Family Fund Manager

The objective is to develop a fund shares management system.
* No graphical interface, the interface will be command line and API (see below).
There should be good unit test coverage, ideally in Java or PHP.
Documentation with JavaDoc (https://dzone.com/articles/best-practices-of-code-documentation-in-java).
The database must be MariaDB or MySQL, using Flyway (https://flywaydb.org/) to store the SQL. Use TLS 1.2 connection.
It will run on ubuntu 20.04, in Amazon AWS, but the development should be in docker/docker-compose.
Code should be hosted in Github.
The delivery should be in phases, allowing for review.

V1:

Assets
* Data will be manually set on the database.
* Have name, type (stock/digital coin/other), last price, last price date
* source_feed(where data comes from), feed_id(id within the data feed)
* Assets have a price history (asset, price, date)
* Asset changes should be tracked on the change historical log (added asset, changed asset field)
* Assets are global, independent of funds and portfolios

Asset Price Update API
* Sets asset price/date
* Inputs: source_feed, feed_id, price, date

Portfolio
* Has assets
* Each asset
* has id, quantity/shares
* can calculate % of portfolio
* Can calculate total value
* Assets can only be registered once in a portfolio

Funds (Investment Fund)
* Data will be manually set on the database.
* Have name, goal(long text), total shares (double)
* All changes should be tracked in a historical change log (added fund, changed fund field)
* Has one portfolio
* It can calculate its total value based on its portfolio
* It can calculate the fund share price

V2:

Funds (Investment Fund)
* Have sale restriction (%)
* Has matching rules
* It can calculate the unallocated funds (that don’t belong to Fund Holders)

Matching Rules
* Has Name, $ range, date period, match(%)
* Matching rules are global, independent of funds and portfolios

Fund Share Holders
* Name, email, type (person/reserve)
* CC email list (comma separated text, optional)

Fund Holder Shares
* Has Fund Holder, share type (purchase, borrow, sale), portfolio asset id, shares (double)
* Have shares of Funds (not assets)
* All changes should be tracked in a Fund Holder share history
* Have borrowed shares of Funds - and a historical table

V3:

Fund Holder Quarterly Report
* Report will be triggered by command line
* Output is PDF
* Will be sent via email
*
* Matching rule status (if borrowing or sales last year, shows as on not available)
* Borrowing status
* Sale Restriction %
* Overall Fund Performance (includes line graph)
* Last Year Fund Performance
* Total shares/value

Fund Share Transactions
* Fund Holders can borrow or purchase shares
* Generates email
* This actions will be performed by command line
* Purchases
* Apply the matching rules - validate qualification, add extra shares
* Matching is reduced by last years sales/borrowing amount
* Shares will be moved from the unallocated pool
* There must be enough unallocated shares on the fund
* Sales
* Restricted by the Fund (max %)
* Borrowing
* Reduce Fund Holder shares, add borrowing shares