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tasks_checklist.txt
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To Do
- Create start_year and end_year filter in get_all dividends api [INVDEV-005]
- Remove unwanted files from GIT... which files ??? [INVDEV-006]
- Minor fixes in dividends create and get sort by most dividend amount [INVDEV-007]
- Create Recurring Deposits Model [INVDEV-011]
- Create Savings Bank Deposit Model [INVDEV-012]
- Create Gold Investments Model [INVDEV-013]
- Create Equities Model [INVDEV-014]
- Create PPF + EPF Model [INVDEV-015]
- Create NPS Model [INVDEV-016]
- Create MF Request Response Schema [INVDEV-041]
- Create MF POST Request [INVDEV-042]
- Create MF GET, PUT & DELETE Requests [INVDEV-043]
- Problem: FD Get endpoint for total_investments : total_profit not returning proper structure [INVDEV-023]
Completed Tasks
- Create basic boilerplate [INVDEV-001]
- Create a POST/GET API for dividends [INVDEV-002]
- Create API to read Zerodha Excel sheets [INVDEV-003]
- Create GET all API for dividends [INVDEV-004]
- Setup main.py to run server directly. [INVDEV-008]
- Create designs for all models and setup separate tickets for them. [INVDEV-009]
- Create Fixed Deposits Model and an Abstract Model [INVDEV-010]
- Create POST API for fixed deposits [INVDEV-018]
- Fixed Deposits model should also contain the profit column, and
it should be a calculated field during POST/PUT calls [INVDEV-021]
- Create GET API for fixed deposits: by id, by user_id, [INVDEV-019]
- Create PUT API for fixed deposits [INVDEV-020]
- Create DELETE API for fixed deposits [INVDEV-020]
- Create GET endpoint for total_investments: total_profit for a user [INVDEV-022]
- Create Dividends (Equities + SGB + Previous FD Returns) Model [INVDEV-017]
- Create Dividends POST endpoint. [INVDEV-025]
- Create Dividends GET endpoint. [INVDEV-026]
- Create Dividends PUT endpoint. [INVDEV-027]
- Create Dividends DELETE endpoint. [INVDEV-028]
- GET endpoint should sort results in ascending order of instrument maturity [INVDEV-024]
- Create a script to read all axis bank interest certificate files. Additionally, it should
send POST requests to create dividend objects.[INVDEV-029]
- Create Redis connection. [INVDEV-030]
- Add column interest_id to dividends. This column should be unique for all dividends.
Write migrations for the same for existing dividends. [INVDEV-031]
- Add dividendType using alembic. Also, update axis dividends read to incorporate Kotak's data as well. [INVDEV-032]
- Update FD GET endpoint to accommodate end_date as well. [INVDEV-033]
- Add year-wise argument in Dividend GET endpoint. [INVDEV-034]
- Update equity_dividends logic [INVDEV-035]
- Filter FD by all maturity year [INVDEV-038]
- Create a method, wherein if an FD is set to matured state, a corresponding dividends object must be created
and the existing FD method should be deleted. [INVDEV-039]
- Filter FD by bank name in GET endpoint. [INVDEV-040]
- Create MF main model [INVDEV-036]
- Create MF investment linked model [INVDEV-037]