589 Commits (252b5df4d880f631ab0b53636ebd5f6f0d5c6bb6)

Author SHA1 Message Date
Thomas Kaul e1eb127bce
Task/refactor impersonation mode into guard (#7597) 3 weeks ago
Thomas Kaul 55939ea2e5
Feature/add quantity to accounts tab of holding detail dialog (#7595) 3 weeks ago
Thomas Kaul 7b74cf5cea
Fix rounding of value per account and platform (#7594) 3 weeks ago
Thomas Kaul fbd898b32d
Bugfix/user settings and calculations in impersonation mode (#7592) 3 weeks ago
Thomas Kaul 3a13b9ca4e Remove deprecated isDraft attribute of activity 3 weeks ago
Thomas Kaul cb6da5c24f
Task/migrate isDraft of activity to draft tag (#7551) 3 weeks ago
Thomas Kaul 9b58da04d4
Feature/add coverage rule to emergency fund section on X-ray page (#7538) 3 weeks ago
Thomas Kaul 4386d22e53
Bugfix/percentage values in impersonation mode with unrestricted access (#7522) 3 weeks ago
Thomas Kaul ddd20d3099
Task/remove redundant balance attribute from account (#7546) 3 weeks ago
Thomas Kaul 0b9df572ba
Task/optimize performance of search in assistant (#7534) 4 weeks ago
Thomas Kaul 7d053caf80
Bugfix/portfolio snapshot cache write and initialization retry limit (#7517) 4 weeks ago
Thomas Kaul 0efadd7c8c
Task/destructure query parameters in controllers (part 2) (#7505) 4 weeks ago
Thomas Kaul 263e064fd6
Task/remove deprecated attribute isExcluded from account (#7253) 4 weeks ago
Thomas Kaul 5e9ac0169e
Task/remove deprecated firstOrderDate from portfolio performance endpoint response (#7483) 4 weeks ago
Thomas Kaul 179be2f564
Task/add portfolio summary tests (#7458) 4 weeks ago
Thomas Kaul 81e4abbfeb
Feature/add daily request limit (#7487) 1 month ago
Thomas Kaul 1770350516
Bugfix/static portfolio analysis rules for portfolio with no holdings (#7466) 1 month ago
Thomas Kaul b8f6037f8c
Bugfix/ignore future-dated account balances in portfolio calculation (#7436) 1 month ago
Thomas Kaul f11c30160b
Bugfix/time in market of portfolio summary to be empty if no activity (#7428) 1 month ago
Thomas Kaul 56bb984aa3
Task/exclude cash in base currency from portfolio performance calculation (#7443) 1 month ago
Thomas Kaul f4a133df4a
Task/deprecate firstOrderDate in favor of dateOfFirstActivity in portfolio performance endpoint (#7429) 1 month ago
Thomas Kaul 54814127a2
Task/rename portfolio calculator no orders test to no activities (#7424) 1 month ago
Thomas Kaul 53adcf55aa
Task/rename EnhancedSymbolProfile to EnhancedAssetProfile (#7423) 1 month ago
Thomas Kaul 21e1c60e15
Feature/include cash in portfolio performance (#7148) 1 month ago
Kenrick Tandrian 7d338c2c67
Task/improve type safety across API services and controllers (#7417) 1 month ago
Thomas Kaul 8169b2c723
Task/recompute portfolio snapshot on portfolio change (#7403) 1 month ago
Thomas Kaul ca8c4e6236
Bugfix/handle exception in holding detail endpoint for cash positions (#7391) 1 month ago
Thomas Kaul 72663fe40a
Task/refactor isAfter() with isFuture() and isPast() (#7389) 1 month ago
Thomas Kaul 05b9cd2cc4
Bugfix/preserve tags when updating activity (#7347) 2 months ago
Thomas Kaul def15e544a
Bugfix/liabilities without market data (#7345) 2 months ago
Thomas Kaul d5fb6311c1
Task/deprecate SymbolProfile in favor of assetProfile in activity interface (#7315) 2 months ago
Thomas Kaul 3fdf9d7e34
Task/rename SymbolProfile to assetProfile in portfolio order interface (#7310) 2 months ago
Thomas Kaul ee59449d29
Task/reorder attributes in cash portfolio calculator test (#7254) 2 months ago
Thomas Kaul 79e382a8f7
Feature/add tags support in accounts (#7242) 2 months ago
Thomas Kaul eedb556c06
Feature/expose PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_REMOVE_ON_FAIL environment variable (#7221) 2 months ago
Thomas Kaul c4c3845ef2
Bugfix/handling of cash positions in portfolio details with filters (#7215) 2 months ago
Thomas Kaul 6df2f4e07f
Task/harmonize filter parsing using groupBy() (#7211) 2 months ago
Thomas Kaul 6d4845fa8d
Task/restrict update of activity tags in impersonation mode (#7206) 2 months ago
Akash Negi 9b86a9a73f
Task/remove deprecated SymbolProfile from PortfolioHoldingResponse (#7094) 2 months ago
Thomas Kaul 2b5d2701bd
Task/improve exchange rate and market data gathering robustness (#7119) 2 months ago
Thomas Kaul af9889f0ff
Bugfix/missing asset profiles and historical data for symbols across data sources (#7089) 2 months ago
Thomas Kaul 2f96b42107
Task/reuse asset profile identifier (part 2) (#7087) 2 months ago
Thomas Kaul 1587206e67
Bugfix/missing quotes for symbols across data sources (#7085) 2 months ago
Thomas Kaul bab02b3d68
Task/deprecate SymbolProfile in favor of assetProfile in get holding endpoint (#7054) 2 months ago
Thomas Kaul 98c984c6c9
Task/improve unknown bucket grouping in allocations (#7011) 3 months ago
Thomas Kaul 3da6380618
Task/prevent deletion of asset profiles in use (#6942) 3 months ago
Thomas Kaul d830e0f6f4
Task/migrate backend logger to instance pattern (#6966) 3 months ago
Thomas Kaul 9996d8a8d2
Bugfix/base currency in impersonation mode (#6964) 3 months ago
Thomas Kaul ab6fdf6c4f
Task/remove deprecated attributes from portfolio position interface (#6950) 3 months ago
Thomas Kaul f9ebb9150a
Task/add portfolio service test (#6949) 3 months ago