198 Commits (20731c67cb3d25ff4b598051aecb103ace3cbe53)

Author	SHA1	Message	Date
Thomas Kaul	bf8856ad19	Bugfix/fix search for cryptocurrencies (#348) ... * Fix the search for cryptocurrency symbols * Update changelog	3 years ago
Valentin Zickner	48ab862bb6	net performance for current positions (#330) ... * implement fees for transaction points #324 * add net performance to current positions #324 * add net performance to calculate timeline #324 * make timeline fee accumulated by default #324 * Update changelog Co-authored-by: Valentin Zickner <github@zickner.ch> Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	3 years ago
Thomas Kaul	ba234a470e	Feature/add storybook story for trend indicator component (#346) ... * Add storybook story for trend indicator component * Update changelog	3 years ago
Thomas Kaul	4c194c938a	Feature/add contributors count to statistics (#342) ... * Add contributors count to statistics * Update changelog	3 years ago
Thomas Kaul	6386786ac0	Bugfix/improve symbol lookup (#322) ... * Improve symbol lookup * Update changelog	3 years ago
Thomas Kaul	73a967a7e5	Feature/add cash as asset sub class (#319) ... * Add cash as asset sub class * Update changelog	3 years ago
Thomas Kaul	c5bb3023d3	Bugfix/filter out positions without quantity (#317) ... * Filter out positions without any quantity * Update changelog	3 years ago
Thomas Kaul	fe975945d1	Feature/add fallback for loading currencies (#315) ... * Add fallback for loading currencies * Update changelog	3 years ago
Thomas Kaul	d8782b0d4c	Feature/automate countries for stocks in symbol profile data (#314) ... * Automate countries for stocks in symbol profile data * Update changelog	3 years ago
Thomas Kaul	72c065a59d	Feature/introduce asset sub class (#312) ... * Introduce asset sub class * Update changelog	3 years ago
Thomas Kaul	98dac4052a	Feature/add subscription type to the admin user table (#311) ... * Add the subscription type to the user table in the admin control panel * Update changelog	3 years ago
Thomas Kaul	aad8f77093	Feature/improve allocations by account (#308) ... * Improve allocations by account * Eliminate accounts from PortfolioPosition * Ignore cash assets in the allocation chart by sector, continent and country * Add missing accounts to portfolio details * Update changelog	3 years ago
Thomas Kaul	c2ab6a6c44	Feature/improve portfolio details endpoint (#302) ... * Make details endpoint fault tolerant (do not throw error) * Update changelog	3 years ago
Thomas Kaul	c71a4c078e	Bugfix/convert g bp to gbp in yahoo finance service (#301) ... * Fix currency inconsistency in the yahoo finance service (GBp to GBP) * Update changelog	3 years ago
Thomas Kaul	e17b217032	Bugfix/fix issue on buy date in position detail dialog (#297) ... * Fix issue on buy date * Update changelog	3 years ago
Thomas Kaul	05b0efef82	Feature/add restricted view (#295) ... * Add restricted view * Update changelog	3 years ago
Thomas Kaul	0ee2258af8	Feature/improve impersonation mode (#293) ... * Improve the impersonation mode * Update changelog	3 years ago
Valentin Zickner	308b218487	introduce basic module structure for data provider (#278) ... * introduce basic module structure for data provider * introduce DataGatheringModule * introduce ExchangeRateDataModule * introduce ImpersonationModule * move RulesService * cleanup portfolio module * Sort imports Co-authored-by: Valentin Zickner <github@zickner.ch> Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	3 years ago
Thomas	77936e3bf3	Feature/improve users table (#291) ... * Improve users table * Engagement / Day * Registration * Update changelog	3 years ago
Thomas	b898c0678d	Feature/refactor exchange rate service (#289) ... * Refactor exchange rate service * Update changelog	3 years ago
Thomas	96a615dc5d	Bugfix/only allow supported currencies in symbol search (#287) ... * Only allow supported currencies in symbol search * Update changelog	3 years ago
Thomas	98f44323da	Feature/improve usability of tabs on home page (#283) ... * Improve usability: lazy load endpoints on tab change * Feature/improve portfolio summary (#285) * Update changelog	3 years ago
Thomas	908aba170d	Fix position chart for missing historical data (#284) ... * Fix position chart for missing historical data * Update changelog	3 years ago
Thomas	8ac1272a9d	Feature/eliminate name from scraper config (#277) ... * Eliminate name from scraper config * Update changelog	3 years ago
Thomas	0a85a56c67	Respect cash balance in allocations, do not hide cryptocurrency holdings (#280) ... * Respect cash balance in allocations, do not hide cryptocurrency holdings * Update changelog	3 years ago
Thomas	4ad5590838	Feature/improve data gathering (#276) ... * Improve data gathering * Refactoring * On server restart, only reset if hanging in LOCKED_DATA_GATHERING state * Update changelog	3 years ago
Thomas	80d043729d	Feature/replace type with asset class (#274) ... * Improved the asset classification * Add assetClass to symbolProfile * Remove type from position * Update changelog	3 years ago
Thomas	37358fb480	Bugfix/add fallback if exchange service is not initialized (#264) ... * Add fallback and log error * Update changelog	3 years ago
Thomas	3589e72aea	Harmonize prisma service (#266)	3 years ago
Thomas	e68aa1fa68	Clean up imports (#267)	3 years ago
Thomas	bb76ace95d	Feature/improve support for draft transactions (#265) ... * Improve support for draft transactions * Update changelog	3 years ago
Valentin Zickner	dfcf826b4f	implement support for buy-sell(-buy) scenario (#262) ... Co-authored-by: Valentin Zickner <github@zickner.ch>	3 years ago
Valentin Zickner	218efbb5bd	fix position diagram for sold items (#261) ... * fix position diagram for sold items * Add missing data to position from the past * Update changelog Co-authored-by: Valentin Zickner <github@zickner.ch> Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	3 years ago
Valentin Zickner	ba3b4564cd	Bugfix/dashboard currencies (#260) ... * filter list of orders only for relevant orders * Update changelog Co-authored-by: Valentin Zickner <github@zickner.ch> Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	3 years ago
Valentin Zickner	bf256ae50c	fix position currency conversion (#256) ... Co-authored-by: Valentin Zickner <github@zickner.ch>	3 years ago
Thomas	7f047362cc	Bugfix/fix division by zero in calculate overall gross performance (#253) ... * Fix error with division by zero * Update changelog	3 years ago
Thomas	94d2310217	Bugfix/fix spike of positions with differing currency of user (#248) ... * Convert market price back to currency of position * Update changelog	3 years ago
Thomas	b7d950f3f9	Bugfix/fix missing market state in positions (#250) ... * Fix missing market state in positions * Update changelog	3 years ago
Thomas	4bd41ffa41	Feature/eliminate name from timeline position (#245) ... * Eliminate name from timeline position: Get the name from the symbolProfileService instead * Update changelog	3 years ago
Thomas	423ceec317	Feature/remove symbol icon from dialog header (#244) ... * Remove symbol icon from dialog header * Clean up code	3 years ago
Valentin Zickner	5b4a1785ae	fix investment values for portfolio.service.ts (#243) ... * fix investment values for portfolio.service.ts * Update changelog Co-authored-by: Valentin Zickner <github@zickner.ch> Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	3 years ago
Thomas	823501f43e	Sort imports (#242)	3 years ago
Valentin Zickner	331ac7ded2	remove unused method in portfolio.service.ts (#240) ... Co-authored-by: Valentin Zickner <github@zickner.ch>	3 years ago
Valentin Zickner	982ba7377a	remove legacy portfolio.ts	3 years ago
Valentin Zickner	4bbd17a37a	fix tests	3 years ago
Thomas	6a7def6c48	Clean up	3 years ago
Thomas	ea219f0b88	Add guard	3 years ago
Valentin Zickner	23b2e03923	refactor rule evaluation	3 years ago
Valentin Zickner	04e6518226	move report generation to PortfolioService	3 years ago
Valentin Zickner	72dbe00091	change rule service interface	3 years ago