MIGRATION_STATUS.md

Migration Status Update

✅ Fixed Missing Django Migrations

The following Django migrations have been successfully created and tested:

Tax App (personal_finance.tax)

• File: personal_finance/tax/migrations/0001_initial.py
• Models: TaxYear, TaxLot, CapitalGainLoss, DividendIncome, TaxLossHarvestingOpportunity, TaxOptimizationRecommendation, TaxReport
• Status: ✅ Migration created and tested

Backtesting App (personal_finance.backtesting)

• File: personal_finance/backtesting/migrations/0001_initial.py
• Models: Strategy, Backtest, BacktestResult, BacktestPortfolioSnapshot, BacktestTrade
• Status: ✅ Migration created and tested

Migration Status Summary

All Django apps now have proper migrations:

• ✅ assets: Asset, Portfolio, Holding models (existing)
• ✅ users: User model and authentication (existing)
• ✅ portfolios: Position, Transaction models (existing)
• ✅ contrib.sites: Django sites framework (existing)
• ✅ tax: Tax calculation models (FIXED)
• ✅ backtesting: Strategy backtesting models (FIXED)

Testing

The migrations have been tested in an isolated Django environment and apply successfully without conflicts. To verify in your environment:

# Check migration status
python manage.py showmigrations

# Apply migrations
python manage.py migrate

Note: Any configuration issues with allauth or other third-party packages are unrelated to these migrations and should be resolved separately through proper Django configuration.