Valuation consistency, lots improvements, and positions JSON removal#820

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triantos wants to merge 37 commits intoafadil:mainfrom

triantos:phase-b-fixes

Commits on Apr 3, 2026

feat(lots): add lots table schema and LotRecord model
triantos
committed
feat(lots): shadow-write lot rows alongside JSON snapshots
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feat(lots): wire lot repository and backfill on first launch
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test(lots): add unit, integration, and service tests for lot shadow-write
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feat(lots/a4): switch build_live_holdings_from_snapshot to read from lots table
triantos
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feat(lots): incremental lot maintenance with precise close dates
triantos
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feat(lots): add point-in-time lot queries; switch get_net_worth to lots
triantos
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feat(lots): switch calculate_valuation_history to read positions from lots
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feat(lots): switch holdings_from_snapshot to read positions from lots
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feat(lots): backfill lots on server startup if table is empty
triantos
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fix(lots): fix TOTAL pseudo-account producing zero/wrong values
triantos
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feat(lots): write lots from HOLDINGS-mode manual snapshots
triantos
committed

Commits on Apr 4, 2026

Commits on Apr 7, 2026