Files
Chris eea4469095 Initial release v1.1.0
- Complete MVP for tracking Fidelity brokerage account performance
- Transaction import from CSV with deduplication
- Automatic FIFO position tracking with options support
- Real-time P&L calculations with market data caching
- Dashboard with timeframe filtering (30/90/180 days, 1 year, YTD, all time)
- Docker-based deployment with PostgreSQL backend
- React/TypeScript frontend with TailwindCSS
- FastAPI backend with SQLAlchemy ORM

Features:
- Multi-account support
- Import via CSV upload or filesystem
- Open and closed position tracking
- Balance history charting
- Performance analytics and metrics
- Top trades analysis
- Responsive UI design

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-01-22 14:27:43 -05:00

73 lines
2.0 KiB
Python

"""Alembic environment configuration for database migrations."""
from logging.config import fileConfig
from sqlalchemy import engine_from_config, pool
from alembic import context
import sys
from pathlib import Path
# Add parent directory to path to import app modules
sys.path.insert(0, str(Path(__file__).resolve().parent.parent))
from app.config import settings
from app.database import Base
from app.models import Account, Transaction, Position, PositionTransaction
# Alembic Config object
config = context.config
# Override sqlalchemy.url with our settings
config.set_main_option("sqlalchemy.url", settings.database_url)
# Interpret the config file for Python logging
if config.config_file_name is not None:
fileConfig(config.config_file_name)
# Target metadata for autogenerate support
target_metadata = Base.metadata
def run_migrations_offline() -> None:
"""
Run migrations in 'offline' mode.
This configures the context with just a URL and not an Engine,
though an Engine is acceptable here as well. By skipping the Engine
creation we don't even need a DBAPI to be available.
"""
url = config.get_main_option("sqlalchemy.url")
context.configure(
url=url,
target_metadata=target_metadata,
literal_binds=True,
dialect_opts={"paramstyle": "named"},
)
with context.begin_transaction():
context.run_migrations()
def run_migrations_online() -> None:
"""
Run migrations in 'online' mode.
In this scenario we need to create an Engine and associate a
connection with the context.
"""
connectable = engine_from_config(
config.get_section(config.config_ini_section),
prefix="sqlalchemy.",
poolclass=pool.NullPool,
)
with connectable.connect() as connection:
context.configure(connection=connection, target_metadata=target_metadata)
with context.begin_transaction():
context.run_migrations()
if context.is_offline_mode():
run_migrations_offline()
else:
run_migrations_online()