59 Commits

Author SHA1 Message Date
hackerESQ 66889abc72 Migrate to laravel ai sdk (#181)
Also
* upgrade to livewire 4
* replace rappsoft tables with filament
2026-03-13 15:21:22 -05:00
hackerESQ 97298bcd39 Delete holding if no related transactions
resolves #63
2025-08-25 20:23:59 -05:00
hackerESQ 65710e2791 dividend earnings not shared between portfolios 2025-08-22 16:37:33 -05:00
hackerESQ e427d5802c wip 2025-08-21 20:54:14 -05:00
hackerESQ 7e2bf3430e wip 2025-08-19 21:34:35 -05:00
hackerESQ 505a24bf99 chore: clean up 2025-07-23 21:29:44 -05:00
hackerESQ a13bd9f0dc fix: double counting cr 2025-07-22 20:20:59 -05:00
hackerESQ 2c3950b522 fix: holding calculations 2025-07-21 20:36:36 -05:00
hackerESQ 81845d47f2 fix: cost basis for holding calculations 2025-07-17 20:38:29 -05:00
hackerESQ ee51cb7e2a fix: division by zero error 2025-07-12 00:40:37 -05:00
hackerESQ eae345f243 Feat: Adds multi currency support (#88) 2025-04-09 19:25:15 -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 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 b9d41f9ac0 chore: clean up unneeded attributes 2025-01-24 19:18:27 -06:00
hackerESQ b97a41f7ad fix:scope chat history for each user 2024-11-03 08:41:14 -06:00
hackerESQ 8007e644d6 chore:clean up ai helper methods 2024-10-31 17:04:59 -05:00
hackerESQ 4c1da2308e feat:adds LLM capabilities to chat with your portfolios and holdings 2024-10-31 12:09:06 -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 9d9baa8857 fix:math for % earnings 2024-10-25 21:15:43 -05:00
hackerESQ cd47abddc6 fix:exclude wishlists from performance chart 2024-10-24 20:14:14 -05:00
hackerESQ ff725e0119 feat:adds user option to sync and refresh commands 2024-10-23 16:57:55 -05:00
hackerESQ 318f8dd940 fix:only show dividends where qty > 0 2024-10-20 13:28:40 -05:00
hackerESQ 51c33ebec0 adds dividend re-investment feature 2024-10-18 20:46:22 -05:00
hackerESQ 7d119a8c24 simplify tests and daily change calculations 2024-09-23 15:09:35 -05:00
hackerESQ dc1042e736 update realized gain calculation 2024-09-19 21:32:10 -05:00
hackerESQ 5bcbec82f4 handle math in PHP 2024-09-18 23:19:11 -05:00
hackerESQ 83abdd4169 wip 2024-09-18 22:42:09 -05:00
hackerESQ 7bdf22d188 rounding 2024-09-18 22:10:02 -05:00
hackerESQ 91d714b05e copy over revised dividend calculations 2024-09-16 00:35:55 -05:00
hackerESQ 9696339828 improve sync daily changes command 2024-09-15 11:28:13 -05:00
hackerESQ f2adeff074 move cte max to conf file 2024-09-11 23:34:34 -05:00
hackerESQ ee8503886d make setting cte optional 2024-09-11 23:30:42 -05:00
hackerESQ a4f2def766 wip sync daily holdings 2024-09-11 23:04:21 -05:00
hackerESQ c0c83ebdbd adds feature to backfill daily change 2024-09-11 22:00:37 -05:00
hackerESQ 289b1c217b fixes std notation on holdings 2024-09-09 17:29:00 -05:00
hackerESQ 96a408b32d add empty data help text 2024-09-06 23:15:43 -05:00
hackerESQ da6f208b7d remove mysql-specific aliases 2024-09-06 19:50:28 -05:00
hackerESQ 8511cc833d clean up scheduled commands
also add comments to each command
2024-09-05 21:21:18 -05:00
hackerESQ d6cf867c6d wip 2024-08-30 21:58:38 -05:00
hackerESQ 2a42ce9d12 fix delete transaction flow 2024-08-30 20:58:00 -05:00
hackerESQ 8b86dace13 wip 2024-08-30 20:22:28 -05:00
hackerESQ 2febed20ae add events to import 2024-08-29 22:26:04 -05:00
hackerESQ c522e399e8 improve naming for query scopes 2024-08-29 18:46:21 -05:00
hackerESQ 1e0a149ded wip 2024-08-28 23:32:01 -05:00
hackerESQ 69c43dc41f wip
improve import / export flow and clean up relationships
2024-08-28 22:06:47 -05:00
hackerESQ e684c1f4a3 Add market data scope 2024-08-28 15:19:20 -05:00