Commit Graph

194 Commits

Author SHA1 Message Date
hackerESQ eae345f243 Feat: Adds multi currency support (#88) 2025-04-09 19:25:15 -05:00
hackerESQ 261c848ffd fix: add unique constraint to split and dividends
to prevent duplicate records
2025-03-19 16:16:38 -05:00
hackerESQ 7ab6f79e56 feat: adds pgsql compatibility (#72) 2025-03-10 21:17:24 -05:00
hackerESQ 6dea75651b fix: version response will be an object 2025-02-25 20:16:13 -06:00
Oscar Padilla 6cff252813 fix: support mariadb in sync:daily-change (#64)
* fix: support mariadb in sync:daily-change

* use version() instead of system variables

---------

Co-authored-by: hackerESQ <corey@coreyvarma.com>
2025-02-25 20:09:03 -06:00
hackerESQ 878c668696 Merge branch 'multi-curr-support' into main 2025-01-28 20:34:59 -06:00
hackerESQ 4ece09368e fix: upgrade the exists() market data provider method 2025-01-28 20:32:43 -06:00
hackerESQ 0f135f4024 fix: gracefully fail if symbol not found 2025-01-28 19:48:20 -06:00
hackerESQ eac5de0d4a fix: adds appropriate return types 2025-01-28 19:46:37 -06:00
hackerESQ 399858d09b fix: strongly type symbol for market data and quote 2025-01-28 19:35:15 -06:00
hackerESQ 9bd406c5b1 fix: adds appropriate return types 2025-01-28 19:03:06 -06:00
hackerESQ d23d28afd8 feat: prepare for api token capabilities 2025-01-28 18:20:03 -06:00
hackerESQ 0a6b2d844f fix: hide terms on self hosted 2025-01-28 18:06:03 -06:00
hackerESQ be325d31b6 chore: lint 2025-01-28 17:46:59 -06:00
hackerESQ 65388238c3 fix: allow carbon as date for qty validation 2025-01-28 17:39:08 -06:00
hackerESQ cdce46b6df chore: add script type rule to pint 2025-01-28 17:33:54 -06:00
hackerESQ e8ef0921ad chore: code style 2025-01-28 17:14:49 -06:00
hackerESQ c32641ec34 fix: use requested symbol name for market data providers 2025-01-28 13:30:12 -06:00
hackerESQ 53ebe28b14 fix: makes portfolio available to form request 2025-01-27 23:08:23 -06:00
hackerESQ 465686dbaf fix: simplify the portfolio_id verification 2025-01-27 23:03:33 -06:00
hackerESQ 83d5ad213b wip 2025-01-27 20:26:09 -06:00
hackerESQ ea22c27710 wip 2025-01-27 20:04:03 -06:00
hackerESQ ea4602abc7 wip 2025-01-26 22:56:05 -06:00
hackerESQ 62dcae48bb wip 2025-01-24 22:45:28 -06:00
hackerESQ 6d9e0008b8 wip 2025-01-24 19:24:16 -06:00
hackerESQ b9d41f9ac0 chore: clean up unneeded attributes 2025-01-24 19:18:27 -06:00
hackerESQ b3f0f89d16 wip 2025-01-23 22:47:16 -06:00
hackerESQ 0e1c56dd18 feat: do not show terms when self hosting 2024-11-14 02:23:22 -06:00
hackerESQ 1c63e2b856 fix: uses last dividend created date as start date instead of last dividend date
closes #26
2024-11-14 01:25:03 -06:00
hackerESQ 0c29393f3b fix: skip dividend sync if most recent dividend was less than 24 hours ago 2024-11-07 20:40:55 -06:00
hackerESQ af3726cb91 fix: sales quantity should use rounded float numbers 2024-11-07 18:20:53 -06:00
hackerESQ fee9cda5ba feat:adds admin field 2024-11-05 15:39:29 -06:00
hackerESQ b97a41f7ad fix:scope chat history for each user 2024-11-03 08:41:14 -06:00
hackerESQ dec253d860 fix:make sure splits synced is updated when importing 2024-11-02 12:35:23 -05:00
hackerESQ 8007e644d6 chore:clean up ai helper methods 2024-10-31 17:04:59 -05:00
hackerESQ 12cedd9e40 fix:use with instead of own for smart prompt 2024-10-31 16:42:55 -05:00
hackerESQ 4c1da2308e feat:adds LLM capabilities to chat with your portfolios and holdings 2024-10-31 12:09:06 -05:00
hackerESQ 4e6dcd6ff4 feat:create custom data types for market data 2024-10-29 16:34:18 -05:00
hackerESQ 863627bb42 fix:trim whitespace from form fields 2024-10-29 12:38:05 -05:00
hackerESQ 07ebdaf77f chore:cleanup 2024-10-28 22:06:27 -05:00
hackerESQ 642d31dc31 fix:allow large cte functions 2024-10-28 21:55:56 -05:00
hackerESQ 1235abadd0 fix:properly scoped dividend counts 2024-10-28 21:17:53 -05:00
hackerESQ 25176c5a5f fix:don't max memory 2024-10-28 21:11:08 -05:00
hackerESQ 073ff88fa4 chore:note to self 2024-10-28 20:48:52 -05:00
hackerESQ 03dda7b947 fix:improve import performance 2024-10-28 20:31:29 -05:00
hackerESQ d5f25c6f76 tests:import and exporting 2024-10-28 19:20:52 -05:00
hackerESQ 82a84cec97 fix: speeds up imports with batched transactions and daily changes 2024-10-28 18:35:14 -05:00
hackerESQ 41377757ec fix:only sync daily changes for weekdays 2024-10-28 17:50:45 -05:00
hackerESQ 0e9bb1de0f tests:add tests for setting owner_id on new portfolio create 2024-10-28 16:59:58 -05:00
hackerESQ 6868c239a5 fix:wrong key used for daily change time of day config 2024-10-26 11:18:08 -05:00