[GH-ISSUE #128] Data Provenance: Provider #66

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

kerem commented

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

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Originally created by @sergeiosipov on GitHub (Nov 3, 2025).
Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/128

Rationale:

Information about the Provider is a part of the Data Provenance.
Provider is defined by 2 entities: Provider Group ("provider") (specifies which provider it is as a group e.g. "Provider1") & Provider Version ("provider_version") (specifies the exact provider's versions which should be grouped e.g. "Provider1_v.1.2.3").

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. provider_version_calendar
2. provider_version_semantic
Add user-defined Provider Group ("provider") entity, which should have at least following fields:
1. user_code
2. name
3. short_name
4. public_name
Add user-defined Provider Version ("provider_version") entity, which should have at least following fields:
1. user_code
2. name
3. short_name
4. public_name
5. provider_group
6. version_sematic
7. version_calendar
When Space is created - autocreate - (dash) instances of Provider Group ("provider") & Provider Version ("provider_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 (Nov 3, 2025). Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/128 ### **Rationale:** Information about the **Provider** is a part of the **Data Provenance**. **Provider** is defined by 2 entities: `Provider Group ("provider")` (specifies which provider it is as a group e.g. "Provider1") & `Provider Version ("provider_version")` (specifies the exact provider's versions which should be grouped e.g. "Provider1_v.1.2.3"). ### **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. `provider_version_calendar` 2. `provider_version_semantic` 2. Add user-defined `Provider Group ("provider")` entity, which should have at least following fields: 1. `user_code` 2. `name` 3. `short_name` 4. `public_name` 3. Add user-defined `Provider Version ("provider_version")` entity, which should have at least following fields: 1. `user_code` 2. `name` 3. `short_name` 4. `public_name` 5. `provider_group` 6. `version_sematic` 7. `version_calendar` 4. When Space is created - autocreate `-` (dash) instances of `Provider Group ("provider")` & `Provider Version ("provider_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**.