Thomas Kaul
4104fb2f8f
Feature/Improve subscription service ( #3989 )
...
* Various improvements
3 months ago
Thomas Kaul
fccac5640d
Bugfix/fix calculation of allocation cluster risk x ray rules ( #3988 )
...
* Fix calculation of allocation cluster risk X-ray rules
* Update changelog
3 months ago
dw-0
405ec0d2b2
Feature/switch the consistent-type-definitions eslint rule from warn to error ( #3980 )
...
* Switch the consistent-type-definitions eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
3 months ago
dw-0
76ff34b0c4
Feature/switch no-empty-function rule in eslint configuration from warn to error ( #3979 )
...
* Switch no-empty-function rule in eslint configuration from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
3 months ago
Ivan Skvortsov
19b8c514f2
Feature/Add static portfolio analysis rule for developed Markets ( #3975 )
...
* Add static portfolio analysis rule: Allocation Cluster Risk (Developed Markets)
* Update changelog
3 months ago
vitalymatyushik
d325f8bfaf
Feature/Add static portfolio analysis rule for emerging Markets ( #3949 )
...
* Add static portfolio analysis rule: Allocation Cluster Risk (Emerging Markets)
* Update changelog
3 months ago
Thomas Kaul
51b68e561f
Feature/add support for mutual funds in eod historical data service ( #3970 )
...
* Add support for mutual funds
* Update changelog
3 months ago
dw-0
4c658a1f6a
Bugfix/fix export was not found warning ( #3963 )
...
* Fix export was not found warning
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
3 months ago
Thomas Kaul
308d3b64b1
Feature/Remove empty constructors ( #3958 )
...
* Remove empty constructors
3 months ago
Thomas Kaul
04b056e4e5
Feature/switch to adjusted market prices in get historical of eod historical data service ( #3934 )
...
* Switch to adjusted market prices in getHistorical()
* Update changelog
3 months ago
Thomas Kaul
ce6f175f9a
Bugfix/fix usage of processor portfolio snapshot computation concurrency env variable ( #3936 )
...
* Fix usage of PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_CONCURRENCY
* Update changelog
3 months ago
Thomas Kaul
6696a4447a
Feature/Refactor test ok-novn-buy-and-sell-partially to load json file ( #3935 )
...
* Refactor test to load json file
3 months ago
Thomas Kaul
144e5da753
Feature/add units to x ray rule settings ( #3926 )
...
* Introduce unit
* Update changelog
3 months ago
dw-0
a14c10bad2
Feature/Enable unused compiler options in tsconfig ( #3895 )
...
* Enable noUnusedLocals noUnusedParameters in compiler options of tsconfig
* Update changelog
3 months ago
Thomas Kaul
f8da265f5f
Feature/restructure XRayRulesSettings ( #3898 )
...
* Restructure XRayRulesSettings
* Update changelog
3 months ago
Thomas Kaul
aee5e833a5
Feature/harmonize processor concurrency environment variables ( #3913 )
...
* Harmonize processor concurrency environment variables
* Update changelog
3 months ago
ceroma
c44da0bce3
Feature/expose portfolio snapshot computation timeout as environment variable ( #3894 )
...
* Expose portfolio snapshot computation timeout as environment variable
* Update changelog
3 months ago
Dhaneshwari Tendle
7a11bb93d5
Feature/Set up unit test that loads activity from exported json file ( #3901 )
...
* Set up unit test that loads activity from exported json file
* Update changelog
3 months ago
Thomas Kaul
73cd2f9cb7
Bugfix/fix exception in portfolio details endpoint ( #3896 )
...
* Fix exception caused by markets and marketsAdvanced
* Update changelog
3 months ago
Matej Gerek
98957d282e
Feature/move tags from info to user service ( #3859 )
...
* Move tags from info to user service
* Update changelog
3 months ago
dw-0
fc5ed887ff
Feature/Set prefer-const to error in eslint configuration ( #3888 )
...
* Set prefer-const to error in eslint configuration
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
3 months ago
Thomas Kaul
14b88edff6
Feature/extend MSFT buy with dividend test ( #3891 )
...
* Extend test
3 months ago
Thomas Kaul
29d3b762a8
Feature/switch typescript-eslint no-unused-vars to error ( #3887 )
...
* Switch @typescript-eslint/no-unused-vars to error
3 months ago
Thomas Kaul
bce18f7261
Feature/reuse advanced markets calculation in portfolio details endpoint ( #3884 )
3 months ago
Thomas Kaul
f48ce4e1ae
Feature/reuse markets calculation in portfolio details endpoint ( #3883 )
...
* Reuse markets calculation in portfolio details endpoint
* Update changelog
3 months ago
Thomas Kaul
b50a1fc63d
Feature/reuse markets calculation in public portfolio endpoint ( #3882 )
...
* Reuse markets calculation in public portfolio endpoint
* Update changelog
3 months ago
ceroma
ecd75b5d8a
Feature/optimize portfolio snapshot computation by reusing date intervals ( #3855 )
...
* Optimize portfolio snapshot computation by reusing date intervals
* Update changelog
3 months ago
Thomas Kaul
f3e2091ff4
Feature/refactor markets calculation in details of portfolio service ( #3871 )
...
* Refactor markets calculation
3 months ago
Thomas Kaul
bcc8cb1e5b
Feature/modernize rules implementation ( #3869 )
...
* Modernize rules implementation
* Include markets in details
3 months ago
dandevaud
252fb3fe11
Bugfix/Handle exception in historical market data gathering of derived currencies ( #3858 )
...
* Handle exception in historical market data gathering of derived currencies
* Update changelog
---------
Co-authored-by: Dan <dan@ddev.ch>
3 months ago
Thomas Kaul
413076141c
Bugfix/fix calculation of allocations by market ( #3853 )
...
* Fix calculation of allocations by market (unknown)
* Update changelog
3 months ago
ceroma
2ad91e5796
Feature/optimize portfolio calculations with smarter date interval selection ( #3829 )
...
* Optimize portfolio calculations with smarter date interval selection
* Update changelog
3 months ago
Shaunak Das
24a3d92da0
Feature/add business logic of rule settings ( #3826 )
...
* Add business logic of rule settings
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
3 months ago
Thomas Kaul
feb3de768a
Feature/add unit test for redact attributes of object helper ( #3846 )
...
* Add unit test for redactAttributes()
3 months ago
Thomas Kaul
85cc72627b
Feature/add user id to tag database schema ( #3837 )
...
* Add user id to tag database schema
* Update changelog
3 months ago
ceroma
33de8a10bb
Feature/optimize portfolio calculations with smarter cloning of activities ( #3827 )
...
* Optimize portfolio calculations with smarter cloning of activities
* Update changelog
3 months ago
Thomas Kaul
bb445ddf2e
Feature/improve experimental chart in account detail dialog ( #3813 )
...
* Improve chart in account detail dialog
* Update changelog
4 months ago
Thomas Kaul
4a97e2bb54
Feature/align holdings and regions of public page with allocations page ( #3815 )
...
* Align holdings and regions of public page with allocations page
* Update changelog
4 months ago
Thomas Kaul
f59e8c8798
Feature/add feature graphic for hacktoberfest 2024 blog post ( #3800 )
...
* Add feature graphic
4 months ago
Thomas Kaul
be09acdb24
Feature/expose concurrency of data gathering processor as environment variable ( #3799 )
...
* Expose concurrency of data gathering processor
* PROCESSOR_CONCURRENCY_GATHER_ASSET_PROFILE
* PROCESSOR_CONCURRENCY_GATHER_HISTORICAL_MARKET_DATA
* Update changelog
4 months ago
Thomas Kaul
6f227e677c
Feature/refactor environment variable access in create user of user service ( #3797 )
...
* Refactor environment variable access
4 months ago
Thomas Kaul
e918970feb
Feature/expose concurrency of portfolio snapshot calculation as environment variable ( #3796 )
...
* Expose PROCESSOR_CONCURRENCY_PORTFOLIO_SNAPSHOT
* Update changelog
4 months ago
Thomas Kaul
583c14128b
Feature/extend public api with portfolio performance metrics endpoint ( #3762 )
...
* Extend Public API with portfolio performance metrics endpoint
* Update changelog
4 months ago
Thomas Kaul
7761e4d712
Feature/add hacktoberfest 2024 blog post ( #3790 )
...
* Add blog post: Hacktoberfest 2024
* Update changelog
4 months ago
Thomas Kaul
cb472c0884
Feature/improve ghostfolio po polsku ( #3782 )
...
* Improve Ghostfolio po polsku
4 months ago
Thomas Kaul
4865aa1665
Feature/add fallback in get quotes of eod historical data service ( #3776 )
...
* Add fallback to previousClose in getQuotes()
* Update changelog
4 months ago
Nikolai
38ac3d387b
Feature/extend market data endpoint by lastMarketPrice ( #3752 )
...
* Extend market data endpoint by lastMarketPrice
* Integrate last market price in admin market data
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
4 months ago
Thomas Kaul
3de192c65e
Feature/expose thresholds in rule settings ( #3770 )
4 months ago
Thomas Kaul
9fb80e5067
Feature/remove accounts from holding endpoint ( #3765 )
...
* Clean up accounts
4 months ago
Shaunak Das
323cfbfcaa
Feature/introduce filters in account endpoint ( #3764 )
...
* Introduce filters in acount endpoint
* Integrate endpoint in holding detail dialog
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
4 months ago
Thomas Kaul
403ee2741d
Feature/set up portfolio snapshot queue ( #3725 )
...
* Set up portfolio snapshot queue
* Update changelog
4 months ago
Shaunak Das
383a02519a
Feature/extend filters of order endpoint ( #3743 )
...
* Extend filters of order endpoint
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
4 months ago
Thomas Kaul
6db881b08f
Feature/optimize admin control panel endpoint using promise.all ( #3741 )
...
* Optimize by using Promise.all()
* Update changelog
4 months ago
Thomas Kaul
557a0bf808
Feature/optimize info endpoint using promise.all ( #3742 )
...
* Optimize by using Promise.all()
* Update changelog
4 months ago
Thomas Kaul
9cd4321bd0
Feature/extract users from admin control panel endpoint to dedicated endpoint ( #3740 )
...
* Introduce GET api/v1/admin/user endpoint
* Update changelog
4 months ago
Thomas Kaul
8c322b4e81
Bugfix/fix historical market data gathering in yahoo finance service ( #3737 )
...
* Switch from historical() to chart()
* Update changelog
4 months ago
Thomas Kaul
df5e2f5f0e
Feature/extract common CACHE_TTL as constants ( #3722 )
...
Extract CACHE_TTL
* CACHE_TTL_NO_CACHE
* CACHE_TTL_INFINITE
4 months ago
Thomas Kaul
fb44933c9c
Feature/improve error logs in scraper configuration test ( #3730 )
...
* Improve error logs
* Update changelog
4 months ago
Shaunak Das
7ea9061852
Feature/execute scraper configuration instantly ( #3723 )
...
* Execute scraper configuration instantly
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
4 months ago
Thomas Kaul
c48e4ec4c6
Feature/improve usage of portfolio calculator in holding endpoint ( #3727 )
...
* Improve usage of portfolio calculator
4 months ago
Thomas Kaul
adcddae44e
Encode redis password ( #3720 )
4 months ago
Thomas Kaul
71a568264d
Feature/improve portfolio snapshot caching ( #3717 )
...
* Improve portfolio snapshot caching
* Update changelog
4 months ago
Thomas Kaul
c6f804f68c
Feature/Improve redis cache part 2 ( #3716 )
...
* Set ttl to 0
4 months ago
Thomas Kaul
0fc83486dc
Feature/improve redis cache ( #3714 )
...
* Improve redis cache
* Update changelog
4 months ago
Thomas Kaul
b794c4dcc8
Feature/add todo for emergency fund positions value calculation ( #3684 )
...
* Add todo
4 months ago
Thomas Kaul
c4a28c6bff
Feature/set up a performance logging service ( #3703 )
...
* Setup performance logging service
* Update changelog
4 months ago
Thomas Kaul
bc51f106e9
Feature/expose log levels as env variable ( #3704 )
...
* Expose log levels as env variable
* Update documentation
* Update changelog
4 months ago
Thomas Kaul
d08e8b4fd8
Feature/expose max chart items as env variable ( #3701 )
...
* Expose MAX_CHART_ITEMS as env variable
* Update changelog
5 months ago
Thomas Kaul
e23019a115
Feature/improve liabilities in portfolio calculator ( #3696 )
...
Improve liabilities
5 months ago
Thomas Kaul
a8e0bb5a21
Bugfix/fix division by zero in performance calculation ( #3695 )
...
* Fix division by zero
* Update changelog
5 months ago
gizmodus
f360a12823
Feature/rework portfolio calculator ( #3393 )
...
* Rework portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
5 months ago
Bastien Jeannelle
2b212078b8
Feature/add support to deactivate x-ray rules ( #3537 )
...
* Add support to deactivate X-ray rules
* Update changelog
5 months ago
Anatoly Popov
12c722afe1
Bugfix/Use currency conversion for fees and values ( #3672 )
...
* Use currency conversion for fees and values
* Update changelog
5 months ago
Thomas Kaul
c34959896c
Feature/improve color assignment with annualized performance in treemap chart ( #3657 )
...
* Improve color assignment
* Update changelog
5 months ago
Thomas Kaul
2bbad8f4b0
Feature/add logging to benchmark service ( #3654 )
...
* Add logging
5 months ago
Thomas Kaul
dc1948016f
Feature/clone or edit activity from holding detail dialog ( #3644 )
...
* Clone or edit activity from holding detail dialog
* Update changelog
5 months ago
Thomas Kaul
b2ed0b2c80
Feature/improve caching of benchmarks in markets overview ( #3640 )
...
* Improve caching
* Update changelog
5 months ago
Thomas Kaul
42fe653e1e
Bugfix/fix cache flush endpoint response ( #3641 )
...
* Fix cache flush endpoint response
* Update changelog
5 months ago
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier ( #3636 )
...
* Refactoring
5 months ago
Thomas Kaul
8f6203d296
Feature/manage tags of holdings ( #3630 )
...
* Manage tags of holdings
* Update changelog
5 months ago
Thomas Kaul
02db0db733
Feature/persist view mode of holdings tab on home page ( #3624 )
...
* Persist view mode of holdings in user settings
* Update changelog
5 months ago
Thomas Kaul
fcc2ab1a48
Feature/change color assignment by annualized performance in treemap chart ( #3617 )
...
* Change color assignment to annualized performance
* Update changelog
5 months ago
Thomas Kaul
97db144e01
Feature/skip derived currencies in get quotes of data provider service ( #3610 )
...
* Skip derived currencies
* Update changelog
6 months ago
Thomas Kaul
cec55127c8
Bugix/fix dividend import from data provider for holdings without account ( #3606 )
...
* Fix dividend import for holdings without account
* Update changelog
6 months ago
Thomas Kaul
dd15bba359
Bugfix/fix public page for non existent access ( #3604 )
...
* Handle non-existent access
* Update changelog
6 months ago
Thomas Kaul
3f6319e00b
Feature/setup catala ( #3593 )
...
* Set up Català
* Update changelog
6 months ago
Thomas Kaul
43afb16808
Feature/introduce isUsedByUsersWithSubscription flag ( #3573 )
6 months ago
Thomas Kaul
d5c56fb16c
Feature/optimize 7d data gathering by prioritization ( #3575 )
...
* Optimize 7d data gathering by prioritization
* Update changelog
6 months ago
Thomas Kaul
6c1317f978
Bugfix/fix search for holding in assistant ( #3569 )
...
* Fix search for holding
* Update changelog
6 months ago
Thomas Kaul
9d6214e93a
Bugfix/fix fees calculation in portfolio summary ( #3567 )
...
* Fix fees calculation
* Update changelog
6 months ago
Thomas Kaul
9ecc3176a5
Feature/improve treemap chart for holdings ( #3563 )
...
* Various improvements
* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius
* Update changelog
6 months ago
Thomas Kaul
744dc51dcd
Bugfix/fix pagination issue in activities endpoint by adding secondary sort criterion ( #3554 )
...
* Add id as secondary sort criterion to ensure consistent ordering
* Update changelog
6 months ago
Thomas Kaul
35b4aef06f
Feature/improve market state logic for forex in eod historical data service ( #3550 )
6 months ago
Thomas Kaul
d49b90d7a5
Feature/refresh cryptocurrencies list 20240706 ( #3544 )
...
* Refresh cryptocurrencies list
* Update changelog
6 months ago
Thomas Kaul
ffc6309850
Feature/refactor thresholds of x ray rules ( #3545 )
...
* Refactor thresholds
* Update changelog
6 months ago
Achal
7067aca04b
Feature/replace twitter.com with x.com ( #3535 )
...
* Replace twitter.com with x.com
6 months ago
Thomas Kaul
1c9805bb96
Feature/improve allocations by etf holding for impersonation mode ( #3534 )
...
* Improve allocations by ETF holding for impersonation mode
* Update changelog
6 months ago
Chang-Yen Tseng
8227a2d91a
Feature/improve detection of json used via scraper configuration ( #3539 )
...
* Improve detection of json
* Update changelog
6 months ago
Thomas Kaul
dcec3accf0
Feature/improve caching of benchmarks ( #3530 )
...
* Improve caching
* Update changelog
6 months ago
Thomas Kaul
f08b0b570b
Feature/support derived currencies in currency validation ( #3529 )
...
* Support derived currencies in currency validation
* Update changelog
6 months ago