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v0.3.2

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@ptu-gh ptu-gh released this 06 Oct 19:51
· 301 commits to main since this release

Upgrading

  • Rebuild with make all. Gold migrations 0107–0108 apply on the first
    read-write open. No reload is needed.

Demo

  • make demo builds an invented household into its own directory,
    ~/wealthdb-demo by default: three years of one family's accounts,
    holdings, transactions, returns, spending, income and cash flow,
    written as synthetic silver sources and loaded through the ordinary
    init and load -a, so every report and dashboard shows real
    behaviour. make demo-web serves its dashboards on
    http://127.0.0.1:3100/ in a container of their own, and
    make demo-web-stop stops them.
  • make demo-roll adds the days since the last build and loads only
    those. History never changes between runs.
  • WEALTHDB_DEMO_ROOT, AS_OF, SEED and FINDINGS=1 select the
    directory, the end date, the random seed and a build with a few planted
    imperfections for the diagnostic surfaces: uncategorised purchases, an
    unpaired transfer, a coverage gap and a stale source.
  • Nothing in the demo comes from real data. Every person, institution,
    merchant, company, fund and ticker is invented. demo/disjoint.py
    lists every identifying value a demo gold shares with another gold,
    and demo/check_dashboards.py runs every dashboard card against a
    Metabase and reports failures.
  • A new silver kind, synthetic, reads a silver shaped like the
    canonical model itself: one table per record type, passed through
    with the usual guards. It is generator-fed, its runs are append-only,
    and a load takes only the runs past its watermark. A row's provider
    category is a taxonomy value and is filed as such. See
    wealthdb/docs/adapters/synthetic.md.

Reports

  • Cash flow coverage: an account whose transactions reconcile exactly
    with its balances reads measured with a gap of zero. It read
    obscured before.
  • Data Freshness dashboard: the declared accounts' source no longer
    shows as the stalest source. It has no feed and no snapshot.

Build and docs

  • Go dependencies updated.
  • The README describes the demo and how to try it.