Thomas Kaul
f364874e27
Task/extend portfolio calculator tests with investments by year ( #6240 )
* Extend tests with investmentsByYear
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
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
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
ac67a6e190
Task/extend portfolio calculator cash test ( #6162 )
* Extend test
4 weeks 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
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
Kenrick Tandrian
a57b670d7b
Task/enforce module boundaries for api and common modules ( #5925 )
* feat(lint): allow circular self deps
* feat(lint): enforce module boundaries
* feat(lib): move data provider response interface to common
* feat(lib): move symbol item interface to common
* feat(lib): move activity interface to common
* feat(lint): temporarily disable @nx/enforce-module-boundaries for ui files
* feat(lint): temporarily disable @nx/enforce-module-boundaries for client files
* feat(lint): ignore circular deps between client and ui
* feat(common): implement barrel export for data provider response interface
* feat(common): implement barrel export for activity interface
* feat(common): implement barrel export for symbol item interface
3 months ago
Thomas Kaul
5598b3780c
Feature/set up unit test for BTCEUR in base currency EUR ( #5778 )
* Set up test
3 months ago
vitalymatyushik
31e2346101
Bugfix/market price in base currency during the portfolio snapshot calculation ( #5828 )
* Add fallback for market price in base currency
* Update changelog
3 months ago
Thomas Kaul
f19d9c78aa
Task/clean up unused eslint-disable-next-line directives ( #5782 )
* Clean up unused eslint-disable-next-line directives
3 months ago
Ani07-05
7ee38d0067
Task/refactor Export interface to ExportResponse interface ( #5805 )
* Refactor Export interface to ExportResponse interface
4 months ago
Thomas Kaul
be0ddd6298
Task/harmonize interfaces naming ( #5796 )
* Harmonize interfaces naming
4 months ago
Thomas Kaul
103c15ca31
Feature/improve portfolio calculator unit tests by loading currency from user settings ( #5765 )
* Use currency from user settings
* Update changelog
4 months ago
Kenrick Tandrian
ef5661d81c
Bugfix/investment calculation when selling all units of holding ( #5509 )
* Fix investment calculation when selling all units of holding
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
4 months ago
Thomas Kaul
28f28e737f
Task/refactor imports of built-in Node.js core modules ( #5513 )
* Prefix crypto imports
* Prefix fs imports
* Prefix path imports
* Update changelog
5 months ago
Marcin Szymański
e5baa1acd5
Bugfix/average price calculation for buy and sell activities of short positions ( #5416 )
* Fix average price calculation for buy and sell activities of short positions
* Update changelog
5 months ago
Thomas Kaul
24dde83a30
Feature/add BALN BUY and BUY test ( #5455 )
* Add test
5 months ago
Attila Cseh
7613b54514
Feature/extend activities import by tags ( #5287 )
* Extend activities import by tags
* Update changelog
6 months ago
Attila Cseh
e001997ff8
Bugfix/activities unexpectedly listed in holdings ( #5182 )
* Fix activities of type FEE, INTEREST and LIABILITY unexpectedly listed in holdings
* Update changelog
6 months ago
Thomas Kaul
e3546a53a5
Feature/skip errors for custom asset profiles in portfolio snapshot calculation ( #5175 )
* Skip errors for custom asset profiles
* Update changelog
7 months ago
Kenrick Tandrian
92d3079f2d
Bugfix/improve portfolio calculation for activity with no market data ( #5130 )
* Improve portfolio calculation for activity with no market data
* Update changelog
7 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
7 months ago
Thomas Kaul
1ec81d352b
Feature/restructure import test files ( #4977 )
* Restructure import test files
7 months ago
Kenrick Tandrian
40d3eaa023
Bugfix/fix performance calculation on date of activity when unit price differs from market price ( #4650 )
* Fix performance calculation on date of activity when unit price differs from market price
* Update changelog
9 months ago
Marcin Szymański
28d2fd3877
Bugfix/restore incorrect fee currency conversion ( #4645 )
* Restore incorrect fee currency conversion
* Update changelog
9 months ago
csehatt741
f209519d95
Bugfix/investment calculation for activities in custom currency ( #4597 )
* Investment calculation for activities in custom currency
* Update changelog
9 months ago
Thomas Kaul
71fc3906c7
Feature/add performance calculation type to user settings ( #4567 )
* Add performance calculation type to user settings
* Update changelog
10 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>
10 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
10 months ago
Szymon Łągiewka
795e4582a8
Feature/replace lodash.uniq with Array.from + Set ( #4387 )
* Replace lodash.uniq with Array.from + Set
* Update chagnelog
11 months ago
Thomas Kaul
6036547cf5
Feature/refactor portfolio calculator factory ( #4454 )
* Refactor portfolio calculator factory
11 months ago
Thomas Kaul
6cd79fab31
Feature/rename TWR to ROAI ( #4453 )
* Rename TWR to ROAI
11 months ago
csehatt741
035306d4d8
Feature/add createdAt to snapshot and public portfolio endpoint response ( #4350 )
* Add createdAt to snapshot and public portfolio endpoint response
* Update changelog
---------
Co-authored-by: Verbindolai <nikolaiwieczorek@web.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
csehatt741
634bdf16d6
Feature/extend portfolio snapshot by activities count ( #4352 )
* Extend portfolio snapshot by activities count
* Update changelog
11 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
1 year ago
Thomas Kaul
0841f8bd5b
Bugfix/fix exception in portfolio calculator ( #4113 )
* Fix exception in portfolio calculator
* Update changelog
1 year ago
Thomas Kaul
ebef361d63
Bugfix/fix exception in portfolio calculator ( #4109 )
* Fix exception in portfolio calculator
* Update changelog
1 year 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
ce6f175f9a
Bugfix/fix usage of processor portfolio snapshot computation concurrency env variable ( #3936 )
* Fix usage of PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_CONCURRENCY
* Update changelog
1 year ago
Thomas Kaul
6696a4447a
Feature/Refactor test ok-novn-buy-and-sell-partially to load json file ( #3935 )
* Refactor test to load json file
1 year ago
Dhaneshwari Tendle
7a11bb93d5
Feature/Set up unit test that loads activity from exported json file ( #3901 )
* Set up unit test that loads activity from exported json file
* Update changelog
1 year ago
dw-0
fc5ed887ff
Feature/Set prefer-const to error in eslint configuration ( #3888 )
* Set prefer-const to error in eslint configuration
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
1 year ago
Thomas Kaul
14b88edff6
Feature/extend MSFT buy with dividend test ( #3891 )
* Extend test
1 year ago
Thomas Kaul
29d3b762a8
Feature/switch typescript-eslint no-unused-vars to error ( #3887 )
* Switch @typescript-eslint/no-unused-vars to error
1 year ago
ceroma
ecd75b5d8a
Feature/optimize portfolio snapshot computation by reusing date intervals ( #3855 )
* Optimize portfolio snapshot computation by reusing date intervals
* Update changelog
1 year ago
ceroma
2ad91e5796
Feature/optimize portfolio calculations with smarter date interval selection ( #3829 )
* Optimize portfolio calculations with smarter date interval selection
* Update changelog
1 year ago