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