Thomas Kaul
7ded5e4340
Task/remove isDraft of activity ( #7577 )
* Remove deprecated isDraft attribute of activity
* Update changelog
7 days ago
Thomas Kaul
cb6da5c24f
Task/migrate isDraft of activity to draft tag ( #7551 )
* Migrate isDraft of activity to draft tag
* Update changelog
1 week ago
Thomas Kaul
8a4d33bbe3
Task/resolve ISIN to symbol of data provider in activities import ( #7542 )
* Resolve ISIN to symbol of data provider
* Update changelog
2 weeks ago
Thomas Kaul
74211cd685
Task/improve check for duplicates in preview step of activities import ( #7541 )
* Improve check for duplicates
* Update changelog
2 weeks ago
Thomas Kaul
ddd20d3099
Task/remove redundant balance attribute from account ( #7546 )
* Remove redundant balance attribute from account
* Update changelog
2 weeks ago
Thomas Kaul
9c78bc29a4
Task/extract non-investment activity types constant ( #7535 )
Extract non-investment activity type
2 weeks ago
Thomas Kaul
61cac99d54
Task/improve symbol validation for assets with manual data source ( #7467 )
* Improve symbol validation for assets with manual data source
* Update changelog
2 weeks ago
Thomas Kaul
8ac551fc44
Feature/support account platforms in activities import ( #7515 )
* Support account platforms in activities import
* Update changelog
2 weeks ago
Thomas Kaul
263e064fd6
Task/remove deprecated attribute isExcluded from account ( #7253 )
* Remove deprecated attribute isExcluded from account
* Update changelog
3 weeks ago
Kenrick Tandrian
7d338c2c67
Task/improve type safety across API services and controllers ( #7417 )
* fix(api): resolve subscription undefined type errors
* fix(api): resolve session metadata null type errors
* feat(api): add type declaration on promises
* fix(api): resolve price undefined type errors
* fix(api): resolve type errors in benchmark service
4 weeks ago
Thomas Kaul
90a3fed652
Task/remove deprecated SymbolProfile from activity interface ( #7360 )
* Removed deprecated SymbolProfile from activity interface
* Update changelog
4 weeks ago
Thomas Kaul
d5fb6311c1
Task/deprecate SymbolProfile in favor of assetProfile in activity interface ( #7315 )
* Deprecate SymbolProfile in favor of assetProfile
* Update changelog
1 month ago
Thomas Kaul
79e382a8f7
Feature/add tags support in accounts ( #7242 )
* Add tags support in accounts
* Update changelog
1 month ago
Thomas Kaul
818411b10d
Task/clean up get holding call in import service ( #7207 )
Clean up
2 months 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
2 months 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
2 months ago
Thomas Kaul
d830e0f6f4
Task/migrate backend logger to instance pattern ( #6966 )
* Refactor backend logging to use instance-based Logger
* Update changelog
2 months ago
Thomas Kaul
8b77dd368a
Task/harmonize max activities to import in import controller ( #6732 )
* Harmonize max activities to import
* Update changelog
4 months ago
Thomas Kaul
cdef2afa48
Feature/setup statistics gathering queue ( #6696 )
* Set up statistics gathering queue
* Update changelog
4 months ago
Thomas Kaul
e5a771671f
Task/rename order permissions to activity ( #6494 )
* Rename order permissions to activity
5 months ago
Thomas Kaul
4a832f12ca
Task/deprecate order endpoints in favor of activities endpoints ( #6446 )
* Deprecate order endpoints in favor of activities endpoints
* Update changelog
5 months ago
Thomas Kaul
0d67478cc3
Task/harmonize validation for create activity endpoint with existing import activity logic ( #6349 )
* Harmonize validation
* Update changelog
6 months ago
Varun Chawla
c489a1cc00
Bugfix/integrate missing valueInBaseCurrency in import activities response ( #6294 )
* Integrate missing valueInBaseCurrency in import activities response
* Update changelog
6 months ago
Thomas Kaul
4cfb785499
Task/deprecate firstBuyDate in portfolio holding response ( #6208 )
* Deprecate firstBuyDate
* Update changelog
7 months ago
Thomas Kaul
5101c406b4
Task/refactor dividend import ( #6150 )
* Refactor dividend import
* Update changelog
8 months ago
Thomas Kaul
2765fb1df7
Task/refactor from v4 as uuidv4 from uuid to crypto.randomUUID() ( #5990 )
* Refactor from v4 as uuidv4 from uuid to randomUUID() from node:crypto
* Update changelog
9 months ago
Kenrick Tandrian
6deaccfe16
Task/enforce module boundaries for client module ( #5944 )
* feat(lib): move SymbolPipe to common lib
* feat(lib): move CreateAccountBalanceDto to common lib
* feat(lib): move IsCurrencyCode validator to common lib
* feat(lib): move UpdateAssetProfileDto to common lib
* feat(lib): move UpdateUserSettingDto to common lib
* feat(lib): move CreateAccessDto to common lib
* feat(lib): move UpdateAccessDto to common lib
* feat(lib): move CreateTagDto to common lib
* feat(lib): move UpdateTagDto to common lib
* feat(lib): move CreatePlatformDto to common lib
* feat(lib): move UpdatePlatformDto to common lib
* feat(lib): move CreateOrderDto to common lib
* feat(lib): move UpdateOrderDto to common lib
* feat(lib): move RuleSettings interface to common lib
* feat(lib): move CreateAccountDto TransferBalanceDto UpdateAccountDto to common lib
* feat(lib): move CreateAccountWithBalancesDto to common lib
* feat(lib): move CreateAssetProfileDto and CreateAssetProfileWithMarketDataDto to common lib
* feat(lib): move AuthDeviceDto to common lib
* feat(lib): move simplewebauthn interfaces to common lib
This includes AssertionCredentialJSON, AttestationCredentialJSON, PublicKeyCredentialCreationOptionsJSON, PublicKeyCredentialRequestOptionsJSON.
* feat(lib): move UpdateMarketDataDto to common lib
* feat(lib): move UpdateBulkMarketDataDto to common lib
* feat(lib): move CreateWatchlistItemDto to common lib
* feat(lib): move DeleteOwnUserDto to common lib
* feat(lib): move UserItem interface to common lib
* feat(lib): move UpdateOwnAccessTokenDto to common lib
* feat(lib): move PropertyDto to common lib
9 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
9 months ago
Thomas Kaul
9f878c42f4
Task/refactor getHolding() in portfolio service ( #5898 )
* Refactor getHolding() if no holding has been found
* Update changelog
9 months ago
Sven Günther
0ec9c1dd93
Bugfix/custom asset name rendering in import activities dialog ( #5787 )
* Fix custom asset name rendering in import activities dialog
* Update changelog
10 months ago
Sven Günther
1daa980824
Bugfix/import of activity with MANUAL data source (CSV file) ( #5749 )
* Fix import of activity with MANUAL data source
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Sven Günther
c5c1192900
Bugfix/import of custom asset profiles ( #5670 )
* Import of custom asset profiles
* Update changelog
10 months ago
Thomas Kaul
364b2f020e
Feature/remove ITEM as order type enum ( #5583 )
* Remove ITEM from Type enum
* Update changelog
11 months ago
Thomas Kaul
dad3c27ad9
Feature/remove DATA_SOURCES_LEGACY ( #5396 )
* Remove DATA_SOURCES_LEGACY
1 year ago
Attila Cseh
7613b54514
Feature/extend activities import by tags ( #5287 )
* Extend activities import by tags
* Update changelog
1 year ago
Thomas Kaul
7a5927592d
Feature/add support to exclude activity from analysis via tag ( #5297 )
* Add support to exclude activity from analysis via tag
* Update changelog
1 year ago
Attila Cseh
3b92558e03
Feature/extend activities import by custom asset profiles ( #5243 )
* Extend activities import by custom asset profiles
* Update changelog
1 year ago
Thomas Kaul
cf8eac3d44
Feature/rename Settings to settings in User database schema ( #5100 )
* Rename Settings to settings in User database schema
* Update changelog
1 year ago
Thomas Kaul
55e4d2fc7a
Feature/deprecate ITEM activity type in favor of BUY ( #5093 )
* Deprecate ITEM activity type in favor of BUY
* Update changelog
1 year ago
Thomas Kaul
7a97ec75f4
Feature/refactor portfolio service ( #5063 )
* Refactor portfolio service
1 year ago
Thomas Kaul
433f1686e3
Feature/rename Account to account in Order database schema ( #5052 )
* Rename Account to account in Order database schema
* Update changelog
1 year ago
Thomas Kaul
738f7490f6
Feature/rename Platform to platform in Account database schema ( #4999 )
* Rename Platform to platform in Account database schema
* Update changelog
1 year ago
Thomas Kaul
20070d76bc
Feature/rename User to user in database schema ( #4899 )
* Rename User to user in database schema
* Update changelog
1 year ago
Alison Hawk
31f5c0de88
Bugfix/fix import of empty account balances ( #4677 )
* Fix import of empty account balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Marcin Szymański
28d2fd3877
Bugfix/restore incorrect fee currency conversion ( #4645 )
* Restore incorrect fee currency conversion
* Update changelog
1 year ago
Thomas Kaul
3646fb7f77
Feature/refactor portfolio holding response ( #4649 )
* Refactor portfolio holding response
* maxPrice -> marketPriceMax
* minPrice -> marketPriceMin
* orders -> activities
1 year ago
Thomas Kaul
1bced96460
Feature/deprecate portfolio position endpoints ( #4648 )
* Deprecate api/v1/portfolio/position endpoints
* Update changelog
1 year ago
Thomas Kaul
7fb0f9b6e8
Feature/refactor import service ( #4599 )
* Refactoring
1 year 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>
1 year 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
1 year ago