Christoph Califice
0edebe30e1
Feature/Add user account currency to export ( #3194 )
...
* Add user account currency to export
* Update changelog
8 months ago
Thomas Kaul
50391e199a
Feature/improve generation of random strings ( #3196 )
...
* Replace Math.random() with crypto.randomBytes()
* Update changelog
8 months ago
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
...
* Upgrade @types/big.js to version 6.2.2
* Refactor imports
8 months ago
Thomas Kaul
458ef169f4
Feature/add support for toncoin cryptocurrency ( #3189 )
...
* Add Toincoin
* Update changelog
8 months ago
Thomas Kaul
87bf8df1c3
Bugfix/missing performance chart in presenter view ( #3181 )
...
* Fix missing performance chart in presenter view
* Update changelog
8 months ago
Thomas Kaul
3f7d6b25c7
Feature/extend faq by backup strategy ( #3180 )
...
* Add backup strategy
* Update changelog
8 months ago
Thomas Kaul
8a062e03ab
Feature/add benchmark name to tooltip of benchmark comparator ( #3177 )
...
* Add benchmark name to chart tooltip
* Update changelog
8 months ago
Miguel Coxo
87cc887865
Feature/Set meta theme color dynamically to respect appearance ( #3129 )
...
* Set meta theme color dynamically to respect appearance (dark mode)
* Update changelog
8 months ago
Thomas Kaul
61ecd15f1d
Feature/change edit button to a in admin market data page ( #3164 )
...
* Change edit button to a
* Update changelog
8 months ago
Thomas Kaul
eb853f05ae
Feature/add support to delete asset profile from dialog ( #3165 )
...
* Add support to delete asset profile from dialog
* Update changelog
8 months ago
Thomas Kaul
6285417903
Feature/change grant private access with permissions to general availability ( #3169 )
...
* Change grant private access with permissions from experimental to general availability
* Update changelog
8 months ago
Thomas Kaul
ca674a654e
Feature/add symbol and isin to position detail dialog ( #3163 )
...
* Add symbol and ISIN
* Update translations
* Update changelog
8 months ago
Thomas Kaul
7e28e42995
Feature/exclude fees from holdings ( #3160 )
8 months ago
Thomas Kaul
e21563d903
Feature/increase timeout to load benchmarks ( #3158 )
...
* Increase request timeout
* Update changelog
8 months ago
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
...
* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
8 months ago
Thomas Kaul
a90c067da0
Clean up ( #3157 )
8 months ago
Thomas Kaul
38c2baf943
Feature/improve exception handling of current investments in various rules ( #3156 )
...
* Improve exception handling
* Update changelog
8 months ago
Thomas Kaul
82c78cad6b
Format ( #3155 )
8 months ago
Thomas Kaul
bffe6060bd
Pass portfolio calculator to getChart() ( #3153 )
8 months ago
Thomas Kaul
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
...
* Fix total dividend calculation
* Update changelog
8 months ago
rodriguestiago0
3b895afc9e
Enable account balance update for fee and interest activities ( #3145 )
...
* Enable account balance update for fee and interest activities
* Update changelog
8 months ago
Thomas Kaul
00c2ede85e
Feature/improve usability of platform and tag management ( #3144 )
...
* Improve usability
* Update changelog
8 months ago
Thomas Kaul
8420cb830c
Feature/add product roadmap to faq ( #3143 )
...
* Add product roadmap
* Update changelog
8 months ago
helgehatt
a0ddd1f9b9
Fix date conversion in import of historical market data ( #3117 )
...
* Fix date conversion in import of historical market data
* Update changelog
8 months ago
Thomas Kaul
671e4e316b
Release 2.63.2 ( #3138 )
9 months ago
Thomas Kaul
473136e9aa
Release 2.63.1 ( #3135 )
...
* Release 2.63.1
9 months ago
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
...
* Remove liabilities from allocations calculation
* Update changelog
9 months ago
Thomas Kaul
e792924606
Update OSS friends ( #3132 )
9 months ago
Thomas Kaul
d32dd5e860
Feature/upgrade countries list to version 3.1.0 ( #3131 )
...
* Upgrade countries-list to version 3.1.0
* Update changelog
9 months ago
Thomas Kaul
bb86f85203
Feature/add available home server systems to faq ( #3126 )
...
* Add available home server systems
* Update changelog
* Add CasaOS to README.md
9 months ago
gizmodus
0bca8897d6
Fix average price calculation by only considering BUY transactions ( #3125 )
...
* Fix average price calculation by only considering buy transactions
* Update changelog
9 months ago
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
...
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
9 months ago
Thomas Kaul
6d2a897366
Refactor orders with activities ( #3122 )
9 months ago
Thomas Kaul
d8bfb23f20
Refactor reduce() with getSum() ( #3121 )
9 months ago
Gerard Du Pre
d9d71e7827
Fix issue with removing account from activity ( #3112 )
...
* Fix issue with removing account from activity
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
Thomas Kaul
b642ce08e5
Refactor item type ( #3119 )
9 months ago
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
...
* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
9 months ago
Thomas Kaul
1f2f9f22f2
Feature/remove environment variable web auth rp ( #3115 )
...
* Remove environment variable WEB_AUTH_RP_ID
* Update changelog
9 months ago
Thomas Kaul
7a3237f1ff
Adapt style of inactive users ( #3114 )
9 months ago
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
...
* Integrate dividend into transaction point concept
* Update changelog
9 months ago
Gerard Du Pre
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
...
* Include user role in admin endpoint
9 months ago
Thomas Kaul
c54392b7bb
Bugfix/fix exception in account value calculation ( #3109 )
...
* Fix exception in value of account calculation caused by liabilities
* Update changelog
9 months ago
Gerard Du Pre
f3a8822a77
Feature/remove-v-from-version-in-admin-endpoint ( #3101 )
...
* Remove "v" from version in admin endpoint
9 months ago
Thomas Kaul
f1dc075c36
Update translations ( #3093 )
9 months ago
Thomas Kaul
c37ad9bad4
Bugfix/fix activities import ( #3095 )
...
* Fix query parameter handling of booleans
* Update changelog
9 months ago
Thomas Kaul
4ab3f81384
Extract getFactor() ( #3089 )
...
* Extract getFactor()
* Refactoring
9 months ago
Thomas Kaul
b932bac9aa
Feature/optimize summary calculation ( #3088 )
...
* Optimize calculation
* Update changelog
9 months ago
Thomas Kaul
40b454d2f3
Feature/refresh cryptocurrencies list 20240302 ( #3085 )
...
* Update cryptocurrencies.json
* Add UNI7083
* Update changelog
9 months ago
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
...
* Integrate (wealth) items into transaction point concept
* Update changelog
9 months ago
Thomas Kaul
66992ef915
Bugfix/change show condition of button to fetch current market price ( #3079 )
...
* Change show condition of button to fetch current market price
* Update changelog
9 months ago
Thomas Kaul
7f67430685
Bugfix/readd value in base currency to activity ( #3078 )
...
* Readd valueInBaseCurrency
* Update changelog
9 months ago
Thomas Kaul
5d7c19b0ed
Fix typo ( #3076 )
9 months ago
Thomas Kaul
633c65e33c
Feature/extend self hosting faq ( #3068 )
...
* Extend self-hosting FAQ
* Update changelog
9 months ago
Søren Bjergmark
68e558f198
Feature/Improve activities import by ISIN number ( #3051 )
...
* Improve activities import by ISIN number
* Update changelog
9 months ago
Thomas Kaul
12ca01c862
Update OSS friends ( #3066 )
9 months ago
Thomas Kaul
2115745471
Bugfix/fix issue with exchange rate calculation of wealth items in accounts ( #3065 )
...
* Fix exchange rate calculatio of wealth items in accounts
* Update changelog
9 months ago
Thomas Kaul
3615e2f057
Feature/improve handling of activities without account ( #3060 )
...
* Improve handling of activities without account
* Update changelog
9 months ago
Thomas Kaul
d3679d41b3
Bugfix/fix query to filter activities of excluded accounts ( #3059 )
...
* Fix query to filter activities of excluded accounts
* Update changelog
9 months ago
Thomas Kaul
f2d431a6b8
Bugfix/improve asset profile validation in activities import ( #3057 )
...
* Improve asset profile validation
* Update changelog
9 months ago
Thomas Kaul
2bc8bebfb8
Clean up dist folders ( #3053 )
9 months ago
Thomas Kaul
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
...
* Move break down of performance to general availability
* Update changelog
9 months ago
Søren Bjergmark
b060b81204
Fix debugging with VS Code due to missing Source Map ( #3050 )
...
Fixes #2801
9 months ago
Søren Bjergmark
a8d557eb1b
Disable parallel execution of commands causing race condition between mkdir and cp ( #3052 )
9 months ago
Thomas Kaul
6ae3a47b54
Bugfix/change top and bottom performers to performance with currency effect ( #3046 )
...
* Change to performance with currency effect
* Update changelog
9 months ago
Thomas Kaul
88c19eb45e
Feature/restructure copy assets nx target ( #3045 )
...
* Restructure copy-assets Nx target
* Update changelog
9 months ago
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
...
* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
9 months ago
Thomas Kaul
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
...
* Add missing default currency
* Update changelog
9 months ago
Thomas Kaul
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
...
* Remove isDefault flag from Account database schema
* Update changelog
9 months ago
miles
a3178fb213
Feature/expose redis database via environment variable ( #3036 )
...
* Expose Redis database via environment variable
* Update changelog
9 months ago
Thomas Kaul
40836b745b
Feature/improve validation for currency in endpoints ( #3030 )
...
* Improve validation for currency
* Update changelog
9 months ago
Thomas Kaul
07eabac059
Feature/add missing database indexes part 2 ( #3033 )
...
* Add missing database indexes (for orderBy and where clauses)
* Update changelog
9 months ago
Thomas Kaul
48b412cfb8
Feature/harmonize setting of default locale ( #3032 )
...
* Harmonize setting of default locale
* Update changelog
9 months ago
Thomas Kaul
b62488628c
Prettify markup ( #3029 )
9 months ago
Thomas Kaul
9acdb41aa2
Refactor params to object ( #2987 )
9 months ago
Thomas Kaul
be7f6bb657
Feature/add inactive as user role ( #3024 )
...
* Add INACTIVE as user role
* Update changelog
9 months ago
Thomas Kaul
6f7cbc93b9
Add missing type ( #3023 )
9 months ago
Thomas Kaul
0b5c71130d
Update OSS friends ( #3008 )
9 months ago
Thomas Kaul
67ae86763e
Handle premium data provider in getQuotes() ( #3020 )
...
* Handle premium data provider in getQuotes()
9 months ago
Thomas Kaul
266c0a9a2c
Feature/eliminate search request in get quotes of eod service ( #3019 )
...
* Eliminate search request to get quotes
* Update changelog
9 months ago
Thomas Kaul
a3cdb23776
Feature/refactor query to filter activities of excluded accounts ( #3016 )
...
* Refactor query to filter activities of excluded accounts
* Update changelog
9 months ago
Thomas Kaul
e1371a8d2b
Clean up ( #3018 )
9 months ago
Thomas Kaul
448cea0b69
Feature/improve usability of holdings table ( #3017 )
...
* Improve usability
* Update changelog
9 months ago
Thomas Kaul
ad42c0bf28
Enable FAQ link for self-hoster ( #3015 )
9 months ago
Thomas Kaul
f50670c7fe
Feature/improve language localization for de 20240217 ( #3014 )
...
* Update translations
* Update changelog
9 months ago
Thomas Kaul
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
...
* Add accounts tab to position detail dialog
* Update changelog
9 months ago
Thomas Kaul
29cb83d469
Bugfix/improve x axis scale of dividend and investment timeline ( #3010 )
...
* Improve X-axis scale
* Update changelog
9 months ago
Thomas Kaul
cac73ac111
Feature/divide faq page in three sections ( #3003 )
...
* Divide FAQ page in three sections
* General
* Cloud (SaaS)
* Self-Hosting
* Update changelog
9 months ago
Thomas Kaul
02cf4295a9
Feature/add loading indicator to dividend and investment timelines ( #3007 )
...
* Add loading indicators
* Dividend timeline
* Investment timeline
* Update changelog
9 months ago
Thomas Kaul
78b3328bf7
Add activities count ( #3005 )
9 months ago
Thomas Kaul
e0d6d9e8ca
Migrate if / else to control flow ( #3001 )
9 months ago
Thomas Kaul
54310f2214
Feature/add support for jupiter cryptocurrency ( #2999 )
...
* Add JUP29210
* Update changelog
9 months ago
Thomas Kaul
1fec49fbc2
Improve states ( #3000 )
9 months ago
Thomas Kaul
2985dd67c5
Feature/improve ordered list in safari ( #2996 )
...
* Improve ordered list in Safari (without text-truncate)
* Update changelog
9 months ago
Thomas Kaul
cc0ce18627
Bugfix/fix date conversion in import of historical market data ( #2994 )
...
* Fix date conversion
* Update changelog
9 months ago
Thomas Kaul
b758654158
Fix renew plan label ( #2993 )
10 months ago
Thomas Kaul
fd294d4d2b
Migrate to control flow ( #2992 )
10 months ago
Thomas Kaul
446c7cb517
Remove closing tags of mat-* components ( #2989 )
10 months ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
10 months ago
Thomas Kaul
ef9d77312e
Introduce renewal-early-bird ( #2982 )
10 months ago
Thomas Kaul
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
...
* Introduce setting to disable data gathering
* Update changelog
10 months ago
Thomas Kaul
f83e75df44
Feature/harmonize env variables of various api keys ( #2980 )
...
* Harmonize env variables of various API keys
* Update changelog
10 months ago
Thomas Kaul
fcbf2f1645
Feature/remove lazy from name of activities table ( #2978 )
...
* Remove lazy from name
* Update translations
10 months ago
Thomas Kaul
9fe90273c7
Feature/move assistant to general availability ( #2977 )
...
* Move assistant from experimental to general availability
* Update changelog
10 months ago
Thomas Kaul
4078229fe6
Feature/add button to apply filters in assistant ( #2971 )
...
* Add apply filters button
* Update changelog
10 months ago
Martin Mui
e7d4641d13
Feature/reload data on logo click ( #2959 )
...
* Reload data on logo click
* Update changelog
10 months ago
Thomas Kaul
35450ac004
Bugfix/add missing data provider info to search results of coingecko ( #2967 )
...
* Add missing data provider info
* Update changelog
10 months ago
Thomas Kaul
87529490c3
Feature/refresh cryptocurrencies list 20240205 ( #2961 )
...
* Update cryptocurrencies.json
* Update changelog
10 months ago
Thomas Kaul
893e76f83f
Feature/provide data provider info in search ( #2958 )
...
* Provide data provider info in search
* Update changelog
10 months ago
Thomas Kaul
06ba7a4b1b
Feature/extend assistant by asset class selector ( #2957 )
...
* Remove tabs
* Add asset class selector
* Update changelog
10 months ago
Thomas Kaul
cea569c987
Add Fina ( #2956 )
10 months ago
Hey
2a38a16f6b
Feature/Improve error logs for timeout in data provider services ( #2953 )
...
* Improve error logs for timeout in data provider services
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Thomas Kaul
d4afa03505
Bugfix/fix rendering issue with date range selector of assistant ( #2950 )
...
* Improve click handling
* Improve locales
* Update changelog
10 months ago
Thomas Kaul
c9237146e2
Feature/add investment value to chart ( #2948 )
...
* Add investment value to chart
* Update changelog
10 months ago
Thomas Kaul
faad65b6f3
Update translations ( #2940 )
...
* Update translations
* Update changelog
10 months ago
Thomas Kaul
e459c72100
Update OSS friends ( #2942 )
10 months ago
Thomas Kaul
b535aee91d
Remove reference to Internet Identity ( #2946 )
10 months ago
Thomas Kaul
4434d0315f
Remove unused timeline calculation ( #2947 )
10 months ago
Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
...
* Fix export in lazy-loaded activities table
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Thomas Kaul
40b6777814
Add upgrade plan button ( #2937 )
10 months ago
Thomas Kaul
be93ca8968
Feature/migrate allocations page to work with filters of assistant ( #2933 )
...
* Migrate portfolio allocations to work with filters of assistant
* Update changelog
10 months ago
Thomas Kaul
0436cc6487
Migrate ngx-skeleton-loader components to self-closing tags ( #2935 )
10 months ago
Thomas Kaul
857708dc4d
Migrate gf-* components to self-closing tags ( #2934 )
10 months ago
Thomas Kaul
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant ( #2932 )
...
* Migrate portfolio holdings to work with filters of assistant
* Update changelog
10 months ago
Thomas Kaul
29423efea3
Update translations ( #2930 )
10 months ago
Thomas Kaul
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
...
* Add account selector to assistant
* Update changelog
10 months ago
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions ( #2870 )
...
* Add support to grant private access with permissions
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Thomas Kaul
b8ca88c6df
Add auto-renewal ( #2920 )
10 months ago
Thomas Kaul
9fdbd22cb5
Bugfix/fix activities import for manual data source ( #2923 )
...
* Fix import
* Update changelog
10 months ago
Thomas Kaul
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
...
* Format name
* Update changelog
10 months ago
Thomas Kaul
50fb82a6e6
Extend personal finance tools ( #2925 )
10 months ago
Thomas Kaul
2c10cd7edf
Bugfix/remove holdings with incomplete data from top3 bottom3 performers ( #2921 )
...
* Remove holdings with incomplete data
* Update changelog
10 months ago
Thomas Kaul
bbde86c66e
Feature/improve language localization for de 20240124 ( #2918 )
...
* Update translations
* Update changelog
10 months ago
Thomas Kaul
b39c97ab9f
Bugfix/improve validation for non numeric results in eod service ( #2916 )
...
* Improve validation of non-numeric numbers
* Update changelog
10 months ago
Thomas Kaul
09ce8b1cd0
Feature/add support for importing dividends from eod ( #2910 )
...
* Add support for importing dividends
* Update changelog
10 months ago
Cédric Meuter
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
...
* Add date range selector including WTD and MTD to assistant
* Update changelog
10 months ago
Thomas Kaul
5c23ece62c
Feature/improve usability of benchmark management ( #2904 )
...
* Add icon
* Update changelog
10 months ago
Cédric Meuter
4e9e3f7b6b
Feature/Add `wtd` and `mtd` as possible values for date range ( #2902 )
...
* Add `wtd` and `mtd` as possible values for date range
'wtd': week-to-date (from the start of the week)
'mtd': month-to-date (from the start of the month)
* Update changelog
10 months ago
Thomas Kaul
f2803aecbc
Add guard ( #2898 )
10 months ago
Thomas Kaul
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
...
* Improve handling of derived currencies
* Update changelog
10 months ago
Thomas Kaul
6167f105fe
Refactoring ( #2897 )
10 months ago
Thomas Kaul
8d5f2fd91d
Fix fee conversion ( #2896 )
...
* Fix fee conversion
* Update changelog
10 months ago
Thomas Kaul
4ac661fb94
Feature/improve language localization for de 20240120 ( #2894 )
...
* Improve translations
* Update changelog
10 months ago
Thomas Kaul
e763bfb2e2
Feature/improve labels in portfolio evolution chart and investment timeline ( #2892 )
...
* Improve labels
* Update changelog
10 months ago
Thomas Kaul
0ee632470e
Improve typings ( #2889 )
10 months ago
Hugo Persson
c918deeb1c
Feature/Support for editing countries and sectors ( #2854 )
...
* Add support for editing countries and sectors
* Update changelog
10 months ago
Thomas Kaul
00895b7bb1
Feature/increase timeout to load historical data in data provider service ( #2887 )
...
* Increase timeout to load historical data
* Update changelog
10 months ago
Thomas Kaul
bff60ddbe0
Feature/improve asset profile validation in activities import for manual data source ( #2886 )
...
* Improve asset profile validation for MANUAL data source
* Update changelog
10 months ago
Thomas Kaul
7b45a8b3fc
Introduce type ( #2885 )
10 months ago
Thomas Kaul
693791d113
Feature/add validation of search results in eod historical data service ( #2883 )
...
* Validate currency
* Update changelog
10 months ago
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
...
* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
10 months ago
Thomas Kaul
74ca058364
Extend pricing page section ( #2876 )
10 months ago
Thomas Kaul
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes ( #2875 )
...
* Always get quotes (with fallback to historical data)
* Update changelog
10 months ago
Thomas Kaul
440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc ( #2869 )
...
* Fix conversion from ZAR to ZAc
* Update changelog
10 months ago
Thomas Kaul
165ca94f5b
Feature/improve alignment in portfolio performance component ( #2867 )
...
* Improve alignment
* Update changelog
10 months ago
Thomas Kaul
c418e75139
Bugfix/fix currency in error log in exchange rate data service ( #2868 )
...
* Fix currency
* Update changelog
10 months ago
Thomas Kaul
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
...
* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
10 months ago
Thomas Kaul
256c020e88
Feature/improve indicator for delayed market data ( #2862 )
...
* Improve indicator for delayed market data
* Update changelog
10 months ago
Thomas Kaul
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
...
* Break down performance into asset and currency
* Nullify values
* Update changelog
10 months ago
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
...
* Add exchange rate effects to portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Thomas Kaul
a72e98f73c
Add AllInvestView ( #2861 )
10 months ago
Thomas Kaul
edfdc0c346
Feature/improve chart size in asset profile details dialog ( #2849 )
...
* Improve chart size
* Update changelog
11 months ago
Thomas Kaul
a47829082e
Bugfix/fix hidden fifth tab on mobile ( #2848 )
...
* Fix hidden fifth tab
* Update changelog
11 months ago
Thomas Kaul
dc8b60eeb1
Rename "Jobs" to "Job Queue" ( #2847 )
11 months ago
Thomas Kaul
7755a6b655
Update translations ( #2841 )
11 months ago
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
...
* Extend assistant by tag selector
* Update changelog
11 months ago
Thomas Kaul
2a4d7bf14f
Feature/improve language localization for de 20240106 ( #2837 )
...
* Update translations
* Update changelog
11 months ago
Thomas Kaul
d49287922f
Feature/refresh cryptocurrencies list 20240106 ( #2835 )
...
* Update cryptocurrencies.json
* Update changelog
11 months ago
Thomas Kaul
ac0f6f40cf
Remove closing tags ( #2816 )
11 months ago
Tanguy Herbron
d91f947ab0
Feature/Add Coingecko api keys support ( #2827 )
...
* Add CoinGecko API keys support
* Update changelog
11 months ago
Francisco Silva
62f85293e2
#2820 Grant private access ( #2822 )
...
* Grant private access
* Update changelog
11 months ago
Thomas Kaul
6a048cee85
Feature/add hint for twr to portfolio summary ( #2824 )
...
* Add hint for TWR
* Add TWR to README.md
* Update changelog
11 months ago
Thomas Kaul
0d93612d16
Feature/improve style of assistant ( #2828 )
...
* Minor style improvements
* Update changelog
11 months ago
Hugo Persson
371f1dc451
Feature/support rest api in scraper ( #2810 )
...
* Support REST APIs in scraper
* Update changelog
11 months ago
Thomas Kaul
5cb2ec6411
Feature/Improve user interface of access table ( #2821 )
...
* Improve alignment
* Update changelog
11 months ago
Thomas Kaul
4c30e9459d
Feature/extend assistant by date range selector ( #2815 )
...
* Extend assistant by date range selector
* Update changelog
11 months ago
Thomas Kaul
23d323073d
Fix performance percentage for 1d ( #2814 )
...
* Fix performance percentage for 1d
* Improve response of positions endpoint
* Update changelog
11 months ago
Thomas Kaul
0ad734262a
Bugfix/improve tabs on ios ( #2811 )
...
* Improve tabs on iOS (Add to Home Screen)
* Update changelog
11 months ago
Thomas Kaul
0649f9fd2c
Clean up ( #2787 )
11 months ago
Thomas Kaul
d089662dab
Feature/improve the style of the top 3 and bottom 3 performers ( #2807 )
...
* Refactor to ordered list
* Update changelog
11 months ago
Thomas Kaul
43b4f14ace
Feature/add button to test scraper configuration ( #2808 )
...
* Add button to test scraper configuration
* Update changelog
---------
Co-authored-by: Manushreshta B L <manushreshta27@gmail.com>
Co-authored-by: Hugo Persson <hugo.e.persson@gmail.com>
11 months ago
gizmodus
726e727c7d
Feature/benchmark currency correction ( #2790 )
...
* Convert benchmark performance to base currency
* Introduce getExchangeRates() for multiple dates
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
Thomas Kaul
cb664774c0
Update translations ( #2798 )
...
* Update translations
11 months ago
Thomas Kaul
b89bf1d5e8
Feature/increase timeout to load currencies ( #2800 )
...
* Increase timeout
* Update changelog
11 months ago
Thomas Kaul
53ce37a83a
Update OSS friends ( #2799 )
11 months ago
Thomas Kaul
7020fc2a93
Feature/add hint for community language support ( #2793 )
...
* Add hint
* Update changelog
11 months ago
Thomas Kaul
61ecc48d0e
Feature/improve language localization for de 20231229 ( #2796 )
...
* Improve language localizations
* Update changelog
11 months ago
Thomas Kaul
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
...
* Add support to edit currency
* Update changelog
11 months ago
Thomas Kaul
01b6c14bcc
Feature/improve handling of derived currency usx ( #2788 )
...
* Improve handling of USX
* Update changelog
11 months ago
miles
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
...
* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
11 months ago
gizmodus
b183c45027
Time weighted portfolio performance calculation ( #2778 )
...
* Implement time weighted portfolio performance calculation
* Update changelog
11 months ago
underwater
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
...
* Use HasPermission in endpoints
* Update changelog
11 months ago
Thomas Kaul
337ca328c3
Feature/drop activity id on import ( #2769 )
...
* Drop activity id on import
* Update changelog
11 months ago
Thomas Kaul
beb9e2c43f
Feature/modernize nx executors ( #2767 )
...
* Modernize Nx executors
* @nx/eslint:lint
* @nx/webpack:webpack
* Update changelog
11 months ago
Thomas Kaul
4d79df90a7
Feature/support search by asset profile id ( #2765 )
...
* Add support to search for an asset profile by id
* Update changelog
11 months ago
Thomas Kaul
aa72d9b730
Feature/improve validation of currency management ( #2761 )
...
* Improve validation
* Update changelog
11 months ago
Thomas Kaul
80e899a5d3
Bugfix/reset letter spacing in buttons ( #2762 )
...
* Reset letter spacing
* Update changelog
11 months ago
Thomas Kaul
7c33120546
Reimplement redactObject() without cloneDeep() ( #2760 )
...
* Reimplement redactObject() without cloneDeep()
* Update changelog
11 months ago
Thomas Kaul
7f3c86038f
Sort imports ( #2739 )
11 months ago
Thomas Kaul
7dc8f80fdf
Feature/upgrade to nx version 17.2.5 ( #2756 )
...
* Upgrade Nx to version 17.2.5
* Update changelog
11 months ago
Thomas Kaul
96f90c7259
Feature/add lazy loaded activities table to import activities dialog ( #2754 )
...
* Add lazy-loaded activities table
* Update changelog
11 months ago
Thomas Kaul
a10d9cb6ba
Feature/add lazy loaded activities table to account detail dialog ( #2752 )
...
* Add lazy-loaded activities table
* Update changelog
11 months ago
Thomas Kaul
4547c5da1d
Feature/add lazy loaded activities table to position detail dialog ( #2753 )
...
* Add lazy-loaded activities table
* Update changelog
11 months ago
Thomas Kaul
28706d7b26
Refactor order service ( #2751 )
11 months ago
Thomas Kaul
8677d20c2c
Feature/upgrade inter to version 4 ( #2746 )
...
* Upgrade to Inter 4
* Update changelog
11 months ago
sadmimye
4d905065ad
Extend turkish translation ( #2750 )
11 months ago
Thomas Kaul
5599b41b83
Bugfix/fix edit of activity in lazy loaded activities table ( #2749 )
...
* Fix edit
* Update changelog
11 months ago
sadmimye
8d5a60d777
Update turkish locales ( #2748 )
...
* Update translation
* Update changelog
11 months ago
sadmimye
695acf4f3f
Update turkish translation ( #2731 )
...
* Update locales
* Update changelog
11 months ago
Thomas Kaul
0e94112dc7
Feature/adjust holdings weight threshold in trackinsight data enhancer ( #2742 )
...
* Adjust holdings weight threshold
* Update changelog
12 months ago
Thomas Kaul
b22edff16b
Feature/add support for column sorting to lazy loaded activities table ( #2738 )
...
* Add support for column sorting
* Update changelog
12 months ago
Thomas Kaul
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview ( #2740 )
...
* Highlight all time high
* Update changelog
12 months ago
Thomas Kaul
51a0ede3e4
Feature/introduce lazy loaded activities table ( #2729 )
...
* Introduce lazy-loaded activities table
* Add icon column
* Emit paginator event
* Add pagination logic
* Integrate total items
* Update changelog
12 months ago
Thomas Kaul
531964636b
Fix type ( #2708 )
12 months ago
sadmimye
e461fff1d7
Extend turkish localization ( #2730 )
12 months ago
Thomas Kaul
4f9a5f0340
Feature/set actions columns of tables to stick at end ( #2726 )
...
* Set up stickyEnd in actions columns
* Update changelog
12 months ago
Thomas Kaul
833982a9de
Bugfix/fix biometric authentication registration ( #2713 )
...
* Remove token on device registration
* Update changelog
12 months ago
sadmimye
c85966e5ed
Improve language localization for tr ( #2717 )
...
* Improve language localization for tr
* Update changelog
12 months ago
Thomas Kaul
cbea8ac9d3
Feature/increase tab height on mobile ( #2712 )
...
* Increase tab height on mobile
* Update changelog
12 months ago
Thomas Kaul
d4c939e41d
Feature/improve language localization for german 20231202 ( #2710 )
...
* Update locales
* Update changelog
12 months ago
Thomas Kaul
377ba75e4c
Add support to delete a cash balance ( #2707 )
12 months ago
Marcin Szymański
77b13b88f0
Relax check for duplicates in activities import ( #2704 )
...
* Relax check for duplicates in activities import (allow same day)
* Update changelog
12 months ago
underwater
813e73a0a3
Introduce HasPermission annotation ( #2693 )
...
* Introduce HasPermission annotation
* Update changelog
12 months ago
Thomas Kaul
1d796a9597
Bugfix/change intraday data gathering to operate synchronously ( #2705 )
...
* Change intraday data gathering to operate synchronously
* Update changelog
12 months ago
Thomas Kaul
4eedf64a3c
Update OSS Friends ( #2701 )
12 months ago
Sanjeev Sharma
ed4dd79c72
Add cash balances table to account detail dialog ( #2549 )
...
* Add cash balances table to account detail dialog
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
12 months ago
Thomas Kaul
6f4fd0826c
Feature/respect with excluded accounts flag in get account balances ( #2697 )
...
* Respect withExcludedAccounts in getAccountBalances()
* Update changelog
12 months ago
Thomas Kaul
07b0a2c40a
Add guard ( #2696 )
12 months ago
Thomas Kaul
c5dc3d4272
Release 2.27.1 ( #2698 )
1 year ago
Thomas Kaul
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
...
* Extend performance endpoint by net worth per day
* Update changelog
1 year ago
Thomas Kaul
0a83bcd697
Feature/improve error log for data source request timeout ( #2688 )
...
* Improve error log for timeouts
* Update changelog
1 year ago
Thomas Kaul
52540d460b
Fix alignment ( #2689 )
1 year ago
Thomas Kaul
6ff2e0f952
Introduce base product page ( #2687 )
1 year ago
Thomas Kaul
b3e72383bc
Feature/extract locales 20231125 ( #2686 )
...
* Update locales
* Update changelog
1 year ago
Thomas Kaul
bdfba4d509
Upgrade to Nx 17.1 ( #2635 )
...
* Upgrade to Nx 17
* Run migrations
* Extend instructions
* Update changelog
1 year ago
Thomas Kaul
5ad248a643
Improve algorithm ( #2676 )
1 year ago
Giorgio Azzinnaro
fa36c42af4
Improve yeekatee comparison data ( #2682 )
1 year ago
Thomas Kaul
386dd56590
Feature/extend personal finance tools pages 20231120 ( #2678 )
...
* Improve tags
* Add Compound Planning
* Add Whal
* Add De.Fi
* Add Tiller
* Add Empower
1 year ago
Thomas Kaul
d827858d0b
Release 2.25.1 ( #2674 )
1 year ago
Thomas Kaul
37183a07bd
Change black friday to black week ( #2672 )
...
* Change black friday to black week
* Change image
1 year ago
Thomas Kaul
fb294fc6e2
Improve wording ( #2668 )
1 year ago
Thomas Kaul
8898d02442
Bugfix/fix cannot read properties of undefined reading items in get position ( #2667 )
...
* Fix "Cannot read properties of undefined (reading 'items')"
* Update changelog
1 year ago
Thomas Kaul
232d30234c
Update OSS Friends ( #2663 )
1 year ago
Thomas Kaul
e2234c4966
Feature/add black friday 2023 blog post ( #2664 )
...
* Add blog post: Black Friday 2023
* Update changelog
1 year ago
Thomas Kaul
272a34195b
Refactor folder ( #2665 )
1 year ago
Thomas Kaul
215098e418
Feature/improve language localization for german 20231116 ( #2660 )
...
* Update locales
* Update changelog
1 year ago
Thomas Kaul
781496383b
Bugfix/improve get range query in market data service ( #2659 )
...
* Attempt to fix "too many bind variables in prepared statement, expected maximum of 32767"
* Update changelog
1 year ago
Thomas Kaul
f0f304c012
Change tweet to post ( #2658 )
1 year ago
Thomas Kaul
1586cd3a59
Feature/change twitter to x ( #2654 )
...
* Change Twitter to X
* Update changelog
1 year ago
Thomas Kaul
ae763cbb87
Improve style of sub title ( #2652 )
1 year ago
Aldrin
aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends ( #2575 )
...
* Extend benchmarks in the markets overview by 50-Day and 200-Day trends
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
d155ab6f28
Feature/improve data source validation in activities import ( #2645 )
...
* Improve data source validation
* Update changelog
1 year ago
Thomas Kaul
1ffde2a27e
Feature/setup polish ( #2650 )
...
* Set up polski
* Update changelog
1 year ago
Thomas Kaul
ae1968aadf
Feature/extract locales 20231112 ( #2643 )
...
* Update locales
* Update changelog
1 year ago
Thomas Kaul
93b6011ddc
Feature/refactor get range in market data service ( #2631 )
...
* Refactor to unique asset in getRange()
* Update changelog
1 year ago
Thomas Kaul
f567e25f27
Feature/introduce action menus in overview of action control panel ( #2637 )
...
* Introduce action menus
* Exchange rates management
* Coupons management
* Update changelog
1 year ago
Thomas Kaul
5dc538bafb
Feature/optimize testimonial carousel style on mobile ( #2634 )
...
* Optimize style on mobile
* Update changelog
1 year ago
Thomas Kaul
b4de06fcf0
Feature/add platform icons to account selectors ( #2633 )
...
* Add platform icons to account selectors
* Update changelog
1 year ago
Thomas Kaul
27da0eb26e
Feature/harmonize name column of historical market data table ( #2632 )
...
* Harmonize name column
* Update changelog
1 year ago
Thomas Kaul
8ff80c10e5
Feature/extend personal finance tools pages 20231110 ( #2630 )
...
* Add Magnifi
* Add Basil Finance
1 year ago
Thomas Kaul
12aac101bd
Feature/extend system message ( #2628 )
...
* Extend system message
* Update changelog
1 year ago
Thomas Kaul
3a66ccdebe
Bugfix/fix unit in overview of home page ( #2626 )
...
* Fix unit
* Update changelog
1 year ago
Thomas Kaul
6a722d1bb7
Bugfix/fix get quotes in financial modeling prep service ( #2627 )
...
* Fix get quotes
* Update changelog
1 year ago
Thomas Kaul
8abb517ac6
Feature/remove loading indicator of unit in overview of home page ( #2622 )
...
* Remove loading indicator of unit
* Update changelog
1 year ago
Thomas Kaul
dec1d89c5c
Feature/increase timeout in data provider and enhancer health check endpoint ( #2621 )
...
* Increase timeout in health check endpoint (data enhancer and provider)
* Update changelog
1 year ago
Thomas Kaul
24e9ecc3e2
Update locales ( #2620 )
1 year ago
Aldrin
4a1e05b8cd
Improve historical market data import ( #2581 )
...
* Add form group for historical data import
* Update changelog
1 year ago
Thomas Kaul
39d1a85267
Feature/extend personal finance tools pages 20231107 ( #2618 )
...
* Add Monarch Money
* Add YNAB
* Add Allvue Systems
1 year ago
Thomas Kaul
7cb86de7af
Feature/remove account type from account database model ( #2616 )
...
* Remove account type
* Update changelog
1 year ago
Thomas Kaul
fcef0a72d5
Bugfix/improve handling of derived currencies ( #2604 )
...
* Improve handling of derived currencies
* Update changelog
1 year ago
Thomas Kaul
6284b4dfe8
Feature/improve localization of fear and greed index ( #2612 )
...
* Improve localization
* Update changelog
1 year ago
Thomas Kaul
00342ca1f7
Improve wording ( #2603 )
1 year ago
Lukas Möller
e8e1bb83bf
Fix get quotes in CoinGecko service ( #2595 )
...
* Fix get quotes in CoinGecko service
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
45510702d0
Feature/add hacktoberfest 2023 debriefing blog post ( #2599 )
...
* Add blog post: Hacktoberfest 2023 Debriefing
* Update changelog
1 year ago
Thomas Kaul
1b7e3a1e47
Feature/support activities import by isin for yahoo finance ( #2597 )
...
* Add support to import activities by isin
* Update changelog
1 year ago
Thomas Kaul
35f98b9d2d
Bugfix/handle failing database query for account find many ( #2598 )
...
* Handle issue with account.findMany() -> where: { id: { in: [ null ] } }
* Update changelog
1 year ago
Thomas Kaul
d993067e9a
Feature/extend personal finance tools pages 20231104 2 ( #2591 )
...
* Add Vyzer
* Add FinWise
1 year ago
Thomas Kaul
8a523a981a
Bugfix/fix fees on account level ( #2588 )
...
* Fix fees on account level
* Update changelog
1 year ago
Thomas Kaul
81ded53363
Center membership card ( #2582 )
1 year ago
Thomas Kaul
5272407af8
Feature/extend personal finance tools pages 20231104 ( #2587 )
...
* Introduce alias
* Add Rocket Money
* Add 8FIGURES
1 year ago
Thomas Kaul
e69c7a753c
Feature/add edit exchange rate button to admin control ( #2577 )
...
* Ad edit button
* Update changelog
1 year ago
Thomas Kaul
5191415b5a
Add Intuit Mint ( #2578 )
1 year ago
Thomas Kaul
a704378702
Refactor interface of getQuotes() to object ( #2570 )
1 year ago
Thomas Kaul
cf7ce64de7
Bugfix/improve alignment of menu item icons ( #2566 )
...
* Improve alignment
* Update changelog
1 year ago
Thomas Kaul
8c1b45f35b
Bugfix/fix exception in webauthn page ( #2564 )
...
* Remove useBrowserAutofill option in startAuthentication()
* Update changelog
1 year ago
Thomas Kaul
6ad1528d01
Feature/improve language localization for german 20231029 ( #2565 )
...
* Update locales
* Update changelog
1 year ago
Thomas Kaul
e31741f0c7
Add Capitally ( #2562 )
1 year ago
Thomas Kaul
b26aa7f51d
Feature/improve duplicate check in activities import ( #2561 )
...
* Allow different accounts
* Update changelog
1 year ago
Thomas Kaul
a7baad10d1
Feature/improve import of historical market data ( #2559 )
...
* Improve historical market data import
* Update changelog
1 year ago
Thomas Kaul
16f1b16e41
Feature/change checkboxes to slide toggles in admin control panel ( #2551 )
...
* Change checkboxes to slide toggles
* Update changelog
1 year ago
Thomas Kaul
409ddc90ce
Feature/improve language localization for german 20231028 ( #2556 )
...
* Improve localization
* Update changelog
1 year ago
Thomas Kaul
95bc84956e
Feature/localize keywords of meta data ( #2555 )
...
* Localize keywords
* Update changelog
1 year ago
Ajay
20cefaba19
Improve usability and validation in cash balance transfer ( #2552 )
...
* Improve usability and validation in cash balance transfer
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
379c651ce0
Add translation for product slogan ( #2554 )
1 year ago
Thomas Kaul
7804c6879d
Clean up ( #2543 )
1 year ago
Thomas Kaul
e4ec5f213e
Feature/extend personal finance tools pages 20231026 ( #2547 )
...
* Improve wording (vs)
* Improve breadcrumb (vs)
* Add Beanvest
* Add Wealthica
* Update locales
1 year ago
Thomas Kaul
f5ad1d2d24
Feature/set validation rule to positive number in cash balance transfer ( #2544 )
...
* Add validation rule (positive number)
* Update changelog
1 year ago
Aldrin
0af37ca1d7
Extend asset profile dialog form ( #2535 )
...
* Extend asset profile dialog form
* Update changelog
1 year ago
Basim Mohammed
2992a0da4c
Verify current benchmark before loading it ( #2541 )
...
* Verify current benchmark before loading it
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Rafael
2dcc7e161c
Improve validation of activities import ( #2496 )
...
* Improve validation of activities import: expects positive values for fee, quantity and unitPrice
* Update changelog
---------
Co-authored-by: Rafael Claudio <rafacla@github.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
...
* Fix chart for account excluded from analysis
* Update changelog
1 year ago
Thomas Kaul
6077e7c2f9
Feature/improve position detail dialog ( #2532 )
...
* Improve style and wording
* Update locales
* Update changelog
1 year ago
Aldrin
96b5dcfaf8
Create reusable currency selector component using mat-autocomplete ( #2487 )
...
* Create reusable currency selector component using mat-autocomplete
* Update changelog
1 year ago
Thomas Kaul
281d33f825
Feature/update oss friends 20231021 ( #2529 )
...
* Update OSS friends
* Improve style of sub title
1 year ago
Thomas Kaul
5822e4d186
Bugfix/fix style of active page in header navigation ( #2528 )
...
* Fix style of active page
* Update changelog
1 year ago
Thomas Kaul
cb166dcc78
Redirect to membership page ( #2527 )
1 year ago
Thomas Kaul
4e7b7375a9
Feature/setup open figi ( #2526 )
...
* Setup OpenFIGI
* Update changelog
1 year ago
Thomas Kaul
b8626c2086
Feature/change fees interest and search to general availability ( #2525 )
...
* Change features to general availability
* Fees on account level
* Interest on account level
* Search for a holding
* Update changelog
* Add documentation for experimental features
1 year ago
Thomas Kaul
a59f9fa037
Feature/remove version from client ( #2522 )
...
* Remove version
* Update changelog
1 year ago
Thomas Kaul
1666486940
Bugfix/trim text in i18n service ( #2520 )
...
* Trim text
* Update changelog
1 year ago
Don L
ac0ad48a65
Display invalid activity in csv import ( #2460 )
...
* Display invalid activity in csv import
* Update changelog
1 year ago
Thomas Kaul
6a19eab425
Feature/improve membership card ( #2517 )
...
* Improve style
* Add animated border
1 year ago
Thomas Kaul
750c627613
Feature/allow to edit market data of today ( #2515 )
...
* Allow to edit today's market data
* Update changelog
1 year ago
Arshad Jamal
e7956943ba
Make holdings request only once ( #2453 )
...
* Make holdings request only once
* Update changelog
1 year ago
Basim Mohammed
f66edf8de0
Add membership card component ( #2507 )
...
* Add membership card component
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Aldrin
29028a81f5
Add i18n service to query XML files ( #2503 )
...
* Add i18n service to query XML files
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
LIYANMUBARAK
c9878c9050
Migrated users table in Admin Control to mat-table ( #2469 )
...
* Migrated users table in Admin Control to mat-table
* Update changelog
1 year ago
Basim Mohammed
73ac4b4197
Add chart to account detail dialog ( #2502 )
...
* Add chart to account detail dialog
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
016634a77f
Feature/setup i18n page ( #2508 )
...
* Setup i18n page
* Add meta description
1 year ago
RaviTejaVattem
84db54babd
Change checkboxes to slide toggles on user settings page ( #2497 )
...
* Change checkboxes to slide toggles on user settings page
* Update changelog
1 year ago
Thomas Kaul
653c9c62a8
Sort imports ( #2490 )
1 year ago
Thomas Kaul
74278073b3
Bugfix/fix query to get asset profiles matching data source and symbol ( #2504 )
...
* Match dataSource and symbol
* Update changelog
1 year ago
Thomas Kaul
0375b938a2
Add confirmation dialog ( #2501 )
1 year ago
Manushreshta B L
32df7620d9
Add support for creating asset profiles with MANUAL data source ( #2479 )
...
* Add support for creating asset profiles with MANUAL data source
* Refactoring
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Kevin
8492a8fed0
Upgrade simplewebauthn ( #2498 )
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* Upgrade simplewebauthn to new major version
* Update changelog
1 year ago
Thomas Kaul
30e561c06f
Feature/extend assistant with search for asset profile ( #2499 )
...
* Extend assistant with search for asset profile
* Extend search results by currency, symbol and asset sub class
* Update changelog
1 year ago
Thomas Kaul
7243090c0e
Feature/copy client locales to assets of server ( #2493 )
...
* Copy client locales to server’s assets
* Update changelog
1 year ago
Pavol Kolcun
7ae49eb839
Add endpoint for account balances ( #2484 )
...
* Add endpoint for account balances
* Update changelog
---------
Co-authored-by: Pavol Kolcun <pavol.kolcun@student.tuke.sk>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
bf816c3b89
Bugfix/show transfer balance button based on permission ( #2489 )
...
* Show button depending on permission
* Update changelog
1 year ago
Kevin
b6101c6375
Feature/import historical data ( #2448 )
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* Import historical data for an asset
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
e1022846b9
Bugfix/fix displayed currency of cash balance in account dialog ( #2480 )
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* Fix currency
* Update changelog
1 year ago
Thomas Kaul
9ba79f6721
Improve style ( #2478 )
1 year ago
Aldrin
0ac97bd112
Transfer cash balance between accounts ( #2455 )
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* Transfer cash balance between accounts
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
827270704a
Bugfix/fix import for activities of type fee and interest ( #2474 )
...
* Fix import for activities of type fee and interest
* Update changelog
1 year ago
Thomas Kaul
3905782ad6
Fix fab-container ( #2476 )
1 year ago
Thomas Kaul
fb3cd4b689
Remove icon ( #2467 )
1 year ago
Aldrin
3b5a34f6f3
Use fab-button in access management tab ( #2456 )
...
* Use fab-button in access management tab
* Refactor fab container
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
22b43b5bfc
Feature/extract locales 20231010 ( #2462 )
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* Update locales
* Update changelog
1 year ago
Kevin
6c66033eb4
Add date to markets overview by benchmarks ( #2436 )
...
* Add date
* Update changelog
1 year ago
Thomas Kaul
45f385a483
Feature/improve symbol conversion in eod historical data service ( #2457 )
...
* Improve conversion of currency symbols
* Update changelog
1 year ago
Basim Mohammed
d8d4d8f001
Change jobs table in admin control to mat-table ( #2444 )
...
* Change jobs table in admin control to mat-table
* Update changelog
1 year ago
Sanjeev Sharma
f47c7313af
Support enter key press to submit access dialog form ( #2437 )
...
* Support enter key press to submit access dialog form
* Update changelog
1 year ago
Thomas Kaul
550e646079
Feature/introduce assistant ( #2451 )
...
* Introduce assistant
* Update changelog
1 year ago
Kevin
37ff7acf04
Change platform control from select to autocomplete in account dialog ( #2429 )
...
* Change platform control from select to autocomplete in account dialog
* Update changelog
1 year ago
Thomas Kaul
8236091477
Feature/add support for search query in portfolio position endpoint ( #2443 )
...
* Introduce search query filter
* Update changelog
1 year ago
Aldrin
e60fe48fdd
Add dialog for cash transfer between accounts ( #2433 )
...
* Add dialog for cash transfer between accounts
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
d40bc5070a
Feature/remove permission to markets overview on home page ( #2441 )
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* Remove show condition for markets overview
* Update changelog
1 year ago
Akshay Wadatkar
fda4e0ea7d
Use application version from API endpoint in Admin Control panel ( #2427 )
...
* Use application version from API endpoint
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Subhajit Ghosh
46614a7c24
Create carousel component for testimonials ( #2394 )
...
* Create carousel component for testimonials
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Anirudh Sudhir
02b433eb1e
Prevent empty form submission in account dialog ( #2428 )
...
* Prevent empty form submission in account dialog
1 year ago
Arshad Jamal
25112a450b
Add support for comment in csv import ( #2416 )
...
* Add support for comment in csv import (activities)
* Update changelog
1 year ago
Thomas Kaul
727340748b
Clean up imports ( #2411 )
1 year ago
Thomas Kaul
8ad6492477
Feature/various improvements in client ( #2434 )
...
* Various improvements
* Update changelog
1 year ago
Vlad Prodan
4af76f6f6d
Fix hasNotDefinedValuesInObject() in object.helper.ts ( #2421 )
1 year ago
Thomas Kaul
10940214a5
Update OSS Friends ( #2431 )
1 year ago
Siddharth Singh
d9a6c22e1e
Add application version to admin endpoint ( #2423 )
...
* Add application version to admin endpoint
* Update changelog
1 year ago
Sanjeev Sharma
4fb88859b2
Improve form in account dialog ( #2408 )
...
* Improve form in account dialog
* Update changelog
1 year ago
Thomas Kaul
aa24b5e8c6
Feature/reload platform and tag on change ( #2417 )
...
* Reload platforms via info
* Reload tags via info
* Update changelog
1 year ago
Manushreshta B L
90e18338f6
Change UX to set an asset profile as a benchmark ( #2409 )
...
* Add checkbox functionality to set / unset benchmark
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
ad5ae938ef
Feature/harmonize settings icon of user account page ( #2412 )
...
* Harmonize icon
* Update changelog
1 year ago
Kevin
c9a8dd4958
Support copy-assets Nx target on Windows ( #2410 )
...
* Introduce shx plugin
1 year ago
Anirudh Sudhir
f1ec5e704e
Add version to Overview of Admin Control panel ( #2414 )
...
* Add version to Overview of Admin Control panel
* Update changelog
1 year ago
shyam kachhadiya
f40f0653c2
Add request params (ship, take) for pagination to GET order endpoint ( #2382 )
...
* Add request params (ship, take) for pagination to GET order endpoint
* Update changelog
1 year ago
Thomas Kaul
5f7a230fd3
Bugfix/fix sidebar on user account page ( #2413 )
...
* Fix sidebar on user account page
* Update changelog
1 year ago
Thomas Kaul
ec3552d7f6
Feature/add tabs to user account page ( #2396 )
...
* Create components for access, membership and settings
* Add tabs
* Update changelog
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 )
...
* Add new static portfolio analysis rule: Emergency fund setup
* Update changelog
1 year ago
Thomas Kaul
5b69dee246
Feature/setup inter font family ( #2402 )
...
* Setup Inter font family
* Update changelog
1 year ago
Thomas Kaul
19ea4479ff
Bugfix/fix link on features page ( #2398 )
...
* Fix link
* Update changelog
1 year ago
Thomas Kaul
0b2f6a312c
Sort imports ( #2399 )
1 year ago
Thomas Kaul
5b7409d08e
Feature/add tag management in admin control panel ( #2389 )
...
* Add tag management
* Update locales
* Update changelog
1 year ago
Thomas Kaul
6230aa87e2
Feature/add hacktoberfest 2023 blog post ( #2359 )
...
* Add blog post: Hacktoberfest 2023
* Update changelog
1 year ago
Thomas Kaul
4100446cac
Update OSS Friends ( #2385 )
1 year ago
Thomas Kaul
ad3e6d637c
Improve file name ( #2391 )
1 year ago
Thomas Kaul
01b6bb5b99
Clean up ( #2390 )
1 year ago
Thomas Kaul
884b7f4de7
Clean up ( #2342 )
1 year ago
Thomas Kaul
e2e4c9be3c
Feature/skip data gathering for manual data source ( #2379 )
...
* Skip data gathering
* Update changelog
1 year ago
Thomas Kaul
0f7c6ff0fe
Bugfix/fix asset class of cash position for empty account ( #2378 )
...
* Fix assetClass and assetSubClass
* Update changelog
1 year ago
Frane Caleta
eb63802d01
Feature/extend supported date formats in activities import ( #2362 )
...
* Extend supported date formats in activities import
* Update changelog
1 year ago
Thomas Kaul
6d9191a46f
Feature/setup turkish ( #2300 )
...
* Setup Turkish
* Add Turkish translations
* Update changelog
---------
Co-authored-by: sadmimye <134071831+sadmimye@users.noreply.github.com>
1 year ago
Thomas Kaul
6744245d8b
Feature/extend personal finance tools pages 20230922 ( #2369 )
...
* Extend pages
* Refactoring
1 year ago
Thomas Kaul
8f64a77a9d
Clean up ( #2329 )
1 year ago
Thomas Kaul
0d5fc7655b
Improve wording ( #2358 )
1 year ago
Thomas Kaul
b12349a148
Feature/add support for interest on account level ( #2354 )
...
* Add support for interest
* Update changelog
1 year ago
Thomas Kaul
f7e3a4c727
Update OSS Friends ( #2352 )
1 year ago
Thomas Kaul
69e1d92ed3
Feature/unlock experimental features setting for all users ( #2351 )
...
* Unlock experimental features setting for all users
* Update changelog
1 year ago
Thomas Kaul
ef2849aa6c
Remove this ( #2341 )
1 year ago
Thomas Kaul
c668d7b456
Feature/improve preselected currency in create or update activity dialog ( #2349 )
...
* Preselect currency based on account's currency
* Update changelog
1 year ago
Rafael
e23bf62859
Fix Memory Leak on Data Gathering when server TZ is behind UTC ( #2332 )
...
* Fix for timezones behind UTC (the previous code converted the date to one day before (in local time) then added a day, which resulted in the same day after converting back to UTC and thus generating an infinite loop)
* Update changelog
---------
Co-authored-by: Rafael Claudio <rafacla@github.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
7130ac7565
Feature/add support for fees on account level ( #1954 )
...
* Add migration
* Add business logic for fees
* Fix export for liabilities
* Update changelog
1 year ago
Thomas Kaul
1851ae137f
Release 2.2.0 ( #2346 )
1 year ago
Thomas Kaul
6f6ff94979
Improve sidebar ( #2343 )
...
* Improve sidebar
* Improve style of system message
* Update changelog
1 year ago
Thomas Kaul
7f25066f0f
Remove ALPHA_VANTAGE_API_KEY ( #2345 )
1 year ago
Thomas Kaul
d0112968e8
Feature/introduce sidebar navigation on desktop ( #2340 )
...
* Introduce sidebar navigation on desktop
* Update changelog
1 year ago
Thomas Kaul
93c27277c6
Extend sitemap with Italian pages ( #2337 )
1 year ago
Thomas Kaul
5e6adfcef5
Feature/improve language localization for german 20230915 ( #2336 )
...
* Improve language localization
* Update changelog
1 year ago
Thomas Kaul
ab691bb27a
Feature/remove account type from user interface ( #2335 )
...
* Remove account type from user interface and set it optional
* Update changelog
1 year ago
Thomas Kaul
8fc5676443
Feature/improve timeout of data source requests ( #2330 )
...
* Improve timeout
* Update changelog
1 year ago
Thomas Kaul
1fe1e2fe0c
Feature/improve read only mode ( #2322 )
...
* Improve read-only mode
* Update changelog
1 year ago
Thomas Kaul
921d38a706
Feature/harmonize style of granted access user interface ( #2326 )
...
* Harmonize style
* Update changelog
1 year ago
Thomas Kaul
6161d5e77c
Feature/improve logger output of info service ( #2331 )
...
* Improve context of logger output
* Update changelog
1 year ago