Thomas Kaul
6ad1528d01
Feature/improve language localization for german 20231029 ( #2565 )
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* Update locales
* Update changelog
1 year ago
Thomas Kaul
e31741f0c7
Add Capitally ( #2562 )
1 year ago
Thomas Kaul
b26aa7f51d
Feature/improve duplicate check in activities import ( #2561 )
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* Allow different accounts
* Update changelog
1 year ago
Thomas Kaul
a7baad10d1
Feature/improve import of historical market data ( #2559 )
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* Improve historical market data import
* Update changelog
1 year ago
Thomas Kaul
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
Thomas Kaul
409ddc90ce
Feature/improve language localization for german 20231028 ( #2556 )
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* Improve localization
* Update changelog
1 year ago
Thomas Kaul
95bc84956e
Feature/localize keywords of meta data ( #2555 )
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* Localize keywords
* Update changelog
1 year ago
Ajay
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
Thomas Kaul
379c651ce0
Add translation for product slogan ( #2554 )
1 year ago
Thomas Kaul
7804c6879d
Clean up ( #2543 )
1 year ago
Thomas Kaul
e4ec5f213e
Feature/extend personal finance tools pages 20231026 ( #2547 )
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* Improve wording (vs)
* Improve breadcrumb (vs)
* Add Beanvest
* Add Wealthica
* Update locales
1 year ago
Thomas Kaul
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
Aldrin
0af37ca1d7
Extend asset profile dialog form ( #2535 )
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* Extend asset profile dialog form
* Update changelog
1 year ago
Basim Mohammed
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
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
---------
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
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
281d33f825
Feature/update oss friends 20231021 ( #2529 )
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* Update OSS friends
* Improve style of sub title
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
cb166dcc78
Redirect to membership page ( #2527 )
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
6a19eab425
Feature/improve membership card ( #2517 )
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* Improve style
* Add animated border
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
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
---------
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
---------
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
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
016634a77f
Feature/setup i18n page ( #2508 )
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* Setup i18n page
* Add meta description
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
653c9c62a8
Sort imports ( #2490 )
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
Thomas Kaul
0375b938a2
Add confirmation dialog ( #2501 )
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
---------
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
---------
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
Kevin
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
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
Thomas Kaul
9ba79f6721
Improve style ( #2478 )
1 year ago
Aldrin
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
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
3905782ad6
Fix fab-container ( #2476 )
1 year ago
Thomas Kaul
fb3cd4b689
Remove icon ( #2467 )
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
---------
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
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
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
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
Aldrin
e60fe48fdd
Add dialog for cash transfer between accounts ( #2433 )
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* Add dialog for cash transfer between accounts
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
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
Akshay Wadatkar
fda4e0ea7d
Use application version from API endpoint in Admin Control panel ( #2427 )
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* Use application version from API endpoint
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Subhajit Ghosh
46614a7c24
Create carousel component for testimonials ( #2394 )
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* Create carousel component for testimonials
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Anirudh Sudhir
02b433eb1e
Prevent empty form submission in account dialog ( #2428 )
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* Prevent empty form submission in account dialog
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
Thomas Kaul
727340748b
Clean up imports ( #2411 )
1 year ago
Thomas Kaul
8ad6492477
Feature/various improvements in client ( #2434 )
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* Various improvements
* Update changelog
1 year ago
Vlad Prodan
4af76f6f6d
Fix hasNotDefinedValuesInObject() in object.helper.ts ( #2421 )
1 year ago
Thomas Kaul
10940214a5
Update OSS Friends ( #2431 )
1 year ago
Siddharth Singh
d9a6c22e1e
Add application version to admin endpoint ( #2423 )
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* Add application version to admin endpoint
* Update changelog
1 year ago
Sanjeev Sharma
4fb88859b2
Improve form in account dialog ( #2408 )
...
* Improve form in account dialog
* Update changelog
1 year ago
Thomas Kaul
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
Manushreshta B L
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
Thomas Kaul
ad5ae938ef
Feature/harmonize settings icon of user account page ( #2412 )
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* Harmonize icon
* Update changelog
1 year ago
Kevin
c9a8dd4958
Support copy-assets Nx target on Windows ( #2410 )
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* Introduce shx plugin
1 year ago
Anirudh Sudhir
f1ec5e704e
Add version to Overview of Admin Control panel ( #2414 )
...
* Add version to Overview of Admin Control panel
* Update changelog
1 year ago
shyam kachhadiya
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
Thomas Kaul
5f7a230fd3
Bugfix/fix sidebar on user account page ( #2413 )
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* Fix sidebar on user account page
* Update changelog
1 year ago
Thomas Kaul
ec3552d7f6
Feature/add tabs to user account page ( #2396 )
...
* Create components for access, membership and settings
* Add tabs
* Update changelog
1 year ago
Thomas Kaul
41875e70d6
Extend personal finance tools ( #2403 )
1 year ago
Thomas Kaul
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
Thomas Kaul
5b69dee246
Feature/setup inter font family ( #2402 )
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* Setup Inter font family
* Update changelog
1 year ago
Thomas Kaul
19ea4479ff
Bugfix/fix link on features page ( #2398 )
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* Fix link
* Update changelog
1 year ago
Thomas Kaul
0b2f6a312c
Sort imports ( #2399 )
1 year ago
Thomas Kaul
5b7409d08e
Feature/add tag management in admin control panel ( #2389 )
...
* Add tag management
* Update locales
* Update changelog
1 year ago
Thomas Kaul
6230aa87e2
Feature/add hacktoberfest 2023 blog post ( #2359 )
...
* Add blog post: Hacktoberfest 2023
* Update changelog
1 year ago
Thomas Kaul
4100446cac
Update OSS Friends ( #2385 )
1 year ago
Thomas Kaul
ad3e6d637c
Improve file name ( #2391 )
1 year ago
Thomas Kaul
01b6bb5b99
Clean up ( #2390 )
1 year ago
Thomas Kaul
884b7f4de7
Clean up ( #2342 )
1 year ago
Thomas Kaul
e2e4c9be3c
Feature/skip data gathering for manual data source ( #2379 )
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* Skip data gathering
* Update changelog
1 year ago
Thomas Kaul
0f7c6ff0fe
Bugfix/fix asset class of cash position for empty account ( #2378 )
...
* Fix assetClass and assetSubClass
* Update changelog
1 year ago
Frane Caleta
eb63802d01
Feature/extend supported date formats in activities import ( #2362 )
...
* Extend supported date formats in activities import
* Update changelog
1 year ago
Thomas Kaul
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
Thomas Kaul
6744245d8b
Feature/extend personal finance tools pages 20230922 ( #2369 )
...
* Extend pages
* Refactoring
1 year ago
Thomas Kaul
8f64a77a9d
Clean up ( #2329 )
1 year ago
Thomas Kaul
0d5fc7655b
Improve wording ( #2358 )
1 year ago
Thomas Kaul
b12349a148
Feature/add support for interest on account level ( #2354 )
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* Add support for interest
* Update changelog
1 year ago
Thomas Kaul
f7e3a4c727
Update OSS Friends ( #2352 )
1 year ago