Anirudh
a51f17abcb
refactor: rename Export interface to ExportResponse
- Move interface from interfaces/ to interfaces/responses/
- Rename Export to ExportResponse following API response naming convention
- Update imports and type references in export controller and service
- Update type references in portfolio calculator tests and test utilities
- Update type references in Angular data service and ICS service
- Remove old export.interface.ts file
- Add new export-response.interface.ts in responses directory
No behavioral changes - type-only refactoring to align with project
naming conventions for API response interfaces.
Resolves #5766
2 months ago
Vansh
3b4705405b
Task/improve typings of getAsset() functionality ( #5804 )
* Improve typings of getAsset() functionality
2 months ago
Thomas Kaul
be0ddd6298
Task/harmonize interfaces naming ( #5796 )
* Harmonize interfaces naming
2 months ago
vitalymatyushik
24234591c9
Task/improve typings of getInfo() functionality ( #5803 )
* Improve typings
2 months ago
Google
71b375ea92
Task/refactor BenchmarkMarketDataDetails to BenchmarkMarketDataDetailsResponse ( #5771 )
* Refactor BenchmarkMarketDataDetails to BenchmarkMarketDataDetailsResponse
2 months ago
Aman
f940eb6725
Task/refactor PortfolioInvestments interface to PortfolioInvestmentsResponse interface ( #5774 )
* Refactor PortfolioInvestments to PortfolioInvestmentsResponse
2 months ago
Umesh Pal
5bcc2e9648
Task/refactor PortfolioDividends interface to PortfolioDividendsResponse interface ( #5773 )
* Refactor PortfolioDividends to PortfolioDividendsResponse
2 months ago
Dibyendu Sahoo
db2c2426c6
Task/refactor interest to interestInBaseCurrency in portfolio summary interface ( #5763 )
* Refactor interest to interestInBaseCurrency
2 months ago
Thomas Kaul
2ff02a0a9c
Feature/improve currency validation in search functionality of data provider service ( #5745 )
* Improve currency validation
* Update changelog
3 months ago
Lagmator22
20da95239e
Task/refactor liabilities to liabilitiesInBaseCurrency in portfolio summary interface ( #5725 )
* Refactor liabilities to liabilitiesInBaseCurrency
3 months ago
Tanbir Ali
d2fe16c794
Task/refactor transactionCount to activitiesCount in portfolio holding response ( #5709 )
* Refactor transactionCount to activitiesCount in portfolio holding response
* Update changelog
3 months ago
Germán Martín
20a756a376
Feature/add support to update granted access ( #5566 )
* Add support to update granted access
* Update changelog
3 months ago
Flavien Lankai-Mills
c173998677
Task/refactor fire wealth from number to object in portfolio summary interface ( #5644 )
* Refactor fire wealth from number to object in portfolio summary interface
* Update changelog
3 months ago
Thomas Kaul
8f923d0486
Feature/improve number formatting of y-axis in investment chart component ( #5633 )
* Improve number formatting of y-axis
* Update changelog
3 months ago
Thomas Kaul
6ff1d65a70
Feature/add safe withdrawal rate to user settings ( #5629 )
* Add safe withdrawal rate to user settings
* Update changelog
3 months ago
Thomas Kaul
fda121b138
Feature/add missing filters.assetClasses to user settings interface ( #5572 )
* Add filters.assetClasses
3 months ago
David Requeno
11c51698d7
Feature/extend public portfolio page with latest activities ( #5538 )
* Extend public portfolio page with latest activities
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
3 months ago
Thomas Kaul
bde0ca74f2
Feature/handle undefined user in isRestrictedView() of permissions ( #5569 )
* Handle undefined user
3 months ago
Thomas Kaul
02f8f318ba
Bugfix/add missing guards in isRestrictedView() of permissions ( #5540 )
* Add missing guards
3 months ago
Thomas Kaul
b26d44a588
Feature/extend personal finance tools 20250914 ( #5522 )
* Add Amsflow
* Add BudgetPulse
* Add CountAbout
* Add Honeydue
* Add MoneyWiz
* Add SplashMoney
* Extend tags
3 months ago
Tobias Kugel
cc9346f3de
Task/restructure portfolio report response ( #5454 )
* Restructure portfolio report response
* Update changelog
4 months ago
Sven Günther
e70277c66d
Feature/enable automatic data gathering for custom currencies added via currency management in admin control panel ( #5434 )
* Enable automatic data gathering for custom currencies
* Update changelog
4 months ago
Thomas Kaul
25dbeeb5c5
Feature/extend personal finance tools 20250827 ( #5411 )
* Add Income Reign
* Various updates
4 months ago
Attila Cseh
138d867e8d
Feature/filter asset sub class options in create activity dialog ( #5404 )
* Filter asset sub class options in create activity dialog
* Update changelog
4 months ago
Kenrick Tandrian
e6aa580fae
Feature/extend watchlist endpoint by trend50d and trend200d ( #5405 )
* Extend watchlist endpoint by trend50d and trend200d
* Update changelog
4 months ago
Thomas Kaul
7769f31e41
Feature/extend personal finance tools 20250822 ( #5388 )
* Add InvMon
4 months ago
Thomas Kaul
52ea3c5e84
Feature/add buying power to static portfolio analysis rules ( #5365 )
* Add buying power rule
* Update changelog
5 months ago
Thomas Kaul
670d25fc36
Feature/extend personal finance tools 20250810 (part 2) ( #5354 )
* Add PocketGuard
* Various updates
5 months ago
Thomas Kaul
c1702f0446
Feature/extend personal finance tools 20250810 ( #5353 )
* Add Atominvest
* Add Cobalt
5 months ago
Attila Cseh
711d716de0
Feature/extend accounts endpoint by dividend and interest ( #5335 )
* Extend accounts endpoint by dividend and interest
* Update changelog
5 months ago
Thomas Kaul
fcaa4f7996
Feature/improve precision of values in holding detail dialog on mobile ( #5337 )
* Improve dynamic numerical precision
* Shorten date on mobile
* Extend Storybook story of value component
* Update changelog
5 months ago
Thomas Kaul
8cd72885ea
Feature/extend personal finance tools 20250806 ( #5326 )
* Various updates
* Add Gasti
5 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
5 months ago
Thomas Kaul
cb30ea2979
Feature/restructure portfolio report response (part 2) ( #5282 )
* Restructure response of portfolio report endpoint
5 months ago
Joseph Bao
adc00694cf
Feature/add allocations percentage to accounts table component ( #4720 )
* Add allocations percentage to accounts table component
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
5 months ago
Thomas Kaul
4b03d5a926
Feature/restructure portfolio report response ( #5260 )
* Restructure response of portfolio report endpoint
* Update changelog
5 months ago
Thomas Kaul
f26648842f
Feature/extend personal finance tools 20250727 ( #5259 )
* Add CleverBilling
* Add DeFi Portfolio Tracker by Zerion
* Add Digrin
* Add Monsy
* Add Walletguide
* Update Maybe Finance
5 months ago
Attila Cseh
e001997ff8
Bugfix/activities unexpectedly listed in holdings ( #5182 )
* Fix activities of type FEE, INTEREST and LIABILITY unexpectedly listed in holdings
* Update changelog
5 months ago
Attila Cseh
3b92558e03
Feature/extend activities import by custom asset profiles ( #5243 )
* Extend activities import by custom asset profiles
* Update changelog
5 months ago
Attila Cseh
806df6c0c5
Feature/extend export by custom asset profiles ( #5165 )
* Extend export by custom asset profiles
* Update changelog
5 months ago
Quan Huynh (John)
9064b8bde2
Feature/show category in rule settings dialog of X-ray ( #5158 )
* Show category in rule settings dialog of X-ray
* Update changelog
6 months ago
Attila Cseh
2f118d02b8
Feature/filter asset sub class options based on selected asset class ( #5148 )
* Filter asset sub class options based on selected asset class
* Update changelog
6 months ago
Thomas Kaul
cf8eac3d44
Feature/rename Settings to settings in User database schema ( #5100 )
* Rename Settings to settings in User database schema
* Update changelog
6 months ago
Thomas Kaul
55e4d2fc7a
Feature/deprecate ITEM activity type in favor of BUY ( #5093 )
* Deprecate ITEM activity type in favor of BUY
* Update changelog
6 months ago
Thomas Kaul
9c37bca43a
Feature/rename Access to accessesGet in User database schema ( #5094 )
* Rename Access to accessesGet in User database schema
* Update changelog
6 months ago
Thomas Kaul
53127340f4
Feature/extend markets ( #5076 )
* Extend markets
* Clean up
6 months ago
csehatt741
bd43ea9b6c
Feature/dynamically compose public routes in sitemap ( #5035 )
* Dynamically compose public routes in sitemap
* Update changelog
6 months ago
csehatt741
c437bc2534
Feature/allow user to rotate Security Token ( #5016 )
* Allow user to rotate Security Token
* Update changelog
6 months ago
Thomas Kaul
433f1686e3
Feature/rename Account to account in Order database schema ( #5052 )
* Rename Account to account in Order database schema
* Update changelog
6 months ago
Jack Ulf
559cac31bd
Feature/extend AI service by OpenRouter access ( #5025 )
* Extend AI service by OpenRouter access
* Update changelog
6 months ago