Thomas Kaul
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146ee0347d
|
Removed deprecated SymbolProfile from activity interface
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5 days ago |
Thomas Kaul
|
22d68e7ac1
|
Bugfix/remove linked account from BUY / SELL / DIVIDEND activity (#7346)
* Fix removing a linked account from a buy, sell or dividend activity
* Update changelog
|
6 days ago |
Thomas Kaul
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05b9cd2cc4
|
Bugfix/preserve tags when updating activity (#7347)
* Validate tags when creating or updating an activity
* Fix loss of activity tags when updating an activity fails
* Update changelog
|
6 days ago |
Thomas Kaul
|
d5fb6311c1
|
Task/deprecate SymbolProfile in favor of assetProfile in activity interface (#7315)
* Deprecate SymbolProfile in favor of assetProfile
* Update changelog
|
1 week ago |
Thomas Kaul
|
9b590efa87
|
Task/rename SymbolProfileOverrides to AssetProfileOverrides (#7271)
* Rename SymbolProfileOverrides to AssetProfileOverrides
* Update changelog
|
2 weeks ago |
Thomas Kaul
|
79e382a8f7
|
Feature/add tags support in accounts (#7242)
* Add tags support in accounts
* 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
|
3 weeks ago |
Thomas Kaul
|
689778f025
|
Bugfix/exclude cash positions from portfolio calculations with filters (#7212)
* Fix handling of cash positions with filters
* Update changelog
|
3 weeks ago |
Thomas Kaul
|
6df2f4e07f
|
Task/harmonize filter parsing using groupBy() (#7211)
* Harmonize filter parsing using groupBy()
* 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
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4 weeks ago |
Thomas Kaul
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3da6380618
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Task/prevent deletion of asset profiles in use (#6942)
* Prevent deletion of asset profiles in use
* Update changelog
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2 months ago |
Chris Ian Fiel
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29e9336baf
|
Bugfix/account cash balance calculation for SELL activities with fees (#6862)
* Fix account cash balance calculation for SELL activities with fees
* Update changelog
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2 months ago |
Raphaël TISON
|
c311d835fa
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Feature/add type filter to activities table component (#6622)
* Add type filter
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
4 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 |
Kenrick Tandrian
|
645e8ee303
|
Bugfix/prevent double counting of cash in net worth (#6171)
* Prevent double counting of cash in net worth
* Update changelog
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6 months ago |
Thomas Kaul
|
feb25c9266
|
Bugfix/fix filtering by asset class in get holdings endpoint (#6151)
* Fix filtering by asset class
* Update changelog
|
7 months 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
|
7 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
|
8 months ago |
Sven Günther
|
9d25d5c5f4
|
Feature/automatically gather required exchange rates (#5917)
* Automatically gather required exchange rates
* Update changelog
|
8 months ago |
Thomas Kaul
|
e03f58feff
|
Task/refactor Activities interface to ActivitiesResponse interface (#5835)
* Refactor Activities interface to ActivitiesResponse interface
|
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
|
9 months ago |
Thomas Kaul
|
f7f942d08d
|
Bugfix/fix pagination issue in market data and user endpoint by adding secondary sort criterion (#5521)
* Add id as secondary sort criterion to ensure consistent ordering
* Refactoring
* Update changelog
|
10 months ago |
Attila Cseh
|
7613b54514
|
Feature/extend activities import by tags (#5287)
* Extend activities import by tags
* Update changelog
|
12 months 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
|
12 months ago |
Thomas Kaul
|
f861522762
|
Bugfix/fix clone functionality for custom asset profile activities (#5176)
* Fix clone functionality for custom asset profile activities
* 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
|
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 |
Marcin Szymański
|
28d2fd3877
|
Bugfix/restore incorrect fee currency conversion (#4645)
* Restore incorrect fee currency conversion
* Update changelog
|
1 year ago |
Thomas Kaul
|
8fbdcac66c
|
Feature/rename Order to activities in account database schema (#4577)
* Rename Order to activities
* Update changelog
|
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 |
csehatt741
|
42734dff75
|
Feature/deactivate asset profile on delisting (Yahoo Finance) (#4524)
* Deactivate asset profile on delisting (Yahoo Finance)
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
1 year ago |
Thomas Kaul
|
8878212487
|
Feature/expire snapshot cache on holding tags change (#4277)
* Expire snapshot cache on holding tags change
* Update changelog
|
1 year ago |
Thomas Kaul
|
615278a887
|
Feature/improve automatic deletion of unused asset profiles (#4149)
* Improve automatic deletion of unused asset profiles
* Update changelog
|
2 years ago |
Thomas Kaul
|
de68841843
|
Feature/add user id to symbol profile database schema (#4122)
* Add userId to SymbolProfile database schema
* Update changelog
|
2 years ago |
dw-0
|
6a10b932b0
|
Feature/Switch consistent-type-assertions eslint rule from warn to error (#3982)
* Switch consistent-type-assertions eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
|
2 years ago |
Thomas Kaul
|
403ee2741d
|
Feature/set up portfolio snapshot queue (#3725)
* Set up portfolio snapshot queue
* Update changelog
|
2 years ago |
Shaunak Das
|
383a02519a
|
Feature/extend filters of order endpoint (#3743)
* Extend filters of order endpoint
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
2 years ago |
Thomas Kaul
|
c4a28c6bff
|
Feature/set up a performance logging service (#3703)
* Setup performance logging service
* Update changelog
|
2 years ago |
Thomas Kaul
|
e23019a115
|
Feature/improve liabilities in portfolio calculator (#3696)
Improve liabilities
|
2 years ago |
Anatoly Popov
|
12c722afe1
|
Bugfix/Use currency conversion for fees and values (#3672)
* Use currency conversion for fees and values
* Update changelog
|
2 years ago |
Thomas Kaul
|
41f5801b5e
|
Feature/refactor unique asset type to asset profile identifier (#3636)
* Refactoring
|
2 years ago |
Thomas Kaul
|
8f6203d296
|
Feature/manage tags of holdings (#3630)
* Manage tags of holdings
* Update changelog
|
2 years ago |
Thomas Kaul
|
6c1317f978
|
Bugfix/fix search for holding in assistant (#3569)
* Fix search for holding
* Update changelog
|
2 years ago |
Thomas Kaul
|
744dc51dcd
|
Bugfix/fix pagination issue in activities endpoint by adding secondary sort criterion (#3554)
* Add id as secondary sort criterion to ensure consistent ordering
* Update changelog
|
2 years ago |
Thomas Kaul
|
8386fec98a
|
Feature/automatic deletion of unused asset profiles (#3525)
* Automatic deletion of unused asset profiles
* Update changelog
|
2 years ago |
Eduardo Marinho
|
ff121243e4
|
Feature/extend asset profile for currency (#3495)
* Extend asset profile for currency
* Update changelog
|
2 years ago |
Gerard Du Pre
|
8319b216bb
|
Feature/support delete activities with filtering (#3394)
* Support delete activities with filtering
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
|
2 years ago |
Thomas Kaul
|
cd07802400
|
Bugfix/fix historical market data gathering for asset profiles with manual data source (#3336)
* Fix historical market data gathering for asset profiles with MANUAL data source
* Update changelog
|
2 years ago |
Thomas Kaul
|
b692b7432c
|
Feature/set up event system for portfolio changes (#3333)
* Set up event system for portfolio changes
* Update changelog
|
2 years ago |