ghostfolio

Commit Graph

Author	SHA1	Message	Date
Sven Günther	8359f48bc7	Add calculation and display of annualized dividend yield based on dividends received in the last 12 months relative to the investment cost basis. Implementation: - Add annualizedDividendYield property to TimelinePosition, PortfolioSnapshot, and PortfolioSummary interfaces - Calculate individual position yield based on last 12 months dividends / investment with currency effects - Aggregate portfolio-wide yield in PortfolioSnapshot - Extract and include yield in PortfolioSummary via PortfolioService Tests: - Add comprehensive tests with single position (MSFT) - Add multi-position test (MSFT + IBM) to verify aggregation - Add PortfolioService integration tests - Add IBM mock data to CurrentRateService - Update cash test to include new property	1 month ago
Thomas Kaul	e59421f008	Feature/add static portfolio analysis fee ratio rule based on total investment volume (#6332 ) * Add fee ratio rule based on total investment volume * Update changelog	2 weeks ago
Thomas Kaul	f38a2d7ff1	Bugfix/investment value in portfolio summary (#6329 ) * Include currency effects in investment value of portfolio summary * Update changelog	2 weeks ago
Kenrick Tandrian	0c970e2a14	Task/improve holdings table type safety (#6306 ) * fix(lib): update displayedColumns type * feat(lib): use input function for holdings * feat(lib): make isLoading a computed signal * feat(lib): make paginator and sort viewchild signals * feat(lib): make dataSource a computed signal * feat(lib): use input function for hasPermission fields * feat(lib): make displayedColumns a computed signal * feat(lib): remove ngOnChanges * feat(lib): update types in holdings mock * fix(lib): update imports for treemap chart component * fix(lib): remove unused routeQueryParams variable * fix(lib): prevent creating new table data source every time the signal changes * fix(lib): remove unused unsubscribe subject as there is no observable subscription * fix(lib): revert changes to dataSource in the template * fix(lib): changed locale to input signal * fix(lib): change ignoreAssetSubClasses to protected * fix(lib): create canShowDetails function * fix(lib): remove unused baseCurrency and deviceType inputs * fix(lib): remove unused baseCurrency and deviceType inputs from stories * feat(lib): make constructor as public	2 weeks ago
Thomas Kaul	ed29c2ceab	Bugfix/fix issue in annualized performance calculation (#6310 ) * Fix issue in annualized performance calculation: Handle case where growthFactor is Infinity * Update changelog	3 weeks ago
Kenrick Tandrian	ddb859408b	Task/improve notification components type safety (#6305 ) * feat(lib): improve type safety for notification components * feat(lib): replace constructor based injections with inject functions * feat(lib): destructure parameters * fix(lib): remove confirmLabel from AlertDialogParams interface * feat(lib): destructure parameters in alert and confirmation dialogs	3 weeks ago
Kenrick Tandrian	8a50b8c922	Task/improve type safety in accounts table component (#6307 ) * fix(lib): prevent table data source to be created every time * fix(lib): remove unused unsubscribeSubject variable * fix(lib): change to protected methods * feat(lib): change locale to signal input * feat(lib): remove unused deviceType input * feat(lib): change hasPermissionToOpenDetails to signal input * feat(lib): change showFooter to signal input * feat(lib): change activitiesCount to signal input * feat(lib): change baseCurrency to signal input * feat(lib): change totalBalanceInBaseCurrency to signal input * feat(lib): change totalValueInBaseCurrency to signal input * feat(lib): change outputs to signal outputs	3 weeks ago
Kenrick Tandrian	e1d343fb70	Task/improve accounts table type safety (#6301 ) * fix(lib): replace null with undefined in activities table stories * feat(lib): implement inject functions in accounts table * feat(lib): change to input functions * feat(lib): change displayedColumns to a computed field * feat(lib): change accounts to use input function * feat(lib): change isLoading to a computed field * fix(lib): remove unused routeQueryParams variable * feat(lib): change sort to use viewChild function * feat(lib): change dataSource to a computed field * feat(lib): remove ngOnChanges	3 weeks ago
Kenrick Tandrian	753804c011	Task/improve activities table type safety (#6295 ) * Improve activities table type safety	3 weeks ago
Kenrick Tandrian	64a6dfd124	Task/improve type safety for GfValueComponent (#6290 ) * Improve type safety for GfValueComponent	3 weeks ago
Thomas Kaul	63e75942a8	Task/remove deprecated transaction count in portfolio calculator and service (#6288 ) * Remove deprecated transactionCount in portfolio calculator and service * Update changelog	3 weeks ago
Thomas Kaul	5adacda88f	Task/remove deprecated session id from create stripe checkout session response (#6280 ) * Remove deprecated sessionId	3 weeks ago
Thomas Kaul	4ff372f020	Task/remove deprecated transaction count in get admin endpoint (#6281 ) * Remove deprecated transaction count * Update changelog	4 weeks ago
Kenrick Tandrian	af034e87c9	Task/improve chart type safety (#6277 ) * Improve chart type safety	4 weeks 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>	4 weeks ago
Thomas Kaul	5b6d6a419f	Task/refactor transactions in accounts table component (#6266 ) * Refactor showTransactions and transactionCount * Update changelog	4 weeks ago
Thomas Kaul	eae2c20dfe	Task/deprecate transactionCount in GET api/v1/admin endpoint (#6265 ) * Deprecate transactionCount in favor of activitiesCount * Update changelog	1 month ago
Thomas Kaul	418e8bc843	Task/remove deprecated first buy date in portfolio calculator (#6244 ) * Remove deprecated firstBuyDate * Update changelog	1 month ago
Thomas Kaul	5de2b02a04	Task/refactor common helper (#6251 ) * Refactoring	1 month ago
Thomas Kaul	155d533ee9	Bugfix/add missing guard to symbol autocomplete component (#6255 ) * Add missing guard	1 month 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	1 month ago
Thomas Kaul	13031aaad3	Task/deprecate firstBuyDate in portfolio calculator (#6239 ) * Deprecate firstBuyDate in favor of dateOfFirstActivity * Update changelog	1 month ago
Thomas Kaul	f84e69c07a	Task/clean up position interface (#6237 ) * Clean up interface	1 month ago
Thomas Kaul	71902e39d1	Task/deprecate transactionCount in portfolio calculator and service (#6228 ) * Deprecate transactionCount in favor of activitiesCount * Update changelog	1 month ago
Thomas Kaul	18f09e88d9	Task/remove deprecated firstBuyDate from portfolio holding response (#6220 ) * Remove deprecated firstBuyDate * Update changelog	1 month ago
Thomas Kaul	32f56cb3f6	Task/remove deprecated public Stripe key (part 3) (#6160 ) * Remove deprecated public Stripe key	1 month ago
Thomas Kaul	4cfb785499	Task/deprecate firstBuyDate in portfolio holding response (#6208 ) * Deprecate firstBuyDate * Update changelog	1 month ago
Thomas Kaul	f19e417068	Task/remove deprecated activities from portfolio holding response (#6157 ) * Remove deprecated activities * Update changelog	1 month ago
Thomas Kaul	aa41cb404b	Task/remove deprecated platforms from info service (#6137 ) * Remove platforms from info service * Update changelog	2 months ago
yaro	825a366367	Feature/set up language localization for Korean (ko) (#6136 ) * Set up language localization for Korean (ko) * Update changelog	2 months ago
Kenrick Tandrian	645e8ee303	Bugfix/prevent double counting of cash in net worth (#6171 ) * Prevent double counting of cash in net worth * Update changelog	2 months ago
Thomas Kaul	60a64b768d	Bugfix/fix case-insensitive sorting in holdings table component (#6183 ) * Fix case-insensitive sorting by name * Update changelog	2 months ago
Thomas Kaul	a84eb7ba56	Bugfix/fix case-insensitive sorting in benchmark component (#6181 ) * Fix case-insensitive sorting by name * Update changelog	2 months ago
Thomas Kaul	d58e5f73e9	Bugfix/fix case-insensitive sorting in accounts table (#6178 ) * Fix case-insensitive sorting by account name * Update changelog	2 months ago
Thomas Kaul	a493afb526	Task/set active sort column in accounts table component (#6175 ) * Set active sort column * Update changelog	2 months ago
Kenrick Tandrian	d4d6ce1d07	Task/move admin service to UI library (#6159 ) * Move admin service to UI library * Update changelog	2 months 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	2 months ago
Thomas Kaul	3698c76972	Task/deprecate activities in portfolio holding response (#6147 ) * Deprecate activities * Update changelog	2 months ago
Thomas Kaul	5cb82d59f2	Bugfix/header alignment in accounts table on mobile (#6143 ) * Fix header alignment * Update changelog	2 months ago
Thomas Kaul	113238f86e	Task/remove deprecated public Stripe key (part 2) (#6138 ) * Remove deprecated public Stripe key	2 months ago
Thomas Kaul	6d3e16a6fb	Bugfix/initialize input properties in fire calculator (#6122 ) * Initialize input properties * Update changelog	2 months ago
Kenrick Tandrian	742415833c	Task/upgrade to Nx 22.3.3 and Angular 21.0 (#6109 ) * chore(deps): upgrade to Nx 22.3.3 and Angular 21.0 * feat(nx): run migrations * fix(ts): change module and moduleResolution for api * feat(ts): remove duplicates of bundler module resolution * fix(ts): enable ESM interoperability * fix(api): update imports * fix(ts): set module to preserve in api spec * fix(ts): update target * resolve comments * fix(api): set jest moduleNameMapper * fix(ts): update tsconfig in api spec * fix(api): revert import changes * fix(apps): revert unnecessary changes * fix(client): change marked js file * fix(deps): remove duplicates	2 months ago
Thomas Kaul	0f9bebcf82	Task/eliminate ngx-stripe (#6116 ) * Eliminate ngx-stripe * Update changelog	2 months ago
Thomas Kaul	40c01c38dd	Task/deprecate platforms in info item (#6114 ) * Deprecate platforms	2 months ago
Paul van der lei	ee1f606b59	Feature/create endpoint to get all platforms (#6097 ) * Create endpoint to get all platforms * Update changelog	2 months ago
Vahant Sharma	e668c6465e	Bugfix/time in market for impersonation mode (#6103 ) * Fix time in market for impersonation mode * Update changelog	2 months ago
Kenrick Tandrian	5b7356ff28	Task/upgrade jest to version 30.2.0 (#6110 ) * chore(deps): bump jest to 30.2.0 * fix(test): update setup test scripts * fix(deps): resolve vulns	2 months ago
Kenrick Tandrian	b12007b8b4	Task/revert adding styles to ui:storybook target (#6107 ) * fix(sb): revert adding styles to ui:storybook target	2 months ago
Kenrick Tandrian	07d7178dc3	Task/upgrade to Nx 22.1.3 and Storybook 10.1.10 (#6105 ) * chore(deps): bump nx from 22.0 to 22.1 * fix(ts): set moduleResolution to bundler This is a requirement for Storybook 10 migration. See https://github.com/storybookjs/storybook/blob/next/MIGRATION.md#require-tsconfigjson-moduleresolution-set-to-value-that-supports-types-condition. * feat(sb): change main.js to ESM See https://github.com/storybookjs/storybook/blob/next/MIGRATION.md#the-storybookmain-file-and-other-presets-must-be-valid-esm. * fix(ts): set target to es2022 This resolves the warning: TypeScript compiler options "target" and "useDefineForClassFields" are set to "ES2022" and "false" respectively by the Angular CLI. To control ECMA version and features use the Browserslist configuration. For more information, see https://angular.dev/tools/cli/build#configuring-browser-compatibility. * fix(ts): set esModuleInterop to true * feat(docs): update changelog * fix(ts): set moduleResolution to bundler * fix(ts): revert target changes * Update changelog	2 months ago
Thomas Kaul	042d33aa00	Task/refactor read platforms permission (#6095 ) * Refactor read platforms permission	2 months ago

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983 Commits (8359f48bc7931a0b037b6277c5e137d2a58a52e1)