Thomas Kaul
9d9d4450f4
Task/extend personal finance tools (20260816) ( #7644 )
Extend personal finance tools
2 days ago
KenTandrian
7fe657f6e5
fix(ts): remove redundant project-level lib configurations
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
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
Thomas Kaul
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
1 month ago
Thomas Kaul
465798f6c2
Task/improve line breaks in email templates ( #7332 )
Improve line breaks
1 month ago
Thomas Kaul
df5fa6a4b9
Task/refactor canDeleteUser() helper ( #7324 )
Refactor canDeleteUser()
1 month ago