From 41767f778d78233add2a2bb5c7fb387a299f414a Mon Sep 17 00:00:00 2001
From: "renovate[bot]" <29139614+renovate[bot]@users.noreply.github.com>
Date: Fri, 7 Mar 2025 02:39:58 +0000
Subject: [PATCH 01/24] chore(deps): update dependency django to v5.1.7
 [security] (#136)

Co-authored-by: renovate[bot] <29139614+renovate[bot]@users.noreply.github.com>
---
 api/requirements.txt | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/api/requirements.txt b/api/requirements.txt
index a74da6e0..00767a6f 100644
--- a/api/requirements.txt
+++ b/api/requirements.txt
@@ -1,6 +1,6 @@
 casparser[mupdf]==0.5.5
 celery==5.4.0
-Django==5.1.5
+Django==5.1.7
 django-celery-beat==2.7.0
 django-celery-results==2.5.1
 django-click>=2.3.0

From 5292c1b579b3052fe3c13d911902344dc329c9c2 Mon Sep 17 00:00:00 2001
From: "dependabot[bot]" <49699333+dependabot[bot]@users.noreply.github.com>
Date: Fri, 14 Mar 2025 00:30:19 +0530
Subject: [PATCH 02/24] build(deps): bump koa from 2.13.4 to 2.15.4 in /ui
 (#134)

Bumps [koa](https://github.com/koajs/koa) from 2.13.4 to 2.15.4.
- [Release notes](https://github.com/koajs/koa/releases)
- [Changelog](https://github.com/koajs/koa/blob/2.15.4/History.md)
- [Commits](https://github.com/koajs/koa/compare/2.13.4...2.15.4)

---
updated-dependencies:
- dependency-name: koa
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
---
 ui/yarn.lock | 16 ++++++++--------
 1 file changed, 8 insertions(+), 8 deletions(-)

diff --git a/ui/yarn.lock b/ui/yarn.lock
index 926365df..ecbf6164 100644
--- a/ui/yarn.lock
+++ b/ui/yarn.lock
@@ -5892,13 +5892,13 @@ __metadata:
   languageName: node
   linkType: hard
 
-"cookies@npm:~0.8.0":
-  version: 0.8.0
-  resolution: "cookies@npm:0.8.0"
+"cookies@npm:~0.9.0":
+  version: 0.9.1
+  resolution: "cookies@npm:0.9.1"
   dependencies:
     depd: ~2.0.0
     keygrip: ~1.1.0
-  checksum: 806055a44f128705265b1bc6a853058da18bf80dea3654ad99be20985b1fa1b14f86c1eef73644aab8071241f8a78acd57202b54c4c5c70769fc694fbb9c4edc
+  checksum: 213e4d14847b582fbd8a003203d3621a4b9fa792a315c37954e89332d38fac5bcc34ba92ef316ad6d5fe28f0187aaa115927fbbe2080744ad1707a93b4313247
   languageName: node
   linkType: hard
 
@@ -10641,14 +10641,14 @@ __metadata:
   linkType: hard
 
 "koa@npm:^2.12.0":
-  version: 2.13.4
-  resolution: "koa@npm:2.13.4"
+  version: 2.15.4
+  resolution: "koa@npm:2.15.4"
   dependencies:
     accepts: ^1.3.5
     cache-content-type: ^1.0.0
     content-disposition: ~0.5.2
     content-type: ^1.0.4
-    cookies: ~0.8.0
+    cookies: ~0.9.0
     debug: ^4.3.2
     delegates: ^1.0.0
     depd: ^2.0.0
@@ -10667,7 +10667,7 @@ __metadata:
     statuses: ^1.5.0
     type-is: ^1.6.16
     vary: ^1.1.2
-  checksum: c9a6f9c803433b2d143a0788308048c1432a71c5febcfea2af7f2e8bd732b9bfd75c2c220d553752ee9ab9a3f52490f006cfd521db97cd01d8461d67cc1ccc1f
+  checksum: cd2bf396fa5f575504d4c1b9e23ba64b9c58cbfa8276dbc4d99ce527ae4f238c38eafb811c22986c2f0f475a61734d05a8f9f5873b22432d78344b4517d83a69
   languageName: node
   linkType: hard
 

From da19c6081256f14a3ceb23bbae5dfc5ed1cfea82 Mon Sep 17 00:00:00 2001
From: "dependabot[bot]" <49699333+dependabot[bot]@users.noreply.github.com>
Date: Mon, 31 Mar 2025 15:27:55 +0530
Subject: [PATCH 03/24] build(deps): bump gunicorn from 22.0.0 to 23.0.0 in
 /api (#139)

Bumps [gunicorn](https://github.com/benoitc/gunicorn) from 22.0.0 to 23.0.0.
- [Release notes](https://github.com/benoitc/gunicorn/releases)
- [Commits](https://github.com/benoitc/gunicorn/compare/22.0.0...23.0.0)

---
updated-dependencies:
- dependency-name: gunicorn
  dependency-type: direct:production
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
---
 api/requirements.txt | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/api/requirements.txt b/api/requirements.txt
index 00767a6f..0c992ce8 100644
--- a/api/requirements.txt
+++ b/api/requirements.txt
@@ -9,7 +9,7 @@ django-import-export==2.9.0
 django-redis==5.4.0
 djangorestframework==3.15.2
 djangorestframework-simplejwt==5.3.1
-gunicorn==22.0.0
+gunicorn==23.0.0
 lxml
 numpy
 pandas

From 2b5a9bcb241bdbb06ed935f9a7f7803ed3361548 Mon Sep 17 00:00:00 2001
From: "dependabot[bot]" <49699333+dependabot[bot]@users.noreply.github.com>
Date: Mon, 31 Mar 2025 15:30:29 +0530
Subject: [PATCH 04/24] build(deps): bump @babel/runtime from 7.15.4 to 7.26.10
 in /ui (#137)

Bumps [@babel/runtime](https://github.com/babel/babel/tree/HEAD/packages/babel-runtime) from 7.15.4 to 7.26.10.
- [Release notes](https://github.com/babel/babel/releases)
- [Changelog](https://github.com/babel/babel/blob/main/CHANGELOG.md)
- [Commits](https://github.com/babel/babel/commits/v7.26.10/packages/babel-runtime)

---
updated-dependencies:
- dependency-name: "@babel/runtime"
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
---
 ui/yarn.lock | 17 ++++++++++++-----
 1 file changed, 12 insertions(+), 5 deletions(-)

diff --git a/ui/yarn.lock b/ui/yarn.lock
index ecbf6164..e62b243d 100644
--- a/ui/yarn.lock
+++ b/ui/yarn.lock
@@ -1620,11 +1620,11 @@ __metadata:
   linkType: hard
 
 "@babel/runtime@npm:^7.14.0, @babel/runtime@npm:^7.15.4, @babel/runtime@npm:^7.8.4":
-  version: 7.15.4
-  resolution: "@babel/runtime@npm:7.15.4"
+  version: 7.26.10
+  resolution: "@babel/runtime@npm:7.26.10"
   dependencies:
-    regenerator-runtime: ^0.13.4
-  checksum: c40825430400e47c19b97e4142d5315d2910305b9714d44a711472587ee2fd4521fdba5f02ddd9df3902f5e988d9854fa83f4da1e0c091f70f6983fa52480606
+    regenerator-runtime: ^0.14.0
+  checksum: 22d2e0abb86e90de489ab16bb578db6fe2b63a88696db431198b24963749820c723f1982298cdbbea187f7b2b80fb4d98a514faf114ddb2fdc14a4b96277b955
   languageName: node
   linkType: hard
 
@@ -14572,13 +14572,20 @@ __metadata:
   languageName: node
   linkType: hard
 
-"regenerator-runtime@npm:^0.13.4, regenerator-runtime@npm:^0.13.7":
+"regenerator-runtime@npm:^0.13.7":
   version: 0.13.9
   resolution: "regenerator-runtime@npm:0.13.9"
   checksum: 65ed455fe5afd799e2897baf691ca21c2772e1a969d19bb0c4695757c2d96249eb74ee3553ea34a91062b2a676beedf630b4c1551cc6299afb937be1426ec55e
   languageName: node
   linkType: hard
 
+"regenerator-runtime@npm:^0.14.0":
+  version: 0.14.1
+  resolution: "regenerator-runtime@npm:0.14.1"
+  checksum: 9f57c93277b5585d3c83b0cf76be47b473ae8c6d9142a46ce8b0291a04bb2cf902059f0f8445dcabb3fb7378e5fe4bb4ea1e008876343d42e46d3b484534ce38
+  languageName: node
+  linkType: hard
+
 "regenerator-transform@npm:^0.14.2":
   version: 0.14.5
   resolution: "regenerator-transform@npm:0.14.5"

From ded0d28710015e78b1c76189d0dded1aacaa97cd Mon Sep 17 00:00:00 2001
From: "dependabot[bot]" <49699333+dependabot[bot]@users.noreply.github.com>
Date: Mon, 31 Mar 2025 15:36:11 +0530
Subject: [PATCH 05/24] build(deps): bump @babel/helpers from 7.15.4 to 7.26.10
 in /ui (#138)

Bumps [@babel/helpers](https://github.com/babel/babel/tree/HEAD/packages/babel-helpers) from 7.15.4 to 7.26.10.
- [Release notes](https://github.com/babel/babel/releases)
- [Changelog](https://github.com/babel/babel/blob/main/CHANGELOG.md)
- [Commits](https://github.com/babel/babel/commits/v7.26.10/packages/babel-helpers)

---
updated-dependencies:
- dependency-name: "@babel/helpers"
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
---
 ui/yarn.lock | 92 +++++++++++++++++++++++++++++++++++-----------------
 1 file changed, 63 insertions(+), 29 deletions(-)

diff --git a/ui/yarn.lock b/ui/yarn.lock
index e62b243d..533e9c72 100644
--- a/ui/yarn.lock
+++ b/ui/yarn.lock
@@ -61,6 +61,17 @@ __metadata:
   languageName: node
   linkType: hard
 
+"@babel/code-frame@npm:^7.26.2":
+  version: 7.26.2
+  resolution: "@babel/code-frame@npm:7.26.2"
+  dependencies:
+    "@babel/helper-validator-identifier": ^7.25.9
+    js-tokens: ^4.0.0
+    picocolors: ^1.0.0
+  checksum: db13f5c42d54b76c1480916485e6900748bbcb0014a8aca87f50a091f70ff4e0d0a6db63cade75eb41fcc3d2b6ba0a7f89e343def4f96f00269b41b8ab8dd7b8
+  languageName: node
+  linkType: hard
+
 "@babel/compat-data@npm:^7.13.11, @babel/compat-data@npm:^7.14.0, @babel/compat-data@npm:^7.15.0":
   version: 7.15.0
   resolution: "@babel/compat-data@npm:7.15.0"
@@ -598,6 +609,13 @@ __metadata:
   languageName: node
   linkType: hard
 
+"@babel/helper-string-parser@npm:^7.25.9":
+  version: 7.25.9
+  resolution: "@babel/helper-string-parser@npm:7.25.9"
+  checksum: 6435ee0849e101681c1849868278b5aee82686ba2c1e27280e5e8aca6233af6810d39f8e4e693d2f2a44a3728a6ccfd66f72d71826a94105b86b731697cdfa99
+  languageName: node
+  linkType: hard
+
 "@babel/helper-validator-identifier@npm:^7.14.5, @babel/helper-validator-identifier@npm:^7.14.9, @babel/helper-validator-identifier@npm:^7.15.7":
   version: 7.15.7
   resolution: "@babel/helper-validator-identifier@npm:7.15.7"
@@ -619,6 +637,13 @@ __metadata:
   languageName: node
   linkType: hard
 
+"@babel/helper-validator-identifier@npm:^7.25.9":
+  version: 7.25.9
+  resolution: "@babel/helper-validator-identifier@npm:7.25.9"
+  checksum: 5b85918cb1a92a7f3f508ea02699e8d2422fe17ea8e82acd445006c0ef7520fbf48e3dbcdaf7b0a1d571fc3a2715a29719e5226636cb6042e15fe6ed2a590944
+  languageName: node
+  linkType: hard
+
 "@babel/helper-validator-option@npm:^7.14.5":
   version: 7.14.5
   resolution: "@babel/helper-validator-option@npm:7.14.5"
@@ -645,36 +670,13 @@ __metadata:
   languageName: node
   linkType: hard
 
-"@babel/helpers@npm:^7.15.4":
-  version: 7.15.4
-  resolution: "@babel/helpers@npm:7.15.4"
-  dependencies:
-    "@babel/template": ^7.15.4
-    "@babel/traverse": ^7.15.4
-    "@babel/types": ^7.15.4
-  checksum: e60738110086c183d0ce369ad56949d5dceeb7d73d8fdb892f36d5b8525192e6b97f4563eb77334f47ac27ac43a21f3c4cd53bff342c2a0d5f4008a2b0169c89
-  languageName: node
-  linkType: hard
-
-"@babel/helpers@npm:^7.16.0":
-  version: 7.16.0
-  resolution: "@babel/helpers@npm:7.16.0"
-  dependencies:
-    "@babel/template": ^7.16.0
-    "@babel/traverse": ^7.16.0
-    "@babel/types": ^7.16.0
-  checksum: 88d37c414dfb8815d5966774f9d65c9378fe9fd2e7e70f5c1c13e0611eca41b7114e9ffa8b37a69682c1a31a83dc7302e92e759b515220fea16c8e642282375a
-  languageName: node
-  linkType: hard
-
-"@babel/helpers@npm:^7.24.5":
-  version: 7.24.5
-  resolution: "@babel/helpers@npm:7.24.5"
+"@babel/helpers@npm:^7.15.4, @babel/helpers@npm:^7.16.0, @babel/helpers@npm:^7.24.5":
+  version: 7.27.0
+  resolution: "@babel/helpers@npm:7.27.0"
   dependencies:
-    "@babel/template": ^7.24.0
-    "@babel/traverse": ^7.24.5
-    "@babel/types": ^7.24.5
-  checksum: 941937456ca50ef44dbc5cdcb9a74c6ce18ce38971663acd80b622e7ecf1cc4fa034597de3ccccc37939d324139f159709f493fd8e7c385adbc162cb0888cfee
+    "@babel/template": ^7.27.0
+    "@babel/types": ^7.27.0
+  checksum: d11bb8ada0c5c298d2dbd478d69b16a79216b812010e78855143e321807df4e34f60ab65e56332e72315ccfe52a22057f0cf1dcc06e518dcfa3e3141bb8576cd
   languageName: node
   linkType: hard
 
@@ -739,6 +741,17 @@ __metadata:
   languageName: node
   linkType: hard
 
+"@babel/parser@npm:^7.27.0":
+  version: 7.27.0
+  resolution: "@babel/parser@npm:7.27.0"
+  dependencies:
+    "@babel/types": ^7.27.0
+  bin:
+    parser: ./bin/babel-parser.js
+  checksum: 062a4e6d51553603253990c84e051ed48671a55b9d4e9caf2eff9dc888465070a0cfd288a467dbf0d99507781ea4a835b5606e32ddc0319f1b9273f913676829
+  languageName: node
+  linkType: hard
+
 "@babel/plugin-bugfix-v8-spread-parameters-in-optional-chaining@npm:^7.15.4":
   version: 7.15.4
   resolution: "@babel/plugin-bugfix-v8-spread-parameters-in-optional-chaining@npm:7.15.4"
@@ -1668,6 +1681,17 @@ __metadata:
   languageName: node
   linkType: hard
 
+"@babel/template@npm:^7.27.0":
+  version: 7.27.0
+  resolution: "@babel/template@npm:7.27.0"
+  dependencies:
+    "@babel/code-frame": ^7.26.2
+    "@babel/parser": ^7.27.0
+    "@babel/types": ^7.27.0
+  checksum: 46d6db4c204a092f11ad6c3bfb6ec3dc1422e32121186d68ab1b3e633313aa5b7e21f26ca801dbd7da21f256225305a76454429fc500e52dabadb30af35df961
+  languageName: node
+  linkType: hard
+
 "@babel/traverse@npm:^7.13.0, @babel/traverse@npm:^7.15.4, @babel/traverse@npm:^7.16.0, @babel/traverse@npm:^7.24.5":
   version: 7.24.5
   resolution: "@babel/traverse@npm:7.24.5"
@@ -1717,6 +1741,16 @@ __metadata:
   languageName: node
   linkType: hard
 
+"@babel/types@npm:^7.27.0":
+  version: 7.27.0
+  resolution: "@babel/types@npm:7.27.0"
+  dependencies:
+    "@babel/helper-string-parser": ^7.25.9
+    "@babel/helper-validator-identifier": ^7.25.9
+  checksum: 59582019eb8a693d4277015d4dec0233874d884b9019dcd09550332db7f0f2ac9e30eca685bb0ada4bab5a4dc8bbc2a6bcaadb151c69b7e6aa94b5eaf8fc8c51
+  languageName: node
+  linkType: hard
+
 "@babel/types@npm:^7.8.3":
   version: 7.18.13
   resolution: "@babel/types@npm:7.18.13"

From 2ddd290b626c9768612c8d262ee00a5e77c3e9e8 Mon Sep 17 00:00:00 2001
From: "renovate[bot]" <29139614+renovate[bot]@users.noreply.github.com>
Date: Thu, 3 Apr 2025 03:17:56 +0000
Subject: [PATCH 06/24] chore(deps): update dependency django to v5.1.8
 [security] (#141)

Co-authored-by: renovate[bot] <29139614+renovate[bot]@users.noreply.github.com>
---
 api/requirements.txt | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/api/requirements.txt b/api/requirements.txt
index 0c992ce8..a13ab2bc 100644
--- a/api/requirements.txt
+++ b/api/requirements.txt
@@ -1,6 +1,6 @@
 casparser[mupdf]==0.5.5
 celery==5.4.0
-Django==5.1.7
+Django==5.1.8
 django-celery-beat==2.7.0
 django-celery-results==2.5.1
 django-click>=2.3.0

From 3da791abbb05ad7e89be5ff96e012b44456d8e8c Mon Sep 17 00:00:00 2001
From: "dependabot[bot]" <49699333+dependabot[bot]@users.noreply.github.com>
Date: Thu, 10 Apr 2025 08:33:52 +0530
Subject: [PATCH 07/24] build(deps): bump koa from 2.15.4 to 2.16.1 in /ui
 (#142)

Bumps [koa](https://github.com/koajs/koa) from 2.15.4 to 2.16.1.
- [Release notes](https://github.com/koajs/koa/releases)
- [Changelog](https://github.com/koajs/koa/blob/master/History.md)
- [Commits](https://github.com/koajs/koa/compare/2.15.4...v2.16.1)

---
updated-dependencies:
- dependency-name: koa
  dependency-version: 2.16.1
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
---
 ui/yarn.lock | 6 +++---
 1 file changed, 3 insertions(+), 3 deletions(-)

diff --git a/ui/yarn.lock b/ui/yarn.lock
index 533e9c72..169efc74 100644
--- a/ui/yarn.lock
+++ b/ui/yarn.lock
@@ -10675,8 +10675,8 @@ __metadata:
   linkType: hard
 
 "koa@npm:^2.12.0":
-  version: 2.15.4
-  resolution: "koa@npm:2.15.4"
+  version: 2.16.1
+  resolution: "koa@npm:2.16.1"
   dependencies:
     accepts: ^1.3.5
     cache-content-type: ^1.0.0
@@ -10701,7 +10701,7 @@ __metadata:
     statuses: ^1.5.0
     type-is: ^1.6.16
     vary: ^1.1.2
-  checksum: cd2bf396fa5f575504d4c1b9e23ba64b9c58cbfa8276dbc4d99ce527ae4f238c38eafb811c22986c2f0f475a61734d05a8f9f5873b22432d78344b4517d83a69
+  checksum: 4946d19efb7ff7c4638bd8a46c61534b1e3ee9c7674900c81c6a75025b8bd121575db367f391dce87e6e76f6556ab800b1978b4384d888ab12202f25b3014430
   languageName: node
   linkType: hard
 

From 54a2396ea53030792facbea62ac7c982ceed3a69 Mon Sep 17 00:00:00 2001
From: Raja Kolli <rajadilipkolli@gmail.com>
Date: Thu, 10 Apr 2025 13:28:30 +0530
Subject: [PATCH 08/24] chore : adds more tests and assertions (#143)

* chore : adds more tests and assertions

* use Decimal to compare assertion

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>

* fix import issue

* Removes unnecessary imports

---------

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
---
 api/mutualfunds/models.py |  6 ++--
 api/mutualfunds/tests.py  | 58 +++++++++++++++++++++++++++++++++++++--
 api/settings.py           |  8 +++++-
 docker-compose.yml        |  3 +-
 4 files changed, 67 insertions(+), 8 deletions(-)

diff --git a/api/mutualfunds/models.py b/api/mutualfunds/models.py
index 0fc85831..25deeb4e 100644
--- a/api/mutualfunds/models.py
+++ b/api/mutualfunds/models.py
@@ -93,7 +93,9 @@ class Portfolio(models.Model):
     pan = models.CharField(max_length=10, null=True, blank=True)
 
     class Meta:
-        unique_together = ("user_id", "name")
+        constraints = [
+            models.UniqueConstraint(fields=['user_id', 'name'], name='unique_user_name')
+        ]
 
     def __str__(self):
         return self.name
@@ -103,7 +105,7 @@ class Folio(models.Model):
     """Mutual Fund Folio"""
 
     amc = models.ForeignKey(AMC, models.PROTECT)
-    portfolio = models.ForeignKey(Portfolio, models.CASCADE, related_name="folios")
+    portfolio = models.ForeignKey(Portfolio, on_delete=models.CASCADE, related_name="folios")
     number = models.CharField(max_length=128, unique=True)
     pan = models.CharField(max_length=10, null=True, blank=True)
     kyc = models.BooleanField(default=False)
diff --git a/api/mutualfunds/tests.py b/api/mutualfunds/tests.py
index 1257b7c9..62fbaf5d 100644
--- a/api/mutualfunds/tests.py
+++ b/api/mutualfunds/tests.py
@@ -1,7 +1,10 @@
+from decimal import Decimal
 from django.test import TestCase
+from tablib import Dataset
 
 from mutualfunds.importers.cas import import_cas
-from mutualfunds.models import Portfolio, Folio
+from mutualfunds.importers.master import FundSchemeResource
+from mutualfunds.models import Portfolio, Folio, FundScheme
 
 
 class TestImportCas(TestCase):
@@ -21,17 +24,25 @@ def test_import_cas_valid_email_name(self):
         result = import_cas(self.data, self.user_id)
         self.assertIsNotNone(result)
 
+        # Additional assertions
+        portfolio = Portfolio.objects.get(email="test@example.com")
+        self.assertEqual(portfolio.name, "Test User")
+        self.assertEqual(portfolio.user_id, self.user_id)
+
     def test_import_cas_invalid_email(self):
         # Test case for invalid email
         self.data["investor_info"]["email"] = ""
         with self.assertRaises(ValueError):
             import_cas(self.data, self.user_id)
 
+        # Additional assertions
+        self.assertFalse(Portfolio.objects.filter(email="").exists())
+
     def test_import_cas_new_folio_creation(self):
         # Test case for creating a new folio
         self.data["folios"] = [{
             "folio": "123",
-            "KYC" : "OK",
+            "KYC": "OK",
             "PANKYC": "OK",
             "PAN": "ABCDE1234F",
             "schemes": [{
@@ -61,8 +72,30 @@ def test_import_cas_new_folio_creation(self):
         import_cas(self.data, self.user_id)
         self.assertEqual(Folio.objects.count(), 1)
 
+        # Additional assertions
+        folio = Folio.objects.get(number="123")
+        self.assertTrue(folio.kyc)
+        self.assertTrue(folio.pan_kyc)
+        self.assertEqual(folio.pan, "ABCDE1234F")
+
+        # Additional assertions for transactions and schemes
+        schemes = folio.schemes.all()
+        self.assertEqual(schemes.count(), 1)
+
+        scheme = schemes.first()
+        self.assertEqual(scheme.scheme_id, FundScheme.objects.get(isin="INF846K01EW2").id)
+
+        transactions = scheme.transactions.all()
+        self.assertEqual(transactions.count(), 1)
+
+        transaction = transactions.first()
+        self.assertEqual(transaction.amount, Decimal('1000.0'))
+        self.assertEqual(transaction.balance, Decimal('23.711'))
+        self.assertEqual(transaction.nav, Decimal('42.1747'))
+        self.assertEqual(transaction.units, Decimal('23.711'))
+        self.assertEqual(transaction.description, "Purchase")
     def test_import_cas_missing_kyc(self):
-        # Test case for creating a new folio
+        # Test case for missing KYC
         self.data["folios"] = [{
             "folio": "124",
             "PANKYC": "OK",
@@ -95,4 +128,23 @@ def test_import_cas_missing_kyc(self):
         import_cas(self.data, self.user_id)
         self.assertEqual(Folio.objects.count(), 1)
 
+
+class TestDependencies(TestCase):
+
+    def test_import_export(self):
+        # Test django-import-export functionality
+        resource = FundSchemeResource()
+        dataset = Dataset(headers=["sid", "name", "rta", "plan", "rta_code", "amc_code", "amfi_code", "isin", "start_date", "end_date", "amc_id", "category_id"])
+        dataset.append([1, "Test Scheme", "Test RTA", "DIRECT", "123", "456", "789", "INF123456789", "2025-01-01", "2025-12-31", 1, 1])
+        result = resource.import_data(dataset, dry_run=True)
+        self.assertFalse(result.has_errors(), "Import should not have errors")
+
+    def test_tablib(self):
+        # Test tablib[pandas] functionality
+        dataset = Dataset(headers=["Name", "Age"])
+        dataset.headers = ["Name", "Age"]
+        dataset.append(["Alice", 30])
+        dataset.append(["Bob", 25])
+        self.assertEqual(len(dataset), 2, "Dataset should have 2 rows")
+
     # Additional test cases can be added here to cover other functionalities
diff --git a/api/settings.py b/api/settings.py
index cb113c82..91a34d54 100644
--- a/api/settings.py
+++ b/api/settings.py
@@ -11,6 +11,7 @@
 """
 
 import datetime
+import os
 from pathlib import Path
 
 import click.exceptions
@@ -22,7 +23,12 @@
     # set casting, default value
     DEBUG=(bool, False)
 )
-environ.Env.read_env()
+
+# Ensure the .env file is loaded
+BASE_DIR = Path(__file__).resolve().parent
+ENV_FILE = BASE_DIR / '.env'
+if ENV_FILE.exists():
+    environ.Env.read_env(str(ENV_FILE))
 
 # Build paths inside the project like this: BASE_DIR / 'subdir'.
 BASE_DIR = Path(__file__).resolve().parent
diff --git a/docker-compose.yml b/docker-compose.yml
index 9dd9e740..cf560814 100644
--- a/docker-compose.yml
+++ b/docker-compose.yml
@@ -1,4 +1,3 @@
-version: '3.4'
 
 x-app: &default-app
   #image: backend-image:latest
@@ -30,7 +29,7 @@ x-celery: &celery-app
 
 services:
   timedb:
-    image: timescale/timescaledb:latest-pg16
+    image: timescale/timescaledb:latest-pg17
     restart: unless-stopped
     volumes:
       - folioman-db:/var/lib/postgresql/data

From 0ca59125c2a27afe4c2781c88dabfe06140dbc6f Mon Sep 17 00:00:00 2001
From: Raja Kolli <rajadilipkolli@gmail.com>
Date: Fri, 11 Apr 2025 19:48:29 +0000
Subject: [PATCH 09/24] add steps to run in local environment

---
 .gitpod.yml              |  9 +++++
 README.md                | 51 +++++++++++++++++++++++++--
 api/.env.local           |  7 ++++
 docker-compose.local.yml | 37 +++++++++++++++++++
 docker-compose.yml       |  2 +-
 run-celery-local.bat     | 37 +++++++++++++++++++
 run-celery-local.sh      | 37 +++++++++++++++++++
 run-local.bat            | 64 +++++++++++++++++++++++++++++++++
 run-local.sh             | 76 ++++++++++++++++++++++++++++++++++++++++
 9 files changed, 317 insertions(+), 3 deletions(-)
 create mode 100644 api/.env.local
 create mode 100644 docker-compose.local.yml
 create mode 100755 run-celery-local.bat
 create mode 100755 run-celery-local.sh
 create mode 100644 run-local.bat
 create mode 100755 run-local.sh

diff --git a/.gitpod.yml b/.gitpod.yml
index 63073c75..80818c73 100644
--- a/.gitpod.yml
+++ b/.gitpod.yml
@@ -3,3 +3,12 @@ vscode:
   extensions:
     - ms-python.python
     - Vue.volar
+
+ports:
+  - port: 3000
+    visibility: public
+  - port: 5050
+    visibility: public
+  - port: 8000
+    visibility: public
+    onOpen: open-browser
\ No newline at end of file
diff --git a/README.md b/README.md
index 7c719c75..44b16f12 100644
--- a/README.md
+++ b/README.md
@@ -30,10 +30,57 @@ username: admin
 password: foliom4n
 ```
 
+This will build the container images for backend, frontend and all dependent services
+and may take quite a while to finish.
 
+### Running Locally (Minimal Docker Setup)
 
-This will build the container images for backend, frontend and all dependent services
-and may take quite a while to finish. 
+If you want to run the application locally with minimal Docker usage (only loading timedb and cache services in Docker), follow these steps:
+
+#### Step 1: Start Local Environment
+
+**On Windows:**
+```bash
+run-local.bat
+```
+
+**On Linux/Mac:**
+```bash
+./run-local.sh
+```
+
+This will:
+1. Start only the required Docker containers (timedb, cache, and pgadmin)
+2. Set up a Python virtual environment
+3. Install all Python dependencies
+4. Configure the Django environment to connect to your local Docker containers
+5. Run database migrations
+6. Start the Django API server
+7. Install Node.js dependencies for the UI
+8. Start the UI development server
+
+#### Step 2: Start Celery for Background Tasks (Optional)
+
+**On Windows:**
+```bash
+run-celery-local.bat
+```
+
+This will start Celery worker and beat scheduler processes for background tasks.
+
+#### Step 3: Access Your Application
+
+Once everything is running, you can access:
+- API: http://localhost:8000
+- UI: http://localhost:3000
+- PGAdmin: http://localhost:5050 (login: pgadmin4@pgadmin.org / admin)
+
+#### Step 4: Shutting Down
+
+Stop the Django and UI processes, then stop the Docker containers:
+```bash
+docker-compose -f docker-compose.local.yml down
+```
 
 ## Features
 
diff --git a/api/.env.local b/api/.env.local
new file mode 100644
index 00000000..76fd44d7
--- /dev/null
+++ b/api/.env.local
@@ -0,0 +1,7 @@
+DEBUG=on
+SECRET_KEY='%k8!x4pm=mf!iqz^jws)ijn=)-md-uf_i=^mya1t*d!4f#^74k'
+DATABASE_URL=psql://postgres:foliop4sswd@localhost:15432/folioman
+CACHE_URL=rediscache://localhost:16379/1?client_class=django_redis.client.DefaultClient&timeout=86400
+CELERY_BROKER_URL=redis://localhost:16379/3
+CELERY_RESULT_BACKEND=redis://localhost:16379/5
+ENVIRONMENT="dev"
diff --git a/docker-compose.local.yml b/docker-compose.local.yml
new file mode 100644
index 00000000..759012a9
--- /dev/null
+++ b/docker-compose.local.yml
@@ -0,0 +1,37 @@
+
+services:
+  timedb:
+    image: timescale/timescaledb:latest-pg17
+    restart: unless-stopped
+    volumes:
+      - folioman-db:/var/lib/postgresql/data
+    environment:
+      POSTGRES_USER: postgres
+      POSTGRES_PASSWORD: foliop4sswd
+      POSTGRES_DB: folioman
+    ports:
+      - "127.0.0.1:15432:5432"
+  cache:
+    image: redis:alpine
+    command: [ "redis-server", "--appendonly", "yes" ]
+    volumes:
+      - folioman-cache:/data
+    ports:
+      - "127.0.0.1:16379:6379"
+  pgadmin:
+    image: dpage/pgadmin4
+    extra_hosts: [ 'host.docker.internal:host-gateway' ]
+    environment:
+      - PGADMIN_DEFAULT_EMAIL=pgadmin4@pgadmin.org
+      - PGADMIN_DEFAULT_PASSWORD=admin
+      - PGADMIN_CONFIG_SERVER_MODE=False
+      - PGADMIN_CONFIG_MASTER_PASSWORD_REQUIRED=False
+    ports:
+      - "5050:80"
+    depends_on:
+      - timedb
+
+volumes:
+  folioman-db:
+  folioman-cache:
+  
\ No newline at end of file
diff --git a/docker-compose.yml b/docker-compose.yml
index cf560814..428b6b44 100644
--- a/docker-compose.yml
+++ b/docker-compose.yml
@@ -53,7 +53,7 @@ services:
       - ./ui:/home/node/ui
       - folioman-ui-node-modules:/home/node/ui/node_modules
     working_dir: /home/node/ui
-    command: sh -c "yarn install && npm run build && npm run start"
+    command: sh -c "yarn install && yarn run build && yarn run start"
   api:
     build: ./api
     command: bash -c "/wait &&
diff --git a/run-celery-local.bat b/run-celery-local.bat
new file mode 100755
index 00000000..6549101f
--- /dev/null
+++ b/run-celery-local.bat
@@ -0,0 +1,37 @@
+@echo off
+REM Script to run Celery locally with minimal Docker usage on Windows
+
+REM Make sure Redis is running
+echo Checking if Redis is running...
+docker-compose -f docker-compose.local.yml ps | findstr "cache" | findstr "Up" >nul
+if errorlevel 1 (
+    echo Redis is not running. Starting required Docker services...
+    docker-compose -f docker-compose.local.yml up -d cache
+    timeout /t 5
+)
+
+REM Activate virtual environment
+call .venv\Scripts\activate.bat
+
+cd api
+
+REM Check if .env exists (should have been created by run-local.bat)
+if not exist .env (
+    echo Setting up local environment file...
+    copy .env.local .env
+)
+
+REM Start Celery beat
+echo Starting Celery beat...
+start "Celery Beat" celery -A taskman beat -l INFO --pidfile=./beat.pid
+
+REM Start Celery worker
+echo Starting Celery worker...
+start "Celery Worker" celery -A taskman worker -l INFO
+
+echo ================================================
+echo Celery services are now running
+echo ================================================
+echo Press Ctrl+C in each terminal window to stop the services
+
+cmd /k
\ No newline at end of file
diff --git a/run-celery-local.sh b/run-celery-local.sh
new file mode 100755
index 00000000..a06ebf4c
--- /dev/null
+++ b/run-celery-local.sh
@@ -0,0 +1,37 @@
+#!/bin/bash
+# Script to run Celery locally with minimal Docker usage on Linux/macOS
+
+# Make sure Redis is running
+echo "Checking if Redis is running..."
+if ! docker-compose -f docker-compose.local.yml ps | grep -q "cache.*Up"; then
+    echo "Redis is not running. Starting required Docker services..."
+    docker-compose -f docker-compose.local.yml up -d cache
+    sleep 5
+fi
+
+# Activate virtual environment from .venv folder instead of venv
+source .venv/bin/activate
+
+cd api
+
+# Check if .env exists (should have been created by run-local.sh)
+if [ ! -f .env ]; then
+    echo "Setting up local environment file..."
+    cp .env.local .env
+fi
+
+# Start Celery beat in background
+echo "Starting Celery beat..."
+celery -A taskman beat -l INFO --pidfile=./beat.pid --detach
+
+# Start Celery worker in background
+echo "Starting Celery worker..."
+celery -A taskman worker -l INFO --detach
+
+echo "================================================"
+echo "Celery services are now running"
+echo "================================================"
+echo "Run 'pkill -f celery' to stop all Celery processes"
+
+# Keep terminal open
+exec $SHELL
diff --git a/run-local.bat b/run-local.bat
new file mode 100644
index 00000000..92534edc
--- /dev/null
+++ b/run-local.bat
@@ -0,0 +1,64 @@
+@echo off
+REM Script to run FolioMan locally with minimal Docker usage on Windows
+
+echo Starting required Docker services (timedb, cache, pgadmin)...
+docker-compose -f docker-compose.local.yml up -d
+
+echo Waiting for services to be ready...
+timeout /t 5
+
+REM Set up Python environment
+if not exist .venv (
+    echo Creating Python virtual environment...
+    python -m venv .venv
+)
+
+REM Activate virtual environment
+call .venv\Scripts\activate.bat
+
+REM Install Python requirements
+echo Installing Python requirements...
+cd api
+pip install -r requirements.txt
+pip install casparser-isin
+
+REM Use the local environment file
+if not exist .env (
+    echo Setting up local environment file...
+    copy .env.local .env
+)
+
+REM Run Django migrations
+echo Running database migrations...
+python manage.py migrate
+
+REM Collect static files
+echo Collecting static files...
+python manage.py collectstatic --noinput
+
+REM Start Django server
+echo Starting Django server...
+start "Django Server" python manage.py runserver 8000
+
+REM Setup UI
+echo Setting up UI...
+cd ..\ui
+
+REM Install Node.js dependencies
+echo Installing Node.js dependencies...
+call yarn install
+
+REM Build and start UI
+echo Building and starting UI...
+start "UI Server" yarn run dev
+
+echo ================================================
+echo FolioMan is now running:
+echo API: http://localhost:8000
+echo UI: http://localhost:3000
+echo PGAdmin: http://localhost:5050
+echo ================================================
+echo Press Ctrl+C in each terminal window to stop the servers
+echo Run 'docker-compose -f docker-compose.local.yml down' to stop Docker services when done
+
+cmd /k
diff --git a/run-local.sh b/run-local.sh
new file mode 100755
index 00000000..f095c916
--- /dev/null
+++ b/run-local.sh
@@ -0,0 +1,76 @@
+#!/bin/bash
+# Script to run FolioMan locally with minimal Docker usage
+
+# Start Docker services (timedb, cache, pgadmin)
+echo "Starting required Docker services (timedb, cache, pgadmin)..."
+docker-compose -f docker-compose.local.yml up -d
+
+echo "Waiting for services to be ready..."
+sleep 5
+
+# Set up Python environment
+if [ ! -d ".venv" ]; then
+    echo "Creating Python virtual environment..."
+    python -m venv .venv
+fi
+
+# Activate virtual environment
+source .venv/bin/activate || source .venv/Scripts/activate
+
+# Install Python requirements
+echo "Installing Python requirements..."
+cd api
+pip install -r requirements.txt
+pip install casparser-isin
+
+# Use the local environment file
+if [ ! -f ".env" ] || [ ! -L ".env" ]; then
+    echo "Setting up local environment file..."
+    cp .env.local .env
+fi
+
+# Run Django migrations
+echo "Running database migrations..."
+python manage.py migrate
+
+# Collect static files
+echo "Collecting static files..."
+python manage.py collectstatic --noinput
+
+# Start Django server in background
+echo "Starting Django server..."
+python manage.py runserver 8000 &
+API_PID=$!
+
+# Setup UI
+echo "Setting up UI..."
+cd ../ui
+
+# Install Node.js dependencies
+echo "Installing Node.js dependencies..."
+yarn install
+
+# Build and start UI
+echo "Building and starting UI..."
+yarn run dev &
+UI_PID=$!
+
+echo "================================================"
+echo "FolioMan is now running:"
+echo "API: http://localhost:8000"
+echo "UI: http://localhost:3000"
+echo "PGAdmin: http://localhost:5050"
+echo "================================================"
+echo "Press Ctrl+C to stop all services"
+
+# Handle graceful shutdown
+function cleanup {
+    echo "Shutting down services..."
+    kill $API_PID
+    kill $UI_PID
+    docker-compose -f ../docker-compose.local.yml down
+    exit 0
+}
+
+trap cleanup INT TERM
+wait

From 37ac6fd929ccda42e062a4000c0e448efc9a80a8 Mon Sep 17 00:00:00 2001
From: Raja Kolli <rajadilipkolli@gmail.com>
Date: Fri, 11 Apr 2025 20:10:13 +0000
Subject: [PATCH 10/24] fix issue with opening host

---
 .gitignore    | 4 +++-
 README.md     | 3 +++
 run-local.bat | 4 ++--
 run-local.sh  | 7 ++++---
 4 files changed, 12 insertions(+), 6 deletions(-)

diff --git a/.gitignore b/.gitignore
index e4365f1e..1d467898 100644
--- a/.gitignore
+++ b/.gitignore
@@ -20,4 +20,6 @@ ui/.pnp.loader.mjs
 !ui/.yarn/plugins
 !ui/.yarn/releases
 !ui/.yarn/sdks
-!ui/.yarn/versions
\ No newline at end of file
+!ui/.yarn/versions
+api/static/
+api/beat.pid
diff --git a/README.md b/README.md
index 44b16f12..06f5e308 100644
--- a/README.md
+++ b/README.md
@@ -30,6 +30,9 @@ username: admin
 password: foliom4n
 ```
 
+---
+
+
 This will build the container images for backend, frontend and all dependent services
 and may take quite a while to finish.
 
diff --git a/run-local.bat b/run-local.bat
index 92534edc..89b60e43 100644
--- a/run-local.bat
+++ b/run-local.bat
@@ -50,11 +50,11 @@ call yarn install
 
 REM Build and start UI
 echo Building and starting UI...
-start "UI Server" yarn run dev
+start "UI Server" yarn run dev --host 0.0.0.0
 
 echo ================================================
 echo FolioMan is now running:
-echo API: http://localhost:8000
+echo API: http://localhost:8000/admin
 echo UI: http://localhost:3000
 echo PGAdmin: http://localhost:5050
 echo ================================================
diff --git a/run-local.sh b/run-local.sh
index f095c916..c11cf800 100755
--- a/run-local.sh
+++ b/run-local.sh
@@ -52,12 +52,13 @@ yarn install
 
 # Build and start UI
 echo "Building and starting UI..."
-yarn run dev &
+# Modified to explicitly set the host to 0.0.0.0 to make it accessible from outside
+yarn run dev --host 0.0.0.0 &
 UI_PID=$!
 
 echo "================================================"
 echo "FolioMan is now running:"
-echo "API: http://localhost:8000"
+echo "API: http://localhost:8000/admin"
 echo "UI: http://localhost:3000"
 echo "PGAdmin: http://localhost:5050"
 echo "================================================"
@@ -73,4 +74,4 @@ function cleanup {
 }
 
 trap cleanup INT TERM
-wait
+wait
\ No newline at end of file

From f06b8e1d5b8c917bb338739fac3334922478544a Mon Sep 17 00:00:00 2001
From: Raja Kolli <rajadilipkolli@gmail.com>
Date: Fri, 11 Apr 2025 20:11:49 +0000
Subject: [PATCH 11/24] fix limitation

---
 README.md | 5 ++---
 1 file changed, 2 insertions(+), 3 deletions(-)

diff --git a/README.md b/README.md
index 06f5e308..00c17021 100644
--- a/README.md
+++ b/README.md
@@ -30,12 +30,11 @@ username: admin
 password: foliom4n
 ```
 
----
-
-
 This will build the container images for backend, frontend and all dependent services
 and may take quite a while to finish.
 
+---
+
 ### Running Locally (Minimal Docker Setup)
 
 If you want to run the application locally with minimal Docker usage (only loading timedb and cache services in Docker), follow these steps:

From 981313977c268fa488159b46743f639a01a0e556 Mon Sep 17 00:00:00 2001
From: Raja Kolli <rajadilipkolli@gmail.com>
Date: Tue, 20 May 2025 00:02:05 +0530
Subject: [PATCH 12/24] Update run-celery-local.sh

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
---
 run-celery-local.sh | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/run-celery-local.sh b/run-celery-local.sh
index a06ebf4c..c724be93 100755
--- a/run-celery-local.sh
+++ b/run-celery-local.sh
@@ -12,7 +12,7 @@ fi
 # Activate virtual environment from .venv folder instead of venv
 source .venv/bin/activate
 
-cd api
+cd api || { echo "Error: Cannot change to api directory"; exit 1; }
 
 # Check if .env exists (should have been created by run-local.sh)
 if [ ! -f .env ]; then

From ac84c5c108f8052c95d91186f229ef535a692a0a Mon Sep 17 00:00:00 2001
From: Raja Kolli <rajadilipkolli@gmail.com>
Date: Tue, 20 May 2025 00:03:18 +0530
Subject: [PATCH 13/24] Apply suggestions from code review

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
---
 run-local.sh | 6 +++---
 1 file changed, 3 insertions(+), 3 deletions(-)

diff --git a/run-local.sh b/run-local.sh
index c11cf800..30f1e995 100755
--- a/run-local.sh
+++ b/run-local.sh
@@ -19,7 +19,7 @@ source .venv/bin/activate || source .venv/Scripts/activate
 
 # Install Python requirements
 echo "Installing Python requirements..."
-cd api
+cd api || { echo "Error: api directory not found"; exit 1; }
 pip install -r requirements.txt
 pip install casparser-isin
 
@@ -44,7 +44,7 @@ API_PID=$!
 
 # Setup UI
 echo "Setting up UI..."
-cd ../ui
+cd ../ui || { echo "Error: ui directory not found"; exit 1; }
 
 # Install Node.js dependencies
 echo "Installing Node.js dependencies..."
@@ -69,7 +69,7 @@ function cleanup {
     echo "Shutting down services..."
     kill $API_PID
     kill $UI_PID
-    docker-compose -f ../docker-compose.local.yml down
+    cd $(dirname "$0") && docker-compose -f docker-compose.local.yml down
     exit 0
 }
 

From 55b0ba9bc854a8015389adf7ccccb758763542cc Mon Sep 17 00:00:00 2001
From: "renovate[bot]" <29139614+renovate[bot]@users.noreply.github.com>
Date: Tue, 27 May 2025 21:08:55 +0530
Subject: [PATCH 14/24] chore(deps): update dependency django to v5.1.9
 [security] (#146)

Co-authored-by: renovate[bot] <29139614+renovate[bot]@users.noreply.github.com>
---
 api/requirements.txt | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/api/requirements.txt b/api/requirements.txt
index a13ab2bc..30e3cfc8 100644
--- a/api/requirements.txt
+++ b/api/requirements.txt
@@ -1,6 +1,6 @@
 casparser[mupdf]==0.5.5
 celery==5.4.0
-Django==5.1.8
+Django==5.1.9
 django-celery-beat==2.7.0
 django-celery-results==2.5.1
 django-click>=2.3.0

From 3dc8ff227786e2e328e8626c9b90503fe9e32d35 Mon Sep 17 00:00:00 2001
From: "renovate[bot]" <29139614+renovate[bot]@users.noreply.github.com>
Date: Sat, 7 Jun 2025 01:17:07 +0000
Subject: [PATCH 15/24] chore(deps): update dependency django to v5.1.10
 [security] (#147)

Co-authored-by: renovate[bot] <29139614+renovate[bot]@users.noreply.github.com>
---
 api/requirements.txt | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/api/requirements.txt b/api/requirements.txt
index 30e3cfc8..ce04c929 100644
--- a/api/requirements.txt
+++ b/api/requirements.txt
@@ -1,6 +1,6 @@
 casparser[mupdf]==0.5.5
 celery==5.4.0
-Django==5.1.9
+Django==5.1.10
 django-celery-beat==2.7.0
 django-celery-results==2.5.1
 django-click>=2.3.0

From 513e4b36fae1eb6953db6cf287e37136713a343c Mon Sep 17 00:00:00 2001
From: "renovate[bot]" <29139614+renovate[bot]@users.noreply.github.com>
Date: Tue, 10 Jun 2025 17:12:33 +0000
Subject: [PATCH 16/24] chore(deps): update dependency requests to v2.32.4
 [security] (#149)

Co-authored-by: renovate[bot] <29139614+renovate[bot]@users.noreply.github.com>
---
 api/requirements.txt | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/api/requirements.txt b/api/requirements.txt
index ce04c929..4dcc9b9e 100644
--- a/api/requirements.txt
+++ b/api/requirements.txt
@@ -17,7 +17,7 @@ psycopg2
 python-dateutil>=2.8.1
 pytz>=2021.1
 redis==5.2.1
-requests==2.32.3
+requests==2.32.4
 sentry-sdk==2.19.2
 tablib[pandas]==3.3.0
 xirr==0.1.8

From a5fdf7c0370d6a628f2fcaac4919983225bf11dd Mon Sep 17 00:00:00 2001
From: "renovate[bot]" <29139614+renovate[bot]@users.noreply.github.com>
Date: Thu, 4 Sep 2025 17:14:55 +0000
Subject: [PATCH 17/24] chore(deps): update dependency
 djangorestframework-simplejwt to v5.5.1 [security] (#155)

Co-authored-by: renovate[bot] <29139614+renovate[bot]@users.noreply.github.com>
---
 api/requirements.txt | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/api/requirements.txt b/api/requirements.txt
index 4dcc9b9e..2d8bd00c 100644
--- a/api/requirements.txt
+++ b/api/requirements.txt
@@ -8,7 +8,7 @@ django-environ==0.11.2
 django-import-export==2.9.0
 django-redis==5.4.0
 djangorestframework==3.15.2
-djangorestframework-simplejwt==5.3.1
+djangorestframework-simplejwt==5.5.1
 gunicorn==23.0.0
 lxml
 numpy

From aa16f103daeaebc80f76823851b4f1834b79581d Mon Sep 17 00:00:00 2001
From: "renovate[bot]" <29139614+renovate[bot]@users.noreply.github.com>
Date: Wed, 10 Sep 2025 07:01:32 +0000
Subject: [PATCH 18/24] chore(deps): update dependency django to v5.1.12
 [security] (#157)

Co-authored-by: renovate[bot] <29139614+renovate[bot]@users.noreply.github.com>
---
 api/requirements.txt | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/api/requirements.txt b/api/requirements.txt
index 2d8bd00c..15374d6f 100644
--- a/api/requirements.txt
+++ b/api/requirements.txt
@@ -1,6 +1,6 @@
 casparser[mupdf]==0.5.5
 celery==5.4.0
-Django==5.1.10
+Django==5.1.12
 django-celery-beat==2.7.0
 django-celery-results==2.5.1
 django-click>=2.3.0

From 2427b289cbfc59b31bf2b7d2db10bcd6fbda4283 Mon Sep 17 00:00:00 2001
From: "renovate[bot]" <29139614+renovate[bot]@users.noreply.github.com>
Date: Thu, 2 Oct 2025 05:03:30 +0000
Subject: [PATCH 19/24] chore(deps): update dependency django to v5.1.13
 [security] (#158)

Co-authored-by: renovate[bot] <29139614+renovate[bot]@users.noreply.github.com>
---
 api/requirements.txt | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/api/requirements.txt b/api/requirements.txt
index 15374d6f..d65b7673 100644
--- a/api/requirements.txt
+++ b/api/requirements.txt
@@ -1,6 +1,6 @@
 casparser[mupdf]==0.5.5
 celery==5.4.0
-Django==5.1.12
+Django==5.1.13
 django-celery-beat==2.7.0
 django-celery-results==2.5.1
 django-click>=2.3.0

From 6848486b55ddc1e887afadc8e20cbbde4ba710f6 Mon Sep 17 00:00:00 2001
From: "dependabot[bot]" <49699333+dependabot[bot]@users.noreply.github.com>
Date: Sat, 4 Oct 2025 21:20:19 +0530
Subject: [PATCH 20/24] build(deps): bump pbkdf2 from 3.1.2 to 3.1.3 in /ui
 (#150)

Bumps [pbkdf2](https://github.com/crypto-browserify/pbkdf2) from 3.1.2 to 3.1.3.
- [Changelog](https://github.com/browserify/pbkdf2/blob/master/CHANGELOG.md)
- [Commits](https://github.com/crypto-browserify/pbkdf2/compare/v3.1.2...v3.1.3)

---
updated-dependencies:
- dependency-name: pbkdf2
  dependency-version: 3.1.3
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
---
 ui/yarn.lock | 219 ++++++++++++++++++++++++++++++++++++++++++++++++---
 1 file changed, 207 insertions(+), 12 deletions(-)

diff --git a/ui/yarn.lock b/ui/yarn.lock
index 169efc74..6c516b31 100644
--- a/ui/yarn.lock
+++ b/ui/yarn.lock
@@ -5184,6 +5184,16 @@ __metadata:
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+  resolution: "call-bind-apply-helpers@npm:1.0.2"
+  dependencies:
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+  languageName: node
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+
 "call-bind@npm:^1.0.0, call-bind@npm:^1.0.2":
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@@ -5207,6 +5217,28 @@ __metadata:
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+"call-bind@npm:^1.0.8":
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+  resolution: "call-bind@npm:1.0.8"
+  dependencies:
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+    set-function-length: ^1.2.2
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+  languageName: node
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+
+"call-bound@npm:^1.0.3, call-bound@npm:^1.0.4":
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+  resolution: "call-bound@npm:1.0.4"
+  dependencies:
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+  languageName: node
+  linkType: hard
+
 "caller-callsite@npm:^2.0.0":
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   resolution: "caller-callsite@npm:2.0.0"
@@ -6054,7 +6086,7 @@ __metadata:
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-"create-hash@npm:^1.1.0, create-hash@npm:^1.1.2, create-hash@npm:^1.2.0":
+"create-hash@npm:^1.1.0, create-hash@npm:^1.2.0":
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   resolution: "create-hash@npm:1.2.0"
   dependencies:
@@ -6067,7 +6099,19 @@ __metadata:
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-"create-hmac@npm:^1.1.0, create-hmac@npm:^1.1.4, create-hmac@npm:^1.1.7":
+"create-hash@npm:~1.1.3":
+  version: 1.1.3
+  resolution: "create-hash@npm:1.1.3"
+  dependencies:
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+    inherits: ^2.0.1
+    ripemd160: ^2.0.0
+    sha.js: ^2.4.0
+  checksum: 8d7d9bade6ab432f22737bf6f584155bab26d11b5abd98214034dda1e087bd2c395595f6729751b94d37f95f737dddffeb2db198bbbd5717a125906756ed3012
+  languageName: node
+  linkType: hard
+
+"create-hmac@npm:^1.1.0, create-hmac@npm:^1.1.7":
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   resolution: "create-hmac@npm:1.1.7"
   dependencies:
@@ -6924,6 +6968,17 @@ __metadata:
   languageName: node
   linkType: hard
 
+"dunder-proto@npm:^1.0.1":
+  version: 1.0.1
+  resolution: "dunder-proto@npm:1.0.1"
+  dependencies:
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+    es-errors: ^1.3.0
+    gopd: ^1.2.0
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+  languageName: node
+  linkType: hard
+
 "duplexer@npm:^0.1.2":
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   resolution: "duplexer@npm:0.1.2"
@@ -7217,6 +7272,13 @@ __metadata:
   languageName: node
   linkType: hard
 
+"es-define-property@npm:^1.0.1":
+  version: 1.0.1
+  resolution: "es-define-property@npm:1.0.1"
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+  languageName: node
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+
 "es-errors@npm:^1.2.1, es-errors@npm:^1.3.0":
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   resolution: "es-errors@npm:1.3.0"
@@ -7233,6 +7295,15 @@ __metadata:
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   linkType: hard
 
+"es-object-atoms@npm:^1.1.1":
+  version: 1.1.1
+  resolution: "es-object-atoms@npm:1.1.1"
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+  languageName: node
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+
 "es-set-tostringtag@npm:^2.0.3":
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   resolution: "es-set-tostringtag@npm:2.0.3"
@@ -8283,6 +8354,15 @@ __metadata:
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   linkType: hard
 
+"for-each@npm:^0.3.5":
+  version: 0.3.5
+  resolution: "for-each@npm:0.3.5"
+  dependencies:
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+  checksum: 3c986d7e11f4381237cc98baa0a2f87eabe74719eee65ed7bed275163082b940ede19268c61d04c6260e0215983b12f8d885e3c8f9aa8c2113bf07c37051745c
+  languageName: node
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+
 "for-in@npm:^1.0.2":
   version: 1.0.2
   resolution: "for-in@npm:1.0.2"
@@ -8564,6 +8644,24 @@ __metadata:
   languageName: node
   linkType: hard
 
+"get-intrinsic@npm:^1.3.0":
+  version: 1.3.0
+  resolution: "get-intrinsic@npm:1.3.0"
+  dependencies:
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+    es-define-property: ^1.0.1
+    es-errors: ^1.3.0
+    es-object-atoms: ^1.1.1
+    function-bind: ^1.1.2
+    get-proto: ^1.0.1
+    gopd: ^1.2.0
+    has-symbols: ^1.1.0
+    hasown: ^2.0.2
+    math-intrinsics: ^1.1.0
+  checksum: 301008e4482bb9a9cb49e132b88fee093bff373b4e6def8ba219b1e96b60158a6084f273ef5cafe832e42cd93462f4accb46a618d35fe59a2b507f2388c5b79d
+  languageName: node
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+
 "get-port-please@npm:^2.2.0":
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   resolution: "get-port-please@npm:2.2.0"
@@ -8573,6 +8671,16 @@ __metadata:
   languageName: node
   linkType: hard
 
+"get-proto@npm:^1.0.1":
+  version: 1.0.1
+  resolution: "get-proto@npm:1.0.1"
+  dependencies:
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+    es-object-atoms: ^1.0.0
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+
 "get-stdin@npm:^8.0.0":
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   resolution: "get-stdin@npm:8.0.0"
@@ -8854,6 +8962,13 @@ __metadata:
   languageName: node
   linkType: hard
 
+"gopd@npm:^1.2.0":
+  version: 1.2.0
+  resolution: "gopd@npm:1.2.0"
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+  languageName: node
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+
 "graceful-fs@npm:^4.1.11, graceful-fs@npm:^4.1.15, graceful-fs@npm:^4.1.2, graceful-fs@npm:^4.1.6, graceful-fs@npm:^4.2.0, graceful-fs@npm:^4.2.4":
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@@ -8995,6 +9110,13 @@ __metadata:
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+"has-symbols@npm:^1.1.0":
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 "has-tostringtag@npm:^1.0.0":
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@@ -9068,6 +9190,15 @@ __metadata:
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   linkType: hard
 
+"hash-base@npm:^2.0.0":
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+  resolution: "hash-base@npm:2.0.2"
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+  languageName: node
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 "hash-base@npm:^3.0.0":
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   resolution: "hash-base@npm:3.1.0"
@@ -10230,6 +10361,15 @@ __metadata:
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+"is-typed-array@npm:^1.1.14":
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+  resolution: "is-typed-array@npm:1.1.15"
+  dependencies:
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 "is-typedarray@npm:^1.0.0":
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@@ -11089,6 +11229,13 @@ __metadata:
   languageName: node
   linkType: hard
 
+"math-intrinsics@npm:^1.1.0":
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+  resolution: "math-intrinsics@npm:1.1.0"
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 "mathml-tag-names@npm:^2.1.3":
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   resolution: "mathml-tag-names@npm:2.1.3"
@@ -12715,15 +12862,16 @@ __metadata:
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 "pbkdf2@npm:^3.0.3, pbkdf2@npm:^3.1.2":
-  version: 3.1.2
-  resolution: "pbkdf2@npm:3.1.2"
+  version: 3.1.3
+  resolution: "pbkdf2@npm:3.1.3"
   dependencies:
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-    create-hmac: ^1.1.4
-    ripemd160: ^2.0.1
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@@ -14979,6 +15127,16 @@ __metadata:
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+"ripemd160@npm:=2.0.1":
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+  resolution: "ripemd160@npm:2.0.1"
+  dependencies:
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+  languageName: node
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+
 "ripemd160@npm:^2.0.0, ripemd160@npm:^2.0.1":
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-"sha.js@npm:^2.4.0, sha.js@npm:^2.4.8":
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   dependencies:
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+"to-buffer@npm:^1.2.0":
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+  resolution: "to-buffer@npm:1.2.1"
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@@ -16821,6 +16990,17 @@ __metadata:
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   linkType: hard
 
+"typed-array-buffer@npm:^1.0.3":
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+  resolution: "typed-array-buffer@npm:1.0.3"
+  dependencies:
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   resolution: "typed-array-byte-length@npm:1.0.1"
@@ -17863,6 +18043,21 @@ __metadata:
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   linkType: hard
 
+"which-typed-array@npm:^1.1.16":
+  version: 1.1.19
+  resolution: "which-typed-array@npm:1.1.19"
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+    gopd: ^1.2.0
+    has-tostringtag: ^1.0.2
+  checksum: 162d2a07f68ea323f88ed9419861487ce5d02cb876f2cf9dd1e428d04a63133f93a54f89308f337b27cabd312ee3d027cae4a79002b2f0a85b79b9ef4c190670
+  languageName: node
+  linkType: hard
+
 "which@npm:^1.3.1":
   version: 1.3.1
   resolution: "which@npm:1.3.1"

From 92753b888d5ead09794b593a6d689753395fb9d4 Mon Sep 17 00:00:00 2001
From: "dependabot[bot]" <49699333+dependabot[bot]@users.noreply.github.com>
Date: Sat, 4 Oct 2025 21:20:48 +0530
Subject: [PATCH 21/24] build(deps): bump koa from 2.16.1 to 2.16.2 in /ui
 (#151)

Bumps [koa](https://github.com/koajs/koa) from 2.16.1 to 2.16.2.
- [Release notes](https://github.com/koajs/koa/releases)
- [Changelog](https://github.com/koajs/koa/blob/master/History.md)
- [Commits](https://github.com/koajs/koa/compare/v2.16.1...v2.16.2)

---
updated-dependencies:
- dependency-name: koa
  dependency-version: 2.16.2
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
---
 ui/yarn.lock | 6 +++---
 1 file changed, 3 insertions(+), 3 deletions(-)

diff --git a/ui/yarn.lock b/ui/yarn.lock
index 6c516b31..c5ed09ff 100644
--- a/ui/yarn.lock
+++ b/ui/yarn.lock
@@ -10815,8 +10815,8 @@ __metadata:
   linkType: hard
 
 "koa@npm:^2.12.0":
-  version: 2.16.1
-  resolution: "koa@npm:2.16.1"
+  version: 2.16.2
+  resolution: "koa@npm:2.16.2"
   dependencies:
     accepts: ^1.3.5
     cache-content-type: ^1.0.0
@@ -10841,7 +10841,7 @@ __metadata:
     statuses: ^1.5.0
     type-is: ^1.6.16
     vary: ^1.1.2
-  checksum: 4946d19efb7ff7c4638bd8a46c61534b1e3ee9c7674900c81c6a75025b8bd121575db367f391dce87e6e76f6556ab800b1978b4384d888ab12202f25b3014430
+  checksum: c4c193c69fef15c4a7ed8bc30408871271272b1cec32fefa6fd1d1e8740b1b9a6b3e4dd65ecefb6dcfec0c3c40254637a96ffde99f530f6b569f2a777907d109
   languageName: node
   linkType: hard
 

From ebb7bc9b3a9b1800936a18c06c8125b1fdc66a70 Mon Sep 17 00:00:00 2001
From: "dependabot[bot]" <49699333+dependabot[bot]@users.noreply.github.com>
Date: Sat, 4 Oct 2025 21:23:34 +0530
Subject: [PATCH 22/24] build(deps): bump brace-expansion from 1.1.11 to 1.1.12
 in /ui (#156)

Bumps [brace-expansion](https://github.com/juliangruber/brace-expansion) from 1.1.11 to 1.1.12.
- [Release notes](https://github.com/juliangruber/brace-expansion/releases)
- [Commits](https://github.com/juliangruber/brace-expansion/compare/1.1.11...v1.1.12)

---
updated-dependencies:
- dependency-name: brace-expansion
  dependency-version: 1.1.12
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
---
 ui/yarn.lock | 6 +++---
 1 file changed, 3 insertions(+), 3 deletions(-)

diff --git a/ui/yarn.lock b/ui/yarn.lock
index c5ed09ff..9c7543f6 100644
--- a/ui/yarn.lock
+++ b/ui/yarn.lock
@@ -4791,12 +4791,12 @@ __metadata:
   linkType: hard
 
 "brace-expansion@npm:^1.1.7":
-  version: 1.1.11
-  resolution: "brace-expansion@npm:1.1.11"
+  version: 1.1.12
+  resolution: "brace-expansion@npm:1.1.12"
   dependencies:
     balanced-match: ^1.0.0
     concat-map: 0.0.1
-  checksum: faf34a7bb0c3fcf4b59c7808bc5d2a96a40988addf2e7e09dfbb67a2251800e0d14cd2bfc1aa79174f2f5095c54ff27f46fb1289fe2d77dac755b5eb3434cc07
+  checksum: 12cb6d6310629e3048cadb003e1aca4d8c9bb5c67c3c321bafdd7e7a50155de081f78ea3e0ed92ecc75a9015e784f301efc8132383132f4f7904ad1ac529c562
   languageName: node
   linkType: hard
 

From 1c08fabf0af87ad55631e8ea628e895adb3aa23a Mon Sep 17 00:00:00 2001
From: "dependabot[bot]" <49699333+dependabot[bot]@users.noreply.github.com>
Date: Sat, 4 Oct 2025 21:51:08 +0530
Subject: [PATCH 23/24] build(deps): bump sha.js from 2.4.11 to 2.4.12 in /ui
 (#152)

Bumps [sha.js](https://github.com/crypto-browserify/sha.js) from 2.4.11 to 2.4.12.
- [Changelog](https://github.com/browserify/sha.js/blob/master/CHANGELOG.md)
- [Commits](https://github.com/crypto-browserify/sha.js/compare/v2.4.11...v2.4.12)

---
updated-dependencies:
- dependency-name: sha.js
  dependency-version: 2.4.12
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
---
 ui/yarn.lock | 13 +++++++------
 1 file changed, 7 insertions(+), 6 deletions(-)

diff --git a/ui/yarn.lock b/ui/yarn.lock
index 9c7543f6..2a2ad9f4 100644
--- a/ui/yarn.lock
+++ b/ui/yarn.lock
@@ -15602,14 +15602,15 @@ __metadata:
   linkType: hard
 
 "sha.js@npm:^2.4.0, sha.js@npm:^2.4.11, sha.js@npm:^2.4.8":
-  version: 2.4.11
-  resolution: "sha.js@npm:2.4.11"
+  version: 2.4.12
+  resolution: "sha.js@npm:2.4.12"
   dependencies:
-    inherits: ^2.0.1
-    safe-buffer: ^5.0.1
+    inherits: ^2.0.4
+    safe-buffer: ^5.2.1
+    to-buffer: ^1.2.0
   bin:
-    sha.js: ./bin.js
-  checksum: ebd3f59d4b799000699097dadb831c8e3da3eb579144fd7eb7a19484cbcbb7aca3c68ba2bb362242eb09e33217de3b4ea56e4678184c334323eca24a58e3ad07
+    sha.js: bin.js
+  checksum: 9ec0fe39cc402acb33ffb18d261b52013485a2a9569a1873ff1861510a67b9ea2b3ccc78ab8aa09c34e1e85a5f06e18ab83637715509c6153ba8d537bbd2c29d
   languageName: node
   linkType: hard
 

From 6eada5691464c50beb2bd3f8065ac8bb94a16557 Mon Sep 17 00:00:00 2001
From: "dependabot[bot]" <49699333+dependabot[bot]@users.noreply.github.com>
Date: Sat, 4 Oct 2025 21:51:29 +0530
Subject: [PATCH 24/24] build(deps): bump cipher-base from 1.0.4 to 1.0.6 in
 /ui (#153)

Bumps [cipher-base](https://github.com/crypto-browserify/cipher-base) from 1.0.4 to 1.0.6.
- [Changelog](https://github.com/browserify/cipher-base/blob/master/CHANGELOG.md)
- [Commits](https://github.com/crypto-browserify/cipher-base/compare/v1.0.4...v1.0.6)

---
updated-dependencies:
- dependency-name: cipher-base
  dependency-version: 1.0.6
  dependency-type: indirect
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
---
 ui/yarn.lock | 22 +++++++++++++++++-----
 1 file changed, 17 insertions(+), 5 deletions(-)

diff --git a/ui/yarn.lock b/ui/yarn.lock
index 2a2ad9f4..63e518c5 100644
--- a/ui/yarn.lock
+++ b/ui/yarn.lock
@@ -5533,12 +5533,13 @@ __metadata:
   linkType: hard
 
 "cipher-base@npm:^1.0.0, cipher-base@npm:^1.0.1, cipher-base@npm:^1.0.3":
-  version: 1.0.4
-  resolution: "cipher-base@npm:1.0.4"
+  version: 1.0.7
+  resolution: "cipher-base@npm:1.0.7"
   dependencies:
-    inherits: ^2.0.1
-    safe-buffer: ^5.0.1
-  checksum: 47d3568dbc17431a339bad1fe7dff83ac0891be8206911ace3d3b818fc695f376df809bea406e759cdea07fff4b454fa25f1013e648851bec790c1d75763032e
+    inherits: ^2.0.4
+    safe-buffer: ^5.2.1
+    to-buffer: ^1.2.2
+  checksum: 3c3b5ddd8c8bfbb68fdd134c4c6db408b57a81f19260c59a5e1f5b75cb67fc5a0127af2ffb84a14720c9d249226659544c593245123f42285c82267cf787b883
   languageName: node
   linkType: hard
 
@@ -16755,6 +16756,17 @@ __metadata:
   languageName: node
   linkType: hard
 
+"to-buffer@npm:^1.2.2":
+  version: 1.2.2
+  resolution: "to-buffer@npm:1.2.2"
+  dependencies:
+    isarray: ^2.0.5
+    safe-buffer: ^5.2.1
+    typed-array-buffer: ^1.0.3
+  checksum: b0cd2417989a9f3d47273301e8cec2c9798b19a117822424686f385f3ec0239d2defd5fd9f8e76cda0b21e2a2f5de65a58e806506bf4c296c31750c5efd3ae4b
+  languageName: node
+  linkType: hard
+
 "to-fast-properties@npm:^2.0.0":
   version: 2.0.0
   resolution: "to-fast-properties@npm:2.0.0"