ceroma
3e306f7025
RFC/one Symbol Profile per interest name
Currently, each Interest activity creates a new Symbol Profile. This may leave the DB cluttered with multiple single-activity Symbols (see #3381 ), causing a slowness in portfolio snapshot computation and some difficulty in parsing all symbols in Admin Control > Market Data page.
This is a proposal to keep a single Symbol Profile for each unique name used for an Interest-typed activity.
Test Plan:
1. Create an Interest activity named "AAAA"
2. Create another Interest activity named "AAAA"
3. Verify in Market Data that only one Symbol Profile exists for both interest activities
4. Delete the first "AAAA" Interest activity
5. Verify the other activity still exists
6. Verify the "AAAA" Symbol Profile still exists
7. Delete the second "AAAA" Interest activity
8. Verify the "AAAA" Symbol Profile got deleted
9. Create an Interest activity named "BBBB"
10. Create another Interest activity named "BBBB"
11. Update one of the activities to be named "CCCC"
12. Verify one "BBBB" and one "CCCC" activities exist
12. Verify in Market Data that there are two Symbol Profiles, one for "BBBB" and one for "CCCC"
13. Rename Symbol Profile "CCCC" to "DDDD" from the Market Data page
14. Verifify the activity in Activities page shows up as "DDDD" now
7 months ago
Thomas Kaul
8878212487
Feature/expire snapshot cache on holding tags change ( #4277 )
* Expire snapshot cache on holding tags change
* Update changelog
3 months ago
Thomas Kaul
9905c428af
Feature/refactor regional market cluster risk rule for North America ( #4276 )
* Refactoring
3 months ago
Guillermo Tomás Fernández Martín
d4f28e2759
Feature/add support for ETF sector data in YahooFinanceDataEnhancer ( #4258 )
* Add support for ETF sector data in YahooFinanceDataEnhancer
* Update changelog
3 months ago
Shaunak Das
8bd869e1b2
Feature/add regional market cluster risk for north america ( #4240 )
* Add regional market cluster risk for north america
* Update changelog
3 months ago
Thomas Kaul
4cb4375514
Bugfix/fix issue with holdings and sectors while using symbol profile overrides ( #4234 )
* Fix issue with holdings and sectors while using symbol profile overrides
* Update changelog
3 months ago
Thomas Kaul
4b65b6277e
Feature/refresh cryptocurrencies list 20250123 ( #4245 )
* Update cryptocurrencies.json
* Update changelog
3 months ago
Thomas Kaul
cca26040bf
Feature/extend get asset profile in financial modeling prep service ( #4230 )
* Extend get asset profile by ETF website
3 months ago
Miguel Borges de Freitas
553c10ac91
Bugfix/fix issue with MIME type detection in scraper configuration ( #4237 )
* Fix issue with MIME type detection in scraper configuration
* Update changelog
3 months ago
Thomas Kaul
39ac6f352f
Feature/extend get historical in financial modeling prep service ( #4229 )
* Extend get historical
* Update changelog
3 months ago
Thomas Kaul
2e4ad7b0ea
Feature/move language localization for Polski from experimental to general availability ( #4200 )
* Move language localization for Polski from experimental to general availability
* Update changelog
3 months ago
Thomas Kaul
4e51a973c7
Feature/refactor is cryptocurrency check ( #4215 )
* Refactoring
3 months ago
Thomas Kaul
4d201acdbe
Feature/extend get dividends in financial modeling prep service ( #4210 )
* Extend get dividends
* Update changelog
3 months ago
Thomas Kaul
511a2d6d0d
Feature/extend asset profile data in financial modeling prep service ( #4206 )
* Extend asset profile data
* Update changelog
3 months ago
Thomas Kaul
40b628e0e7
Feature/extend search by isin in financial modeling prep service ( #4204 )
* Extend search by ISIN
* Update changelog
3 months ago
Ken Tandrian
75f34101b8
Feature/switch to ESLint flat config format ( #4203 )
* Switch to ESLint flat config format
* Update changelog
3 months ago
Ivan Kruglov
d5e64eaed4
Bugfix/fix issue with import of activities with type FEE ( #4187 )
* Fix import of activity with type FEE
* Update changelog
3 months ago
Thomas Kaul
e4968dbea7
Feature/extend health check endpoint by database and cache operations ( #4188 )
* Extend health check endpoint by database and cache operations
* Update changelog
3 months ago
Thomas Kaul
ec79a9efb6
Bugfix/fix exception in scraper configuration ( #4196 )
* Fix exception in scraper configuration
* Update changelog
3 months ago
Serhii Serdiuk
9fe19868b9
Feature/set up language localization for Ukrainian ( #4190 )
* Set up language localization for Ukrainian
* Update changelog
3 months ago
Szymon Łągiewka
ca45098de3
Feature/refactor various lodash functions with native JavaScript equivalents ( #4170 )
* Refactored various lodash functions with native JavaScript equivalents
* Update changelog
3 months ago
Thomas Kaul
86683a5bf3
Bugfix/fix AI prompt endpoint ( #4185 )
3 months ago
Thomas Kaul
8c7cb78c0b
Feature/add copy AI prompt to clipboard action to analysis page ( #4176 )
* Add copy AI prompt to clipboard action
* Update changelog
4 months ago
Thomas Kaul
2e72ac7faf
Feature/format quotes in info service urls ( #4174 )
* Format quotes
4 months ago
Szymon Łągiewka
87f6357d74
Feature/send original MIME type in logo endpoint ( #4173 )
* Send original MIME type in logo endpoint
* Update changelog
4 months ago
Thomas Kaul
bbbd974be6
Bugfix/improve handling of missing url in logo service ( #4171 )
* Improve handling of missing url
* Update changelog
4 months ago
Thomas Kaul
1cf7ffdee8
Feature/refresh cryptocurrencies list 20241230 ( #4165 )
* Update cryptocurrencies.json
* Update changelog
4 months ago
Szymon Łągiewka
7a602ea2d6
Feature/remove got in favor of using fetch ( #4154 )
* Remove got in favor of using fetch
* Update changelog
4 months ago
Thomas Kaul
167abe4107
Bugfix/fix algebraic sign in twitter bot service ( #4158 )
* Fix -0.0 to 0.0
* Update changelog
4 months ago
Szymon Łągiewka
74bc8222d6
Feature/Refactored `got` calls to use `AbortSignal.timeout()` without `AbortController()` ( #4153 )
* Feature/refactor got calls to use AbortSignal.timeout
Instead of manually creating AbortController and controlling the abort
with setTimeout.
Feature available since node v16.14.0 and v17.3.0[^1] and is built to
replace the exact scenario that all these requests have.
[^1]:https://nodejs.org/docs/latest-v22.x/api/globals.html#static-method-abortsignaltimeoutdelay
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
4 months ago
Szymon Łągiewka
28f7781fa2
Feature/eliminate body-parser ( #4155 )
* Eliminate body-parser in favor of using @nestjs/platform-express
* Update changelog
4 months ago
Thomas Kaul
615278a887
Feature/improve automatic deletion of unused asset profiles ( #4149 )
* Improve automatic deletion of unused asset profiles
* Update changelog
4 months ago
Thomas Kaul
c9047e7c17
Feature/add user interface for received access ( #4146 )
* Add user interface for received access
* Update changelog
4 months ago
Thomas Kaul
f2638614d4
Feature/improve search for asset profiles with manual data source in create or update activity dialog ( #4142 )
* Improve search for asset profiles with MANUAL data source
* Update changelog
4 months ago
Thomas Kaul
7a19fc53b0
Feature/improve activities import by isin for yahoo finance ( #4140 )
* Allow activities import by isin even if multiple quotes found
* Update changelog
4 months ago
Thomas Kaul
6ee6121317
Feature/set up asset class cluster risk x-ray rule ( #4128 )
* Set up Asset Class Cluster Risk rule (equity)
* Set up Asset Class Cluster Risk rule (fixed income)
* Update changelog
4 months ago
Thomas Kaul
c3bd433ac9
Feature/move market data management from admin to dedicated endpoint ( #4125 )
* Move market data management from admin to dedicated endpoint
* Update changelog
4 months ago
Thomas Kaul
943ff2f0dc
Feature/improve usability of X-ray page by hiding empty rule categories ( #4108 )
* Hide empty rule categories
* Update changelog
4 months ago
Thomas Kaul
6ad9661d7f
Feature/improve language localization for de 20241214 ( #4123 )
* Update translations
* Update changelog
4 months ago
Thomas Kaul
de68841843
Feature/add user id to symbol profile database schema ( #4122 )
* Add userId to SymbolProfile database schema
* Update changelog
4 months ago
Thomas Kaul
f3712b293c
Bugfix/fix exception in portfolio calculator ( #4119 )
* Add guard
* Update changelog
4 months ago
Thomas Kaul
6341a6de6a
Feature/refactor X-ray summary ( #4116 )
* Refactor report statistics
4 months ago
Ed
febb4119c6
Bugfix/fix jsonpath import ( #4115 )
* Fix jsonpath import
* Update changelog
4 months ago
Thomas Kaul
0841f8bd5b
Bugfix/fix exception in portfolio calculator ( #4113 )
* Fix exception in portfolio calculator
* Update changelog
5 months ago
Thomas Kaul
291be3e605
Feature/extend X-ray page by summary ( #4107 )
* Add summary to X-ray page
* Update changelog
5 months ago
Thomas Kaul
ebef361d63
Bugfix/fix exception in portfolio calculator ( #4109 )
* Fix exception in portfolio calculator
* Update changelog
5 months ago
Thomas Kaul
0e01674552
Feature/set hashedKey of ApiKey to unique ( #4103 )
* Set hashedKey to unique
5 months ago
Thomas Kaul
13582afd93
Feature/Setup API keys for Ghostfolio data provider ( #4093 )
* Setup API keys for Ghostfolio data provider
5 months ago
Thomas Kaul
45095cfac0
Feature/expire cache entries immediately in case of errors in portfolio snapshot calculation ( #4099 )
* Expire cache entries immediately in case of errors
* Update changelog
5 months ago
Thomas Kaul
3194ed2145
Feature/improve usability of Ghostfolio data provider ( #4086 )
* Improve usability
5 months ago