[GH-ISSUE #126] Data Provenance: Source #61

New issue

Open

opened 2026-03-03 11:58:40 +03:00 by kerem · 0 comments

kerem commented

2026-03-03 11:58:40 +03:00

Owner

Originally created by @sergeiosipov on GitHub (Oct 31, 2025).
Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/126

Rationale:

Information about the Source is a part of the Data Provenance.
Source is defined by 2 entities: Source Group ("source") (specifies which source it is as a group e.g. "Bank1") & Source Version ("source_version") (specifies the exact source's versions which should be grouped e.g. "Bank1_v1.2.3").

To Do:

Remove already implemented text fields below from all data entities according to the section "Affected Entities" in https://github.com/finmars-platform/finmars-core/issues/99:
1. source_version_calendar
2. source_version_semantic
Add user-defined Source Group ("source") entity, which should have at least following fields:
1. user_code
2. name
3. short_name
4. public_name
Add user-defined Source Version ("source_version") entity, which should have at least following fields:
1. user_code
2. name
3. short_name
4. public_name
5. source_group
6. version_sematic
7. version_calendar
When Space is created - autocreate - (dash) instances of Source Group ("source") & Source Version ("source_version") entities.
Both these entities should have their own Entity Viewer Pages with CRUD operations.
The both entities should be a relation type of Transaction Types Input.
Add both these relations to the base transaction so that we can aggregate/filter by them in Transaction, Balance and PnL Reports.

Originally created by @sergeiosipov on GitHub (Oct 31, 2025). Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/126 ### **Rationale:** Information about the **Source** is a part of the **Data Provenance**. **Source** is defined by 2 entities: `Source Group ("source")` (specifies which source it is as a group e.g. "Bank1") & `Source Version ("source_version")` (specifies the exact source's versions which should be grouped e.g. "Bank1_v1.2.3"). ### **To Do:** 1. Remove already implemented text fields below from all data entities according to the section "Affected Entities" in https://github.com/finmars-platform/finmars-core/issues/99: 1. `source_version_calendar` 2. `source_version_semantic` 2. Add user-defined `Source Group ("source")` entity, which should have at least following fields: 1. `user_code` 2. `name` 3. `short_name` 4. `public_name` 3. Add user-defined `Source Version ("source_version")` entity, which should have at least following fields: 1. `user_code` 2. `name` 3. `short_name` 4. `public_name` 5. `source_group` 6. `version_sematic` 7. `version_calendar` 4. When Space is created - autocreate `-` (dash) instances of `Source Group ("source")` & `Source Version ("source_version")` entities. 5. Both these entities should have their own **Entity Viewer Pages** with CRUD operations. 6. The both entities should be a relation type of **Transaction Types Input**. 7. Add both these relations to the base transaction so that we can aggregate/filter by them in Transaction, Balance and PnL **Reports**.