8e3a144a37
Fix date ( #2699 )
10 months ago
c5dc3d4272
Release 2.27.1 ( #2698 )
10 months ago
e0b74ef418
Release 2.27.0 ( #2692 )
10 months ago
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
...
* Extend performance endpoint by net worth per day
* Update changelog
10 months ago
0a83bcd697
Feature/improve error log for data source request timeout ( #2688 )
...
* Improve error log for timeouts
* Update changelog
10 months ago
b3e72383bc
Feature/extract locales 20231125 ( #2686 )
...
* Update locales
* Update changelog
10 months ago
bdfba4d509
Upgrade to Nx 17.1 ( #2635 )
...
* Upgrade to Nx 17
* Run migrations
* Extend instructions
* Update changelog
10 months ago
8a411b707d
Release 2.26.0 ( #2685 )
10 months ago
8f66040df1
Feature/upgrade prisma to version 5.6.0 ( #2680 )
...
* Upgrade prisma to version 5.6.0
* Update changelog
10 months ago
d4ddc781e1
Feature/upgrade yahoo finance2 to version 2.9.0 ( #2679 )
...
* Upgrade yahoo-finance2 to version 2.9.0
* Upgdate changelog
10 months ago
d827858d0b
Release 2.25.1 ( #2674 )
10 months ago
c758ca4bfa
Release 2.25.0 ( #2673 )
10 months ago
8898d02442
Bugfix/fix cannot read properties of undefined reading items in get position ( #2667 )
...
* Fix "Cannot read properties of undefined (reading 'items')"
* Update changelog
11 months ago
e2234c4966
Feature/add black friday 2023 blog post ( #2664 )
...
* Add blog post: Black Friday 2023
* Update changelog
11 months ago
8c25294da7
Feature/upgrade http status codes to version 2.3.0 ( #2644 )
...
* Upgrade http-status-codes to version 2.3.0
* Update changelog
11 months ago
6f11627006
Release 2.24.0 ( #2661 )
11 months ago
215098e418
Feature/improve language localization for german 20231116 ( #2660 )
...
* Update locales
* Update changelog
11 months ago
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
11 months ago
4bf97c104b
Update changelog ( #2656 )
11 months ago
0b35a3c7a7
Release 2.23.0 ( #2655 )
11 months ago
1586cd3a59
Feature/change twitter to x ( #2654 )
...
* Change Twitter to X
* Update changelog
11 months ago
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>
11 months ago
d155ab6f28
Feature/improve data source validation in activities import ( #2645 )
...
* Improve data source validation
* Update changelog
11 months ago
913ca71aa5
Feature/upgrade prettier to version 3.1.0 ( #2649 )
...
* Upgrade prettier to version 3.1.0
* Update changelog
11 months ago
1ffde2a27e
Feature/setup polish ( #2650 )
...
* Set up polski
* Update changelog
11 months ago
ae1968aadf
Feature/extract locales 20231112 ( #2643 )
...
* Update locales
* Update changelog
11 months ago
3e6333ef95
Feature/upgrade ng extract i18n merge to version 2.8.3 ( #2642 )
...
* Upgrade ng-extract-i18n-merge to version 2.8.3
* Update changelog
11 months ago
c69686651e
Release 2.22.0 ( #2638 )
11 months ago
93b6011ddc
Feature/refactor get range in market data service ( #2631 )
...
* Refactor to unique asset in getRange()
* Update changelog
11 months ago
f567e25f27
Feature/introduce action menus in overview of action control panel ( #2637 )
...
* Introduce action menus
* Exchange rates management
* Coupons management
* Update changelog
11 months ago
5dc538bafb
Feature/optimize testimonial carousel style on mobile ( #2634 )
...
* Optimize style on mobile
* Update changelog
11 months ago
b4de06fcf0
Feature/add platform icons to account selectors ( #2633 )
...
* Add platform icons to account selectors
* Update changelog
11 months ago
27da0eb26e
Feature/harmonize name column of historical market data table ( #2632 )
...
* Harmonize name column
* Update changelog
11 months ago
5db5d5e79a
Release 2.21.0 ( #2629 )
11 months ago
12aac101bd
Feature/extend system message ( #2628 )
...
* Extend system message
* Update changelog
11 months ago
3a66ccdebe
Bugfix/fix unit in overview of home page ( #2626 )
...
* Fix unit
* Update changelog
11 months ago
6a722d1bb7
Bugfix/fix get quotes in financial modeling prep service ( #2627 )
...
* Fix get quotes
* Update changelog
11 months ago
7c9407d5dc
Release 2.20.0 ( #2623 )
11 months ago
8abb517ac6
Feature/remove loading indicator of unit in overview of home page ( #2622 )
...
* Remove loading indicator of unit
* Update changelog
11 months ago
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
11 months ago
4a1e05b8cd
Improve historical market data import ( #2581 )
...
* Add form group for historical data import
* Update changelog
11 months ago
7cb86de7af
Feature/remove account type from account database model ( #2616 )
...
* Remove account type
* Update changelog
11 months ago
aa078588e8
Release 2.19.0 ( #2615 )
11 months ago
fcef0a72d5
Bugfix/improve handling of derived currencies ( #2604 )
...
* Improve handling of derived currencies
* Update changelog
11 months ago
6284b4dfe8
Feature/improve localization of fear and greed index ( #2612 )
...
* Improve localization
* Update changelog
11 months ago
669f1fb60c
Feature/add database migration to reset account type in account table ( #2602 )
...
* Set accountType to NULL
* Update changelog
11 months ago
52df0c62ab
Release 2.18.0 ( #2600 )
11 months ago
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>
11 months ago
45510702d0
Feature/add hacktoberfest 2023 debriefing blog post ( #2599 )
...
* Add blog post: Hacktoberfest 2023 Debriefing
* Update changelog
11 months ago
1b7e3a1e47
Feature/support activities import by isin for yahoo finance ( #2597 )
...
* Add support to import activities by isin
* Update changelog
11 months ago
35f98b9d2d
Bugfix/handle failing database query for account find many ( #2598 )
...
* Handle issue with account.findMany() -> where: { id: { in: [ null ] } }
* Update changelog
11 months ago
3d09bfdb0c
Feature/upgrade angular to version 16.2.12 ( #2590 )
...
* Add upgrade guides for Angular
* Upgrade Angular dependencies to version 16.2.12
* Update changelog
11 months ago
373201a98f
Add major version to docker tags ( #2586 )
...
* Add major version to docker tags
* Update changelog
11 months ago
8a523a981a
Bugfix/fix fees on account level ( #2588 )
...
* Fix fees on account level
* Update changelog
11 months ago
046fdd3ae7
Release 2.17.0 ( #2579 )
11 months ago
e69c7a753c
Feature/add edit exchange rate button to admin control ( #2577 )
...
* Ad edit button
* Update changelog
11 months ago
cf7ce64de7
Bugfix/improve alignment of menu item icons ( #2566 )
...
* Improve alignment
* Update changelog
11 months ago
8c1b45f35b
Bugfix/fix exception in webauthn page ( #2564 )
...
* Remove useBrowserAutofill option in startAuthentication()
* Update changelog
11 months ago
6ad1528d01
Feature/improve language localization for german 20231029 ( #2565 )
...
* Update locales
* Update changelog
11 months ago
4a6fbe4d30
Release 2.16.0 ( #2563 )
11 months ago
b26aa7f51d
Feature/improve duplicate check in activities import ( #2561 )
...
* Allow different accounts
* Update changelog
11 months ago
c0fccd186f
Feature/upgrade prisma to version 5.5.2 ( #2560 )
...
* Upgrade prisma to version 5.5.2
* Update changelog
11 months ago
a7baad10d1
Feature/improve import of historical market data ( #2559 )
...
* Improve historical market data import
* Update changelog
11 months ago
16f1b16e41
Feature/change checkboxes to slide toggles in admin control panel ( #2551 )
...
* Change checkboxes to slide toggles
* Update changelog
11 months ago
409ddc90ce
Feature/improve language localization for german 20231028 ( #2556 )
...
* Improve localization
* Update changelog
11 months ago
95bc84956e
Feature/localize keywords of meta data ( #2555 )
...
* Localize keywords
* Update changelog
11 months ago
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>
11 months ago
de2255f9ba
Release 2.15.0 ( #2548 )
11 months ago
f3c2fb853d
Upgrade to Nx 17 ( #2545 )
...
* Upgrade to Nx 17
* Update changelog
11 months ago
f5ad1d2d24
Feature/set validation rule to positive number in cash balance transfer ( #2544 )
...
* Add validation rule (positive number)
* Update changelog
11 months ago
0af37ca1d7
Extend asset profile dialog form ( #2535 )
...
* Extend asset profile dialog form
* Update changelog
11 months ago
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>
11 months ago
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>
11 months ago
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
...
* Fix chart for account excluded from analysis
* Update changelog
11 months ago
0567083fc1
Feature/upgrade UUID to version 9.0.1 ( #2537 )
...
* Upgrade uuid to version 9.0.1
* Update changelog
11 months ago
3212efef17
Feature/upgrade yahoo finance2 to version 2.8.1 ( #2536 )
...
* Upgrade yahoo-finance2 to version 2.8.1
* Update changelog
11 months ago
6077e7c2f9
Feature/improve position detail dialog ( #2532 )
...
* Improve style and wording
* Update locales
* Update changelog
11 months ago
96b5dcfaf8
Create reusable currency selector component using mat-autocomplete ( #2487 )
...
* Create reusable currency selector component using mat-autocomplete
* Update changelog
11 months ago
c4e8e37884
Release 2.14.0 ( #2530 )
11 months ago
5822e4d186
Bugfix/fix style of active page in header navigation ( #2528 )
...
* Fix style of active page
* Update changelog
11 months ago
4e7b7375a9
Feature/setup open figi ( #2526 )
...
* Setup OpenFIGI
* Update changelog
11 months ago
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
11 months ago
a59f9fa037
Feature/remove version from client ( #2522 )
...
* Remove version
* Update changelog
11 months ago
1666486940
Bugfix/trim text in i18n service ( #2520 )
...
* Trim text
* Update changelog
11 months ago
ac0ad48a65
Display invalid activity in csv import ( #2460 )
...
* Display invalid activity in csv import
* Update changelog
11 months ago
750c627613
Feature/allow to edit market data of today ( #2515 )
...
* Allow to edit today's market data
* Update changelog
11 months ago
60b2115e3b
Release 2.13.0 ( #2514 )
12 months ago
e7956943ba
Make holdings request only once ( #2453 )
...
* Make holdings request only once
* Update changelog
12 months ago
f66edf8de0
Add membership card component ( #2507 )
...
* Add membership card component
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
12 months ago
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>
12 months ago
c9878c9050
Migrated users table in Admin Control to mat-table ( #2469 )
...
* Migrated users table in Admin Control to mat-table
* Update changelog
12 months ago
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>
12 months ago
ea65dc5034
Release 2.12.0 ( #2505 )
12 months ago
84db54babd
Change checkboxes to slide toggles on user settings page ( #2497 )
...
* Change checkboxes to slide toggles on user settings page
* Update changelog
12 months ago
74278073b3
Bugfix/fix query to get asset profiles matching data source and symbol ( #2504 )
...
* Match dataSource and symbol
* Update changelog
12 months ago
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>
12 months ago
8492a8fed0
Upgrade simplewebauthn ( #2498 )
...
* Upgrade simplewebauthn to new major version
* Update changelog
12 months ago
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
12 months ago
7243090c0e
Feature/copy client locales to assets of server ( #2493 )
...
* Copy client locales to server’s assets
* Update changelog
12 months ago
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>
12 months ago
bf816c3b89
Bugfix/show transfer balance button based on permission ( #2489 )
...
* Show button depending on permission
* Update changelog
12 months ago
20f9225daa
Release 2.11.0 ( #2488 )
12 months ago
b6101c6375
Feature/import historical data ( #2448 )
...
* Import historical data for an asset
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
12 months ago
e1022846b9
Bugfix/fix displayed currency of cash balance in account dialog ( #2480 )
...
* Fix currency
* Update changelog
12 months ago
0ac97bd112
Transfer cash balance between accounts ( #2455 )
...
* Transfer cash balance between accounts
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
12 months ago
827270704a
Bugfix/fix import for activities of type fee and interest ( #2474 )
...
* Fix import for activities of type fee and interest
* Update changelog
12 months ago
8634463597
Feature/upgrade prisma to version 5.4.2 ( #2477 )
...
* Upgrade prisma to version 5.4.2
* Update changelog
12 months ago
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>
12 months ago
22b43b5bfc
Feature/extract locales 20231010 ( #2462 )
...
* Update locales
* Update changelog
12 months ago
6c66033eb4
Add date to markets overview by benchmarks ( #2436 )
...
* Add date
* Update changelog
12 months ago
162fc25e23
Release 2.10.0 ( #2459 )
12 months ago
45f385a483
Feature/improve symbol conversion in eod historical data service ( #2457 )
...
* Improve conversion of currency symbols
* Update changelog
12 months ago
e9ef911548
Feature/improve search results display in assistant ( #2458 )
...
* Only show search results if search is active
* Update changelog
12 months ago
d8d4d8f001
Change jobs table in admin control to mat-table ( #2444 )
...
* Change jobs table in admin control to mat-table
* Update changelog
12 months ago
f47c7313af
Support enter key press to submit access dialog form ( #2437 )
...
* Support enter key press to submit access dialog form
* Update changelog
12 months ago
31f0056a2d
Release 2.9.0 ( #2454 )
12 months ago
550e646079
Feature/introduce assistant ( #2451 )
...
* Introduce assistant
* Update changelog
12 months ago
37ff7acf04
Change platform control from select to autocomplete in account dialog ( #2429 )
...
* Change platform control from select to autocomplete in account dialog
* Update changelog
12 months ago
8236091477
Feature/add support for search query in portfolio position endpoint ( #2443 )
...
* Introduce search query filter
* Update changelog
12 months ago
d40bc5070a
Feature/remove permission to markets overview on home page ( #2441 )
...
* Remove show condition for markets overview
* Update changelog
12 months ago
46614a7c24
Create carousel component for testimonials ( #2394 )
...
* Create carousel component for testimonials
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
12 months ago
25112a450b
Add support for comment in csv import ( #2416 )
...
* Add support for comment in csv import (activities)
* Update changelog
12 months ago
8ad6492477
Feature/various improvements in client ( #2434 )
...
* Various improvements
* Update changelog
12 months ago
d9a6c22e1e
Add application version to admin endpoint ( #2423 )
...
* Add application version to admin endpoint
* Update changelog
1 year ago
42a54263f9
Release 2.8.0 ( #2420 )
1 year ago
4fb88859b2
Improve form in account dialog ( #2408 )
...
* Improve form in account dialog
* Update changelog
1 year ago
aa24b5e8c6
Feature/reload platform and tag on change ( #2417 )
...
* Reload platforms via info
* Reload tags via info
* Update changelog
1 year ago
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
ad5ae938ef
Feature/harmonize settings icon of user account page ( #2412 )
...
* Harmonize icon
* Update changelog
1 year ago
f1ec5e704e
Add version to Overview of Admin Control panel ( #2414 )
...
* Add version to Overview of Admin Control panel
* Update changelog
1 year ago
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
5f7a230fd3
Bugfix/fix sidebar on user account page ( #2413 )
...
* Fix sidebar on user account page
* Update changelog
1 year ago
71feb531e8
Release 2.7.0 ( #2404 )
1 year ago
ec3552d7f6
Feature/add tabs to user account page ( #2396 )
...
* Create components for access, membership and settings
* Add tabs
* Update changelog
1 year ago
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
5b69dee246
Feature/setup inter font family ( #2402 )
...
* Setup Inter font family
* Update changelog
1 year ago
19b0fe04a6
Feature/upgrade yahoo finance2 to version 2.8.0 ( #2401 )
...
* Upgrade yahoo-finance2 to version 2.8.0
* Update changelog
1 year ago
19ea4479ff
Bugfix/fix link on features page ( #2398 )
...
* Fix link
* Update changelog
1 year ago
f79d60014b
Release 2.6.0 ( #2395 )
1 year ago
5b7409d08e
Feature/add tag management in admin control panel ( #2389 )
...
* Add tag management
* Update locales
* Update changelog
1 year ago
6230aa87e2
Feature/add hacktoberfest 2023 blog post ( #2359 )
...
* Add blog post: Hacktoberfest 2023
* Update changelog
1 year ago
8b615d2f56
Feature/upgrade prettier to version 3.0.3 ( #2393 )
...
* Upgrade prettier to version 3.0.3
* Update changelog
1 year ago
aa87262954
Feature/upgrade yahoo finance2 to version 2.7.0 ( #2392 )
...
* Upgrade yahoo-finance2 to version 2.7.0
* Update changelog
1 year ago
3f8a2b47f9
Release 2.5.0 ( #2380 )
1 year ago
e2e4c9be3c
Feature/skip data gathering for manual data source ( #2379 )
...
* Skip data gathering
* Update changelog
1 year ago
0f7c6ff0fe
Bugfix/fix asset class of cash position for empty account ( #2378 )
...
* Fix assetClass and assetSubClass
* Update changelog
1 year ago
42c0560422
Feature/translate activity type ( #2376 )
...
* Introduce ActivityTypeComponent with localized label
* Update changelog
1 year ago
eb63802d01
Feature/extend supported date formats in activities import ( #2362 )
...
* Extend supported date formats in activities import
* Update changelog
1 year ago
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
c511ec7e33
Release 2.4.0 ( #2356 )
1 year ago
Thomas Kaul
Aldrin
Lukas Möller
Ian Schmitz
Ajay
Rahul RK
Basim Mohammed
Rafael
Don L
Arshad Jamal
LIYANMUBARAK
RaviTejaVattem
Manushreshta B L
Kevin
Pavol Kolcun
Sanjeev Sharma
Subhajit Ghosh
Siddharth Singh
Anirudh Sudhir
shyam kachhadiya
Frane Caleta