ghostfolio

Commit Graph

Author	SHA1	Message	Date
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
Robert Patch	92cca05cb7	feat(k1-import): position-based PDF extraction and field mapping	3 months ago
Robert Patch	f65386b3b6	feat(k1-import): rewrite K-1 PDF parser with position-based pdfjs-dist extraction	3 months ago
Robert Patch	94409a6f37	feat(k1-import): Phase 8 polish - multi-entity detection, edge case warnings, navigation links, test fixtures	4 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	2e7d3780bc	feat(k1-import): Phase 6 US4 - cell mapping CRUD, controller endpoints, frontend config page, pipeline integration	4 months ago
Robert Patch	904fe4b820	feat(k1-import): Phase 5 US3 - confirm flow, allocation service, KDocument/Distribution creation, confirmation component	4 months ago
Robert Patch	4b5a98608a	feat(k1-import): Phase 4 US2 - verification logic, aggregation service, verify component with review enforcement	4 months ago
Robert Patch	7e48fd6fe6	feat(k1-import): Phase 3 US1 - upload, extraction pipeline, confidence scoring, frontend upload page	4 months ago
Robert Patch	3d25b555b6	feat(k1-import): Phase 2 foundational - modules, extractor interface, seed data, routes	4 months ago
Robert Patch	a256ee1e85	feat(k1-import): Phase 1 setup - deps, prisma schema, interfaces, DTOs, env vars	4 months ago
Robert Patch	6b1a0133fb	tasks: K-1 scan import task breakdown (51 tasks across 8 phases)	4 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	4 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)	4 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	4 months ago
Robert Patch	5bf947b779	spec: add K-1 PDF scan import specification (004-k1-scan-import)	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

18 Commits (77dfde34b992a3a698959efed924e0c682a6f06a)