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feat: v3 beta improvements across frontend and backend#566

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afadil merged 3 commits intofeature/v3-beta-1from
afadil/ai-assistant-plan
Feb 6, 2026
Merged

feat: v3 beta improvements across frontend and backend#566
afadil merged 3 commits intofeature/v3-beta-1from
afadil/ai-assistant-plan

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@afadil afadil commented Feb 6, 2026

Description

Comprehensive v3 beta update including activity import refactoring, asset service improvements, and portfolio calculation enhancements. Removes AI assistant documentation and adds activity type mapping utilities for better import handling.

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  • I have read and agree to the Contributor License Agreement in CLA.md.

By submitting this PR, I agree to the CLA in CLA.md.

afadil and others added 3 commits February 5, 2026 11:19
Introduce AssetSpec for declarative asset creation in activity imports.
Activities service now builds specs from NewActivity and delegates to
ensure_assets() for efficient batch creation with deduplication.

- Add AssetSpec model and ensure_assets() to asset service
- Add build_asset_spec() to activity service for spec generation
- Support UNKNOWN variant migration for securities
- Update tests and repository methods

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
AI assistant tool UIs, import flow, holdings, settings, market data
providers, broker connect, and activity service enhancements.
- Remove AI assistant implementation skills documentation
- Refactor activity import UI and validation logic
- Add activity type mapping utilities
- Simplify activity data grid and mobile forms
- Update core services for asset creation and portfolio calculations
- Add batch asset creation via AssetSpec pattern
- Improve import review and mapping workflows
@afadil afadil merged commit c33d3a8 into feature/v3-beta-1 Feb 6, 2026
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@afadil afadil deleted the afadil/ai-assistant-plan branch February 6, 2026 16:16
0ri0nRo pushed a commit to 0ri0nRo/wealthfolio that referenced this pull request Feb 15, 2026
feat: v3 beta improvements across frontend and backend
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