Commit Graph

2134 Commits (43f5bb777346cda67eb1729c2381aef2dec53f11)

Author SHA1 Message Date
Thomas Kaul f3d961bc16
Feature/move holdings table to holdings tab of home page (#3368)
6 months ago
Thomas Kaul 42b70ef568
Feature/improve performance labels in position detail dialog (#3363)
6 months ago
Thomas Kaul d9c07456cd
Release 2.78.0 (#3361)
6 months ago
Thomas Kaul 0a53df4293
Feature/improve inactive user role (#3360)
6 months ago
Thomas Kaul 4416ba0c88
Feature/set performance column of holdings table to stick at end (#3353)
6 months ago
Thomas Kaul 486de968a2
Bugfix/fix division by zero error in dividend yield calculation (#3354)
6 months ago
Thomas Kaul a5833566a8
Feature/skip caching in portfolio calculator if active filters (#3348)
6 months ago
Fedron 2173c418a7
Feature/validate forms using DTO for access, asset profile, tag and platform management (#3337)
6 months ago
Thomas Kaul 4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities (#3342)
6 months ago
Thomas Kaul d735e4db75
Release 2.77.1 (#3340)
6 months ago
Thomas Kaul ac953df809
Release 2.77.0 (#3338)
6 months ago
Thomas Kaul bb4ee50738
Feature/update browserslist database 20240417 (#3288)
6 months ago
Thomas Kaul 4f41bac328
Feature/set up caching in portfolio calculator (#3335)
6 months ago
Thomas Kaul cd07802400
Bugfix/fix historical market data gathering for asset profiles with manual data source (#3336)
6 months ago
Thomas Kaul b692b7432c
Feature/set up event system for portfolio changes (#3333)
6 months ago
Thomas Kaul a4efbc0131
Feature/migrate UI components to control flow (#3324)
6 months ago
Thomas Kaul 55b0fe232c
Bugfix/reset form values to null if empty string (#3327)
6 months ago
Thomas Kaul 46432edce9
Feature/extend faq by custom asset instructions (#3326)
6 months ago
Thomas Kaul 37871fbabc
Feature/upgrade prisma to version 5.13.0 (#3323)
6 months ago
Thomas Kaul 0fdeef7953
Release 2.76.0 (#3322)
6 months ago
Thomas Kaul cdbe6eedeb
Feature/change cash to liquidity in asset class enum (#3321)
6 months ago
Thomas Kaul a6dde8ad43
Release 2.75.1 (#3317)
6 months ago
Thomas Kaul 39bd4a349b
Feature/improve chart in account detail dialog (#3314)
6 months ago
Thomas Kaul ab59eb5c92
Release 2.75.0 (#3316)
6 months ago
Thomas Kaul 1132dc9bdd
Feature/add unique constraint to account balance database schema (#3315)
6 months ago
Thomas Kaul b6ea7d23fa
Bugfix/add total value in base currency to redacted values (#3313)
6 months ago
Thomas Kaul 95382581f1
Release 2.74.0 (#3312)
6 months ago
Thomas Kaul 551b83a6e3
Bugfix/fix gaps in portfolio performance charts (#3311)
6 months ago
Thomas Kaul ccb1bf881e
Feature/improve language localization for de 20240420 (#3309)
6 months ago
Thomas Kaul 458ee159e1
Feature/upgrade nx to version 18.3.3 (#3307)
6 months ago
Bastien Jeannelle dfacbed66d
Feature/add support to create account cash balances (#3260)
6 months ago
Thomas Kaul 212aa6a63b
Feature/add date range support to portfolio holdings page (#3303)
6 months ago
Thomas Kaul b6ad362850
Feature/remove date range support in activities table on portfolio activities page (#3301)
6 months ago
Thomas Kaul e79d607ab8
Release 2.73.0 (#3287)
6 months ago
Thomas Kaul 5f7d083f7c
Feature/upgrade yahoo finance2 to version 2.11.2 (#3286)
6 months ago
Thomas Kaul 15857118fe
Feature/let data gathering queue jobs fail by throwing errors (#3281)
6 months ago
Fedron 9241c04d5a
Feature/add form validation against DTO for activity and account (#3230)
6 months ago
Thomas Kaul 5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator (#3272)
6 months ago
Thomas Kaul 6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator (#3267)
6 months ago
Thomas Kaul b31bbbe2d1
Release 2.72.0 (#3270)
6 months ago
Thomas Kaul 7d308917dd
Feature/upgrade yahoo finance2 to version 2.11.1 (#3254)
6 months ago
Thomas Kaul 4e7d93db13
Feature/adapt priorities of data gathering jobs (#3262)
6 months ago
Thomas Kaul 45340b581f
Bugfix/fix public page by including markets data (#3263)
6 months ago
Thomas Kaul 34d9ceb009
Feature/add support to immediately execute queue job (#3259)
7 months ago
Thomas Kaul 3bf7ac76a0
Feature/upgrade nx to version 18.2.3 (#3256)
7 months ago
Thomas Kaul 71892e67b2
Feature/upgrade prisma to version 5.12.1 (#3253)
7 months ago
Thomas Kaul 6e2885ed20
Release 2.71.0 (#3252)
7 months ago
Thomas Kaul 07c0e5a612
Feature/add currency to order database schema (#3251)
7 months ago
Thomas Kaul 719bbe156e
Feature/optimize calculation of allocations by market (#3249)
7 months ago
Thomas Kaul b51255a543
Feature/add key to x ray rule (#3248)
7 months ago
Thomas Kaul ca2e748c56
Bugfix/add missing tags in portfolio calculator (#3243)
7 months ago
Thomas Kaul c6641fde36
Feature/add icon to create or update platform dialog (#3241)
7 months ago
Thomas Kaul 4ae7e9fcbe
Feature/add icon to asset profile dialog (#3240)
7 months ago
Thomas Kaul c10ae431a2
Feature/extend faq by data providers (#3239)
7 months ago
Thomas Kaul 883e30e451
Feature/improve language localization for de 20240403 (#3236)
7 months ago
Thomas Kaul f1f4f6247d
Feature/validate url in create and update platform dto (#3235)
7 months ago
Fedron 82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel (#3218)
7 months ago
Arshad Jamal 371c999fbc
Feature/Add dividend yield to position detail dialog (#2636)
7 months ago
Thomas Kaul 26b9660e11
Release 2.70.0 (#3234)
7 months ago
Bastien Jeannelle ca7717f9c5
Bugfix/Enable tini in docker compose files instead of adding it to the Dockerfile (#3232)
7 months ago
Thomas Kaul 6f3cce1c5f
Feature/disable option to update cash balance if date is not today (#3229)
7 months ago
Thomas Kaul b8533050b0
Bugfix/fix duplicated tags in position detail dialog (#3224)
7 months ago
Francisco Silva 8cd6c34ed8
Feature/introduce portfolio calculator factory (#3214)
7 months ago
Thomas Kaul 34997f91db
Feature/setup webpack bundle analyzer (#3222)
7 months ago
Thomas Kaul 084467ee9a
Feature/reverse order of specific years in date range selector of assistant (#3221)
7 months ago
Thomas Kaul 51203ec96e
Feature/setup chinese (#3220)
7 months ago
Thomas Kaul a2277dea2c
Release 2.69.0 (#3212)
7 months ago
Bastien Jeannelle debd233c32
Feature/set up Tini to avoid zombie processes (#3195)
7 months ago
Thomas Kaul f1eeee0525
Feature/extend date range support by specific years (#3190)
7 months ago
Thomas Kaul 5ffc39c32f
Feature/improve usability to delete asset profile (#3208)
7 months ago
Fedron a668a66e84
Feature/add missing dates to edit historical market data in asset profile details dialog (#3206)
7 months ago
Thomas Kaul 0581b8b9ec
Release 2.68.0 (#3205)
7 months ago
Thomas Kaul 5788c6474e
Refactor portfolio calculator (#3203)
7 months ago
Thomas Kaul 88a9b518f6
Bugfix/fix issue with overridden names in activities table (#3200)
7 months ago
Fedron 98de2355c4
Feature/Support overriding name of asset profile dialog (#3199)
7 months ago
helgehatt b41eb60348
Fix chart tooltip of benchmark comparator (#3167)
7 months ago
Christoph Califice 0edebe30e1
Feature/Add user account currency to export (#3194)
7 months ago
Thomas Kaul e3abe4feee
Release 2.67.0 (#3197)
7 months ago
Thomas Kaul 50391e199a
Feature/improve generation of random strings (#3196)
7 months ago
Thomas Kaul 636be8441e
Feature/upgrade zone.js to version 0.14.4 (#3184)
7 months ago
Thomas Kaul 654dc2ba32
Feature/upgrade yahoo finance2 to version 2.11.0 (#3183)
7 months ago
Thomas Kaul 458ef169f4
Feature/add support for toncoin cryptocurrency (#3189)
7 months ago
Thomas Kaul 5bb01bb03c
Feature/upgrade ionicons to version 7.3.0 (#3182)
7 months ago
Thomas Kaul 43e9528d8c
Release 2.66.3 (#3188)
7 months ago
Thomas Kaul 522c54c9b4
Release 2.66.2 (#3187)
7 months ago
Thomas Kaul 0004ced4e1
Release 2.66.1 (#3186)
7 months ago
Thomas Kaul 274c60e961
Release 2.66.0 (#3185)
7 months ago
Bastien Jeannelle 754e98099c
Feature/Set up tini (#3168)
7 months ago
Thomas Kaul 87bf8df1c3
Bugfix/missing performance chart in presenter view (#3181)
7 months ago
Thomas Kaul 3f7d6b25c7
Feature/extend faq by backup strategy (#3180)
7 months ago
Thomas Kaul 8a062e03ab
Feature/add benchmark name to tooltip of benchmark comparator (#3177)
7 months ago
Thomas Kaul a70f45cbf3
Feature/add index for data source symbol to market data table (#3179)
7 months ago
Thomas Kaul f268264c46
Feature/upgrade nx to version 18.1.2 (#3174)
7 months ago
Thomas Kaul f1d2a52cba
Release 2.65.0 (#3170)
7 months ago
Miguel Coxo 87cc887865
Feature/Set meta theme color dynamically to respect appearance (#3129)
7 months ago
Thomas Kaul 61ecd15f1d
Feature/change edit button to a in admin market data page (#3164)
7 months ago
Thomas Kaul eb853f05ae
Feature/add support to delete asset profile from dialog (#3165)
7 months ago
Thomas Kaul 6285417903
Feature/change grant private access with permissions to general availability (#3169)
7 months ago
Thomas Kaul ca674a654e
Feature/add symbol and isin to position detail dialog (#3163)
7 months ago
Thomas Kaul 2729c5651f
Release 2.64.0 (#3161)
7 months ago
Thomas Kaul e21563d903
Feature/increase timeout to load benchmarks (#3158)
7 months ago
Thomas Kaul 3ede69650c
Feature/upgrade prisma to version 5.11.0 (#3159)
7 months ago
Gerard Du Pre c289793c6d
Feature/switch between active and closed holdings (#3146)
7 months ago
Thomas Kaul 38c2baf943
Feature/improve exception handling of current investments in various rules (#3156)
7 months ago
Thomas Kaul 841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics (#3152)
7 months ago
rodriguestiago0 3b895afc9e
Enable account balance update for fee and interest activities (#3145)
7 months ago
Thomas Kaul 00c2ede85e
Feature/improve usability of platform and tag management (#3144)
7 months ago
Thomas Kaul 8420cb830c
Feature/add product roadmap to faq (#3143)
7 months ago
helgehatt a0ddd1f9b9
Fix date conversion in import of historical market data (#3117)
7 months ago
Thomas Kaul 671e4e316b
Release 2.63.2 (#3138)
7 months ago
Thomas Kaul 473136e9aa
Release 2.63.1 (#3135)
8 months ago
Thomas Kaul 9a3db91982
Release 2.63.0 (#3134)
8 months ago
Thomas Kaul d23cb5f190
Feature/upgrade simplewebauthn dependencies to version 9.0 (#3130)
8 months ago
Thomas Kaul 7a364472c8
Bugfix/fix liability issue in allocations (#3133)
8 months ago
Thomas Kaul 59c064e3c8
Feature/upgrade yahoo finance2 to version 2.10.0 (#3127)
8 months ago
Thomas Kaul d32dd5e860
Feature/upgrade countries list to version 3.1.0 (#3131)
8 months ago
Thomas Kaul bb86f85203
Feature/add available home server systems to faq (#3126)
8 months ago
gizmodus 0bca8897d6
Fix average price calculation by only considering BUY transactions (#3125)
8 months ago
Thomas Kaul ba73f6de2e
Release 2.62.0 (#3124)
8 months ago
Thomas Kaul eb75be8535
Optimize details endpoint (#3123)
8 months ago
Gerard Du Pre d9d71e7827
Fix issue with removing account from activity (#3112)
8 months ago
Thomas Kaul bc8d8309d4
Improve handling of future liabilities (#3118)
8 months ago
Thomas Kaul 1f2f9f22f2
Feature/remove environment variable web auth rp (#3115)
8 months ago
Thomas Kaul 07661d9262
Feature/integrate dividend into transaction point concept (#3092)
8 months ago
Thomas Kaul c641c28b12
Release 2.61.1 (#3110)
8 months ago
Thomas Kaul c54392b7bb
Bugfix/fix exception in account value calculation (#3109)
8 months ago
Thomas Kaul 144d831954
Release 2.61.0 (#3097)
8 months ago
Thomas Kaul c37ad9bad4
Bugfix/fix activities import (#3095)
8 months ago
Thomas Kaul b932bac9aa
Feature/optimize summary calculation (#3088)
8 months ago
Thomas Kaul bcdd873222
Add missing title (#3087)
8 months ago
Thomas Kaul 25b3de5828
Release 2.60.0 (#3086)
8 months ago
Thomas Kaul 40b454d2f3
Feature/refresh cryptocurrencies list 20240302 (#3085)
8 months ago
Thomas Kaul 5596e5f03b
Feature/integrate wealth items into transaction point concept (#3084)
8 months ago
Thomas Kaul 66992ef915
Bugfix/change show condition of button to fetch current market price (#3079)
8 months ago
Thomas Kaul 7f67430685
Bugfix/readd value in base currency to activity (#3078)
8 months ago
Thomas Kaul 8a49a04324
Feature/improve usability of benchmarks in markets overview (#3077)
8 months ago
Thomas Kaul cde74b6c62
Release 2.59.0 (#3069)
8 months ago
Thomas Kaul 633c65e33c
Feature/extend self hosting faq (#3068)
8 months ago
Thomas Kaul d1617f2d87
Feature/add index for is excluded to account database table (#3067)
8 months ago
Søren Bjergmark 68e558f198
Feature/Improve activities import by ISIN number (#3051)
8 months ago
Thomas Kaul 2115745471
Bugfix/fix issue with exchange rate calculation of wealth items in accounts (#3065)
8 months ago
Thomas Kaul 2cabd21315
Release 2.58.0 (#3061)
8 months ago
Thomas Kaul 3615e2f057
Feature/improve handling of activities without account (#3060)
8 months ago
Thomas Kaul d3679d41b3
Bugfix/fix query to filter activities of excluded accounts (#3059)
8 months ago
Thomas Kaul f2d431a6b8
Bugfix/improve asset profile validation in activities import (#3057)
8 months ago
Thomas Kaul 5b20ba3382
Release 2.57.0 (#3054)
8 months ago
Thomas Kaul 15cc294581
Feature/move break down of performance from experimental to general availability (#3047)
8 months ago
Thomas Kaul 6ae3a47b54
Bugfix/change top and bottom performers to performance with currency effect (#3046)
8 months ago
Thomas Kaul 88c19eb45e
Feature/restructure copy assets nx target (#3045)
8 months ago
Thomas Kaul 7728706bc8
Release 2.56.0 (#3043)
8 months ago
Thomas Kaul 2e9d40c201
Feature/switch to performance calculations with currency effects (#3039)
8 months ago
Thomas Kaul c002e37285
Feature/add missing default currency to prepare currencies function (#3042)
8 months ago
Thomas Kaul 6be38a1c19
Feature/remove is default flag from account database schema (#3041)
8 months ago
miles a3178fb213
Feature/expose redis database via environment variable (#3036)
8 months ago
Thomas Kaul e7158f6e16
Feature/upgrade prisma to version 5.10.2 (#3038)
8 months ago
Thomas Kaul dbea0456bc
Update changelog (#3035)
8 months ago
Thomas Kaul fefee11301
Release 2.55.0 (#3034)
8 months ago
Thomas Kaul 40836b745b
Feature/improve validation for currency in endpoints (#3030)
8 months ago
Thomas Kaul 07eabac059
Feature/add missing database indexes part 2 (#3033)
8 months ago
Thomas Kaul 48b412cfb8
Feature/harmonize setting of default locale (#3032)
8 months ago
Thomas Kaul 982c71c728
Feature/set angular parser in prettierrc (#3028)
8 months ago
Thomas Kaul 5aa16a3779
Release 2.54.0 (#3027)
8 months ago
Thomas Kaul 93de25e5b6
Feature/add missing database indexes (#3026)
8 months ago
Thomas Kaul ffbdfb86ec
Release 2.53.1 (#3025)
8 months ago
Thomas Kaul be7f6bb657
Feature/add inactive as user role (#3024)
8 months ago
Thomas Kaul 0578c645d1
Release 2.53.0 (#3021)
8 months ago
Thomas Kaul 266c0a9a2c
Feature/eliminate search request in get quotes of eod service (#3019)
8 months ago
Thomas Kaul a3cdb23776
Feature/refactor query to filter activities of excluded accounts (#3016)
8 months ago
Thomas Kaul 448cea0b69
Feature/improve usability of holdings table (#3017)
8 months ago
Thomas Kaul f50670c7fe
Feature/improve language localization for de 20240217 (#3014)
8 months ago
Thomas Kaul c0029d3b1d
Feature/upgrade ng extract i18n merge to version 2.10.0 (#3013)
8 months ago
Thomas Kaul 2518a8fd9d
Feature/add accounts tab to position detail dialog (#3012)
8 months ago
Thomas Kaul 572dcf075a
Release 2.52.0 (#3011)
8 months ago
Thomas Kaul 29cb83d469
Bugfix/improve x axis scale of dividend and investment timeline (#3010)
8 months ago
Thomas Kaul cac73ac111
Feature/divide faq page in three sections (#3003)
8 months ago
Thomas Kaul 02cf4295a9
Feature/add loading indicator to dividend and investment timelines (#3007)
8 months ago
Thomas Kaul 54310f2214
Feature/add support for jupiter cryptocurrency (#2999)
8 months ago
Thomas Kaul d00489b547
Release 2.51.0 (#2998)
8 months ago
Thomas Kaul 2985dd67c5
Feature/improve ordered list in safari (#2996)
8 months ago
Thomas Kaul 5eba764c04
Feature/upgrade eslint dependencies 20240212 (#2995)
8 months ago
Thomas Kaul cc0ce18627
Bugfix/fix date conversion in import of historical market data (#2994)
8 months ago
Thomas Kaul e82cf2e7d0
Feature/upgrade nx to version 18.0.4 (#2990)
8 months ago
Thomas Kaul 865402be3a
Feature/replace import sort with prettier plugin sort imports (#2872)
9 months ago
Thomas Kaul 6eb659d7e6
Release 2.50.0 (#2984)
9 months ago
Thomas Kaul 37430b7bdc
Feature/upgrade prisma to version 5.9.1 (#2983)
9 months ago
Thomas Kaul ccaf06360a
Feature/introduce admin setting to disable data gathering (#2981)
9 months ago
Thomas Kaul f83e75df44
Feature/harmonize env variables of various api keys (#2980)
9 months ago
Thomas Kaul 00a2b60eb5
Release 2.49.0 (#2979)
9 months ago
Thomas Kaul 460266a501
Feature/upgrade yahoo finance2 to version 2.9.1 (#2963)
9 months ago
Thomas Kaul 9fe90273c7
Feature/move assistant to general availability (#2977)
9 months ago
Thomas Kaul 4078229fe6
Feature/add button to apply filters in assistant (#2971)
9 months ago
Martin Mui e7d4641d13
Feature/reload data on logo click (#2959)
9 months ago
Thomas Kaul cc1d9811e0
Release 2.48.1 (#2968)
9 months ago
Thomas Kaul 35450ac004
Bugfix/add missing data provider info to search results of coingecko (#2967)
9 months ago
Thomas Kaul 9c18f48a32
Release 2.48.0 (#2962)
9 months ago
Thomas Kaul 87529490c3
Feature/refresh cryptocurrencies list 20240205 (#2961)
9 months ago
Thomas Kaul 893e76f83f
Feature/provide data provider info in search (#2958)
9 months ago
Thomas Kaul 06ba7a4b1b
Feature/extend assistant by asset class selector (#2957)
9 months ago
Thomas Kaul c68d113d27
Feature/improve usability of account and tag selector of assistant (#2955)
9 months ago
Thomas Kaul 69e3bee52c
Feature/upgrade prettier to version 3.2.5 (#2954)
9 months ago