John Costa
4e566e26fb
refactor(api): integrate year-grouped performance tests into existing test cases
Move getChartByYear assertions from separate it.only blocks into the
existing test cases to avoid duplicating activity setup and calculator
initialization, addressing review feedback.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
5 days ago
John Costa
19688e96cb
test(api): add tests for performance grouped by year in ROAI calculator
Add test cases that verify getChartByYear correctly groups portfolio
performance chart data by year. Tests use getPerformance() output
with getChartByYear to validate yearly grouping:
- BTCUSD: Tests multi-year scenario (2021-2022)
- GOOGL: Tests single-year scenario (2023)
- NOVN: Tests buy-and-sell within single year (2022)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
3 weeks ago
John Costa
3d92e58664
feat(api): add groupBy=year support to portfolio performance endpoint
This implements feature request #6221 by adding support for the `groupBy=year`
query parameter in the portfolio performance endpoint (GET /api/v2/portfolio/performance).
When `groupBy=year` is specified, the chart data is aggregated by year:
- Each year is represented by a single data point
- The date format is normalized to YYYY-01-01
- The last data point of each year is used as the representative value
The implementation follows existing patterns in the codebase (see getDividendsByGroup).
Extracted getChartByYear helper function with comprehensive unit tests.
Closes #6221
3 weeks ago
Thomas Kaul
5adacda88f
Task/remove deprecated session id from create stripe checkout session response ( #6280 )
* Remove deprecated sessionId
5 days ago
Thomas Kaul
bf9f8d49e9
Release 2.236.0 ( #6282 )
6 days ago
Thomas Kaul
4ff372f020
Task/remove deprecated transaction count in get admin endpoint ( #6281 )
* Remove deprecated transaction count
* Update changelog
6 days ago
Thomas Kaul
eb6177d2e5
Bugfix/fix exception when fetching top holdings in Yahoo Finance service ( #6279 )
* Add missing guard
* Update changelog
6 days ago
Kenrick Tandrian
af034e87c9
Task/improve chart type safety ( #6277 )
* Improve chart type safety
6 days ago
Thomas Kaul
0365b9b614
Task/upgrade stripe to version 20.3.0 ( #6273 )
* Upgrade stripe to version 20.3.0
* Update changelog
7 days ago
Thomas Kaul
c6d1260e07
Release 2.235.0 ( #6275 )
1 week ago
Karel De Smet
e27f258ac6
Task/extend user detail dialog by actions menu ( #6256 )
* Extend user detail dialog
* Update changelog
1 week ago
Thomas Kaul
0034ed0adf
Feature/introduce fast-redact in value redaction interceptor ( #6269 )
* Introduce fast-redact
* Update changelog
---------
Co-authored-by: Valentin Zickner <valentin@coderworks.de>
1 week ago
Thomas Kaul
5b6d6a419f
Task/refactor transactions in accounts table component ( #6266 )
* Refactor showTransactions and transactionCount
* Update changelog
1 week ago
Thomas Kaul
9c4638c185
Feature/add impersonation mode in get account balances endpoint ( #6272 )
* Add impersonation mode
* Update changelog
1 week ago
Thomas Kaul
2520d0d961
Task/upgrade yahoo-finance2 to version 3.13.0 ( #6263 )
* Upgrade yahoo-finance2 to version 3.13.0
* Update changelog
1 week ago
Thomas Kaul
eae2c20dfe
Task/deprecate transactionCount in GET api/v1/admin endpoint ( #6265 )
* Deprecate transactionCount in favor of activitiesCount
* Update changelog
2 weeks ago
Kenrick Tandrian
7dbacdbf0f
Feature/extract top holdings from Yahoo Finance for ETF and mutual funds ( #6254 )
* Extract top holdings from Yahoo Finance for ETF and mutual funds
* Update changelog
2 weeks ago
Thomas Kaul
418e8bc843
Task/remove deprecated first buy date in portfolio calculator ( #6244 )
* Remove deprecated firstBuyDate
* Update changelog
2 weeks ago
Thomas Kaul
9a153076ca
Release 2.234.0 ( #6262 )
2 weeks ago
Lyndros
ad2abbc55b
Task/improve Spanish translation ( #6261 )
* Improve Spanish translation
* Update changelog
2 weeks ago
Thomas Kaul
b881485567
Task/upgrade lodash to version 4.17.23 ( #6259 )
* Upgrade lodash to version 4.17.23
* Update changelog
2 weeks ago
Thomas Kaul
5de2b02a04
Task/refactor common helper ( #6251 )
* Refactoring
2 weeks ago
Karel De Smet
9eb5943666
Task/improve usability when adding currency in market data section of admin control panel ( #6225 )
* Improve usability when adding currency
* Update changelog
2 weeks ago
Thomas Kaul
155d533ee9
Bugfix/add missing guard to symbol autocomplete component ( #6255 )
* Add missing guard
2 weeks ago
Kenrick Tandrian
a1986e6daa
Task/upgrade to Nx 22.4 ( #6249 )
* Upgrade Nx from version 22.3.3 to 22.4.1
* Update changelog
2 weeks ago
Kenrick Tandrian
53be141460
Feature/enable strict null checks in libs/common ( #6250 )
* feat(ts): enable strict null checks in libs/common
* feat(lint): enable prefer-nullish-coalescing
* feat(lib): resolve errors
* fix(lib): revert changes on DateRange type
2 weeks ago
github-actions[bot]
dd9989112d
Task/update locales ( #6247 )
* Update locales
* Update changelog
* Update translations
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 weeks ago
Thomas Kaul
30be7589b6
Task/refactor getDividends() from async to sync ( #6222 )
* Refactor from async to sync
2 weeks ago
Thomas Kaul
5e553f0710
Task/upgrade prettier to version 3.8.1 ( #6242 )
* Upgrade prettier to version 3.8.1
* Update changelog
2 weeks ago
Kenrick Tandrian
9fd9edd0ea
Feature/improve zh localization ( #6245 )
* fix(i18n): move i18n attribute in pricing page
* feat(i18n): update zh locale
* feat(i18n): update zh locale
* feat(docs): update changelog
2 weeks ago
Thomas Kaul
3939bc55dd
Release 2.233.0 ( #6241 )
3 weeks ago
Thomas Kaul
f364874e27
Task/extend portfolio calculator tests with investments by year ( #6240 )
* Extend tests with investmentsByYear
3 weeks ago
Thomas Kaul
f03b8f097e
Task/refresh cryptocurrencies list 20260123 ( #6236 )
* Update cryptocurrencies.json
* Update changelog
3 weeks ago
Thomas Kaul
13031aaad3
Task/deprecate firstBuyDate in portfolio calculator ( #6239 )
* Deprecate firstBuyDate in favor of dateOfFirstActivity
* Update changelog
3 weeks ago
Thomas Kaul
f84e69c07a
Task/clean up position interface ( #6237 )
* Clean up interface
3 weeks ago
Thomas Kaul
44e0c2677c
Task/upgrade prettier to version 3.8.0 ( #6227 )
* Upgrade prettier to version 3.8.0
* Update changelog
3 weeks ago
Thomas Kaul
022a5c535c
Task/revert VS Code extension of Prettier ( #6235 )
* Revert VS Code extension of Prettier
3 weeks ago
Thomas Kaul
c74bca5066
Task/clean up Sponsors in README.md ( #6234 )
* Clean up
3 weeks ago
Thomas Kaul
c106f64b55
Task/remove margin in README.md ( #6233 )
* Remove margin
3 weeks ago
Thomas Kaul
50d7671d4f
Task/change LambdaTest to TestMu AI ( #6232 )
* Change LambdaTest to TestMu AI
3 weeks ago
Thomas Kaul
71902e39d1
Task/deprecate transactionCount in portfolio calculator and service ( #6228 )
* Deprecate transactionCount in favor of activitiesCount
* Update changelog
3 weeks ago
Thomas Kaul
18f09e88d9
Task/remove deprecated firstBuyDate from portfolio holding response ( #6220 )
* Remove deprecated firstBuyDate
* Update changelog
3 weeks ago
Thomas Kaul
48fda7d41a
Release 2.232.0 ( #6218 )
3 weeks ago
Thomas Kaul
fcae50968b
Task/set analysis page values as experimental ( #6217 )
* Set values as experimental
* Update changelog
3 weeks ago
Thomas Kaul
32f56cb3f6
Task/remove deprecated public Stripe key (part 3) ( #6160 )
* Remove deprecated public Stripe key
3 weeks ago
github-actions[bot]
f5b22e2f06
Task/update locales ( #6212 )
* Update locales
* Update translations
* Update changelog
---------
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
3 weeks ago
Sven Günther
9df4945d0a
Feature/extend analysis page by values ( #6210 )
* Extend analysis page by values
* Update changelog
3 weeks ago
Thomas Kaul
4cfb785499
Task/deprecate firstBuyDate in portfolio holding response ( #6208 )
* Deprecate firstBuyDate
* Update changelog
3 weeks ago
Thomas Kaul
47b8494efa
Task/upgrade countries-list to version 3.2.2 ( #6209 )
* Upgrade countries-list to version 3.2.2
* Update changelog
3 weeks ago
Thomas Kaul
d42322cfa8
Release 2.231.0 ( #6200 )
4 weeks ago