Thomas Kaul
5ea3a187f4
Feature/upgrade body parser to version 1.20.2 ( #3406 )
...
* Upgrade body-parser to version 1.20.2
* Update changelog
9 months ago
Thomas Kaul
5d9c38663d
Feature/migrate various pages to standalone components ( #3404 )
...
* Migrate to standalone components
* Update changelog
9 months ago
Thomas Kaul
9ad1c2177c
Release 2.81.0 ( #3403 )
10 months ago
Thomas Kaul
ebc5008569
Feature/improve language localization for de 20240512 ( #3402 )
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* Update translations
* Update changelog
10 months ago
Thomas Kaul
37759ba03f
Feature/improve language localization for tr 20240501 ( #3355 )
...
* Improve translations
* Update changelog
---------
Co-authored-by: sadmimye <134071831+sadmimye@users.noreply.github.com>
10 months ago
Gerard Du Pre
8319b216bb
Feature/support delete activities with filtering ( #3394 )
...
* Support delete activities with filtering
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Thomas Kaul
782d131b0d
Feature/add indicator for active filters ( #3398 )
...
* Add indicator for active filters
* Update changelog
10 months ago
Thomas Kaul
72e75208df
Bugfix/fix position detail dialog close functionality ( #3396 )
...
* Handle holding detail dialog open functionality in a single place (AppComponent)
* Update changelog
10 months ago
Thomas Kaul
4b1c27c245
Feature/upgrade nx to version 19.0.2 ( #3391 )
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* Upgrade Nx dependencies to version 19.0.2
* Update changelog
10 months ago
Thomas Kaul
61f0da35bc
Feature/disable delete all activities if filters are active ( #3389 )
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* Disable delete all activities button if filters are active
* Update changelog
10 months ago
Thomas Kaul
80464c7846
Release 2.80.0 ( #3386 )
10 months ago
Thomas Kaul
74f4323903
Feature/increase spacing around floating action buttons ( #3385 )
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* Increase spacing around floating action buttons
* Update changelog
10 months ago
Thomas Kaul
66bdb374e8
Feature/set icon columns of tables to stick at beginning ( #3377 )
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* Set icon columns to stick at the beginning
* Update changelog
10 months ago
Thomas Kaul
1fd836194f
Feature/add absolute change column to holdings table ( #3378 )
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* Add absolute change column
* Update changelog
10 months ago
Thomas Kaul
2090db1199
Feature/increase number of attempts of queue jobs ( #3376 )
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* Increase number of attempts
* Update changelog
10 months ago
Thomas Kaul
053c7e591e
Feature/upgrade ionicons to version 7.4.0 ( #3356 )
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* Upgrade ionicons to version 7.4.0
* Update changelog
10 months ago
Thomas Kaul
6765191a8c
Bugfix/fix position detail dialog open in holding search of assistant ( #3374 )
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* Open position detail dialog (via holding search of assistant)
* Update changelog
10 months ago
Thomas Kaul
8438a45bcf
Update changelog ( #3372 )
10 months ago
Thomas Kaul
30a64e7fc1
Release 2.79.0 ( #3371 )
10 months ago
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
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* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
10 months ago
Thomas Kaul
3f41e5c5de
Bugfix/fix locale in markets overview ( #3369 )
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* Fix locale if no user is logged in
* Update changelog
10 months ago
Thomas Kaul
f3d961bc16
Feature/move holdings table to holdings tab of home page ( #3368 )
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* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
10 months ago
Thomas Kaul
42b70ef568
Feature/improve performance labels in position detail dialog ( #3363 )
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* Improve performance labels (with and without currency effects)
* Update changelog
10 months ago
Thomas Kaul
d9c07456cd
Release 2.78.0 ( #3361 )
10 months ago
Thomas Kaul
0a53df4293
Feature/improve inactive user role ( #3360 )
...
* Improve inactive role
* Update changelog
10 months ago
Thomas Kaul
4416ba0c88
Feature/set performance column of holdings table to stick at end ( #3353 )
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* Set up stickyEnd in performance column
* Update changelog
10 months ago
Thomas Kaul
486de968a2
Bugfix/fix division by zero error in dividend yield calculation ( #3354 )
...
* Handle division by zero
* Update changelog
10 months ago
Thomas Kaul
a5833566a8
Feature/skip caching in portfolio calculator if active filters ( #3348 )
...
* Skip caching if active filters
* Update changelog
10 months ago
Fedron
2173c418a7
Feature/validate forms using DTO for access, asset profile, tag and platform management ( #3337 )
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* Validate forms using DTO for access, asset profile, tag and platform management
* Update changelog
10 months ago
Thomas Kaul
4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities ( #3342 )
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* Adapt date of future activities
* Update changelog
10 months ago
Thomas Kaul
d735e4db75
Release 2.77.1 ( #3340 )
10 months ago
Thomas Kaul
ac953df809
Release 2.77.0 ( #3338 )
10 months ago
Thomas Kaul
bb4ee50738
Feature/update browserslist database 20240417 ( #3288 )
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* Update the browserslist database
* Update changelog
10 months ago
Thomas Kaul
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
...
* Set up caching
* Update changelog
10 months ago
Thomas Kaul
cd07802400
Bugfix/fix historical market data gathering for asset profiles with manual data source ( #3336 )
...
* Fix historical market data gathering for asset profiles with MANUAL data source
* Update changelog
10 months ago
Thomas Kaul
b692b7432c
Feature/set up event system for portfolio changes ( #3333 )
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* Set up event system for portfolio changes
* Update changelog
10 months ago
Thomas Kaul
a4efbc0131
Feature/migrate UI components to control flow ( #3324 )
...
* Migrate to control flow
* Update changelog
10 months ago
Thomas Kaul
55b0fe232c
Bugfix/reset form values to null if empty string ( #3327 )
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* Reset form values to null if empty string
* Update changelog
10 months ago
Thomas Kaul
46432edce9
Feature/extend faq by custom asset instructions ( #3326 )
...
* Add instructions for custom asset
* Update changelog
10 months ago
Thomas Kaul
37871fbabc
Feature/upgrade prisma to version 5.13.0 ( #3323 )
...
* Upgrade prisma to version 5.13.0
* Update changelog
10 months ago
Thomas Kaul
0fdeef7953
Release 2.76.0 ( #3322 )
10 months ago
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
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* Change CASH to LIQUIDITY in asset class enum
* Update changelog
10 months ago
Thomas Kaul
a6dde8ad43
Release 2.75.1 ( #3317 )
10 months ago
Thomas Kaul
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
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* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
10 months ago
Thomas Kaul
ab59eb5c92
Release 2.75.0 ( #3316 )
10 months ago
Thomas Kaul
1132dc9bdd
Feature/add unique constraint to account balance database schema ( #3315 )
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* Add accountId and date as unique constraint to AccountBalance schema
* Update changelog
10 months ago
Thomas Kaul
b6ea7d23fa
Bugfix/add total value in base currency to redacted values ( #3313 )
...
* Add totalValueInBaseCurrency
* Update changelog
10 months ago
Thomas Kaul
95382581f1
Release 2.74.0 ( #3312 )
10 months ago
Thomas Kaul
551b83a6e3
Bugfix/fix gaps in portfolio performance charts ( #3311 )
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* Fix gaps in charts
* Update changelog
10 months ago
Thomas Kaul
ccb1bf881e
Feature/improve language localization for de 20240420 ( #3309 )
...
* Update translations
* Update changelog
10 months ago
Thomas Kaul
458ee159e1
Feature/upgrade nx to version 18.3.3 ( #3307 )
...
* Upgrade angular and Nx dependencies
* Update changelog
10 months ago
Bastien Jeannelle
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
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* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Thomas Kaul
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
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* Add date range support
* Update changelog
10 months ago
Thomas Kaul
b6ad362850
Feature/remove date range support in activities table on portfolio activities page ( #3301 )
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* Remove date range support
* Update changelog
10 months ago
Thomas Kaul
e79d607ab8
Release 2.73.0 ( #3287 )
10 months ago
Thomas Kaul
5f7d083f7c
Feature/upgrade yahoo finance2 to version 2.11.2 ( #3286 )
...
* Upgrade yahoo-finance2 to version 2.11.2
* Update changelog
10 months ago
Thomas Kaul
15857118fe
Feature/let data gathering queue jobs fail by throwing errors ( #3281 )
...
* Let data gathering queue jobs fail by throwing errors
* Update changelog
10 months ago
Fedron
9241c04d5a
Feature/add form validation against DTO for activity and account ( #3230 )
...
* Add form validation against DTO for activity and account
* Update changelog
10 months ago
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
...
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
10 months ago
Thomas Kaul
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
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* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
11 months ago
Thomas Kaul
b31bbbe2d1
Release 2.72.0 ( #3270 )
11 months ago
Thomas Kaul
7d308917dd
Feature/upgrade yahoo finance2 to version 2.11.1 ( #3254 )
...
* Upgrade yahoo-finance2 to version 2.11.1
* Update changelog
11 months ago
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
...
* Adapt priorities of data gathering jobs
* Update changelog
11 months ago
Thomas Kaul
45340b581f
Bugfix/fix public page by including markets data ( #3263 )
...
* Include markets data
* Update changelog
11 months ago
Thomas Kaul
34d9ceb009
Feature/add support to immediately execute queue job ( #3259 )
...
* Add support to immediately execute queue job
* Update changelog
11 months ago
Thomas Kaul
3bf7ac76a0
Feature/upgrade nx to version 18.2.3 ( #3256 )
...
* Upgrade Nx to version 17.3.3
* Update changelog
11 months ago
Thomas Kaul
71892e67b2
Feature/upgrade prisma to version 5.12.1 ( #3253 )
...
* Upgrade prisma to version 5.12.1
* Update changelog
11 months ago
Thomas Kaul
6e2885ed20
Release 2.71.0 ( #3252 )
11 months ago
Thomas Kaul
07c0e5a612
Feature/add currency to order database schema ( #3251 )
...
* Add currency to Order database schema
* Update changelog
11 months ago
Thomas Kaul
719bbe156e
Feature/optimize calculation of allocations by market ( #3249 )
...
* Optimize calculation of allocations by market
* Update changelog
11 months ago
Thomas Kaul
b51255a543
Feature/add key to x ray rule ( #3248 )
...
* Add key
* Update changelog
11 months ago
Thomas Kaul
ca2e748c56
Bugfix/add missing tags in portfolio calculator ( #3243 )
...
* Add missing tags
* Update changelog
11 months ago
Thomas Kaul
c6641fde36
Feature/add icon to create or update platform dialog ( #3241 )
...
* Add platform icon
* Update changelog
11 months ago
Thomas Kaul
4ae7e9fcbe
Feature/add icon to asset profile dialog ( #3240 )
...
* Add asset profile icon
* Update changelog
11 months ago
Thomas Kaul
c10ae431a2
Feature/extend faq by data providers ( #3239 )
...
* Add data providers
* Update changelog
11 months ago
Thomas Kaul
883e30e451
Feature/improve language localization for de 20240403 ( #3236 )
...
* Update translations
* Update changelog
11 months ago
Thomas Kaul
f1f4f6247d
Feature/validate url in create and update platform dto ( #3235 )
...
* Validate url
* Update changelog
11 months ago
Fedron
82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel ( #3218 )
...
* Add support to override asset (sub) class and url in admin control panel
* Update changelog
11 months ago
Arshad Jamal
371c999fbc
Feature/Add dividend yield to position detail dialog ( #2636 )
...
* Add dividend yield to position detail dialog
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
Thomas Kaul
26b9660e11
Release 2.70.0 ( #3234 )
11 months ago
Bastien Jeannelle
ca7717f9c5
Bugfix/Enable tini in docker compose files instead of adding it to the Dockerfile ( #3232 )
...
* Enable tini in docker compose files instead of adding it to the Dockerfile
* Update changelog
11 months ago
Thomas Kaul
6f3cce1c5f
Feature/disable option to update cash balance if date is not today ( #3229 )
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* Disable option to update cash balance if date is not today
* Update changelog
11 months ago
Thomas Kaul
b8533050b0
Bugfix/fix duplicated tags in position detail dialog ( #3224 )
...
* Fix duplicated tags
* Update changelog
11 months ago
Francisco Silva
8cd6c34ed8
Feature/introduce portfolio calculator factory ( #3214 )
...
* Introduce portfolio calculator factory
* Update changelog
11 months ago
Thomas Kaul
34997f91db
Feature/setup webpack bundle analyzer ( #3222 )
...
* Set up Webpack Bundle Analyzer
* Update changelog
11 months ago
Thomas Kaul
084467ee9a
Feature/reverse order of specific years in date range selector of assistant ( #3221 )
...
* Reverse order
* Update changelog
11 months ago
Thomas Kaul
51203ec96e
Feature/setup chinese ( #3220 )
...
* Set up chinese
* Update changelog
11 months ago
Thomas Kaul
a2277dea2c
Release 2.69.0 ( #3212 )
11 months ago
Bastien Jeannelle
debd233c32
Feature/set up Tini to avoid zombie processes ( #3195 )
...
* Set up Tini to avoid zombie processes
* Update changelog
11 months ago
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
...
* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
11 months ago
Thomas Kaul
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
...
* Disable delete button for benchmarks
* Update changelog
11 months ago
Fedron
a668a66e84
Feature/add missing dates to edit historical market data in asset profile details dialog ( #3206 )
...
* Add missing dates to edit historical market data in asset profile details dialog
* Update changelog
11 months ago
Thomas Kaul
0581b8b9ec
Release 2.68.0 ( #3205 )
11 months ago
Thomas Kaul
5788c6474e
Refactor portfolio calculator ( #3203 )
...
* Refactor portfolio calculator
* Consume Activity[]
* Change computeTransactionPoints() to private
* Eliminate getTransactionPoints()
* Update changelog
11 months ago
Thomas Kaul
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
...
* Fix issue with overridden names
* Update changelog
11 months ago
Fedron
98de2355c4
Feature/Support overriding name of asset profile dialog ( #3199 )
...
* Support overriding name of asset profile dialog
* Update changelog
11 months ago
helgehatt
b41eb60348
Fix chart tooltip of benchmark comparator ( #3167 )
...
* Fix chart tooltip of benchmark comparator
* Update changelog
11 months ago
Christoph Califice
0edebe30e1
Feature/Add user account currency to export ( #3194 )
...
* Add user account currency to export
* Update changelog
11 months ago
Thomas Kaul
e3abe4feee
Release 2.67.0 ( #3197 )
11 months ago
Thomas Kaul
50391e199a
Feature/improve generation of random strings ( #3196 )
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* Replace Math.random() with crypto.randomBytes()
* Update changelog
11 months ago