* fix(lib): add type annotations for date adapter
* fix(lib): handle form value possibly null
* fix(lint): use arrow fn for validators
* fix(lib): accounts table typings
* fix(lib): remove unsubscribeSubject due to lack of observable
* fix(lib): remove validators variable
* feat(lib): implement inject functions
* feat(lib): make locale an input signal
* feat(lib): make showActions an input signal
* feat(lib): make accountId an input signal
* feat(lib): make accountCurrency an input signal
* feat(lib): make accountBalances an input signal
* feat(lib): make sort a viewChild signal
* feat(lib): implement isNil
* feat(lib): resolve ts errors
* feat(lib): make days protected and readonly
* feat(lib): create formatDay helper function
* fix(lib): remove unused eslint-disable
* feat(lib): change locale to input signal
* feat(lib): change defaultDateFormat to computed signal
* feat(lib): change deviceType to computed signal
* feat(lib): change marketData to input signal
* feat(lib): change historicalDataItems to computed signal
* feat(nx): run ui test
* feat(lib): update days to improve readability
* feat(nx): revert test changes
* fix(lib): change logic for locale
* fix(lib): disable mutating the injected readonly data
* fix(lib): implement takeUntilDestroyed
* fix(lib): implement takeUntilDestroyed
* fix(lib): organize imports
getSummary, and asserts the returned summary fields (including annualizedDividendYield and computed totals). The new test
lives in apps/api/src/app/portfolio/portfolio.service.spec.ts.
Implementation:
- Add annualizedDividendYield property to TimelinePosition, PortfolioSnapshot, and PortfolioSummary interfaces
- Calculate individual position yield based on last 12 months dividends / investment with currency effects
- Aggregate portfolio-wide yield in PortfolioSnapshot
- Extract and include yield in PortfolioSummary via PortfolioService
Tests:
- Add comprehensive tests with single position (MSFT)
- Add multi-position test (MSFT + IBM) to verify aggregation
- Add PortfolioService integration tests
- Add IBM mock data to CurrentRateService
- Update cash test to include new property
* fix(lib): update displayedColumns type
* feat(lib): use input function for holdings
* feat(lib): make isLoading a computed signal
* feat(lib): make paginator and sort viewchild signals
* feat(lib): make dataSource a computed signal
* feat(lib): use input function for hasPermission fields
* feat(lib): make displayedColumns a computed signal
* feat(lib): remove ngOnChanges
* feat(lib): update types in holdings mock
* fix(lib): update imports for treemap chart component
* fix(lib): remove unused routeQueryParams variable
* fix(lib): prevent creating new table data source every time the signal changes
* fix(lib): remove unused unsubscribe subject as there is no observable subscription
* fix(lib): revert changes to dataSource in the template
* fix(lib): changed locale to input signal
* fix(lib): change ignoreAssetSubClasses to protected
* fix(lib): create canShowDetails function
* fix(lib): remove unused baseCurrency and deviceType inputs
* fix(lib): remove unused baseCurrency and deviceType inputs from stories
* feat(lib): make constructor as public
* fix(lib): prevent table data source to be created every time
* fix(lib): remove unused unsubscribeSubject variable
* fix(lib): change to protected methods
* feat(lib): change locale to signal input
* feat(lib): remove unused deviceType input
* feat(lib): change hasPermissionToOpenDetails to signal input
* feat(lib): change showFooter to signal input
* feat(lib): change activitiesCount to signal input
* feat(lib): change baseCurrency to signal input
* feat(lib): change totalBalanceInBaseCurrency to signal input
* feat(lib): change totalValueInBaseCurrency to signal input
* feat(lib): change outputs to signal outputs
Sven Günther
Kenrick Tandrian
github-actions[bot]
slegarraga
Thomas Kaul
David Requeno
Sven Günther
Varun Chawla
Neeraj Bachani