Thomas Kaul
6cf33a4651
Task/extend personal finance tools (20260817) ( #7652 )
Extend personal finance tools
20 hours ago
Thomas Kaul
0a07db8261
Task/move currency removal from cryptocurrency names to general availability ( #7650 )
* Move currency removal from cryptocurrency names to general availability
* Update changelog
21 hours ago
Kenrick Tandrian
3ae64b5eaf
Task/modernize TypeScript compiler options ( #7642 )
* fix(ts): remove baseUrl from config
* feat(ts): upgrade base target to es2022
* fix(client): clean up typescript target configurations
* fix(ui): standardize tsconfig target configuration to es2021
* fix(ts): remove redundant project-level lib configurations
* fix(ui): inherit base tsconfig target compiler option
2 days ago
Thomas Kaul
9d9d4450f4
Task/extend personal finance tools (20260816) ( #7644 )
Extend personal finance tools
2 days ago
Thomas Kaul
108e29444a
Task/add scopes to access ( #7603 )
* Add scopes to access
* Update changelog
3 days ago
David Requeno
9d2e4b732c
Feature/add stock splits logic ( #7568 )
* Add business logic and tests for stock splits
* Update changelog
3 days ago
Thomas Kaul
e0bdf06a96
Task/extend personal finance tools (20260813) ( #7615 )
Extend personal finance tools
5 days ago
Thomas Kaul
7ded5e4340
Task/remove isDraft of activity ( #7577 )
* Remove deprecated isDraft attribute of activity
* Update changelog
6 days ago
Thomas Kaul
e1eb127bce
Task/refactor impersonation mode into guard ( #7597 )
* Refactor impersonation mode into guard
* Update changelog
7 days ago
Thomas Kaul
55939ea2e5
Feature/add quantity to accounts tab of holding detail dialog ( #7595 )
* Add quantity to accounts tab of holding detail dialog
* Update changelog
7 days ago
Thomas Kaul
fbd898b32d
Bugfix/user settings and calculations in impersonation mode ( #7592 )
* Fix user settings and calculations in impersonation mode
* Update changelog
7 days ago
Thomas Kaul
e61946cbb7
Task/extend toggle component to support icons ( #7582 )
* Extend toggle component to support icons
* Update changelog
1 week 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
6b64563391
Task/migrate account dialogs to dedicated routes ( #7473 )
* Migrate account dialogs to dedicated routes
* Update changelog
1 week ago
Thomas Kaul
9b58da04d4
Feature/add coverage rule to emergency fund section on X-ray page ( #7538 )
* Add emergency fund coverage rule
* Update changelog
2 weeks ago
Thomas Kaul
4386d22e53
Bugfix/percentage values in impersonation mode with unrestricted access ( #7522 )
* Fix percentage values in impersonation mode with unrestricted access
* Fix savings rate in impersonation mode
* Improve savingsRate on FIRE page
* 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
901b52393f
Feature/add country flag to currency selector ( #7561 )
* Add country flag
* 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
b812bc7421
Task/guard system tags in admin control panel ( #7532 )
* Guard system tags against deletion and renaming
* Update changelog
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
3eb10cc2e1
Task/remove unused exchange from portfolio position interface ( #7537 )
Remove exchange
2 weeks ago
Thomas Kaul
0b9df572ba
Task/optimize performance of search in assistant ( #7534 )
* Improve performance of search in assistant by reusing cached portfolio snapshot
* 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
ddf446f915
Feature/stock splits setup ( #7251 )
* Stock splits setup
* Update changelog
2 weeks ago
Thomas Kaul
b37654c7c6
Bugfix/persistence of empty comment in create or update account dialog ( #7512 )
* Fix persistence of empty comment
* Update changelog
2 weeks ago
Thomas Kaul
fa309b5743
Bugfix/handling of Exclude from Analysis tag in activities table ( #7511 )
* Fix handling of Exclude from Analysis tag
* Update changelog
2 weeks ago
Thomas Kaul
c3e70091ae
Bugfix/validation error caused by empty strings in asset profile details dialog ( #7509 )
* Resolve validation error caused by empty strings
* Update changelog
2 weeks ago
Thomas Kaul
263e064fd6
Task/remove deprecated attribute isExcluded from account ( #7253 )
* Remove deprecated attribute isExcluded from account
* Update changelog
2 weeks ago
Thomas Kaul
5e9ac0169e
Task/remove deprecated firstOrderDate from portfolio performance endpoint response ( #7483 )
* Remove deprecated firstOrderDate
* Update changelog
2 weeks ago
Thomas Kaul
031b3b68c7
Bugfix/deletion of activities to respect activity type and date range filter ( #7492 )
* Respect activity type and date range filter
* Update changelog
3 weeks ago
Thomas Kaul
9b3f7eff5f
Task/improve search log output for unsupported queries ( #7480 )
* Improve search log output for unsupported queries
* Update changelog
3 weeks ago
Thomas Kaul
81e4abbfeb
Feature/add daily request limit ( #7487 )
Add daily request limit
3 weeks ago
Thomas Kaul
52fa7c2240
Task/consolidate markets pages ( #7471 )
* Consolidate markets pages
* Update changelog
3 weeks ago
Thomas Kaul
6318c064af
Task/refactor line charts to share chart configuration ( #7438 )
* Refactor line chart components to share common chart configuration
* Update changelog
3 weeks ago
Max Dietrich
2687229ca4
Add annualized performance option to FIRE calculator
Lets users use their portfolio's annualized performance as the annual interest rate in the FIRE calculator instead of manually entering one.
3 weeks ago
Thomas Kaul
f11c30160b
Bugfix/time in market of portfolio summary to be empty if no activity ( #7428 )
* Fix time in market if no activity
* Update changelog
3 weeks ago
Thomas Kaul
56bb984aa3
Task/exclude cash in base currency from portfolio performance calculation ( #7443 )
* Exclude cash in base currency from portfolio performance calculation
* Update changelog
3 weeks ago
Thomas Kaul
f4a133df4a
Task/deprecate firstOrderDate in favor of dateOfFirstActivity in portfolio performance endpoint ( #7429 )
* Deprecate firstOrderDate in favor of dateOfFirstActivity in portfolio performance response
* Update changelog
3 weeks ago
Thomas Kaul
53adcf55aa
Task/rename EnhancedSymbolProfile to EnhancedAssetProfile ( #7423 )
Rename EnhancedSymbolProfile to EnhancedAssetProfile
3 weeks ago
Thomas Kaul
21e1c60e15
Feature/include cash in portfolio performance ( #7148 )
* Include cash in portfolio performance
* Update changelog
3 weeks ago
Kenrick Tandrian
10c01ec630
Task/improve type safety in access and account balance services ( #7416 )
* fix(common): update Access interface and type definitions
* fix(api): resolve type errors in access controller
* feat(api): default to user currency in account balance service
3 weeks ago
Thomas Kaul
ad92c763cb
Bugfix/localization of FIRE page ( #7401 )
* Fix localization of FIRE page
* Update changelog
4 weeks ago
Thomas Kaul
347d7efee5
Bugfix/skip opening holding detail dialog for cash positions ( #7390 )
* Skip opening holding detail dialog for cash positions
* Update changelog
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
Arham Amin
3739b76885
Task/preserve negative numbers in extractNumberFromString ( #7377 )
* Preserve negative numbers in extractNumberFromString
* Update changelog
4 weeks ago
Thomas Kaul
7cd6ebe000
Task/eliminate unneeded symbol pipe ( #7375 )
Eliminate symbol pipe
1 month ago
Thomas Kaul
20afbdc202
Task/restrict get symbol data endpoint to authenticated users ( #7372 )
* Restrict symbol data endpoint to authenticated users
* Update changelog
1 month ago
Kenrick Tandrian
11db199b94
Task/enforce noImplicitOverride TypeScript rule ( #7355 )
* feat(ts): enable no implicit override
* fix(api): resolve type errors
* fix(client): resolve type errors
* fix(ui): resolve type errors
* fix(common): resolve type errors
1 month ago
Thomas Kaul
ece4ed3ede
Task/migrate activity dialogs to dedicated routes ( #7343 )
* Migrate clone, create and edit activity dialogs to dedicated routes
* Update changelog
1 month ago