Issues

[TEST-002] Expand tests for corporate actions, exchange feeds, and valuation series

sid-146/folioman-client#42 · opened

on Oct 17, 2026

[TEST-001] Add integration tests for real scheduler, parser, and embedded-client paths

sid-146/folioman-client#41 · opened

on Oct 17, 2026

[SMELL-007] Centralize duplicated decimal formatting and PAN masking helpers

sid-146/folioman-client#40 · opened

on Oct 17, 2026

[SMELL-006] Use one canonical security identity key across services

sid-146/folioman-client#39 · opened

on Oct 17, 2026

[SMELL-005] Keep package and CLI version reporting in sync

sid-146/folioman-client#38 · opened

on Oct 17, 2026

[SMELL-004] Avoid mutating global settings from CLI command options

sid-146/folioman-client#37 · opened

on Oct 17, 2026

[SMELL-003] Make resolved_data_dir a side-effect-free configuration property

sid-146/folioman-client#36 · opened

on Oct 17, 2026

[SMELL-002] Remove or integrate orphaned core modules

sid-146/folioman-client#35 · opened

on Oct 17, 2026

[SMELL-001] Log or narrowly handle exceptions instead of silently swallowing them

sid-146/folioman-client#34 · opened

on Oct 17, 2026

[SEC-002] Add a safe .env.example and keep local credentials untracked

sid-146/folioman-client#33 · opened

on Oct 17, 2026

[SEC-001] Remove the development Fernet key and isolate key resolution caching

sid-146/folioman-client#30 · opened

on Oct 17, 2026

[REL-005] Model Indian market holidays in the trading calendar

sid-146/folioman-client#29 · opened

on Oct 17, 2026

[REL-003] Guard XIRR NPV calculations against invalid rates and overflow

sid-146/folioman-client#28 · opened

on Oct 17, 2026

[PERF-002] Batch database reads during investor reconciliation

sid-146/folioman-client#27 · opened

on Oct 17, 2026

[COMP-003] Break reconciliation decision trees into focused rule evaluators

sid-146/folioman-client#26 · opened

on Oct 17, 2026

[COMP-002] Refactor import_cas into testable ingestion stages

sid-146/folioman-client#25 · opened

on Oct 17, 2026

[ARCH-005] Add real schema migrations for existing databases

sid-146/folioman-client#24 · opened

on Oct 17, 2026

[ARCH-004] Move PAN decryption and masking out of ORM property getters

sid-146/folioman-client#23 · opened

on Oct 17, 2026

[ARCH-002] Reduce duplication and unsafe fallbacks across domain model hierarchies

sid-146/folioman-client#22 · opened

on Oct 17, 2026

[ARCH-001] Separate remote HTTP and embedded database client implementations

sid-146/folioman-client#21 · opened

on Oct 17, 2026

[COMP-001] Split ValuationService into focused services

sid-146/folioman-client#20 · opened

on Oct 17, 2026

[PERF-003] Reuse exchange HTTP clients and avoid blocking pacing sleeps

sid-146/folioman-client#19 · opened

on Oct 17, 2026

[REL-002] Reject unknown transaction types instead of defaulting to BUY

sid-146/folioman-client#18 · opened

on Oct 17, 2026

[REL-001] Run scheduled async jobs without sharing an engine across event loops

sid-146/folioman-client#17 · opened

on Oct 17, 2026

[REL-004] Invalidate valuation caches after ledger and corporate-action changes

sid-146/folioman-client#16 · opened

on Oct 17, 2026

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Issues

[TEST-002] Expand tests for corporate actions, exchange feeds, and valuation series

[TEST-001] Add integration tests for real scheduler, parser, and embedded-client paths

[SMELL-007] Centralize duplicated decimal formatting and PAN masking helpers

[SMELL-006] Use one canonical security identity key across services

[SMELL-005] Keep package and CLI version reporting in sync

[SMELL-004] Avoid mutating global settings from CLI command options

[SMELL-003] Make resolved_data_dir a side-effect-free configuration property

[SMELL-002] Remove or integrate orphaned core modules

[SMELL-001] Log or narrowly handle exceptions instead of silently swallowing them

[SEC-002] Add a safe .env.example and keep local credentials untracked

[SEC-001] Remove the development Fernet key and isolate key resolution caching

[REL-005] Model Indian market holidays in the trading calendar

[REL-003] Guard XIRR NPV calculations against invalid rates and overflow

[PERF-002] Batch database reads during investor reconciliation

[COMP-003] Break reconciliation decision trees into focused rule evaluators

[COMP-002] Refactor import_cas into testable ingestion stages

[ARCH-005] Add real schema migrations for existing databases

[ARCH-004] Move PAN decryption and masking out of ORM property getters

[ARCH-002] Reduce duplication and unsafe fallbacks across domain model hierarchies

[ARCH-001] Separate remote HTTP and embedded database client implementations

[COMP-001] Split ValuationService into focused services

[PERF-003] Reuse exchange HTTP clients and avoid blocking pacing sleeps

[REL-002] Reject unknown transaction types instead of defaulting to BUY

[REL-001] Run scheduled async jobs without sharing an engine across event loops

[REL-004] Invalidate valuation caches after ledger and corporate-action changes