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68229b52c3
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match wells fargo import on account number as well
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2026-05-23 11:46:38 -07:00 |
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a06e45e523
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wells fargo parser fixes
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2026-05-23 11:37:52 -07:00 |
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4a5a3612e3
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tweak tests
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2026-05-23 11:25:39 -07:00 |
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4bb29f1432
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fix transaction log matcher reflecting real world usage
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2026-05-23 11:25:12 -07:00 |
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26e8399178
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do not allow matured/closed options to clamp open positions
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2026-05-23 10:03:43 -07:00 |
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a3cfc4e4d2
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portfolio loading fixes + full lint pass
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2026-05-23 09:51:55 -07:00 |
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415123f6a6
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single code path for portfolio loading
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2026-05-23 08:44:46 -07:00 |
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e6728e9507
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import merge capabilities
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2026-05-23 08:09:31 -07:00 |
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4b5063e974
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initial wells fargo parsing implementation
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2026-05-21 16:14:38 -07:00 |
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8b470ccb22
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initial implementation of import command
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2026-05-21 15:18:23 -07:00 |
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aa3ad5fe91
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split audit by brokerage in prep for import command
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2026-05-21 14:50:24 -07:00 |
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b92447b8e7
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handle multiple portfolio paths - default file name portfolio*.srf
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2026-05-21 14:04:59 -07:00 |
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614e789d18
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update todos
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2026-05-21 12:44:14 -07:00 |
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c925a1a07c
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fix tui command line args and make benchmarks configurable
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2026-05-21 12:40:18 -07:00 |
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c410bf97b1
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create a set of fetch options and wire it into CLI for flags to work properly
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2026-05-21 12:17:48 -07:00 |
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7cc220657b
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add todo regarding cache ttl on old merge data
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2026-05-21 08:41:52 -07:00 |
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126c00c856
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allow for fuzzy matching on dividends to account for provider reporting differences
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2026-05-21 08:26:58 -07:00 |
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e1b99d63b6
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remove frequency and add ability to "upgrade" fields
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2026-05-20 16:00:13 -07:00 |
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ebf10fcf94
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allow tiingo to merge in dividends/splits not captured by primary provider
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2026-05-20 15:20:44 -07:00 |
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1311948fa1
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rectify price return calculations with Tiingo data
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2026-05-20 11:47:57 -07:00 |
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87dfb71fd6
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better reporting on http related issues
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2026-05-20 11:06:48 -07:00 |
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3e18610768
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export chart as png
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2026-05-19 14:18:53 -07:00 |
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4d1587fb37
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get appropriate zoom level when overlaying actuals on the projections chart
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2026-05-19 13:58:57 -07:00 |
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858cc6fad5
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avoid output under test
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2026-05-19 13:44:37 -07:00 |
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6c32e94ab4
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use adjClose for charting
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2026-05-19 13:43:52 -07:00 |
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51a2721ef3
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user visible error rather than crash on projections --vs <date> with imported data
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2026-05-19 13:37:08 -07:00 |
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9131cdb62e
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reorder tabs
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2026-05-19 13:30:21 -07:00 |
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ae9b014e94
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update todo
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2026-05-19 13:13:54 -07:00 |
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9d005248e1
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allow interactive mode a --help option
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2026-05-19 12:35:12 -07:00 |
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f50928f1c5
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user-errors management...any non-user error panics like before
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2026-05-19 12:28:05 -07:00 |
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987f472226
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clean up tui tab framework
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2026-05-19 10:22:50 -07:00 |
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1e1e62846b
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remove redundant validations
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2026-05-19 10:02:47 -07:00 |
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7769155e76
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clean up excessive numbers of parameters
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2026-05-19 09:49:12 -07:00 |
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f2f0b53009
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data refresh policy
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2026-05-18 17:58:27 -07:00 |
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825419c7c3
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rework framework to something much more sane
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2026-05-18 17:39:19 -07:00 |
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3b02c97153
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update todo
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2026-05-18 17:16:41 -07:00 |
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6407ecfbb8
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finish CLI framework refactor: per-command --help, delegate help to modules, cleanup
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2026-05-18 17:15:47 -07:00 |
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f2a374f2b5
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migrate projections to new cli framework (restore audit command functionally)
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2026-05-18 17:12:29 -07:00 |
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4c4611cc97
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migrate contributions to new cli framework
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2026-05-18 17:07:50 -07:00 |
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3d2777e922
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migrate compare to new cli framework
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2026-05-18 17:04:18 -07:00 |
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f409c7c180
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migrate audit to new cli framework
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2026-05-18 16:44:43 -07:00 |
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177016a153
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migrate snapshot to new cli framework
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2026-05-18 16:42:45 -07:00 |
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a4be58fa05
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migrate analysis to new cli framework
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2026-05-18 16:40:11 -07:00 |
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9f7e77dec9
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migrate portfolio to new cli framework
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2026-05-18 16:37:36 -07:00 |
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ea978dfe85
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be more clear what negative cache means
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2026-05-18 16:18:26 -07:00 |
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c572f6be63
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migrate milestones to new cli framework
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2026-05-18 16:05:21 -07:00 |
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b3207684a7
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migrate history to new cli framework
|
2026-05-18 16:02:02 -07:00 |
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f4fb09f90f
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migrate enrich to new cli framework
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2026-05-18 15:52:44 -07:00 |
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ef21be8603
|
migrate version to new cli framework
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2026-05-18 15:47:06 -07:00 |
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722ddc0e98
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migrate cache to new cli framework
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2026-05-18 15:41:27 -07:00 |
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