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Part of the migration (see Epic). Needs: history + TimedJob.
ownCloud notifications fired by the job: rising concentration, drawdown, big move, dividend received, re-login needed.
Acceptance: the TimedJob ...
oc-migration
The frontend mixes the ui/Button primitive with hand-rolled raw button elements styled via ad-hoc Tailwind class
strings. We should default to the shared primitives (ui/Button, its buttonVariants/sizes) ...
tech-debt
Part of the migration (see Epic). Needs: ingest.
- dividend calendar + cumulative dividend income
- fees + taxes paid over time
- contribution-to-return per stock
- savings-plan / recurring contribution ...
oc-migration
Part of the migration (see Epic). Needs: history (snapshots).
Portfolio evolution section:
- value over time + real drawdown curve
- XIRR (money-weighted) + TWR (time-weighted) from snapshots + cashflows ...
oc-migration
Part of the migration (see Epic). Needs: ingest + UI-from-DB.
Build lots (FIFO) from orders. Per-security detail page:
- realized + unrealized P L per stock
- position timeline (from holding_snapshots) ...
oc-migration
Part of the migration (see Epic). Needs: ingest.
Controllers serve pages from the DB (QBMapper) instead of reading JSON. JSON becomes cache/debug.
Acceptance: Portfolio, Orders, Ledger, Dividends render ...
oc-migration
Part of the migration (see Epic). Needs: ingest.
Register a background job (OCP\BackgroundJob\TimedJob, ~daily) that runs the fetch and snapshots → automatic history
without manual refresh.
TR session ...
oc-migration
Part of the migration (see Epic). Needs: DB schema.
After sync() (Python subprocess) runs, PHP parses the output and:
- upserts holdings + accounts (current state)
- dedups + inserts orders/transactions/dividends ...
oc-migration
Part of the ownCloud-only migration (see Epic).
Define the schema via migrations (OCP\Migration) + entities/QBMapper. Every table indexed by user_id:
- state: holdings, accounts
- history: portfolio_snapshots, ...
oc-migration
Source
Follow-up to closed score-fusion and retrieval-calibration work (#309, #1372, #937) and
docs/planning/next-iteration-plan.md section 10.
Latest local evidence from:
python benchmarks\aippocampus\benchmark_attention_score_fusion_calibration.py ...
benchmark
enhancement

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