Thomas Kaul
3eb9d53220
Bugfix/validation of valuables ( #6372 )
...
* Fix validation of valuables
* Update changelog
1 day ago
Thomas Kaul
b888005144
Task/refresh cryptocurrencies list 20260216 ( #6342 )
...
* Update cryptocurrencies.json
* Update changelog
4 days ago
David Requeno
117a938bad
Feature/add new market data preset ( #6346 )
...
* Add new market data preset (no activities)
* Update changelog
5 days ago
Thomas Kaul
0d67478cc3
Task/harmonize validation for create activity endpoint with existing import activity logic ( #6349 )
...
* Harmonize validation
* Update changelog
5 days ago
Thomas Kaul
8c88ce918f
Feature/add support for custom cryptocurrencies defined in database ( #6344 )
...
* Add support for custom cryptocurrencies defined in database
* Update changelog
6 days ago
Thomas Kaul
75d3494fa4
Task/add support for cryptocurrency Sky ( #6338 )
...
* Add support for Sky
* Update changelog
7 days ago
Thomas Kaul
e59421f008
Feature/add static portfolio analysis fee ratio rule based on total investment volume ( #6332 )
...
* Add fee ratio rule based on total investment volume
* Update changelog
1 week ago
Thomas Kaul
f38a2d7ff1
Bugfix/investment value in portfolio summary ( #6329 )
...
* Include currency effects in investment value of portfolio summary
* Update changelog
1 week ago
Thomas Kaul
299bca2780
Task/extend error messages in scraper configuration ( #6322 )
...
* Improve error handling
* Update changelog
1 week ago
Thomas Kaul
8a98c0a3f0
Task/ignore nested ETFs when fetching top holdings in Yahoo Finance service ( #6319 )
...
* Ignore nested ETFs in top holdings
* Update changelog
1 week ago
Varun Chawla
c489a1cc00
Bugfix/integrate missing valueInBaseCurrency in import activities response ( #6294 )
...
* Integrate missing valueInBaseCurrency in import activities response
* Update changelog
1 week ago
Neeraj Bachani
373a4857ac
Bugfix/reset buy tracking variables when position closes ( #6298 )
...
* Reset buy tracking variables when position closes
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 weeks ago
Thomas Kaul
e361f09398
Bugfix/expand date range to cover full day in exchange rate calculation ( #6311 )
...
* Expand date range (start to end of day)
* Update changelog
2 weeks ago
Anurag Choudhury
d7349cd621
Bugfix/adapt accounts and tags of assistant in impersonation mode ( #6231 )
...
* Adapt accounts and tags of assistant in impersonation mode
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 weeks ago
Thomas Kaul
f57726972e
Task/refresh cryptocurrencies list 20260207 ( #6289 )
...
* Update cryptocurrencies.json
* Update changelog
2 weeks ago
Thomas Kaul
63e75942a8
Task/remove deprecated transaction count in portfolio calculator and service ( #6288 )
...
* Remove deprecated transactionCount in portfolio calculator and service
* Update changelog
2 weeks ago
Thomas Kaul
348ee5de8d
Task/add missing transform data source interceptors in market data controller ( #6287 )
...
* Add missing transform data source interceptors
2 weeks ago
Thomas Kaul
5adacda88f
Task/remove deprecated session id from create stripe checkout session response ( #6280 )
...
* Remove deprecated sessionId
2 weeks ago
Thomas Kaul
4ff372f020
Task/remove deprecated transaction count in get admin endpoint ( #6281 )
...
* Remove deprecated transaction count
* Update changelog
3 weeks ago
Thomas Kaul
eb6177d2e5
Bugfix/fix exception when fetching top holdings in Yahoo Finance service ( #6279 )
...
* Add missing guard
* Update changelog
3 weeks ago
Thomas Kaul
0365b9b614
Task/upgrade stripe to version 20.3.0 ( #6273 )
...
* Upgrade stripe to version 20.3.0
* Update changelog
3 weeks ago
Thomas Kaul
0034ed0adf
Feature/introduce fast-redact in value redaction interceptor ( #6269 )
...
* Introduce fast-redact
* Update changelog
---------
Co-authored-by: Valentin Zickner <valentin@coderworks.de>
3 weeks ago
Thomas Kaul
9c4638c185
Feature/add impersonation mode in get account balances endpoint ( #6272 )
...
* Add impersonation mode
* Update changelog
3 weeks ago
Thomas Kaul
eae2c20dfe
Task/deprecate transactionCount in GET api/v1/admin endpoint ( #6265 )
...
* Deprecate transactionCount in favor of activitiesCount
* Update changelog
3 weeks ago
Kenrick Tandrian
7dbacdbf0f
Feature/extract top holdings from Yahoo Finance for ETF and mutual funds ( #6254 )
...
* Extract top holdings from Yahoo Finance for ETF and mutual funds
* Update changelog
3 weeks ago
Thomas Kaul
418e8bc843
Task/remove deprecated first buy date in portfolio calculator ( #6244 )
...
* Remove deprecated firstBuyDate
* Update changelog
3 weeks ago
Thomas Kaul
30be7589b6
Task/refactor getDividends() from async to sync ( #6222 )
...
* Refactor from async to sync
4 weeks ago
Thomas Kaul
f364874e27
Task/extend portfolio calculator tests with investments by year ( #6240 )
...
* Extend tests with investmentsByYear
1 month ago
Thomas Kaul
f03b8f097e
Task/refresh cryptocurrencies list 20260123 ( #6236 )
...
* Update cryptocurrencies.json
* Update changelog
1 month ago
Thomas Kaul
13031aaad3
Task/deprecate firstBuyDate in portfolio calculator ( #6239 )
...
* Deprecate firstBuyDate in favor of dateOfFirstActivity
* Update changelog
1 month ago
Thomas Kaul
71902e39d1
Task/deprecate transactionCount in portfolio calculator and service ( #6228 )
...
* Deprecate transactionCount in favor of activitiesCount
* Update changelog
1 month ago
Thomas Kaul
18f09e88d9
Task/remove deprecated firstBuyDate from portfolio holding response ( #6220 )
...
* Remove deprecated firstBuyDate
* Update changelog
1 month ago
Thomas Kaul
4cfb785499
Task/deprecate firstBuyDate in portfolio holding response ( #6208 )
...
* Deprecate firstBuyDate
* Update changelog
1 month ago
Thomas Kaul
d9a4d261e4
Bugfix/total fee calculation related to activities in custom currency (part 2) ( #6199 )
...
* Fix total fee calculation related to activities in custom currency
* Update changelog
1 month ago
Thomas Kaul
3359ea1d20
Bugfix/numeric parsing error in X-ray page ( #6198 )
...
* Fix numeric parsing error related to cash positions
* Update changelog
1 month ago
Thomas Kaul
f19e417068
Task/remove deprecated activities from portfolio holding response ( #6157 )
...
* Remove deprecated activities
* Update changelog
1 month ago
Thomas Kaul
aa41cb404b
Task/remove deprecated platforms from info service ( #6137 )
...
* Remove platforms from info service
* Update changelog
1 month ago
Thomas Kaul
6727fb2b74
Bugfix/total fee calculation related to activities in custom currency ( #6191 )
...
* Fix total fee calculation related to activities in custom currency
* Update changelog
1 month ago
Thomas Kaul
723e154e65
Feature/restore support for specific calendar year date ranges in holdings ( #6186 )
...
* Restore specific calendar year date ranges
* Update changelog
1 month ago
Kenrick Tandrian
645e8ee303
Bugfix/prevent double counting of cash in net worth ( #6171 )
...
* Prevent double counting of cash in net worth
* Update changelog
1 month ago
Thomas Kaul
4539367bc5
Task/refresh cryptocurrencies list 20260105 ( #6172 )
...
* Update cryptocurrencies.json
* Update changelog
2 months ago
Thomas Kaul
ac67a6e190
Task/extend portfolio calculator cash test ( #6162 )
...
* Extend test
2 months ago
Thomas Kaul
09e7e6182d
Task/refactor firstOrderDate to dateOfFirstActivity in portfolio service ( #6161 )
...
* Refactor firstOrderDate to dateOfFirstActivity
2 months ago
Thomas Kaul
feb25c9266
Bugfix/fix filtering by asset class in get holdings endpoint ( #6151 )
...
* Fix filtering by asset class
* Update changelog
2 months ago
Thomas Kaul
5101c406b4
Task/refactor dividend import ( #6150 )
...
* Refactor dividend import
* Update changelog
2 months ago
Kenrick Tandrian
3943ca9f88
Feature/extend holdings endpoint to include performance with currency effects for cash positions ( #5650 )
...
* Extend holdings endpoint to include performance with currency effects for cash positions
* Update changelog
2 months ago
Thomas Kaul
a6011f2c47
Task/remove deprecated public Stripe key ( #6124 )
...
* Remove deprecated public Stripe key
* Update changelog
2 months ago
Thomas Kaul
a1fab9fdf3
Task/upgrade stripe to version 20.1.0 ( #6132 )
...
* Upgrade stripe to version 20.1.0
* Update changelog
2 months ago
Thomas Kaul
7999ff973b
Bugfix/jsonpath import in manual service ( #6129 )
...
* Fix jsonpath import
* Update changelog
2 months ago
Kenrick Tandrian
742415833c
Task/upgrade to Nx 22.3.3 and Angular 21.0 ( #6109 )
...
* chore(deps): upgrade to Nx 22.3.3 and Angular 21.0
* feat(nx): run migrations
* fix(ts): change module and moduleResolution for api
* feat(ts): remove duplicates of bundler module resolution
* fix(ts): enable ESM interoperability
* fix(api): update imports
* fix(ts): set module to preserve in api spec
* fix(ts): update target
* resolve comments
* fix(api): set jest moduleNameMapper
* fix(ts): update tsconfig in api spec
* fix(api): revert import changes
* fix(apps): revert unnecessary changes
* fix(client): change marked js file
* fix(deps): remove duplicates
2 months ago