[GH-ISSUE #149] Incorrect grouping of Portfolios by Portfolio type #72

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opened 2026-03-03 11:58:42 +03:00 by kerem · 4 comments

kerem commented

2026-03-03 11:58:42 +03:00

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Originally created by @olegprivate on GitHub (Jan 12, 2026).
Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/149

Originally assigned to: @HenkKalkwater, @falendary on GitHub.

Looks like the IDs are shifted:

Originally created by @olegprivate on GitHub (Jan 12, 2026). Original GitHub issue: https://github.com/finmars-platform/finmars-core/issues/149 Originally assigned to: @HenkKalkwater, @falendary on GitHub. Looks like the IDs are shifted: <img width="808" height="291" alt="Image" src="https://github.com/user-attachments/assets/f4ca45fa-0f44-48ac-acb7-5d98e961117a" /> <img width="808" height="291" alt="Image" src="https://github.com/user-attachments/assets/da96b1ca-218f-4df3-ad6a-3e5d598c13e6" />

kerem

2026-03-03 11:58:42 +03:00

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kerem commented

2026-03-03 11:58:43 +03:00

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@sergeiosipov commented on GitHub (Feb 2, 2026):

@olegprivate which version of the Finmars you are using, I can't reproduce it.
See screenshots below:

@sergeiosipov commented on GitHub (Feb 2, 2026): @olegprivate which version of the Finmars you are using, I can't reproduce it. See screenshots below: <img width="744" height="400" alt="Image" src="https://github.com/user-attachments/assets/1997d6cb-6237-49e6-b123-28a22a6c1a6a" /> <img width="756" height="415" alt="Image" src="https://github.com/user-attachments/assets/45d7e593-26ef-4d06-9230-d719e13a1ae2" />

kerem commented

2026-03-03 11:58:43 +03:00

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@olegprivate commented on GitHub (Feb 2, 2026):

@sergeiosipov I am sorry - I forgot to specify an important detail. It occured on the Space that was restored from backup. I assume that was the actual resaon

@olegprivate commented on GitHub (Feb 2, 2026): @sergeiosipov I am sorry - I forgot to specify an important detail. It occured on the Space that was restored from backup. I assume that was the actual resaon

kerem commented

2026-03-03 11:58:43 +03:00

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@HenkKalkwater commented on GitHub (Feb 13, 2026):

Somehow, it completely forgets the names whenever you regroup by portfolio type:

https://github.com/user-attachments/assets/c2e027c3-1960-420b-9a16-2b535a5ff09a

@HenkKalkwater commented on GitHub (Feb 13, 2026): Somehow, it completely forgets the names whenever you regroup by portfolio type: https://github.com/user-attachments/assets/c2e027c3-1960-420b-9a16-2b535a5ff09a

kerem commented

2026-03-03 11:58:43 +03:00

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@HenkKalkwater commented on GitHub (Feb 13, 2026):

The bug I described above may be a different bug: for portfolio groupings, the backend is not returning a proper group_name and group_identifier in the api/v1/portfolios/portfolio/ev-group/ when grouping by portfolio_type. This should be fixed in https://github.com/finmars-platform/finmars-core/pull/176

However, adding columns by using right click or by using the hamburger menu on the left still gives the result that is described here.

@HenkKalkwater commented on GitHub (Feb 13, 2026): The bug I described above may be a different bug: for portfolio groupings, the backend is not returning a proper `group_name` and `group_identifier` in the `api/v1/portfolios/portfolio/ev-group/` when grouping by `portfolio_type`. This should be fixed in https://github.com/finmars-platform/finmars-core/pull/176 However, adding columns by using right click or by using the hamburger menu on the left still gives the result that is described here.

kerem referenced this issue

2026-03-03 11:59:06 +03:00

[PR #72] [MERGED] update celery #147