Thomas Kaul
fbadb1eb1f
Add dividend performance
1 day ago
Thomas Kaul
a08fa85ab1
Add dividend performance
1 week ago
Thomas Kaul
0a6fea9fcf
Task/improve handling of excluded holdings ( #7828 )
* Improve handling of excluded holdings
* Update changelog
3 weeks ago
Thomas Kaul
82b243f9ed
Bugfix/handling of cash positions ( #7660 )
* Fix handling of cash positions
* Update changelog
4 weeks ago
Thomas Kaul
01b6c7bd76
Bugfix/fix portfolio calculation for holdings with same symbol from different data sources ( #7664 )
* Fix portfolio calculation for holdings with same symbol
* Update changelog
1 month ago
Thomas Kaul
5fd9fb9c34
Task/add write scopes to access ( #7638 )
* Add write scopes to access
* Update changelog
1 month ago
Thomas Kaul
e14793c698
Bugfix/dividend values in base currency ( #7633 )
* Fix missing currency conversion of dividends
* Update changelog
1 month ago
Thomas Kaul
108e29444a
Task/add scopes to access ( #7603 )
* Add scopes to access
* Update changelog
1 month ago
Thomas Kaul
e1eb127bce
Task/refactor impersonation mode into guard ( #7597 )
* Refactor impersonation mode into guard
* Update changelog
2 months ago
Thomas Kaul
fbd898b32d
Bugfix/user settings and calculations in impersonation mode ( #7592 )
* Fix user settings and calculations in impersonation mode
* Update changelog
2 months 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 months ago
Thomas Kaul
0efadd7c8c
Task/destructure query parameters in controllers (part 2) ( #7505 )
Destructure query parameters in controllers
2 months 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
2 months ago
Kenrick Tandrian
7d338c2c67
Task/improve type safety across API services and controllers ( #7417 )
* fix(api): resolve subscription undefined type errors
* fix(api): resolve session metadata null type errors
* feat(api): add type declaration on promises
* fix(api): resolve price undefined type errors
* fix(api): resolve type errors in benchmark service
2 months ago
Thomas Kaul
6d4845fa8d
Task/restrict update of activity tags in impersonation mode ( #7206 )
* Restrict update of activity tags in impersonation mode
* Update changelog
3 months ago
Thomas Kaul
9996d8a8d2
Bugfix/base currency in impersonation mode ( #6964 )
* Fix base currency in impersonation mode
* Update changelog
4 months ago
Thomas Kaul
ab6fdf6c4f
Task/remove deprecated attributes from portfolio position interface ( #6950 )
* Remove deprecated attributes
* Update changelog
4 months ago
Kenrick Tandrian
081ce27d78
Task/improve type safety in home overview component ( #6927 )
* feat(client): implement default date range
* feat(client): resolve errors
* feat(client): replace constructor based DI with inject function
* feat(client): enforce encapsulation
* fix(client): remove dead code
* feat(client): enforce immutability
* feat(client): replace deprecated getDeviceInfo
* feat(client): convert errors to signal
* feat(client): convert hasImpersonationId to signal
* feat(client): convert user to signal
* feat(client): convert to computed signals
* feat(client): convert historicalDataItems and isLoadingPerformance to signals
* feat(client): convert performance and precision to signals
* feat(client): implement OnPush change detection strategy
* fix(common): revert DateRange type change
* fix(client): format file
4 months ago
Thomas Kaul
5b9df03a1e
Task/remove deprecated attributes from holdings of public portfolio endpoint response ( #6923 )
* Remove deprecated attributes
* Update changelog
4 months ago
Thomas Kaul
ef7df25496
Task/refactor subscription types ( #6735 )
Refactor subscription types
5 months ago
Thomas Kaul
088891a961
Feature/support calendar year date ranges on activities page ( #6597 )
* Support calendar year date ranges on activities page
* Update changelog
6 months ago
Thomas Kaul
e5a771671f
Task/rename order permissions to activity ( #6494 )
* Rename order permissions to activity
7 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
7 months ago
Thomas Kaul
8e47e198fa
Task/remove deprecated committed funds from summary of portfolio details ( #6442 )
* Remove deprecated committedFunds
* Update changelog
7 months ago
Thomas Kaul
f38a2d7ff1
Bugfix/investment value in portfolio summary ( #6329 )
* Include currency effects in investment value of portfolio summary
* Update changelog
8 months 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>
8 months ago
Thomas Kaul
30be7589b6
Task/refactor getDividends() from async to sync ( #6222 )
* Refactor from async to sync
8 months ago
Aman
f940eb6725
Task/refactor PortfolioInvestments interface to PortfolioInvestmentsResponse interface ( #5774 )
* Refactor PortfolioInvestments to PortfolioInvestmentsResponse
12 months ago
Umesh Pal
5bcc2e9648
Task/refactor PortfolioDividends interface to PortfolioDividendsResponse interface ( #5773 )
* Refactor PortfolioDividends to PortfolioDividendsResponse
12 months ago
Dibyendu Sahoo
db2c2426c6
Task/refactor interest to interestInBaseCurrency in portfolio summary interface ( #5763 )
* Refactor interest to interestInBaseCurrency
12 months ago
Thomas Kaul
a9f38aaf90
Task/remove deprecated position endpoints from portfolio controller ( #5733 )
* Remove deprecated endpoints
* GET api/v1/portfolio/position/:dataSource/:symbol
* PUT api/v1/portfolio/position/:dataSource/:symbol/tags
* Update changelog
12 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
1 year ago
Tobias Kugel
cc9346f3de
Task/restructure portfolio report response ( #5454 )
* Restructure portfolio report response
* Update changelog
1 year ago
Thomas Kaul
bd9aae6fec
Feature/refactor search query of holdings search ( #5333 )
* Refactor search query
* Update changelog
1 year ago
Thomas Kaul
cb30ea2979
Feature/restructure portfolio report response (part 2) ( #5282 )
* Restructure response of portfolio report endpoint
1 year ago
Thomas Kaul
4b03d5a926
Feature/restructure portfolio report response ( #5260 )
* Restructure response of portfolio report endpoint
* Update changelog
1 year ago
Thomas Kaul
cf8eac3d44
Feature/rename Settings to settings in User database schema ( #5100 )
* Rename Settings to settings in User database schema
* Update changelog
1 year ago
Thomas Kaul
7a97ec75f4
Feature/refactor portfolio service ( #5063 )
* Refactor portfolio service
1 year ago
Kenrick Tandrian
d9fb159c6a
Feature/integrate Fuse.js in GET holdings endpoint ( #5062 )
* Integrate Fuse.js in GET holdings endpoint
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
1bced96460
Feature/deprecate portfolio position endpoints ( #4648 )
* Deprecate api/v1/portfolio/position endpoints
* Update changelog
1 year ago
csehatt741
035306d4d8
Feature/add createdAt to snapshot and public portfolio endpoint response ( #4350 )
* Add createdAt to snapshot and public portfolio endpoint response
* Update changelog
---------
Co-authored-by: Verbindolai <nikolaiwieczorek@web.de>
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
943ff2f0dc
Feature/improve usability of X-ray page by hiding empty rule categories ( #4108 )
* Hide empty rule categories
* Update changelog
2 years ago
Thomas Kaul
6ad9661d7f
Feature/improve language localization for de 20241214 ( #4123 )
* Update translations
* Update changelog
2 years ago
Thomas Kaul
291be3e605
Feature/extend X-ray page by summary ( #4107 )
* Add summary to X-ray page
* Update changelog
2 years ago
Amandee Ellawala
6057794eb6
Feature/extend assistant by holding selector ( #4031 )
* Extend assistant by holding selector
* Update changelog
2 years ago
Thomas Kaul
73cd2f9cb7
Bugfix/fix exception in portfolio details endpoint ( #3896 )
* Fix exception caused by markets and marketsAdvanced
* Update changelog
2 years ago
Thomas Kaul
bce18f7261
Feature/reuse advanced markets calculation in portfolio details endpoint ( #3884 )
2 years ago
Thomas Kaul
f48ce4e1ae
Feature/reuse markets calculation in portfolio details endpoint ( #3883 )
* Reuse markets calculation in portfolio details endpoint
* Update changelog
2 years ago
Thomas Kaul
bcc8cb1e5b
Feature/modernize rules implementation ( #3869 )
* Modernize rules implementation
* Include markets in details
2 years ago
Thomas Kaul
583c14128b
Feature/extend public api with portfolio performance metrics endpoint ( #3762 )
* Extend Public API with portfolio performance metrics endpoint
* Update changelog
2 years ago