feat: Support Stock Market Indices in Portfolio Performance

[nenadjakic]

Description

This PR adds support for tracking major stock market indices (S&P 500, NASDAQ, STOXX 50, STOXX 600) in both backend and frontend, allowing users to compare their portfolio performance against market benchmarks.

Changes Made

Backend

• Added INDEX asset type to AssetType enum
• Created Index entity extending ListedAsset
• Added Flyway migration (V20251216210219) to:
  • Update CHECK constraint to include INDEX type
  • Seed major indices with Yahoo Finance symbols
• Updated REST API (getPortfolioPerformanceChart):
  • Added optional indices parameter
  • Modified PortfolioChartResponse DTO to include indices data
• Enhanced PortfolioService:
  • Added calculateIndicesPerformance() method
  • Injected AssetRepository and AssetHistoryRepository
  • Calculates normalized percentage changes for selected indices
• Regenerated OpenAPI specification

Frontend

• Updated Dashboard/Overview P&L chart:
  • Added index selection UI with toggle buttons
  • Chart displays portfolio P/L alongside selected indices
  • All series normalized to start at 0% for easy comparison
  • Enhanced tooltip to show all series data
  • Added legend for better clarity
• Regenerated API client from updated OpenAPI spec

Acceptance Criteria Met

✅ New entity inherits Asset and is reflected in the enum discriminator
✅ Database is seeded with index data using Flyway migration
✅ getPortfolioPerformanceChart REST method supports selected indices
✅ Frontend allows selecting indices on the Dashboard/Overview P&L chart
✅ OpenAPI specification is updated

Testing

• Migration runs successfully and seeds indices
• API returns index performance data when requested
• Frontend displays indices correctly on chart
• Chart updates dynamically when indices are selected/deselected

Screenshots

N/A - Backend and frontend changes work together to enable index comparison

Resolves #IN-1, #IN-2, #IN-3, #IN-4

[Copilot]

Pull request overview

This PR adds comprehensive support for tracking major stock market indices (S&P 500, NASDAQ, STOXX 50, STOXX 600) to enable portfolio performance benchmarking. The implementation spans both backend and frontend, introducing a new INDEX asset type, database migrations for seeding index data, enhanced REST APIs for retrieving index performance, and UI components for index selection and visualization.

Key Changes:

• Added INDEX asset type with database migration to seed major market indices
• Enhanced portfolio performance API to accept optional indices parameter and calculate normalized percentage changes
• Updated frontend dashboard to display index selection UI with toggle buttons and visualize multiple series on the P&L chart

Reviewed changes

Copilot reviewed 26 out of 29 changed files in this pull request and generated 12 comments.

Show a summary per file

File	Description
backend/data/src/main/kotlin/com/github/nenadjakic/investiq/data/enum/AssetType.kt	Added INDEX enum value to AssetType
backend/data/src/main/kotlin/com/github/nenadjakic/investiq/data/entity/asset/Index.kt	Created new Index entity extending ListedAsset
backend/data/src/main/resources/migrations/V20251216210219__add_index_asset_type_and_seed_indices.sql	Migration to add INDEX type to constraint and seed major indices
backend/service/src/main/kotlin/com/github/nenadjakic/investiq/service/PortfolioService.kt	Added calculateIndicesPerformance method and injected required repositories
backend/common/src/main/kotlin/com/github/nenadjakic/investiq/common/dto/PortfolioChartResponse.kt	Added optional indices map to response DTO
backend/app-rest/src/main/kotlin/com/github/nenadjakic/investiq/restapp/controller/PortfolioController.kt	Added indices parameter to getPortfolioPerformanceChart endpoint
backend/app-rest/build.gradle.kts	Added OpenAPI generation configuration
backend/app-cli/src/main/kotlin/com/github/nenadjakic/investiq/importer/command/TestCommand.kt	Added test command (should be removed)
backend/spring-shell.log	Log file added (should be gitignored)
frontend/src/dashboard/overview/overview.ts	Added index selection logic and chart rendering for multiple series
frontend/src/dashboard/overview/overview.html	Added index toggle buttons UI
frontend/src/reference-data/reference-data.ts	Reset statistics to '0' (unrelated change)
frontend/src/app/core/api/	Regenerated API client with updated types and endpoints
frontend/openapi.json	Updated OpenAPI specification
frontend/package.json & frontend/package-lock.json	Removed Angular Material dependencies
frontend/src/custom-theme.scss	Removed Angular Material theme file
frontend/angular.json	Removed custom theme reference

Files not reviewed (1)

• frontend/package-lock.json: Language not supported

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