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
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
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
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
Lyndros
ad2abbc55b
Task/improve Spanish translation ( #6261 )
* Improve Spanish translation
* Update changelog
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
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
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
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
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
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
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
4 weeks ago
Thomas Kaul
3359ea1d20
Bugfix/numeric parsing error in X-ray page ( #6198 )
* Fix numeric parsing error related to cash positions
* Update changelog
4 weeks ago
Thomas Kaul
f19e417068
Task/remove deprecated activities from portfolio holding response ( #6157 )
* Remove deprecated activities
* Update changelog
4 weeks ago
Thomas Kaul
aa41cb404b
Task/remove deprecated platforms from info service ( #6137 )
* Remove platforms from info service
* Update changelog
4 weeks ago
Thomas Kaul
6727fb2b74
Bugfix/total fee calculation related to activities in custom currency ( #6191 )
* Fix total fee calculation related to activities in custom currency
* Update changelog
4 weeks ago
Thomas Kaul
3e8c21aa20
Task/extend referral brokers ( #6193 )
* Add Monefit
4 weeks ago
github-actions[bot]
9fd7924f2c
Task/update locales ( #6156 )
* Update locales
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
4 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
4 weeks ago
yaro
825a366367
Feature/set up language localization for Korean (ko) ( #6136 )
* Set up language localization for Korean (ko)
* Update changelog
4 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
1 month ago
Thomas Kaul
4539367bc5
Task/refresh cryptocurrencies list 20260105 ( #6172 )
* Update cryptocurrencies.json
* Update changelog
1 month ago
Thomas Kaul
ac67a6e190
Task/extend portfolio calculator cash test ( #6162 )
* Extend test
1 month ago
Thomas Kaul
09e7e6182d
Task/refactor firstOrderDate to dateOfFirstActivity in portfolio service ( #6161 )
* Refactor firstOrderDate to dateOfFirstActivity
1 month ago
Kenrick Tandrian
d4d6ce1d07
Task/move admin service to UI library ( #6159 )
* Move admin service to UI library
* Update changelog
1 month ago
Thomas Kaul
feb25c9266
Bugfix/fix filtering by asset class in get holdings endpoint ( #6151 )
* Fix filtering by asset class
* Update changelog
1 month ago
Thomas Kaul
5101c406b4
Task/refactor dividend import ( #6150 )
* Refactor dividend import
* Update changelog
1 month ago
Kenrick Tandrian
601008e0e6
Task/move data service to UI library ( #6154 )
* feat(lib): move data service
* feat(client): update imports
* feat(lib): update imports
* Update changelog
1 month 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
github-actions[bot]
61d51ec207
Feature/update locales ( #6083 )
* 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>
1 month ago