6ad1528d01
Feature/improve language localization for german 20231029 ( #2565 )
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* Update locales
* Update changelog
1 year ago
4a6fbe4d30
Release 2.16.0 ( #2563 )
1 year ago
b26aa7f51d
Feature/improve duplicate check in activities import ( #2561 )
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* Allow different accounts
* Update changelog
1 year ago
c0fccd186f
Feature/upgrade prisma to version 5.5.2 ( #2560 )
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* Upgrade prisma to version 5.5.2
* Update changelog
1 year ago
a7baad10d1
Feature/improve import of historical market data ( #2559 )
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* Improve historical market data import
* Update changelog
1 year ago
16f1b16e41
Feature/change checkboxes to slide toggles in admin control panel ( #2551 )
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* Change checkboxes to slide toggles
* Update changelog
1 year ago
409ddc90ce
Feature/improve language localization for german 20231028 ( #2556 )
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* Improve localization
* Update changelog
1 year ago
95bc84956e
Feature/localize keywords of meta data ( #2555 )
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* Localize keywords
* Update changelog
1 year ago
20cefaba19
Improve usability and validation in cash balance transfer ( #2552 )
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* Improve usability and validation in cash balance transfer
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
de2255f9ba
Release 2.15.0 ( #2548 )
1 year ago
f3c2fb853d
Upgrade to Nx 17 ( #2545 )
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* Upgrade to Nx 17
* Update changelog
1 year ago
f5ad1d2d24
Feature/set validation rule to positive number in cash balance transfer ( #2544 )
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* Add validation rule (positive number)
* Update changelog
1 year ago
0af37ca1d7
Extend asset profile dialog form ( #2535 )
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* Extend asset profile dialog form
* Update changelog
1 year ago
2992a0da4c
Verify current benchmark before loading it ( #2541 )
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* Verify current benchmark before loading it
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
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
---------
Co-authored-by: Rafael Claudio <rafacla@github.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
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
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
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
6077e7c2f9
Feature/improve position detail dialog ( #2532 )
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* Improve style and wording
* Update locales
* Update changelog
1 year ago
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
c4e8e37884
Release 2.14.0 ( #2530 )
1 year ago
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
4e7b7375a9
Feature/setup open figi ( #2526 )
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* Setup OpenFIGI
* Update changelog
1 year ago
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
a59f9fa037
Feature/remove version from client ( #2522 )
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* Remove version
* Update changelog
1 year ago
1666486940
Bugfix/trim text in i18n service ( #2520 )
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* Trim text
* Update changelog
1 year ago
ac0ad48a65
Display invalid activity in csv import ( #2460 )
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* Display invalid activity in csv import
* Update changelog
1 year ago
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
60b2115e3b
Release 2.13.0 ( #2514 )
1 year ago
e7956943ba
Make holdings request only once ( #2453 )
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* Make holdings request only once
* Update changelog
1 year ago
f66edf8de0
Add membership card component ( #2507 )
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* Add membership card component
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
29028a81f5
Add i18n service to query XML files ( #2503 )
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* Add i18n service to query XML files
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
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
73ac4b4197
Add chart to account detail dialog ( #2502 )
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* Add chart to account detail dialog
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
ea65dc5034
Release 2.12.0 ( #2505 )
1 year ago
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
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
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
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
8492a8fed0
Upgrade simplewebauthn ( #2498 )
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* Upgrade simplewebauthn to new major version
* Update changelog
1 year ago
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
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
7ae49eb839
Add endpoint for account balances ( #2484 )
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* 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>
1 year ago
bf816c3b89
Bugfix/show transfer balance button based on permission ( #2489 )
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* Show button depending on permission
* Update changelog
1 year ago
20f9225daa
Release 2.11.0 ( #2488 )
1 year ago
b6101c6375
Feature/import historical data ( #2448 )
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* Import historical data for an asset
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
e1022846b9
Bugfix/fix displayed currency of cash balance in account dialog ( #2480 )
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* Fix currency
* Update changelog
1 year ago
0ac97bd112
Transfer cash balance between accounts ( #2455 )
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* Transfer cash balance between accounts
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
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
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
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>
1 year ago
22b43b5bfc
Feature/extract locales 20231010 ( #2462 )
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* Update locales
* Update changelog
1 year ago
6c66033eb4
Add date to markets overview by benchmarks ( #2436 )
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* Add date
* Update changelog
1 year ago
162fc25e23
Release 2.10.0 ( #2459 )
1 year ago
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
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
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
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
31f0056a2d
Release 2.9.0 ( #2454 )
1 year ago
550e646079
Feature/introduce assistant ( #2451 )
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* Introduce assistant
* Update changelog
1 year ago
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
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
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
46614a7c24
Create carousel component for testimonials ( #2394 )
...
* Create carousel component for testimonials
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
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
8ad6492477
Feature/various improvements in client ( #2434 )
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* Various improvements
* Update changelog
1 year ago
d9a6c22e1e
Add application version to admin endpoint ( #2423 )
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* 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 )
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* Improve form in account dialog
* Update changelog
1 year ago
aa24b5e8c6
Feature/reload platform and tag on change ( #2417 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* Add new static portfolio analysis rule: Emergency fund setup
* Update changelog
1 year ago
5b69dee246
Feature/setup inter font family ( #2402 )
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* 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 )
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* 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 )
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* 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 )
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* Skip data gathering
* Update changelog
1 year ago
0f7c6ff0fe
Bugfix/fix asset class of cash position for empty account ( #2378 )
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* Fix assetClass and assetSubClass
* Update changelog
1 year ago
42c0560422
Feature/translate activity type ( #2376 )
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* 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
b12349a148
Feature/add support for interest on account level ( #2354 )
...
* Add support for interest
* Update changelog
1 year ago
5f276469b7
Feature/upgrade prisma to version 5.3.1 ( #2355 )
...
* Upgrade prisma to version 5.3.1
* Update changelog
1 year ago
69e1d92ed3
Feature/unlock experimental features setting for all users ( #2351 )
...
* Unlock experimental features setting for all users
* Update changelog
1 year ago
c668d7b456
Feature/improve preselected currency in create or update activity dialog ( #2349 )
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* Preselect currency based on account's currency
* Update changelog
1 year ago
e23bf62859
Fix Memory Leak on Data Gathering when server TZ is behind UTC ( #2332 )
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* Fix for timezones behind UTC (the previous code converted the date to one day before (in local time) then added a day, which resulted in the same day after converting back to UTC and thus generating an infinite loop)
* Update changelog
---------
Co-authored-by: Rafael Claudio <rafacla@github.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
54c5746d21
Release 2.3.0 ( #2348 )
1 year ago
7130ac7565
Feature/add support for fees on account level ( #1954 )
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* Add migration
* Add business logic for fees
* Fix export for liabilities
* Update changelog
1 year ago
1851ae137f
Release 2.2.0 ( #2346 )
1 year ago
Thomas Kaul
Ajay
Rahul RK
Aldrin
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