Rafael
2dcc7e161c
Improve validation of activities import ( #2496 )
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* Improve validation of activities import: expects positive values for fee, quantity and unitPrice
* Update changelog
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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 )
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* Fix chart for account excluded from analysis
* Update changelog
1 year ago
Thomas Kaul
0567083fc1
Feature/upgrade UUID to version 9.0.1 ( #2537 )
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* Upgrade uuid to version 9.0.1
* Update changelog
1 year ago
Thomas Kaul
3212efef17
Feature/upgrade yahoo finance2 to version 2.8.1 ( #2536 )
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* Upgrade yahoo-finance2 to version 2.8.1
* Update changelog
1 year ago
Thomas Kaul
6077e7c2f9
Feature/improve position detail dialog ( #2532 )
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* Improve style and wording
* Update locales
* Update changelog
1 year ago
Aldrin
96b5dcfaf8
Create reusable currency selector component using mat-autocomplete ( #2487 )
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* Create reusable currency selector component using mat-autocomplete
* Update changelog
1 year ago
Thomas Kaul
c4e8e37884
Release 2.14.0 ( #2530 )
1 year ago
Thomas Kaul
5822e4d186
Bugfix/fix style of active page in header navigation ( #2528 )
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* Fix style of active page
* Update changelog
1 year ago
Thomas Kaul
4e7b7375a9
Feature/setup open figi ( #2526 )
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* Setup OpenFIGI
* Update changelog
1 year ago
Thomas Kaul
b8626c2086
Feature/change fees interest and search to general availability ( #2525 )
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* 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 )
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* Remove version
* Update changelog
1 year ago
Thomas Kaul
1666486940
Bugfix/trim text in i18n service ( #2520 )
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* Trim text
* Update changelog
1 year ago
Don L
ac0ad48a65
Display invalid activity in csv import ( #2460 )
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* Display invalid activity in csv import
* Update changelog
1 year ago
Thomas Kaul
750c627613
Feature/allow to edit market data of today ( #2515 )
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* Allow to edit today's market data
* Update changelog
1 year ago
Thomas Kaul
60b2115e3b
Release 2.13.0 ( #2514 )
1 year ago
Arshad Jamal
e7956943ba
Make holdings request only once ( #2453 )
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* Make holdings request only once
* Update changelog
1 year ago
Basim Mohammed
f66edf8de0
Add membership card component ( #2507 )
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* Add membership card component
* Update changelog
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Aldrin
29028a81f5
Add i18n service to query XML files ( #2503 )
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* Add i18n service to query XML files
* Update changelog
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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 )
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* Migrated users table in Admin Control to mat-table
* Update changelog
1 year ago
Basim Mohammed
73ac4b4197
Add chart to account detail dialog ( #2502 )
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* Add chart to account detail dialog
* Update changelog
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
ea65dc5034
Release 2.12.0 ( #2505 )
1 year ago
RaviTejaVattem
84db54babd
Change checkboxes to slide toggles on user settings page ( #2497 )
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* Change checkboxes to slide toggles on user settings page
* Update changelog
1 year ago
Thomas Kaul
74278073b3
Bugfix/fix query to get asset profiles matching data source and symbol ( #2504 )
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* Match dataSource and symbol
* Update changelog
1 year ago
Manushreshta B L
32df7620d9
Add support for creating asset profiles with MANUAL data source ( #2479 )
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* Add support for creating asset profiles with MANUAL data source
* Refactoring
* Update changelog
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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 )
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* 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 )
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* Copy client locales to server’s assets
* Update changelog
1 year ago
Pavol Kolcun
7ae49eb839
Add endpoint for account balances ( #2484 )
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* Add endpoint for account balances
* Update changelog
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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 )
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* Show button depending on permission
* Update changelog
1 year ago
Thomas Kaul
20f9225daa
Release 2.11.0 ( #2488 )
1 year ago
Kevin
b6101c6375
Feature/import historical data ( #2448 )
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* Import historical data for an asset
* Update changelog
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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
Aldrin
0ac97bd112
Transfer cash balance between accounts ( #2455 )
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* Transfer cash balance between accounts
* Update changelog
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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 )
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* Fix import for activities of type fee and interest
* Update changelog
1 year ago
Thomas Kaul
8634463597
Feature/upgrade prisma to version 5.4.2 ( #2477 )
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* Upgrade prisma to version 5.4.2
* Update changelog
1 year ago
Aldrin
3b5a34f6f3
Use fab-button in access management tab ( #2456 )
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* Use fab-button in access management tab
* Refactor fab container
* Update changelog
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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 )
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* Add date
* Update changelog
1 year ago
Thomas Kaul
162fc25e23
Release 2.10.0 ( #2459 )
1 year ago
Thomas Kaul
45f385a483
Feature/improve symbol conversion in eod historical data service ( #2457 )
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* Improve conversion of currency symbols
* Update changelog
1 year ago
Thomas Kaul
e9ef911548
Feature/improve search results display in assistant ( #2458 )
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* Only show search results if search is active
* Update changelog
1 year ago
Basim Mohammed
d8d4d8f001
Change jobs table in admin control to mat-table ( #2444 )
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* 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 )
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* Support enter key press to submit access dialog form
* Update changelog
1 year ago
Thomas Kaul
31f0056a2d
Release 2.9.0 ( #2454 )
1 year ago
Thomas Kaul
550e646079
Feature/introduce assistant ( #2451 )
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* Introduce assistant
* Update changelog
1 year ago
Kevin
37ff7acf04
Change platform control from select to autocomplete in account dialog ( #2429 )
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* 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 )
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* Introduce search query filter
* Update changelog
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
Subhajit Ghosh
46614a7c24
Create carousel component for testimonials ( #2394 )
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* Create carousel component for testimonials
* Update changelog
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Arshad Jamal
25112a450b
Add support for comment in csv import ( #2416 )
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* Add support for comment in csv import (activities)
* Update changelog
1 year ago