Thomas Kaul
c61589b157
Add missing country mapping for Macau
1 day ago
Kenrick Tandrian
f93eb26fda
Task/upgrade ts-jest to version 29.4.12 ( #7648 )
* chore(deps-dev): bump ts-jest from 29.4.0 to 29.4.12
* fix(api): update Redis client type definition
* fix(api): reformat files
1 day ago
Kenrick Tandrian
39ba6b98e6
Task/improve type safety in auth and user services ( #7630 )
Improve type safety
2 days ago
Thomas Kaul
69d11b8e3d
Bugfix/internal server error on failed social login ( #7637 )
* Fix internal server error on failed social login by redirecting to login page
* Update changelog
3 days ago
Thomas Kaul
4a65e44f5b
Task/restrict creation of tags to unique names in tags selector ( #7635 )
* Restrict creation of tags to unique names
* Update changelog
3 days ago
Thomas Kaul
e5273cc91a
Bugfix/incorrect error log output when deleting activities ( #7629 )
* Fix incorrect error log output when deleting activities
* Update changelog
3 days ago
Thomas Kaul
e14793c698
Bugfix/dividend values in base currency ( #7633 )
* Fix missing currency conversion of dividends
* Update changelog
3 days ago
Thomas Kaul
108e29444a
Task/add scopes to access ( #7603 )
* Add scopes to access
* Update changelog
3 days ago
David Requeno
9d2e4b732c
Feature/add stock splits logic ( #7568 )
* Add business logic and tests for stock splits
* Update changelog
3 days ago
Thomas Kaul
3ec7a55466
Bugfix/outdated exchange rates of indirect currency pairs ( #7618 )
* Fix outdated exchange rates of indirect currency pairs
* Update changelog
4 days ago
Thomas Kaul
92475c0b8b
Task/improve error log output of data provider and queue services ( #7622 )
* Improve error log output of data provider and queue services by omitting stack trace
* Update changelog
4 days ago
Thomas Kaul
579943f659
Bugfix/add missing country mapping for Macau in Yahoo Finance data enhancer ( #7620 )
* Add missing mapping for Macau
* Update changelog
4 days ago
Thomas Kaul
4ec3dc3472
Bugfix/add missing country mapping for Czech Republic in FMP service ( #7619 )
* Add missing country mapping for Czech Republic
* Update changelog
4 days ago
vicbentu
e684ba66a7
Bugfix/cash balance update related to activities in custom currency ( #7616 )
* Fix cash balance update related to activities in custom currency
* Update changelog
4 days ago
Thomas Kaul
2250281790
Bugfix/portfolio performance of closed position ( #7610 )
* Fix portfolio performance of closed position
* Update changelog
5 days ago
Thomas Kaul
b764faff9e
Bugfix/add missing country mapping for Czech Republic and Turkey ( #7611 )
* Add missing country mapping for Czech Republic and Turkey
* Update changelog
5 days ago
Thomas Kaul
f474f319bf
Bugfix/resolve error when fetching dividends from Yahoo Finance for date ranges without events ( #7612 )
* Resolve error when fetching dividends for date ranges without events
* Update changelog
5 days ago
Thomas Kaul
c9a45e9f53
Task/refresh cryptocurrencies list (20260813) ( #7613 )
* Update cryptocurrencies.json
* Update changelog
5 days ago
Thomas Kaul
7ded5e4340
Task/remove isDraft of activity ( #7577 )
* Remove deprecated isDraft attribute of activity
* Update changelog
6 days ago
Thomas Kaul
e1eb127bce
Task/refactor impersonation mode into guard ( #7597 )
* Refactor impersonation mode into guard
* Update changelog
7 days ago
Thomas Kaul
55939ea2e5
Feature/add quantity to accounts tab of holding detail dialog ( #7595 )
* Add quantity to accounts tab of holding detail dialog
* Update changelog
7 days ago
Thomas Kaul
7b74cf5cea
Fix rounding of value per account and platform ( #7594 )
Aggregate the value of accounts and platforms with Big.js, so that activities cancelling each other out result in exactly zero instead of a floating-point residue. Such a residue distorted the allocation per account in the holding detail dialog, e.g. -8.5277e-16 for a closed position and 1.0000000000000009 for the remaining one.
7 days ago
Thomas Kaul
fbd898b32d
Bugfix/user settings and calculations in impersonation mode ( #7592 )
* Fix user settings and calculations in impersonation mode
* Update changelog
7 days ago
Thomas Kaul
cb6da5c24f
Task/migrate isDraft of activity to draft tag ( #7551 )
* Migrate isDraft of activity to draft tag
* Update changelog
1 week ago
Thomas Kaul
7754864419
Bugfix/handle unknown country names in data enhancer for asset profile data ( #7574 )
* Handle unknown country names
* Update changelog
1 week ago
Thomas Kaul
9b58da04d4
Feature/add coverage rule to emergency fund section on X-ray page ( #7538 )
* Add emergency fund coverage rule
* Update changelog
2 weeks ago
Thomas Kaul
8a4d33bbe3
Task/resolve ISIN to symbol of data provider in activities import ( #7542 )
* Resolve ISIN to symbol of data provider
* Update changelog
2 weeks ago
Thomas Kaul
74211cd685
Task/improve check for duplicates in preview step of activities import ( #7541 )
* Improve check for duplicates
* Update changelog
2 weeks ago
Thomas Kaul
bb946de25c
Feature/warm up portfolio snapshot calculation during biometric authentication ( #7427 )
* Warm up portfolio snapshot calculation during biometric authentication
* Update changelog
2 weeks ago
Thomas Kaul
4386d22e53
Bugfix/percentage values in impersonation mode with unrestricted access ( #7522 )
* Fix percentage values in impersonation mode with unrestricted access
* Fix savings rate in impersonation mode
* Improve savingsRate on FIRE page
* Update changelog
2 weeks ago
Thomas Kaul
ddd20d3099
Task/remove redundant balance attribute from account ( #7546 )
* Remove redundant balance attribute from account
* Update changelog
2 weeks ago
Thomas Kaul
9c78bc29a4
Task/extract non-investment activity types constant ( #7535 )
Extract non-investment activity type
2 weeks ago
Thomas Kaul
ee7c303771
Bugfix/handle exception in country weightings parsing of FMP service ( #7544 )
* Handle exception in country weightings parsing
* Update changelog
2 weeks ago
Thomas Kaul
ef084b642a
Task/improve log of symbol lookup in Trackinsight data enhancer ( #7543 )
Improve log level and message
2 weeks ago
Thomas Kaul
b812bc7421
Task/guard system tags in admin control panel ( #7532 )
* Guard system tags against deletion and renaming
* Update changelog
2 weeks ago
Thomas Kaul
5bbdf52e19
Feature/add platform logo to account selector in create or update activity dialog ( #7524 )
* Add platform logo to account selector
* Update changelog
2 weeks ago
Thomas Kaul
61cac99d54
Task/improve symbol validation for assets with manual data source ( #7467 )
* Improve symbol validation for assets with manual data source
* Update changelog
2 weeks ago
Thomas Kaul
851901916b
Task/improve handling of Exclude from Analysis tag ( #7533 )
* Improve handling of Exclude from Analysis tag
* Update changelog
2 weeks ago
Thomas Kaul
0b9df572ba
Task/optimize performance of search in assistant ( #7534 )
* Improve performance of search in assistant by reusing cached portfolio snapshot
* Update changelog
2 weeks ago
Thomas Kaul
8ac551fc44
Feature/support account platforms in activities import ( #7515 )
* Support account platforms in activities import
* Update changelog
2 weeks ago
Thomas Kaul
7d053caf80
Bugfix/portfolio snapshot cache write and initialization retry limit ( #7517 )
* Fix portfolio snapshot cache write and initialization retry limit
* Update changelog
2 weeks ago
Thomas Kaul
75e3d032ab
Feature/stock splits setup (part 2) ( #7523 )
Improve stock splits setup
2 weeks ago
Thomas Kaul
3eaba49f19
Task/improve handling of encoded data source in user settings ( #7521 )
Improve handling of encoded data source in user settings
2 weeks ago
Thomas Kaul
0efadd7c8c
Task/destructure query parameters in controllers (part 2) ( #7505 )
Destructure query parameters in controllers
2 weeks ago
Thomas Kaul
d08239f31f
Task/destructure query parameters in controllers ( #7495 )
Destructure query parameters in controllers
2 weeks ago
Thomas Kaul
ddf446f915
Feature/stock splits setup ( #7251 )
* Stock splits setup
* Update changelog
2 weeks ago
Thomas Kaul
263e064fd6
Task/remove deprecated attribute isExcluded from account ( #7253 )
* Remove deprecated attribute isExcluded from account
* Update changelog
2 weeks ago
Thomas Kaul
5e9ac0169e
Task/remove deprecated firstOrderDate from portfolio performance endpoint response ( #7483 )
* Remove deprecated firstOrderDate
* Update changelog
2 weeks ago
Thomas Kaul
5f47a2f2a7
Task/improve export functionality ( #7499 )
* Improve export functionality
* Update changelog
2 weeks ago
Thomas Kaul
179be2f564
Task/add portfolio summary tests ( #7458 )
Add portfolio summary tests
2 weeks ago