Thomas Kaul
9b590efa87
Task/rename SymbolProfileOverrides to AssetProfileOverrides ( #7271 )
* Rename SymbolProfileOverrides to AssetProfileOverrides
* Update changelog
1 week ago
Thomas Kaul
45ab4016e5
Task/improve user account deletion flow ( #7269 )
* Improve user account deletion flow
* Update changelog
1 week ago
Thomas Kaul
ee59449d29
Task/reorder attributes in cash portfolio calculator test ( #7254 )
Reorder attributes
1 week ago
Thomas Kaul
79e382a8f7
Feature/add tags support in accounts ( #7242 )
* Add tags support in accounts
* Update changelog
1 week ago
Akash Negi
5ad9e06d17
Task/improve type safety of key in PropertyService ( #7219 )
Improve type safety
1 week ago
Thomas Kaul
eedb556c06
Feature/expose PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_REMOVE_ON_FAIL environment variable ( #7221 )
* Expose PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_REMOVE_ON_FAIL environment variable
* Update changelog
2 weeks ago
Thomas Kaul
3b3e0884b0
Bugfix/improve creation of Stripe checkout session ( #7220 )
* Improve creation of Stripe checkout session
* Update changelog
2 weeks ago
Shaik Aftab
6df3d21867
Task/upgrade Stripe to version 22 ( #7184 )
* Upgrade Stripe to version 22
* Update changelog
2 weeks ago
Thomas Kaul
c4c3845ef2
Bugfix/handling of cash positions in portfolio details with filters ( #7215 )
* Fix handling of cash positions with filters
* Update changelog
2 weeks ago
Thomas Kaul
689778f025
Bugfix/exclude cash positions from portfolio calculations with filters ( #7212 )
* Fix handling of cash positions with filters
* Update changelog
2 weeks ago
Thomas Kaul
6df2f4e07f
Task/harmonize filter parsing using groupBy() ( #7211 )
* Harmonize filter parsing using groupBy()
* Update changelog
2 weeks ago
Thomas Kaul
c2f3b77c9b
Task/improve parsing of integer query parameter includeHistoricalData in various endpoints ( #7208 )
* Improve parsing of integer query parameter includeHistoricalData
* Update changelog
2 weeks ago
Thomas Kaul
818411b10d
Task/clean up get holding call in import service ( #7207 )
Clean up
2 weeks ago
Shaik Aftab
f44f542019
Task/improve integer query parameter parsing in various controllers ( #7189 )
* Improve integer query parameter parsing of skip and take
* Update changelog
2 weeks ago
Thomas Kaul
6d4845fa8d
Task/restrict update of activity tags in impersonation mode ( #7206 )
* Restrict update of activity tags in impersonation mode
* Update changelog
2 weeks ago
Thomas Kaul
fc8c85c5e8
Task/harden endpoint of public access for portfolio sharing ( #7205 )
* Harden endpoint by restricting to public accesses
* Update changelog
2 weeks ago
Akash Negi
68b5c997ba
Task/improve parsing of integer query parameters in GET api/v1/activities endpoint ( #7183 )
* Improve parsing of integer query parameters
* Update changelog
2 weeks ago
Thomas Kaul
6dac46dcdc
Bugfix/base currency for total value calculation in public controller ( #7157 )
* Fix base currency
* Update changelog
2 weeks ago
Thomas Kaul
3f168bf1a7
Bugfix/exclude valueInBaseCurrency of top holdings in public portfolio endpoint ( #7155 )
* Exclude valueInBaseCurrency
* Update changelog
2 weeks ago
Thomas Kaul
05281d5980
Feature/public access filtering ( #7146 )
* Add filtering for public access
* Update changelog
---------
Co-authored-by: Germán Martín <github@gmartin.net>
3 weeks ago
Thomas Kaul
830c1e2295
Task/improve data source encoding ( #7138 )
Improve data source encoding
3 weeks ago
Akash Negi
9b86a9a73f
Task/remove deprecated SymbolProfile from PortfolioHoldingResponse ( #7094 )
* Remove deprecated SymbolProfile
* Update changelog
3 weeks ago
Thomas Kaul
2b5d2701bd
Task/improve exchange rate and market data gathering robustness ( #7119 )
* Improve exchange rate robustness
* Improve market data gathering robustness
* Update changelog
3 weeks ago
Thomas Kaul
9db16e9d2c
Task/increase default limit of getJobs() in queue service ( #7105 )
Increase default limit of getJobs()
3 weeks ago
Thomas Kaul
46d740e381
Task/consolidate exchange rates gathering together with hourly market data ( #7095 )
* Consolidate exchange rates gathering with hourly market data
* Update changelog
3 weeks ago
Thomas Kaul
9580cc94e5
Bugfix/resolve exception in benchmark service when current market price unavailable ( #7101 )
* Handle exception
* Update changelog
3 weeks ago
Thomas Kaul
af9889f0ff
Bugfix/missing asset profiles and historical data for symbols across data sources ( #7089 )
* Fix missing asset profiles and historical data
* Update changelog
3 weeks ago
Thomas Kaul
2f96b42107
Task/reuse asset profile identifier (part 2) ( #7087 )
Reuse AssetProfileIdentifier
3 weeks ago
Thomas Kaul
55bb02f0f8
Task/various improvements in subscription table of user detail dialog ( #7091 )
Various improvements
3 weeks ago
Akash Negi
04a1c75365
Task/move market data endpoint for single asset to asset profiles ( #7079 )
* Move market data endpoint for single asset to asset profiles
* Update changelog
4 weeks ago
Thomas Kaul
1587206e67
Bugfix/missing quotes for symbols across data sources ( #7085 )
* Fix missing quotes
* Update changelog
4 weeks ago
Thomas Kaul
7d779d8461
Feature/add data gathering frequency to symbol profile ( #7083 )
* Add data gathering frequency to symbol profile and gather hourly
* Update changelog
4 weeks ago
Thomas Kaul
bf39fd89d2
Task/extend user detail dialog of admin control with subscriptions ( #7078 )
Extend user detail dialog with subscriptions
4 weeks ago
Sjohn21
5d60887a19
Feature/move admin market data endpoint to asset profiles ( #7056 )
* Move admin market data endpoint to asset profiles
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
4 weeks ago
Thomas Kaul
77efbc5a43
Task/refactor default locale ( #7066 )
Refactor default locale
4 weeks ago
Thomas Kaul
bab02b3d68
Task/deprecate SymbolProfile in favor of assetProfile in get holding endpoint ( #7054 )
* Deprecate SymbolProfile in favor of assetProfile
* Update changelog
4 weeks ago
Thomas Kaul
116357b797
Task/move referral partners to database ( #7060 )
* Move referral partners to database
4 weeks ago
Thomas Kaul
a0b7d5c4c1
Bugfix/last request date in users table of admin control panel ( #7021 )
* Fix last request date
* Update changelog
1 month ago
Thomas Kaul
98c984c6c9
Task/improve unknown bucket grouping in allocations ( #7011 )
* Improve unknown bucket grouping
* Update changelog
1 month ago
Sjohn21
9ea2405fec
Feature/extend public API with endpoint to update asset profile data ( #6981 )
* Extend public API with endpoint to update asset profile data
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 month ago
Thomas Kaul
3da6380618
Task/prevent deletion of asset profiles in use ( #6942 )
* Prevent deletion of asset profiles in use
* Update changelog
1 month ago
Thomas Kaul
be874f62e3
Task/centralize asset profile override logic ( #6991 )
* Centralize asset profile logic
* Update changelog
1 month ago
Thomas Kaul
d830e0f6f4
Task/migrate backend logger to instance pattern ( #6966 )
* Refactor backend logging to use instance-based Logger
* Update changelog
1 month ago
Thomas Kaul
9996d8a8d2
Bugfix/base currency in impersonation mode ( #6964 )
* Fix base currency in impersonation mode
* Update changelog
1 month ago
Thomas Kaul
ab6fdf6c4f
Task/remove deprecated attributes from portfolio position interface ( #6950 )
* Remove deprecated attributes
* Update changelog
2 months ago
Thomas Kaul
f9ebb9150a
Task/add portfolio service test ( #6949 )
* Add tests to cover cash positions
2 months ago
Thomas Kaul
b371318c78
Bugfix/add missing guards to getMarketDataBySymbol() in market data controller ( #6958 )
Add missing guards
2 months ago
Thomas Kaul
f882e3ddf4
Task/add HTTP fetch service ( #6951 )
* Add HTTP fetch service
* Update changelog
2 months ago
Thomas Kaul
dcbd9225da
Task/improve promises in patchAssetProfileData() of admin service ( #6938 )
Improve promises in patchAssetProfileData()
2 months ago
Thomas Kaul
f4af9edeb5
Task/remove deprecated order endpoints ( #6928 )
* Remove deprecated order endpoints
* Update changelog
2 months ago