Thomas Kaul
f7f942d08d
Bugfix/fix pagination issue in market data and user endpoint by adding secondary sort criterion ( #5521 )
* Add id as secondary sort criterion to ensure consistent ordering
* Refactoring
* Update changelog
2 months ago
Attila Cseh
7613b54514
Feature/extend activities import by tags ( #5287 )
* Extend activities import by tags
* Update changelog
3 months ago
Thomas Kaul
7a5927592d
Feature/add support to exclude activity from analysis via tag ( #5297 )
* Add support to exclude activity from analysis via tag
* Update changelog
3 months ago
Thomas Kaul
f861522762
Bugfix/fix clone functionality for custom asset profile activities ( #5176 )
* Fix clone functionality for custom asset profile activities
* Update changelog
4 months ago
Thomas Kaul
cf8eac3d44
Feature/rename Settings to settings in User database schema ( #5100 )
* Rename Settings to settings in User database schema
* Update changelog
4 months ago
Thomas Kaul
55e4d2fc7a
Feature/deprecate ITEM activity type in favor of BUY ( #5093 )
* Deprecate ITEM activity type in favor of BUY
* Update changelog
4 months ago
Thomas Kaul
433f1686e3
Feature/rename Account to account in Order database schema ( #5052 )
* Rename Account to account in Order database schema
* Update changelog
4 months ago
Thomas Kaul
738f7490f6
Feature/rename Platform to platform in Account database schema ( #4999 )
* Rename Platform to platform in Account database schema
* Update changelog
5 months ago
Thomas Kaul
20070d76bc
Feature/rename User to user in database schema ( #4899 )
* Rename User to user in database schema
* Update changelog
5 months ago
Thomas Kaul
ccee5b1337
Bugfix/respect filter by holding when deleting activities ( #4823 )
* Respect filter by holding when deleting activities
* Update changelog
5 months ago
Thomas Kaul
e97757631b
Feature/add missing types of impersonationId in controllers ( #4691 )
* Add missing types
6 months ago
Marcin Szymański
28d2fd3877
Bugfix/restore incorrect fee currency conversion ( #4645 )
* Restore incorrect fee currency conversion
* Update changelog
6 months ago
Thomas Kaul
8fbdcac66c
Feature/rename Order to activities in account database schema ( #4577 )
* Rename Order to activities
* Update changelog
6 months ago
Thomas Kaul
50e7e3d3c7
Feature/simplify data source checks in DTOs ( #4581 )
* Simplify DataSource checks in DTOs
* Add test case
* Update changelog
7 months ago
csehatt741
3361666f63
Feature/activity in custom currency ( #4486 )
* Activity in custom currency
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
csehatt741
42734dff75
Feature/deactivate asset profile on delisting (Yahoo Finance) ( #4524 )
* Deactivate asset profile on delisting (Yahoo Finance)
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
7 months ago
Tobias Kugel
57748a18ef
Feature/add data gathering toggle to asset profile details dialog ( #4497 )
* Add data gathering toggle to asset profile details dialog
* Update changelog
7 months ago
Thomas Kaul
8878212487
Feature/expire snapshot cache on holding tags change ( #4277 )
* Expire snapshot cache on holding tags change
* Update changelog
9 months ago
Thomas Kaul
615278a887
Feature/improve automatic deletion of unused asset profiles ( #4149 )
* Improve automatic deletion of unused asset profiles
* Update changelog
10 months ago
Thomas Kaul
de68841843
Feature/add user id to symbol profile database schema ( #4122 )
* Add userId to SymbolProfile database schema
* Update changelog
11 months ago
dw-0
6a10b932b0
Feature/Switch consistent-type-assertions eslint rule from warn to error ( #3982 )
* Switch consistent-type-assertions eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
1 year ago
Thomas Kaul
403ee2741d
Feature/set up portfolio snapshot queue ( #3725 )
* Set up portfolio snapshot queue
* Update changelog
1 year ago
Shaunak Das
383a02519a
Feature/extend filters of order endpoint ( #3743 )
* Extend filters of order endpoint
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
c4a28c6bff
Feature/set up a performance logging service ( #3703 )
* Setup performance logging service
* Update changelog
1 year ago
Thomas Kaul
e23019a115
Feature/improve liabilities in portfolio calculator ( #3696 )
Improve liabilities
1 year ago
Anatoly Popov
12c722afe1
Bugfix/Use currency conversion for fees and values ( #3672 )
* Use currency conversion for fees and values
* Update changelog
1 year ago
Thomas Kaul
c34959896c
Feature/improve color assignment with annualized performance in treemap chart ( #3657 )
* Improve color assignment
* Update changelog
1 year ago
Thomas Kaul
dc1948016f
Feature/clone or edit activity from holding detail dialog ( #3644 )
* Clone or edit activity from holding detail dialog
* Update changelog
1 year ago
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier ( #3636 )
* Refactoring
1 year ago
Thomas Kaul
8f6203d296
Feature/manage tags of holdings ( #3630 )
* Manage tags of holdings
* Update changelog
1 year ago
Thomas Kaul
6c1317f978
Bugfix/fix search for holding in assistant ( #3569 )
* Fix search for holding
* Update changelog
1 year ago
Thomas Kaul
744dc51dcd
Bugfix/fix pagination issue in activities endpoint by adding secondary sort criterion ( #3554 )
* Add id as secondary sort criterion to ensure consistent ordering
* Update changelog
1 year ago
Thomas Kaul
f08b0b570b
Feature/support derived currencies in currency validation ( #3529 )
* Support derived currencies in currency validation
* Update changelog
1 year ago
Thomas Kaul
8386fec98a
Feature/automatic deletion of unused asset profiles ( #3525 )
* Automatic deletion of unused asset profiles
* Update changelog
1 year ago
Eduardo Marinho
ff121243e4
Feature/extend asset profile for currency ( #3495 )
* Extend asset profile for currency
* Update changelog
1 year ago
Thomas Kaul
bf20a5de82
Feature/improve date validation in activity endpoints ( #3489 )
* Improve date validation
* Update changelog
1 year ago
Thomas Kaul
b12ac1fe84
Feature/simplify module imports of api ( #3443 )
* Simplify module imports
1 year ago
Gerard Du Pre
8319b216bb
Feature/support delete activities with filtering ( #3394 )
* Support delete activities with filtering
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities ( #3342 )
* Adapt date of future activities
* Update changelog
2 years ago
Thomas Kaul
cd07802400
Bugfix/fix historical market data gathering for asset profiles with manual data source ( #3336 )
* Fix historical market data gathering for asset profiles with MANUAL data source
* Update changelog
2 years ago
Thomas Kaul
b692b7432c
Feature/set up event system for portfolio changes ( #3333 )
* Set up event system for portfolio changes
* Update changelog
2 years ago
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
* Adapt priorities of data gathering jobs
* Update changelog
2 years ago
Thomas Kaul
07c0e5a612
Feature/add currency to order database schema ( #3251 )
* Add currency to Order database schema
* Update changelog
2 years ago
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
2 years ago
Thomas Kaul
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
* Fix issue with overridden names
* Update changelog
2 years ago
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
* Upgrade @types/big.js to version 6.2.2
* Refactor imports
2 years ago
rodriguestiago0
3b895afc9e
Enable account balance update for fee and interest activities ( #3145 )
* Enable account balance update for fee and interest activities
* Update changelog
2 years ago
Gerard Du Pre
d9d71e7827
Fix issue with removing account from activity ( #3112 )
* Fix issue with removing account from activity
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
* Integrate dividend into transaction point concept
* Update changelog
2 years ago
Thomas Kaul
4ab3f81384
Extract getFactor() ( #3089 )
* Extract getFactor()
* Refactoring
2 years ago