John Costa
041a854c65
test(api): add tests for performance grouped by year in ROAI calculator
Add test cases that verify getChartByYear correctly groups portfolio
performance chart data by year. Tests use getPerformance() output
with getChartByYear to validate yearly grouping:
- BTCUSD: Tests multi-year scenario (2021-2022)
- GOOGL: Tests single-year scenario (2023)
- NOVN: Tests buy-and-sell within single year (2022)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2 weeks ago
John Costa
fbed22c61c
feat(api): add groupBy=year support to portfolio performance endpoint
This implements feature request #6221 by adding support for the `groupBy=year`
query parameter in the portfolio performance endpoint (GET /api/v2/portfolio/performance).
When `groupBy=year` is specified, the chart data is aggregated by year:
- Each year is represented by a single data point
- The date format is normalized to YYYY-01-01
- The last data point of each year is used as the representative value
The implementation follows existing patterns in the codebase (see getDividendsByGroup).
Extracted getChartByYear helper function with comprehensive unit tests.
Closes #6221
2 weeks ago
Thomas Kaul
3939bc55dd
Release 2.233.0 ( #6241 )
2 weeks ago
Thomas Kaul
f364874e27
Task/extend portfolio calculator tests with investments by year ( #6240 )
* Extend tests with investmentsByYear
2 weeks ago
Thomas Kaul
f03b8f097e
Task/refresh cryptocurrencies list 20260123 ( #6236 )
* Update cryptocurrencies.json
* Update changelog
2 weeks ago
Thomas Kaul
13031aaad3
Task/deprecate firstBuyDate in portfolio calculator ( #6239 )
* Deprecate firstBuyDate in favor of dateOfFirstActivity
* Update changelog
2 weeks ago
Thomas Kaul
f84e69c07a
Task/clean up position interface ( #6237 )
* Clean up interface
2 weeks ago
Thomas Kaul
44e0c2677c
Task/upgrade prettier to version 3.8.0 ( #6227 )
* Upgrade prettier to version 3.8.0
* Update changelog
2 weeks ago
Thomas Kaul
022a5c535c
Task/revert VS Code extension of Prettier ( #6235 )
* Revert VS Code extension of Prettier
2 weeks ago
Thomas Kaul
c74bca5066
Task/clean up Sponsors in README.md ( #6234 )
* Clean up
2 weeks ago
Thomas Kaul
c106f64b55
Task/remove margin in README.md ( #6233 )
* Remove margin
2 weeks ago
Thomas Kaul
50d7671d4f
Task/change LambdaTest to TestMu AI ( #6232 )
* Change LambdaTest to TestMu AI
2 weeks ago
Thomas Kaul
71902e39d1
Task/deprecate transactionCount in portfolio calculator and service ( #6228 )
* Deprecate transactionCount in favor of activitiesCount
* Update changelog
2 weeks ago
Thomas Kaul
18f09e88d9
Task/remove deprecated firstBuyDate from portfolio holding response ( #6220 )
* Remove deprecated firstBuyDate
* Update changelog
2 weeks ago
Thomas Kaul
48fda7d41a
Release 2.232.0 ( #6218 )
2 weeks ago
Thomas Kaul
fcae50968b
Task/set analysis page values as experimental ( #6217 )
* Set values as experimental
* Update changelog
2 weeks ago
Thomas Kaul
32f56cb3f6
Task/remove deprecated public Stripe key (part 3) ( #6160 )
* Remove deprecated public Stripe key
2 weeks ago
github-actions[bot]
f5b22e2f06
Task/update locales ( #6212 )
* Update locales
* Update translations
* Update changelog
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 weeks ago
Sven Günther
9df4945d0a
Feature/extend analysis page by values ( #6210 )
* Extend analysis page by values
* Update changelog
2 weeks ago
Thomas Kaul
4cfb785499
Task/deprecate firstBuyDate in portfolio holding response ( #6208 )
* Deprecate firstBuyDate
* Update changelog
2 weeks ago
Thomas Kaul
47b8494efa
Task/upgrade countries-list to version 3.2.2 ( #6209 )
* Upgrade countries-list to version 3.2.2
* Update changelog
2 weeks ago
Thomas Kaul
d42322cfa8
Release 2.231.0 ( #6200 )
2 weeks 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
2 weeks ago
Thomas Kaul
3359ea1d20
Bugfix/numeric parsing error in X-ray page ( #6198 )
* Fix numeric parsing error related to cash positions
* Update changelog
2 weeks ago
Thomas Kaul
f19e417068
Task/remove deprecated activities from portfolio holding response ( #6157 )
* Remove deprecated activities
* Update changelog
3 weeks ago
Thomas Kaul
aa41cb404b
Task/remove deprecated platforms from info service ( #6137 )
* Remove platforms from info service
* Update changelog
3 weeks ago
Thomas Kaul
e629d1b43b
Release 2.230.0 ( #6194 )
3 weeks 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
3 weeks ago
Thomas Kaul
3e8c21aa20
Task/extend referral brokers ( #6193 )
* Add Monefit
3 weeks ago
github-actions[bot]
9fd7924f2c
Task/update locales ( #6156 )
* Update locales
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
3 weeks ago
Thomas Kaul
723e154e65
Feature/restore support for specific calendar year date ranges in holdings ( #6186 )
* Restore specific calendar year date ranges
* Update changelog
3 weeks ago
Wolfgang
72ffef1ab8
Task/extend documentation by ENABLE_FEATURE_AUTH_TOKEN environment variable ( #6189 )
* Extend documentation
3 weeks ago
yaro
825a366367
Feature/set up language localization for Korean (ko) ( #6136 )
* Set up language localization for Korean (ko)
* Update changelog
3 weeks ago
Thomas Kaul
c47a4fdc71
Release 2.229.0 ( #6184 )
3 weeks ago
Kenrick Tandrian
645e8ee303
Bugfix/prevent double counting of cash in net worth ( #6171 )
* Prevent double counting of cash in net worth
* Update changelog
3 weeks ago
Thomas Kaul
60a64b768d
Bugfix/fix case-insensitive sorting in holdings table component ( #6183 )
* Fix case-insensitive sorting by name
* Update changelog
3 weeks ago
Thomas Kaul
a84eb7ba56
Bugfix/fix case-insensitive sorting in benchmark component ( #6181 )
* Fix case-insensitive sorting by name
* Update changelog
3 weeks ago
Thomas Kaul
d58e5f73e9
Bugfix/fix case-insensitive sorting in accounts table ( #6178 )
* Fix case-insensitive sorting by account name
* Update changelog
4 weeks ago
Thomas Kaul
4539367bc5
Task/refresh cryptocurrencies list 20260105 ( #6172 )
* Update cryptocurrencies.json
* Update changelog
4 weeks ago
Thomas Kaul
a8b25e095e
Task/upgrade @types/lodash to version 4.17.21 ( #6140 )
* Upgrade @types/lodash to version 4.17.21
4 weeks ago
Thomas Kaul
a493afb526
Task/set active sort column in accounts table component ( #6175 )
* Set active sort column
* Update changelog
4 weeks ago
Thomas Kaul
ac67a6e190
Task/extend portfolio calculator cash test ( #6162 )
* Extend test
4 weeks ago
Thomas Kaul
09e7e6182d
Task/refactor firstOrderDate to dateOfFirstActivity in portfolio service ( #6161 )
* Refactor firstOrderDate to dateOfFirstActivity
4 weeks ago
Kenrick Tandrian
d4d6ce1d07
Task/move admin service to UI library ( #6159 )
* Move admin service to UI library
* Update changelog
4 weeks ago
Thomas Kaul
feb25c9266
Bugfix/fix filtering by asset class in get holdings endpoint ( #6151 )
* Fix filtering by asset class
* Update changelog
1 month ago
Thomas Kaul
5101c406b4
Task/refactor dividend import ( #6150 )
* Refactor dividend import
* Update changelog
1 month ago
Kenrick Tandrian
601008e0e6
Task/move data service to UI library ( #6154 )
* feat(lib): move data service
* feat(client): update imports
* feat(lib): update imports
* Update changelog
1 month ago
Thomas Kaul
3698c76972
Task/deprecate activities in portfolio holding response ( #6147 )
* Deprecate activities
* Update changelog
1 month ago
Thomas Kaul
2cd23da4e8
Release 2.228.0 ( #6146 )
1 month ago
Thomas Kaul
ec783568f5
Task/upgrade @date-fns/utc to version 2.1.1 ( #6141 )
* Upgrade @date-fns/utc to version 2.1.1
* Update changelog
1 month ago