f24fd83ae1
Add missing api tests ( #193 )
2026-03-24 19:12:05 -05:00
327e120a3c
clean up
2026-03-18 17:40:31 -05:00
6bc174a87b
Update Dividend.php ( #176 )
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* Adds a second join condition requiring holdings.symbol = dividends.symbol.
Without this, the join only matches on portfolio_id, which could incorrectly associate dividends with holdings of a different symbol within the same portfolio.
* Add test
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Co-authored-by: hackerESQ <corey@coreyvarma.com >
2026-03-15 17:00:29 -05:00
66889abc72
Migrate to laravel ai sdk ( #181 )
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Also
* upgrade to livewire 4
* replace rappsoft tables with filament
2026-03-13 15:21:22 -05:00
e6f38d9481
Chore: Upgrade to Laravel 12 + remove Mary and Jetstream dependencies ( #141 )
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* docs: remove requirement for setting APP_KEY manually
* optimize date picker
* clean up modals
* spot light working
* reorganization
* add lazy load
* wip
* remove filament
* styling
2025-09-26 17:41:28 -05:00
910d426ad4
add test
2025-09-13 22:24:02 -05:00
a0bd776abb
fix: quantity validation should not count current transaction
2025-08-29 15:47:38 -05:00
97298bcd39
Delete holding if no related transactions
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resolves #63
2025-08-25 20:23:59 -05:00
0504058c01
fix: auth tests failing if env shows self hosted
2025-08-25 20:21:22 -05:00
65710e2791
dividend earnings not shared between portfolios
2025-08-22 16:37:33 -05:00
e427d5802c
wip
2025-08-21 20:54:14 -05:00
fc5cc1fee2
wip
2025-08-21 20:12:59 -05:00
ae1e59ce30
wip
2025-08-11 21:21:16 -05:00
97b13063d9
wip
2025-08-11 19:58:17 -05:00
9260de5f25
wip
2025-08-05 21:43:55 -05:00
4086168515
fix: settings for user localiation
2025-07-22 21:51:54 -05:00
2c3950b522
fix: holding calculations
2025-07-21 20:36:36 -05:00
81845d47f2
fix: cost basis for holding calculations
2025-07-17 20:38:29 -05:00
c454e85ad4
fix: date calculations cause failed tests
2025-07-09 19:37:51 -05:00
f78c521dc4
fix: add bp.l to test multicurr seed
2025-05-16 21:12:48 -05:00
ff9bcd782f
fix: don't queue market data seed
2025-05-16 20:49:29 -05:00
3589242996
fix: dispatch time series updates
2025-05-16 19:31:44 -05:00
689aa4d50b
fix: multi currency seeders
2025-05-15 20:05:14 -05:00
de54b6843d
Fix multi-currency imports ( #94 )
2025-05-02 18:14:06 -05:00
38a65f99c9
fixes multi currency tests
2025-04-11 20:57:21 -05:00
1ef8dd9378
Feat: Adds multi currency to imports and exports ( #89 )
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* Also adds ability for user to export configurations
2025-04-10 20:47:35 -05:00
eae345f243
Feat: Adds multi currency support ( #88 )
2025-04-09 19:25:15 -05:00
261c848ffd
fix: add unique constraint to split and dividends
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to prevent duplicate records
2025-03-19 16:16:38 -05:00
8c94fbf299
fix: ensure failed exists() is boolean
2025-01-28 20:33:28 -06:00
4ece09368e
fix: upgrade the exists() market data provider method
2025-01-28 20:32:43 -06:00
be325d31b6
chore: lint
2025-01-28 17:46:59 -06:00
cdce46b6df
chore: add script type rule to pint
2025-01-28 17:33:54 -06:00
e8ef0921ad
chore: code style
2025-01-28 17:14:49 -06:00
53ebe28b14
fix: makes portfolio available to form request
2025-01-27 23:08:23 -06:00
83d5ad213b
wip
2025-01-27 20:26:09 -06:00
ea22c27710
wip
2025-01-27 20:04:03 -06:00
1c63e2b856
fix: uses last dividend created date as start date instead of last dividend date
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closes #26
2024-11-14 01:25:03 -06:00
4e6dcd6ff4
feat:create custom data types for market data
2024-10-29 16:34:18 -05:00
d5f25c6f76
tests:import and exporting
2024-10-28 19:20:52 -05:00
140f7d5a93
tests:use correct span for sync daily changes
2024-10-28 17:00:51 -05:00
0e9bb1de0f
tests:add tests for setting owner_id on new portfolio create
2024-10-28 16:59:58 -05:00
57495d36d8
fix:optimize portfolio_users query
2024-10-25 22:06:46 -05:00
d53d1a3ed3
tests:adds testing to portfolio access policy
2024-10-22 22:24:39 -05:00
bcb1820095
fix test
2024-10-19 10:42:28 -05:00
51c33ebec0
adds dividend re-investment feature
2024-10-18 20:46:22 -05:00
914d65574b
fix:broken tests
2024-10-01 13:41:50 -05:00
7d119a8c24
simplify tests and daily change calculations
2024-09-23 15:09:35 -05:00
9696339828
improve sync daily changes command
2024-09-15 11:28:13 -05:00
2b8fe3c3c2
adds fallback capability to market data providers
2024-09-13 20:20:19 -05:00
166fdee521
adds test for dividend sync
2024-09-12 19:34:20 -05:00
hackerESQ