Thomas Kaul
eae2c20dfe
Task/deprecate transactionCount in GET api/v1/admin endpoint ( #6265 )
* Deprecate transactionCount in favor of activitiesCount
* Update changelog
3 days 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 days ago
Thomas Kaul
418e8bc843
Task/remove deprecated first buy date in portfolio calculator ( #6244 )
* Remove deprecated firstBuyDate
* Update changelog
3 days ago
Thomas Kaul
30be7589b6
Task/refactor getDividends() from async to sync ( #6222 )
* Refactor from async to sync
1 week ago
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
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
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
4cfb785499
Task/deprecate firstBuyDate in portfolio holding response ( #6208 )
* Deprecate firstBuyDate
* Update changelog
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
2 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
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
723e154e65
Feature/restore support for specific calendar year date ranges in holdings ( #6186 )
* Restore specific calendar year date ranges
* Update changelog
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
4539367bc5
Task/refresh cryptocurrencies list 20260105 ( #6172 )
* Update cryptocurrencies.json
* 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
Thomas Kaul
feb25c9266
Bugfix/fix filtering by asset class in get holdings endpoint ( #6151 )
* Fix filtering by asset class
* Update changelog
4 weeks ago
Thomas Kaul
5101c406b4
Task/refactor dividend import ( #6150 )
* Refactor dividend import
* Update changelog
1 month 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
1 month ago
Thomas Kaul
a6011f2c47
Task/remove deprecated public Stripe key ( #6124 )
* Remove deprecated public Stripe key
* Update changelog
1 month ago
Thomas Kaul
a1fab9fdf3
Task/upgrade stripe to version 20.1.0 ( #6132 )
* Upgrade stripe to version 20.1.0
* Update changelog
1 month ago
Thomas Kaul
7999ff973b
Bugfix/jsonpath import in manual service ( #6129 )
* Fix jsonpath import
* Update changelog
1 month 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
1 month ago
Thomas Kaul
0f9bebcf82
Task/eliminate ngx-stripe ( #6116 )
* Eliminate ngx-stripe
* Update changelog
1 month ago
Paul van der lei
ee1f606b59
Feature/create endpoint to get all platforms ( #6097 )
* Create endpoint to get all platforms
* Update changelog
1 month ago
Vahant Sharma
e668c6465e
Bugfix/time in market for impersonation mode ( #6103 )
* Fix time in market for impersonation mode
* Update changelog
1 month ago
Thomas Kaul
042d33aa00
Task/refactor read platforms permission ( #6095 )
* Refactor read platforms permission
1 month ago
Eduardo Almeida
7b885a11e2
Bugfix/fix asset profile deletion and allow editing asset profile identifiers with MANUAL data source ( #6090 )
* Fix asset profile deletion and allow editing asset profile identifiers with MANUAL data source
* Update changelog
1 month ago
Sven Günther
1fa96536e0
Task/include first and last date of each calendar year in getChartDateMap() ( #6069 )
* Include first and last date of each calendar year in getChartDateMap()
* Update changelog
2 months ago
Thomas Kaul
2feef3a17e
Task/refresh cryptocurrencies list 20251215 ( #6073 )
* Update cryptocurrencies.json
* Update changelog
2 months ago
Johnson Towoju
de3f0c4207
Feature/extend FIRE page with projection information at retirement date ( #6034 )
* Extend FIRE page with projection information at retirement date
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 months ago
Germán Martín
4cd16c33f8
Feature/OIDC authentication ( #5981 )
* Set up OIDC authentication
* Update changelog
2 months ago
Thomas Kaul
9aa73f74f8
Feature/data source transformation in import for self-hosted environments ( #6032 )
* Introduce data source transformation support for self-hosted environments
* Update changelog
2 months ago
Thomas Kaul
ccea6481ab
Task/prettify files 20251204 ( #6033 )
* Prettify files
2 months ago
Thomas Kaul
154dbf37a8
Task/remove return type in parseSector() of YahooFinanceService ( #6006 )
* Remove return type
2 months ago
Thomas Kaul
be947f3710
Bugfix/user endpoint of admin control panel ( #6021 )
* Fix user endpoint
* Update changelog
2 months ago
Thomas Kaul
d0d1a2ac88
Task/extend subscription offer key type ( #6022 )
* Extend SubscriptionOfferKey
2 months ago
Thomas Kaul
f796ea628e
Bugfix/improve search by name in FMP service ( #6012 )
* Improve search by name
* Update changelog
2 months ago
Thomas Kaul
388f829741
Task/refactor query parameters in data provider services ( #6011 )
* Refactor query parameters
* Update changelog
2 months ago
Thomas Kaul
a2498a54a6
Bugfix/countries in FMP service ( #6005 )
* Introduce countries mapping
* Update changelog
2 months ago
Thomas Kaul
d341c4804a
Feature/improve asset profile data gathering ( #5997 )
* Improve asset profile data gathering
* Update changelog
2 months ago
Thomas Kaul
f18301c89e
Task/remove obsolete includeDrafts attribute in public controller ( #5975 )
* Remove obsolete includeDrafts attribute
2 months ago
Thomas Kaul
2765fb1df7
Task/refactor from v4 as uuidv4 from uuid to crypto.randomUUID() ( #5990 )
* Refactor from v4 as uuidv4 from uuid to randomUUID() from node:crypto
* Update changelog
2 months ago
Sven Günther
e1e455da86
Bugfix/exchange rate calculation when converting derived currencies ( #5961 )
* Fix exchange rate calculation when converting derived currencies
* Update changelog
2 months ago