Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
...
* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
9 months ago
Thomas Kaul
1f2f9f22f2
Feature/remove environment variable web auth rp ( #3115 )
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* Remove environment variable WEB_AUTH_RP_ID
* Update changelog
9 months ago
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
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* Integrate dividend into transaction point concept
* Update changelog
9 months ago
Gerard Du Pre
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
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* Include user role in admin endpoint
9 months ago
Thomas Kaul
c54392b7bb
Bugfix/fix exception in account value calculation ( #3109 )
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* Fix exception in value of account calculation caused by liabilities
* Update changelog
9 months ago
Gerard Du Pre
f3a8822a77
Feature/remove-v-from-version-in-admin-endpoint ( #3101 )
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* Remove "v" from version in admin endpoint
9 months ago
Thomas Kaul
c37ad9bad4
Bugfix/fix activities import ( #3095 )
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* Fix query parameter handling of booleans
* Update changelog
9 months ago
Thomas Kaul
4ab3f81384
Extract getFactor() ( #3089 )
...
* Extract getFactor()
* Refactoring
9 months ago
Thomas Kaul
b932bac9aa
Feature/optimize summary calculation ( #3088 )
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* Optimize calculation
* Update changelog
9 months ago
Thomas Kaul
40b454d2f3
Feature/refresh cryptocurrencies list 20240302 ( #3085 )
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* Update cryptocurrencies.json
* Add UNI7083
* Update changelog
9 months ago
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
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* Integrate (wealth) items into transaction point concept
* Update changelog
9 months ago
Thomas Kaul
7f67430685
Bugfix/readd value in base currency to activity ( #3078 )
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* Readd valueInBaseCurrency
* Update changelog
9 months ago
Søren Bjergmark
68e558f198
Feature/Improve activities import by ISIN number ( #3051 )
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* Improve activities import by ISIN number
* Update changelog
9 months ago
Thomas Kaul
2115745471
Bugfix/fix issue with exchange rate calculation of wealth items in accounts ( #3065 )
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* Fix exchange rate calculatio of wealth items in accounts
* Update changelog
9 months ago
Thomas Kaul
3615e2f057
Feature/improve handling of activities without account ( #3060 )
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* Improve handling of activities without account
* Update changelog
9 months ago
Thomas Kaul
d3679d41b3
Bugfix/fix query to filter activities of excluded accounts ( #3059 )
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* Fix query to filter activities of excluded accounts
* Update changelog
9 months ago
Thomas Kaul
f2d431a6b8
Bugfix/improve asset profile validation in activities import ( #3057 )
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* Improve asset profile validation
* Update changelog
9 months ago
Thomas Kaul
2bc8bebfb8
Clean up dist folders ( #3053 )
9 months ago
Thomas Kaul
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
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* Move break down of performance to general availability
* Update changelog
9 months ago
Søren Bjergmark
b060b81204
Fix debugging with VS Code due to missing Source Map ( #3050 )
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Fixes #2801
9 months ago
Søren Bjergmark
a8d557eb1b
Disable parallel execution of commands causing race condition between mkdir and cp ( #3052 )
9 months ago
Thomas Kaul
88c19eb45e
Feature/restructure copy assets nx target ( #3045 )
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* Restructure copy-assets Nx target
* Update changelog
9 months ago
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
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* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
9 months ago
Thomas Kaul
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
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* Add missing default currency
* Update changelog
9 months ago
Thomas Kaul
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
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* Remove isDefault flag from Account database schema
* Update changelog
9 months ago
miles
a3178fb213
Feature/expose redis database via environment variable ( #3036 )
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* Expose Redis database via environment variable
* Update changelog
9 months ago
Thomas Kaul
40836b745b
Feature/improve validation for currency in endpoints ( #3030 )
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* Improve validation for currency
* Update changelog
9 months ago
Thomas Kaul
07eabac059
Feature/add missing database indexes part 2 ( #3033 )
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* Add missing database indexes (for orderBy and where clauses)
* Update changelog
9 months ago
Thomas Kaul
9acdb41aa2
Refactor params to object ( #2987 )
9 months ago
Thomas Kaul
be7f6bb657
Feature/add inactive as user role ( #3024 )
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* Add INACTIVE as user role
* Update changelog
9 months ago
Thomas Kaul
6f7cbc93b9
Add missing type ( #3023 )
9 months ago
Thomas Kaul
67ae86763e
Handle premium data provider in getQuotes() ( #3020 )
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* Handle premium data provider in getQuotes()
9 months ago
Thomas Kaul
266c0a9a2c
Feature/eliminate search request in get quotes of eod service ( #3019 )
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* Eliminate search request to get quotes
* Update changelog
9 months ago
Thomas Kaul
a3cdb23776
Feature/refactor query to filter activities of excluded accounts ( #3016 )
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* Refactor query to filter activities of excluded accounts
* Update changelog
9 months ago
Thomas Kaul
ad42c0bf28
Enable FAQ link for self-hoster ( #3015 )
9 months ago
Thomas Kaul
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
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* Add accounts tab to position detail dialog
* Update changelog
9 months ago
Thomas Kaul
cac73ac111
Feature/divide faq page in three sections ( #3003 )
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* Divide FAQ page in three sections
* General
* Cloud (SaaS)
* Self-Hosting
* Update changelog
9 months ago
Thomas Kaul
78b3328bf7
Add activities count ( #3005 )
9 months ago
Thomas Kaul
54310f2214
Feature/add support for jupiter cryptocurrency ( #2999 )
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* Add JUP29210
* Update changelog
9 months ago
Thomas Kaul
cc0ce18627
Bugfix/fix date conversion in import of historical market data ( #2994 )
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* Fix date conversion
* Update changelog
10 months ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
10 months ago
Thomas Kaul
ef9d77312e
Introduce renewal-early-bird ( #2982 )
10 months ago
Thomas Kaul
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
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* Introduce setting to disable data gathering
* Update changelog
10 months ago
Thomas Kaul
f83e75df44
Feature/harmonize env variables of various api keys ( #2980 )
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* Harmonize env variables of various API keys
* Update changelog
10 months ago
Thomas Kaul
35450ac004
Bugfix/add missing data provider info to search results of coingecko ( #2967 )
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* Add missing data provider info
* Update changelog
10 months ago
Thomas Kaul
87529490c3
Feature/refresh cryptocurrencies list 20240205 ( #2961 )
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* Update cryptocurrencies.json
* Update changelog
10 months ago
Thomas Kaul
893e76f83f
Feature/provide data provider info in search ( #2958 )
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* Provide data provider info in search
* Update changelog
10 months ago
Thomas Kaul
06ba7a4b1b
Feature/extend assistant by asset class selector ( #2957 )
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* Remove tabs
* Add asset class selector
* Update changelog
10 months ago
Thomas Kaul
cea569c987
Add Fina ( #2956 )
10 months ago
Hey
2a38a16f6b
Feature/Improve error logs for timeout in data provider services ( #2953 )
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* Improve error logs for timeout in data provider services
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Thomas Kaul
c9237146e2
Feature/add investment value to chart ( #2948 )
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* Add investment value to chart
* Update changelog
10 months ago
Thomas Kaul
4434d0315f
Remove unused timeline calculation ( #2947 )
10 months ago
Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
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* Fix export in lazy-loaded activities table
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Thomas Kaul
40b6777814
Add upgrade plan button ( #2937 )
10 months ago
Thomas Kaul
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant ( #2932 )
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* Migrate portfolio holdings to work with filters of assistant
* Update changelog
10 months ago
Thomas Kaul
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
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* Add account selector to assistant
* Update changelog
10 months ago
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions ( #2870 )
...
* Add support to grant private access with permissions
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Thomas Kaul
9fdbd22cb5
Bugfix/fix activities import for manual data source ( #2923 )
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* Fix import
* Update changelog
10 months ago
Thomas Kaul
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
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* Format name
* Update changelog
10 months ago
Thomas Kaul
50fb82a6e6
Extend personal finance tools ( #2925 )
10 months ago
Thomas Kaul
b39c97ab9f
Bugfix/improve validation for non numeric results in eod service ( #2916 )
...
* Improve validation of non-numeric numbers
* Update changelog
10 months ago
Thomas Kaul
09ce8b1cd0
Feature/add support for importing dividends from eod ( #2910 )
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* Add support for importing dividends
* Update changelog
10 months ago
Cédric Meuter
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
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* Add date range selector including WTD and MTD to assistant
* Update changelog
10 months ago
Cédric Meuter
4e9e3f7b6b
Feature/Add `wtd` and `mtd` as possible values for date range ( #2902 )
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* Add `wtd` and `mtd` as possible values for date range
'wtd': week-to-date (from the start of the week)
'mtd': month-to-date (from the start of the month)
* Update changelog
10 months ago
Thomas Kaul
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
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* Improve handling of derived currencies
* Update changelog
10 months ago
Thomas Kaul
6167f105fe
Refactoring ( #2897 )
10 months ago
Thomas Kaul
8d5f2fd91d
Fix fee conversion ( #2896 )
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* Fix fee conversion
* Update changelog
10 months ago
Thomas Kaul
0ee632470e
Improve typings ( #2889 )
10 months ago
Hugo Persson
c918deeb1c
Feature/Support for editing countries and sectors ( #2854 )
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* Add support for editing countries and sectors
* Update changelog
10 months ago
Thomas Kaul
00895b7bb1
Feature/increase timeout to load historical data in data provider service ( #2887 )
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* Increase timeout to load historical data
* Update changelog
10 months ago
Thomas Kaul
bff60ddbe0
Feature/improve asset profile validation in activities import for manual data source ( #2886 )
...
* Improve asset profile validation for MANUAL data source
* Update changelog
10 months ago
Thomas Kaul
7b45a8b3fc
Introduce type ( #2885 )
10 months ago
Thomas Kaul
693791d113
Feature/add validation of search results in eod historical data service ( #2883 )
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* Validate currency
* Update changelog
10 months ago
Thomas Kaul
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes ( #2875 )
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* Always get quotes (with fallback to historical data)
* Update changelog
10 months ago
Thomas Kaul
440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc ( #2869 )
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* Fix conversion from ZAR to ZAc
* Update changelog
10 months ago
Thomas Kaul
c418e75139
Bugfix/fix currency in error log in exchange rate data service ( #2868 )
...
* Fix currency
* Update changelog
10 months ago
Thomas Kaul
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
...
* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
11 months ago
Thomas Kaul
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
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* Break down performance into asset and currency
* Nullify values
* Update changelog
11 months ago
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
...
* Add exchange rate effects to portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
Thomas Kaul
a72e98f73c
Add AllInvestView ( #2861 )
11 months ago
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
...
* Extend assistant by tag selector
* Update changelog
11 months ago
Thomas Kaul
d49287922f
Feature/refresh cryptocurrencies list 20240106 ( #2835 )
...
* Update cryptocurrencies.json
* Update changelog
11 months ago
Tanguy Herbron
d91f947ab0
Feature/Add Coingecko api keys support ( #2827 )
...
* Add CoinGecko API keys support
* Update changelog
11 months ago
Francisco Silva
62f85293e2
#2820 Grant private access ( #2822 )
...
* Grant private access
* Update changelog
11 months ago
Hugo Persson
371f1dc451
Feature/support rest api in scraper ( #2810 )
...
* Support REST APIs in scraper
* Update changelog
11 months ago
Thomas Kaul
23d323073d
Fix performance percentage for 1d ( #2814 )
...
* Fix performance percentage for 1d
* Improve response of positions endpoint
* Update changelog
11 months ago
Thomas Kaul
0649f9fd2c
Clean up ( #2787 )
11 months ago
Thomas Kaul
43b4f14ace
Feature/add button to test scraper configuration ( #2808 )
...
* Add button to test scraper configuration
* Update changelog
---------
Co-authored-by: Manushreshta B L <manushreshta27@gmail.com>
Co-authored-by: Hugo Persson <hugo.e.persson@gmail.com>
11 months ago
gizmodus
726e727c7d
Feature/benchmark currency correction ( #2790 )
...
* Convert benchmark performance to base currency
* Introduce getExchangeRates() for multiple dates
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
11 months ago
Thomas Kaul
b89bf1d5e8
Feature/increase timeout to load currencies ( #2800 )
...
* Increase timeout
* Update changelog
11 months ago
Thomas Kaul
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
...
* Add support to edit currency
* Update changelog
11 months ago
Thomas Kaul
01b6c14bcc
Feature/improve handling of derived currency usx ( #2788 )
...
* Improve handling of USX
* Update changelog
11 months ago
miles
34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` ( #2792 )
...
* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
11 months ago
gizmodus
b183c45027
Time weighted portfolio performance calculation ( #2778 )
...
* Implement time weighted portfolio performance calculation
* Update changelog
11 months ago
underwater
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
...
* Use HasPermission in endpoints
* Update changelog
11 months ago
Thomas Kaul
beb9e2c43f
Feature/modernize nx executors ( #2767 )
...
* Modernize Nx executors
* @nx/eslint:lint
* @nx/webpack:webpack
* Update changelog
11 months ago
Thomas Kaul
4d79df90a7
Feature/support search by asset profile id ( #2765 )
...
* Add support to search for an asset profile by id
* Update changelog
11 months ago
Thomas Kaul
7c33120546
Reimplement redactObject() without cloneDeep() ( #2760 )
...
* Reimplement redactObject() without cloneDeep()
* Update changelog
11 months ago
Thomas Kaul
7f3c86038f
Sort imports ( #2739 )
11 months ago
Thomas Kaul
7dc8f80fdf
Feature/upgrade to nx version 17.2.5 ( #2756 )
...
* Upgrade Nx to version 17.2.5
* Update changelog
11 months ago