Commit Graph

1099 Commits (main)

Author SHA1 Message Date
Thomas Kaul 671e4e316b
Release 2.63.2 (#3138)
7 months ago
Thomas Kaul 473136e9aa
Release 2.63.1 (#3135)
7 months ago
Thomas Kaul 7a364472c8
Bugfix/fix liability issue in allocations (#3133)
7 months ago
Thomas Kaul d32dd5e860
Feature/upgrade countries list to version 3.1.0 (#3131)
7 months ago
gizmodus 0bca8897d6
Fix average price calculation by only considering BUY transactions (#3125)
7 months ago
Thomas Kaul eb75be8535
Optimize details endpoint (#3123)
7 months ago
Thomas Kaul 6d2a897366
Refactor orders with activities (#3122)
7 months ago
Thomas Kaul d8bfb23f20
Refactor reduce() with getSum() (#3121)
7 months ago
Gerard Du Pre d9d71e7827
Fix issue with removing account from activity (#3112)
7 months ago
Thomas Kaul b642ce08e5
Refactor item type (#3119)
7 months ago
Thomas Kaul bc8d8309d4
Improve handling of future liabilities (#3118)
7 months ago
Thomas Kaul 1f2f9f22f2
Feature/remove environment variable web auth rp (#3115)
7 months ago
Thomas Kaul 07661d9262
Feature/integrate dividend into transaction point concept (#3092)
7 months ago
Gerard Du Pre 77358eed65
Feature/Include user role in admin endpoint (#3107)
7 months ago
Thomas Kaul c54392b7bb
Bugfix/fix exception in account value calculation (#3109)
7 months ago
Gerard Du Pre f3a8822a77
Feature/remove-v-from-version-in-admin-endpoint (#3101)
7 months ago
Thomas Kaul c37ad9bad4
Bugfix/fix activities import (#3095)
7 months ago
Thomas Kaul 4ab3f81384
Extract getFactor() (#3089)
7 months ago
Thomas Kaul b932bac9aa
Feature/optimize summary calculation (#3088)
7 months ago
Thomas Kaul 40b454d2f3
Feature/refresh cryptocurrencies list 20240302 (#3085)
7 months ago
Thomas Kaul 5596e5f03b
Feature/integrate wealth items into transaction point concept (#3084)
7 months ago
Thomas Kaul 7f67430685
Bugfix/readd value in base currency to activity (#3078)
7 months ago
Søren Bjergmark 68e558f198
Feature/Improve activities import by ISIN number (#3051)
7 months ago
Thomas Kaul 2115745471
Bugfix/fix issue with exchange rate calculation of wealth items in accounts (#3065)
7 months ago
Thomas Kaul 3615e2f057
Feature/improve handling of activities without account (#3060)
7 months ago
Thomas Kaul d3679d41b3
Bugfix/fix query to filter activities of excluded accounts (#3059)
7 months ago
Thomas Kaul f2d431a6b8
Bugfix/improve asset profile validation in activities import (#3057)
7 months ago
Thomas Kaul 2bc8bebfb8
Clean up dist folders (#3053)
7 months ago
Thomas Kaul 15cc294581
Feature/move break down of performance from experimental to general availability (#3047)
7 months ago
Søren Bjergmark b060b81204
Fix debugging with VS Code due to missing Source Map (#3050)
7 months ago
Søren Bjergmark a8d557eb1b
Disable parallel execution of commands causing race condition between mkdir and cp (#3052)
7 months ago
Thomas Kaul 88c19eb45e
Feature/restructure copy assets nx target (#3045)
7 months ago
Thomas Kaul 2e9d40c201
Feature/switch to performance calculations with currency effects (#3039)
7 months ago
Thomas Kaul c002e37285
Feature/add missing default currency to prepare currencies function (#3042)
7 months ago
Thomas Kaul 6be38a1c19
Feature/remove is default flag from account database schema (#3041)
7 months ago
miles a3178fb213
Feature/expose redis database via environment variable (#3036)
7 months ago
Thomas Kaul 40836b745b
Feature/improve validation for currency in endpoints (#3030)
7 months ago
Thomas Kaul 07eabac059
Feature/add missing database indexes part 2 (#3033)
7 months ago
Thomas Kaul 9acdb41aa2
Refactor params to object (#2987)
7 months ago
Thomas Kaul be7f6bb657
Feature/add inactive as user role (#3024)
7 months ago
Thomas Kaul 6f7cbc93b9
Add missing type (#3023)
7 months ago
Thomas Kaul 67ae86763e
Handle premium data provider in getQuotes() (#3020)
7 months ago
Thomas Kaul 266c0a9a2c
Feature/eliminate search request in get quotes of eod service (#3019)
7 months ago
Thomas Kaul a3cdb23776
Feature/refactor query to filter activities of excluded accounts (#3016)
7 months ago
Thomas Kaul ad42c0bf28
Enable FAQ link for self-hoster (#3015)
7 months ago
Thomas Kaul 2518a8fd9d
Feature/add accounts tab to position detail dialog (#3012)
7 months ago
Thomas Kaul cac73ac111
Feature/divide faq page in three sections (#3003)
7 months ago
Thomas Kaul 78b3328bf7
Add activities count (#3005)
8 months ago
Thomas Kaul 54310f2214
Feature/add support for jupiter cryptocurrency (#2999)
8 months ago
Thomas Kaul cc0ce18627
Bugfix/fix date conversion in import of historical market data (#2994)
8 months ago
Thomas Kaul e921ed7f52
Reorder imports (#2988)
8 months ago
Thomas Kaul ef9d77312e
Introduce renewal-early-bird (#2982)
8 months ago
Thomas Kaul ccaf06360a
Feature/introduce admin setting to disable data gathering (#2981)
8 months ago
Thomas Kaul f83e75df44
Feature/harmonize env variables of various api keys (#2980)
8 months ago
Thomas Kaul 35450ac004
Bugfix/add missing data provider info to search results of coingecko (#2967)
8 months ago
Thomas Kaul 87529490c3
Feature/refresh cryptocurrencies list 20240205 (#2961)
8 months ago
Thomas Kaul 893e76f83f
Feature/provide data provider info in search (#2958)
8 months ago
Thomas Kaul 06ba7a4b1b
Feature/extend assistant by asset class selector (#2957)
8 months ago
Thomas Kaul cea569c987
Add Fina (#2956)
8 months ago
Hey 2a38a16f6b
Feature/Improve error logs for timeout in data provider services (#2953)
8 months ago
Thomas Kaul c9237146e2
Feature/add investment value to chart (#2948)
8 months ago
Thomas Kaul 4434d0315f
Remove unused timeline calculation (#2947)
8 months ago
Arshad Jamal e82dcc8ace
Feature/fix export in lazy-loaded activities table (#2939)
8 months ago
Thomas Kaul 40b6777814
Add upgrade plan button (#2937)
8 months ago
Thomas Kaul 1ca4f885b0
Feature/migrate holdings page to work with filters of assistant (#2932)
8 months ago
Thomas Kaul f3ee99fb2b
Feature/extend assistant by account selector (#2929)
8 months ago
Francisco Silva 3df8810412
Feature/Add support to grant private access with permissions (#2870)
8 months ago
Thomas Kaul 9fdbd22cb5
Bugfix/fix activities import for manual data source (#2923)
8 months ago
Thomas Kaul 8f5f4c5875
Feature/format name in eod historical data service (#2922)
8 months ago
Thomas Kaul 50fb82a6e6
Extend personal finance tools (#2925)
8 months ago
Thomas Kaul b39c97ab9f
Bugfix/improve validation for non numeric results in eod service (#2916)
8 months ago
Thomas Kaul 09ce8b1cd0
Feature/add support for importing dividends from eod (#2910)
8 months ago
Cédric Meuter a5ed49fe4c
Feature/Add date range selector to assistant (#2905)
8 months ago
Cédric Meuter 4e9e3f7b6b
Feature/Add `wtd` and `mtd` as possible values for date range (#2902)
8 months ago
Thomas Kaul 5ba5b86d5f
Feature/improve handling of derived currencies (#2891)
8 months ago
Thomas Kaul 6167f105fe
Refactoring (#2897)
8 months ago
Thomas Kaul 8d5f2fd91d
Fix fee conversion (#2896)
8 months ago
Thomas Kaul 0ee632470e
Improve typings (#2889)
8 months ago
Hugo Persson c918deeb1c
Feature/Support for editing countries and sectors (#2854)
8 months ago
Thomas Kaul 00895b7bb1
Feature/increase timeout to load historical data in data provider service (#2887)
9 months ago
Thomas Kaul bff60ddbe0
Feature/improve asset profile validation in activities import for manual data source (#2886)
9 months ago
Thomas Kaul 7b45a8b3fc
Introduce type (#2885)
9 months ago
Thomas Kaul 693791d113
Feature/add validation of search results in eod historical data service (#2883)
9 months ago
Thomas Kaul ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes (#2875)
9 months ago
Thomas Kaul 440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc (#2869)
9 months ago
Thomas Kaul c418e75139
Bugfix/fix currency in error log in exchange rate data service (#2868)
9 months ago
Thomas Kaul 005890d785
Improve extractNumberFromString() for international number formats (#2843)
9 months ago
Thomas Kaul 5fa3388609
Feature/break down performance into asset and currency (#2863)
9 months ago
gizmodus be801b481e
Feature/Add exchange rate effects to portfolio calculation (#2834)
9 months ago
Thomas Kaul a72e98f73c
Add AllInvestView (#2861)
9 months ago
Thomas Kaul d7f72819de
Feature/extend assistant by tag selector (#2838)
9 months ago
Thomas Kaul d49287922f
Feature/refresh cryptocurrencies list 20240106 (#2835)
9 months ago
Tanguy Herbron d91f947ab0
Feature/Add Coingecko api keys support (#2827)
9 months ago
Francisco Silva 62f85293e2
#2820 Grant private access (#2822)
9 months ago
Hugo Persson 371f1dc451
Feature/support rest api in scraper (#2810)
9 months ago
Thomas Kaul 23d323073d
Fix performance percentage for 1d (#2814)
9 months ago
Thomas Kaul 0649f9fd2c
Clean up (#2787)
9 months ago
Thomas Kaul 43b4f14ace
Feature/add button to test scraper configuration (#2808)
9 months ago
gizmodus 726e727c7d
Feature/benchmark currency correction (#2790)
9 months ago
Thomas Kaul b89bf1d5e8
Feature/increase timeout to load currencies (#2800)
9 months ago
Thomas Kaul e465f1b791
Feature/add support to edit currency of asset profile with data source manual (#2789)
9 months ago
Thomas Kaul 01b6c14bcc
Feature/improve handling of derived currency usx (#2788)
9 months ago
miles 34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` (#2792)
9 months ago
gizmodus b183c45027
Time weighted portfolio performance calculation (#2778)
9 months ago
underwater 7d68905f1b
Feature/use has permission annotation in endpoints (#2771)
9 months ago
Thomas Kaul beb9e2c43f
Feature/modernize nx executors (#2767)
9 months ago
Thomas Kaul 4d79df90a7
Feature/support search by asset profile id (#2765)
9 months ago
Thomas Kaul 7c33120546
Reimplement redactObject() without cloneDeep() (#2760)
9 months ago
Thomas Kaul 7f3c86038f
Sort imports (#2739)
9 months ago
Thomas Kaul 7dc8f80fdf
Feature/upgrade to nx version 17.2.5 (#2756)
10 months ago
Thomas Kaul 28706d7b26
Refactor order service (#2751)
10 months ago
Thomas Kaul 0e94112dc7
Feature/adjust holdings weight threshold in trackinsight data enhancer (#2742)
10 months ago
Thomas Kaul ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview (#2740)
10 months ago
Thomas Kaul 51a0ede3e4
Feature/introduce lazy loaded activities table (#2729)
10 months ago
Thomas Kaul 531964636b
Fix type (#2708)
10 months ago
Thomas Kaul 377ba75e4c
Add support to delete a cash balance (#2707)
10 months ago
Marcin Szymański 77b13b88f0
Relax check for duplicates in activities import (#2704)
10 months ago
underwater 813e73a0a3
Introduce HasPermission annotation (#2693)
10 months ago
Thomas Kaul 1d796a9597
Bugfix/change intraday data gathering to operate synchronously (#2705)
10 months ago
Thomas Kaul 6f4fd0826c
Feature/respect with excluded accounts flag in get account balances (#2697)
10 months ago
Thomas Kaul 07b0a2c40a
Add guard (#2696)
10 months ago
Thomas Kaul 2b491dc732
Extend performance endpoint by net worth per day (#2574)
10 months ago
Thomas Kaul 0a83bcd697
Feature/improve error log for data source request timeout (#2688)
10 months ago
Thomas Kaul 6ff2e0f952
Introduce base product page (#2687)
10 months ago
Thomas Kaul bdfba4d509
Upgrade to Nx 17.1 (#2635)
10 months ago
Thomas Kaul 5ad248a643
Improve algorithm (#2676)
10 months ago
Thomas Kaul 386dd56590
Feature/extend personal finance tools pages 20231120 (#2678)
10 months ago
Thomas Kaul d827858d0b
Release 2.25.1 (#2674)
10 months ago
Thomas Kaul 37183a07bd
Change black friday to black week (#2672)
10 months ago
Thomas Kaul 8898d02442
Bugfix/fix cannot read properties of undefined reading items in get position (#2667)
10 months ago
Thomas Kaul e2234c4966
Feature/add black friday 2023 blog post (#2664)
11 months ago
Thomas Kaul 781496383b
Bugfix/improve get range query in market data service (#2659)
11 months ago
Thomas Kaul 1586cd3a59
Feature/change twitter to x (#2654)
11 months ago
Aldrin aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends (#2575)
11 months ago
Thomas Kaul d155ab6f28
Feature/improve data source validation in activities import (#2645)
11 months ago
Thomas Kaul 1ffde2a27e
Feature/setup polish (#2650)
11 months ago
Thomas Kaul 93b6011ddc
Feature/refactor get range in market data service (#2631)
11 months ago
Thomas Kaul b4de06fcf0
Feature/add platform icons to account selectors (#2633)
11 months ago
Thomas Kaul 8ff80c10e5
Feature/extend personal finance tools pages 20231110 (#2630)
11 months ago
Thomas Kaul 12aac101bd
Feature/extend system message (#2628)
11 months ago
Thomas Kaul 6a722d1bb7
Bugfix/fix get quotes in financial modeling prep service (#2627)
11 months ago
Thomas Kaul dec1d89c5c
Feature/increase timeout in data provider and enhancer health check endpoint (#2621)
11 months ago
Thomas Kaul 39d1a85267
Feature/extend personal finance tools pages 20231107 (#2618)
11 months ago
Thomas Kaul 7cb86de7af
Feature/remove account type from account database model (#2616)
11 months ago
Thomas Kaul fcef0a72d5
Bugfix/improve handling of derived currencies (#2604)
11 months ago
Lukas Möller e8e1bb83bf
Fix get quotes in CoinGecko service (#2595)
11 months ago
Thomas Kaul 45510702d0
Feature/add hacktoberfest 2023 debriefing blog post (#2599)
11 months ago
Thomas Kaul 1b7e3a1e47
Feature/support activities import by isin for yahoo finance (#2597)
11 months ago
Thomas Kaul 35f98b9d2d
Bugfix/handle failing database query for account find many (#2598)
11 months ago
Thomas Kaul d993067e9a
Feature/extend personal finance tools pages 20231104 2 (#2591)
11 months ago
Thomas Kaul 8a523a981a
Bugfix/fix fees on account level (#2588)
11 months ago
Thomas Kaul 5272407af8
Feature/extend personal finance tools pages 20231104 (#2587)
11 months ago
Thomas Kaul e69c7a753c
Feature/add edit exchange rate button to admin control (#2577)
11 months ago
Thomas Kaul 5191415b5a
Add Intuit Mint (#2578)
11 months ago
Thomas Kaul a704378702
Refactor interface of getQuotes() to object (#2570)
11 months ago
Thomas Kaul e31741f0c7
Add Capitally (#2562)
11 months ago
Thomas Kaul b26aa7f51d
Feature/improve duplicate check in activities import (#2561)
11 months ago
Thomas Kaul a7baad10d1
Feature/improve import of historical market data (#2559)
11 months ago
Thomas Kaul 95bc84956e
Feature/localize keywords of meta data (#2555)
11 months ago
Ajay 20cefaba19
Improve usability and validation in cash balance transfer (#2552)
11 months ago
Thomas Kaul 379c651ce0
Add translation for product slogan (#2554)
11 months ago
Thomas Kaul e4ec5f213e
Feature/extend personal finance tools pages 20231026 (#2547)
11 months ago
Thomas Kaul f5ad1d2d24
Feature/set validation rule to positive number in cash balance transfer (#2544)
11 months ago
Aldrin 0af37ca1d7
Extend asset profile dialog form (#2535)
11 months ago
Rafael 2dcc7e161c
Improve validation of activities import (#2496)
11 months ago
Thomas Kaul fa627f686f
Bugfix/fix chart for account excluded from analysis (#2534)
11 months ago
Thomas Kaul cb166dcc78
Redirect to membership page (#2527)
11 months ago
Thomas Kaul 4e7b7375a9
Feature/setup open figi (#2526)
11 months ago
Thomas Kaul b8626c2086
Feature/change fees interest and search to general availability (#2525)
11 months ago
Thomas Kaul 1666486940
Bugfix/trim text in i18n service (#2520)
11 months ago
Aldrin 29028a81f5
Add i18n service to query XML files (#2503)
11 months ago
Thomas Kaul 74278073b3
Bugfix/fix query to get asset profiles matching data source and symbol (#2504)
12 months ago
Manushreshta B L 32df7620d9
Add support for creating asset profiles with MANUAL data source (#2479)
12 months ago
Kevin 8492a8fed0
Upgrade simplewebauthn (#2498)
12 months ago
Thomas Kaul 30e561c06f
Feature/extend assistant with search for asset profile (#2499)
12 months ago
Pavol Kolcun 7ae49eb839
Add endpoint for account balances (#2484)
12 months ago
Kevin b6101c6375
Feature/import historical data (#2448)
12 months ago
Aldrin 0ac97bd112
Transfer cash balance between accounts (#2455)
12 months ago
Kevin 6c66033eb4
Add date to markets overview by benchmarks (#2436)
12 months ago
Thomas Kaul 45f385a483
Feature/improve symbol conversion in eod historical data service (#2457)
12 months ago
Sanjeev Sharma f47c7313af
Support enter key press to submit access dialog form (#2437)
12 months ago
Thomas Kaul 550e646079
Feature/introduce assistant (#2451)
12 months ago
Kevin 37ff7acf04
Change platform control from select to autocomplete in account dialog (#2429)
12 months ago
Thomas Kaul 8236091477
Feature/add support for search query in portfolio position endpoint (#2443)
12 months ago
Aldrin e60fe48fdd
Add dialog for cash transfer between accounts (#2433)
12 months ago
Vlad Prodan 4af76f6f6d
Fix hasNotDefinedValuesInObject() in object.helper.ts (#2421)
12 months ago
Siddharth Singh d9a6c22e1e
Add application version to admin endpoint (#2423)
12 months ago
Sanjeev Sharma 4fb88859b2
Improve form in account dialog (#2408)
1 year ago
Manushreshta B L 90e18338f6
Change UX to set an asset profile as a benchmark (#2409)
1 year ago
shyam kachhadiya f40f0653c2
Add request params (ship, take) for pagination to GET order endpoint (#2382)
1 year ago
Thomas Kaul 41875e70d6
Extend personal finance tools (#2403)
1 year ago
Thomas Kaul 5fa0540936
Feature/add emergency fund setup to static portfolio analysis rules (#2400)
1 year ago
Thomas Kaul 0b2f6a312c
Sort imports (#2399)
1 year ago
Thomas Kaul 5b7409d08e
Feature/add tag management in admin control panel (#2389)
1 year ago
Thomas Kaul 6230aa87e2
Feature/add hacktoberfest 2023 blog post (#2359)
1 year ago
Thomas Kaul 01b6bb5b99
Clean up (#2390)
1 year ago
Thomas Kaul e2e4c9be3c
Feature/skip data gathering for manual data source (#2379)
1 year ago
Thomas Kaul 0f7c6ff0fe
Bugfix/fix asset class of cash position for empty account (#2378)
1 year ago
Thomas Kaul 6d9191a46f
Feature/setup turkish (#2300)
1 year ago
Thomas Kaul 6744245d8b
Feature/extend personal finance tools pages 20230922 (#2369)
1 year ago