update changelog	2 years ago
Thomas Kaul	af71274ea9	Feature/remove account type enum (#2832 ) * Remove AccountType enum * Update changelog	3 years ago
Thomas Kaul	7cb86de7af	Feature/remove account type from account database model (#2616 ) * Remove account type * Update changelog	3 years ago
Thomas Kaul	669f1fb60c	Feature/add database migration to reset account type in account table (#2602 ) * Set accountType to NULL * Update changelog	3 years ago
Thomas Kaul	4e7b7375a9	Feature/setup open figi (#2526 ) * Setup OpenFIGI * Update changelog	3 years ago
Thomas Kaul	b12349a148	Feature/add support for interest on account level (#2354 ) * Add support for interest * Update changelog	3 years ago
Thomas Kaul	7130ac7565	Feature/add support for fees on account level (#1954 ) * Add migration * Add business logic for fees * Fix export for liabilities * Update changelog	3 years ago
Thomas Kaul	ab691bb27a	Feature/remove account type from user interface (#2335 ) * Remove account type from user interface and set it optional * Update changelog	3 years ago
Thomas Kaul	c9353d0a39	Support account balance time series (#2166 ) * Initial setup * Support account balance in export * Handle account balance update * Add schema migration * Update changelog	3 years ago
Thomas Kaul	7931e6950d	Feature/add support for liabilities (#1789 ) * Add support for liabilities * Update changelog	3 years ago
Thomas Kaul	9116443305	Feature/support note in accounts (#2063 ) * Add support for a note in accounts * Update changelog	3 years ago
Thomas Kaul	ad46fb6d61	Feature/add financial modeling prep as data source type (#1960 ) * Add Financial Modeling Prep as new data source type * Update changelog	3 years ago
Thomas Kaul	7b77dc044a	Feature/add state to market data database schema (#1893 ) * Add state (CLOSE / INTRADAY) to MarketData * Update changelog	3 years ago
Thomas Kaul	cddea0401f	Feature/add data source as unique constraint to market data schema (#1889 ) * Add dataSource as unique constraint to MarketData schema * Update changelog	3 years ago
Thomas Kaul	c8ca82b803	Feature/extend data source eod historical data by asset class and isin (#1791 ) * Extend EodHistoricalDataService * asset and asset sub class * isin * Update changelog	3 years ago
Mirio	80d0638922	Adding Coingecko Data Provider (#1736 ) * Adding Coingecko Data Provider * Update changelog --------- Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	3 years ago
Thomas Kaul	851401be1e	Feature/remove ghostfolio as data source type (#1717 ) * Remove GHOSTFOLIO * Update changelog	3 years ago

1 2

99 Commits (5ece1e0b6be362342f36ce6a4d7295b48426f56b)