Thomas Kaul
a061595101
Feature/upgrade class validator to version 0.14.1 ( #3431 )
...
* Upgrade class-validator to version 0.14.1
* Update changelog
7 months ago
Thomas Kaul
dcd496ac50
Feature/upgrade angular to version 17.3.10 ( #3430 )
...
* Upgrade angular to version 17.3.10
* Update changelog
7 months ago
Thomas Kaul
6b9ec549da
Feature/upgrade prisma to version 5.14.0 ( #3423 )
...
* Upgrade prisma to version 5.14.0
* Update changelog
7 months ago
Thomas Kaul
b5bd4df483
Feature/upgrade nx to version 19.0.5 ( #3422 )
...
* Upgrade Nx to version 19.0.5
* Update changelog
7 months ago
Thomas Kaul
766a2d7c2f
Release 2.82.0 ( #3425 )
7 months ago
Eduardo Marinho
6dabf7516a
Feature/preselect account in create or update activity dialog ( #3413 )
...
* Preselect account if there is only one
* Update changelog
7 months ago
Thomas Kaul
5d49ff7a4a
Feature/improve usability of date range selector in assistant ( #3409 )
...
* Improve usability of date range selector
* Update changelog
7 months ago
Thomas Kaul
8998c18836
Feature/upgrade internationalized number to version 3.5.2 ( #3412 )
...
* Upgrade @internationalized/number to version 3.5.2
* Update changelog
7 months ago
Thomas Kaul
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
...
* Refactor holding detail dialog to standalone
* Update changelog
7 months ago
Thomas Kaul
812ff5cbdc
Feature/refresh cryptocurrencies list 20240514 ( #3411 )
...
* Refresh cryptocurrencies list
* Update changelog
7 months ago
Thomas Kaul
035b90a689
Feature/upgrade zone.js to version 0.14.5 ( #3410 )
...
* Upgrade zone.js to version 0.14.5
* Update changelog
7 months ago
Thomas Kaul
5ea3a187f4
Feature/upgrade body parser to version 1.20.2 ( #3406 )
...
* Upgrade body-parser to version 1.20.2
* Update changelog
7 months ago
Thomas Kaul
5d9c38663d
Feature/migrate various pages to standalone components ( #3404 )
...
* Migrate to standalone components
* Update changelog
7 months ago
Thomas Kaul
9ad1c2177c
Release 2.81.0 ( #3403 )
8 months ago
Thomas Kaul
ebc5008569
Feature/improve language localization for de 20240512 ( #3402 )
...
* Update translations
* Update changelog
8 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>
8 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>
8 months ago
Thomas Kaul
782d131b0d
Feature/add indicator for active filters ( #3398 )
...
* Add indicator for active filters
* Update changelog
8 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
8 months ago
Thomas Kaul
4b1c27c245
Feature/upgrade nx to version 19.0.2 ( #3391 )
...
* Upgrade Nx dependencies to version 19.0.2
* Update changelog
8 months ago
Thomas Kaul
61f0da35bc
Feature/disable delete all activities if filters are active ( #3389 )
...
* Disable delete all activities button if filters are active
* Update changelog
8 months ago
Thomas Kaul
80464c7846
Release 2.80.0 ( #3386 )
8 months ago
Thomas Kaul
74f4323903
Feature/increase spacing around floating action buttons ( #3385 )
...
* Increase spacing around floating action buttons
* Update changelog
8 months ago
Thomas Kaul
66bdb374e8
Feature/set icon columns of tables to stick at beginning ( #3377 )
...
* Set icon columns to stick at the beginning
* Update changelog
8 months ago
Thomas Kaul
1fd836194f
Feature/add absolute change column to holdings table ( #3378 )
...
* Add absolute change column
* Update changelog
8 months ago
Thomas Kaul
2090db1199
Feature/increase number of attempts of queue jobs ( #3376 )
...
* Increase number of attempts
* Update changelog
8 months ago
Thomas Kaul
053c7e591e
Feature/upgrade ionicons to version 7.4.0 ( #3356 )
...
* Upgrade ionicons to version 7.4.0
* Update changelog
8 months ago
Thomas Kaul
6765191a8c
Bugfix/fix position detail dialog open in holding search of assistant ( #3374 )
...
* Open position detail dialog (via holding search of assistant)
* Update changelog
8 months ago
Thomas Kaul
8438a45bcf
Update changelog ( #3372 )
8 months ago
Thomas Kaul
30a64e7fc1
Release 2.79.0 ( #3371 )
8 months ago
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
...
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
8 months ago
Thomas Kaul
3f41e5c5de
Bugfix/fix locale in markets overview ( #3369 )
...
* Fix locale if no user is logged in
* Update changelog
8 months ago
Thomas Kaul
f3d961bc16
Feature/move holdings table to holdings tab of home page ( #3368 )
...
* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
8 months ago
Thomas Kaul
42b70ef568
Feature/improve performance labels in position detail dialog ( #3363 )
...
* Improve performance labels (with and without currency effects)
* Update changelog
8 months ago
Thomas Kaul
d9c07456cd
Release 2.78.0 ( #3361 )
8 months ago
Thomas Kaul
0a53df4293
Feature/improve inactive user role ( #3360 )
...
* Improve inactive role
* Update changelog
8 months ago
Thomas Kaul
4416ba0c88
Feature/set performance column of holdings table to stick at end ( #3353 )
...
* Set up stickyEnd in performance column
* Update changelog
8 months ago
Thomas Kaul
486de968a2
Bugfix/fix division by zero error in dividend yield calculation ( #3354 )
...
* Handle division by zero
* Update changelog
8 months ago
Thomas Kaul
a5833566a8
Feature/skip caching in portfolio calculator if active filters ( #3348 )
...
* Skip caching if active filters
* Update changelog
8 months ago
Fedron
2173c418a7
Feature/validate forms using DTO for access, asset profile, tag and platform management ( #3337 )
...
* Validate forms using DTO for access, asset profile, tag and platform management
* Update changelog
8 months ago
Thomas Kaul
4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities ( #3342 )
...
* Adapt date of future activities
* Update changelog
8 months ago
Thomas Kaul
d735e4db75
Release 2.77.1 ( #3340 )
8 months ago
Thomas Kaul
ac953df809
Release 2.77.0 ( #3338 )
8 months ago
Thomas Kaul
bb4ee50738
Feature/update browserslist database 20240417 ( #3288 )
...
* Update the browserslist database
* Update changelog
8 months ago
Thomas Kaul
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
...
* Set up caching
* Update changelog
8 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
8 months ago
Thomas Kaul
b692b7432c
Feature/set up event system for portfolio changes ( #3333 )
...
* Set up event system for portfolio changes
* Update changelog
8 months ago
Thomas Kaul
a4efbc0131
Feature/migrate UI components to control flow ( #3324 )
...
* Migrate to control flow
* Update changelog
8 months ago
Thomas Kaul
55b0fe232c
Bugfix/reset form values to null if empty string ( #3327 )
...
* Reset form values to null if empty string
* Update changelog
8 months ago
Thomas Kaul
46432edce9
Feature/extend faq by custom asset instructions ( #3326 )
...
* Add instructions for custom asset
* Update changelog
8 months ago
Thomas Kaul
37871fbabc
Feature/upgrade prisma to version 5.13.0 ( #3323 )
...
* Upgrade prisma to version 5.13.0
* Update changelog
8 months ago
Thomas Kaul
0fdeef7953
Release 2.76.0 ( #3322 )
8 months ago
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
...
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
8 months ago
Thomas Kaul
a6dde8ad43
Release 2.75.1 ( #3317 )
8 months ago
Thomas Kaul
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
...
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
8 months ago
Thomas Kaul
ab59eb5c92
Release 2.75.0 ( #3316 )
8 months ago
Thomas Kaul
1132dc9bdd
Feature/add unique constraint to account balance database schema ( #3315 )
...
* Add accountId and date as unique constraint to AccountBalance schema
* Update changelog
8 months ago
Thomas Kaul
b6ea7d23fa
Bugfix/add total value in base currency to redacted values ( #3313 )
...
* Add totalValueInBaseCurrency
* Update changelog
8 months ago
Thomas Kaul
95382581f1
Release 2.74.0 ( #3312 )
8 months ago
Thomas Kaul
551b83a6e3
Bugfix/fix gaps in portfolio performance charts ( #3311 )
...
* Fix gaps in charts
* Update changelog
8 months ago
Thomas Kaul
ccb1bf881e
Feature/improve language localization for de 20240420 ( #3309 )
...
* Update translations
* Update changelog
8 months ago
Thomas Kaul
458ee159e1
Feature/upgrade nx to version 18.3.3 ( #3307 )
...
* Upgrade angular and Nx dependencies
* Update changelog
8 months ago
Bastien Jeannelle
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
...
* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
8 months ago
Thomas Kaul
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
...
* Add date range support
* Update changelog
8 months ago
Thomas Kaul
b6ad362850
Feature/remove date range support in activities table on portfolio activities page ( #3301 )
...
* Remove date range support
* Update changelog
8 months ago
Thomas Kaul
e79d607ab8
Release 2.73.0 ( #3287 )
8 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
8 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
8 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
8 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
8 months ago
Thomas Kaul
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
...
* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
8 months ago
Thomas Kaul
b31bbbe2d1
Release 2.72.0 ( #3270 )
8 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
8 months ago
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
...
* Adapt priorities of data gathering jobs
* Update changelog
8 months ago
Thomas Kaul
45340b581f
Bugfix/fix public page by including markets data ( #3263 )
...
* Include markets data
* Update changelog
8 months ago
Thomas Kaul
34d9ceb009
Feature/add support to immediately execute queue job ( #3259 )
...
* Add support to immediately execute queue job
* Update changelog
9 months ago
Thomas Kaul
3bf7ac76a0
Feature/upgrade nx to version 18.2.3 ( #3256 )
...
* Upgrade Nx to version 17.3.3
* Update changelog
9 months ago
Thomas Kaul
71892e67b2
Feature/upgrade prisma to version 5.12.1 ( #3253 )
...
* Upgrade prisma to version 5.12.1
* Update changelog
9 months ago
Thomas Kaul
6e2885ed20
Release 2.71.0 ( #3252 )
9 months ago
Thomas Kaul
07c0e5a612
Feature/add currency to order database schema ( #3251 )
...
* Add currency to Order database schema
* Update changelog
9 months ago
Thomas Kaul
719bbe156e
Feature/optimize calculation of allocations by market ( #3249 )
...
* Optimize calculation of allocations by market
* Update changelog
9 months ago
Thomas Kaul
b51255a543
Feature/add key to x ray rule ( #3248 )
...
* Add key
* Update changelog
9 months ago
Thomas Kaul
ca2e748c56
Bugfix/add missing tags in portfolio calculator ( #3243 )
...
* Add missing tags
* Update changelog
9 months ago
Thomas Kaul
c6641fde36
Feature/add icon to create or update platform dialog ( #3241 )
...
* Add platform icon
* Update changelog
9 months ago
Thomas Kaul
4ae7e9fcbe
Feature/add icon to asset profile dialog ( #3240 )
...
* Add asset profile icon
* Update changelog
9 months ago
Thomas Kaul
c10ae431a2
Feature/extend faq by data providers ( #3239 )
...
* Add data providers
* Update changelog
9 months ago
Thomas Kaul
883e30e451
Feature/improve language localization for de 20240403 ( #3236 )
...
* Update translations
* Update changelog
9 months ago
Thomas Kaul
f1f4f6247d
Feature/validate url in create and update platform dto ( #3235 )
...
* Validate url
* Update changelog
9 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
9 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>
9 months ago
Thomas Kaul
26b9660e11
Release 2.70.0 ( #3234 )
9 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
9 months ago
Thomas Kaul
6f3cce1c5f
Feature/disable option to update cash balance if date is not today ( #3229 )
...
* Disable option to update cash balance if date is not today
* Update changelog
9 months ago
Thomas Kaul
b8533050b0
Bugfix/fix duplicated tags in position detail dialog ( #3224 )
...
* Fix duplicated tags
* Update changelog
9 months ago
Francisco Silva
8cd6c34ed8
Feature/introduce portfolio calculator factory ( #3214 )
...
* Introduce portfolio calculator factory
* Update changelog
9 months ago
Thomas Kaul
34997f91db
Feature/setup webpack bundle analyzer ( #3222 )
...
* Set up Webpack Bundle Analyzer
* Update changelog
9 months ago
Thomas Kaul
084467ee9a
Feature/reverse order of specific years in date range selector of assistant ( #3221 )
...
* Reverse order
* Update changelog
9 months ago
Thomas Kaul
51203ec96e
Feature/setup chinese ( #3220 )
...
* Set up chinese
* Update changelog
9 months ago
Thomas Kaul
a2277dea2c
Release 2.69.0 ( #3212 )
9 months ago
Bastien Jeannelle
debd233c32
Feature/set up Tini to avoid zombie processes ( #3195 )
...
* Set up Tini to avoid zombie processes
* Update changelog
9 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
9 months ago
Thomas Kaul
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
...
* Disable delete button for benchmarks
* Update changelog
9 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
9 months ago
Thomas Kaul
0581b8b9ec
Release 2.68.0 ( #3205 )
9 months ago
Thomas Kaul
5788c6474e
Refactor portfolio calculator ( #3203 )
...
* Refactor portfolio calculator
* Consume Activity[]
* Change computeTransactionPoints() to private
* Eliminate getTransactionPoints()
* Update changelog
9 months ago
Thomas Kaul
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
...
* Fix issue with overridden names
* Update changelog
9 months ago
Fedron
98de2355c4
Feature/Support overriding name of asset profile dialog ( #3199 )
...
* Support overriding name of asset profile dialog
* Update changelog
9 months ago
helgehatt
b41eb60348
Fix chart tooltip of benchmark comparator ( #3167 )
...
* Fix chart tooltip of benchmark comparator
* Update changelog
9 months ago
Christoph Califice
0edebe30e1
Feature/Add user account currency to export ( #3194 )
...
* Add user account currency to export
* Update changelog
9 months ago
Thomas Kaul
e3abe4feee
Release 2.67.0 ( #3197 )
9 months ago
Thomas Kaul
50391e199a
Feature/improve generation of random strings ( #3196 )
...
* Replace Math.random() with crypto.randomBytes()
* Update changelog
9 months ago
Thomas Kaul
636be8441e
Feature/upgrade zone.js to version 0.14.4 ( #3184 )
...
* Upgrade zone.js to version 0.14.4
* Update changelog
9 months ago
Thomas Kaul
654dc2ba32
Feature/upgrade yahoo finance2 to version 2.11.0 ( #3183 )
...
* Upgrade yahoo-finance2 to version 2.11.0
* Update changelog
9 months ago
Thomas Kaul
458ef169f4
Feature/add support for toncoin cryptocurrency ( #3189 )
...
* Add Toincoin
* Update changelog
9 months ago
Thomas Kaul
5bb01bb03c
Feature/upgrade ionicons to version 7.3.0 ( #3182 )
...
* Upgrade ionicons to version 7.3.0
* Update changelog
9 months ago
Thomas Kaul
43e9528d8c
Release 2.66.3 ( #3188 )
9 months ago
Thomas Kaul
522c54c9b4
Release 2.66.2 ( #3187 )
9 months ago
Thomas Kaul
0004ced4e1
Release 2.66.1 ( #3186 )
9 months ago
Thomas Kaul
274c60e961
Release 2.66.0 ( #3185 )
9 months ago
Bastien Jeannelle
754e98099c
Feature/Set up tini ( #3168 )
...
* Set up tini to avoid zombie processes and perform signal forwarding in docker image
* Update changelog
9 months ago
Thomas Kaul
87bf8df1c3
Bugfix/missing performance chart in presenter view ( #3181 )
...
* Fix missing performance chart in presenter view
* Update changelog
9 months ago
Thomas Kaul
3f7d6b25c7
Feature/extend faq by backup strategy ( #3180 )
...
* Add backup strategy
* Update changelog
9 months ago
Thomas Kaul
8a062e03ab
Feature/add benchmark name to tooltip of benchmark comparator ( #3177 )
...
* Add benchmark name to chart tooltip
* Update changelog
9 months ago
Thomas Kaul
a70f45cbf3
Feature/add index for data source symbol to market data table ( #3179 )
...
* Add index
* Update changelog
9 months ago
Thomas Kaul
f268264c46
Feature/upgrade nx to version 18.1.2 ( #3174 )
...
* Upgrade angular and Nx dependencies
* Update changelog
9 months ago
Thomas Kaul
f1d2a52cba
Release 2.65.0 ( #3170 )
9 months ago
Miguel Coxo
87cc887865
Feature/Set meta theme color dynamically to respect appearance ( #3129 )
...
* Set meta theme color dynamically to respect appearance (dark mode)
* Update changelog
9 months ago
Thomas Kaul
61ecd15f1d
Feature/change edit button to a in admin market data page ( #3164 )
...
* Change edit button to a
* Update changelog
9 months ago
Thomas Kaul
eb853f05ae
Feature/add support to delete asset profile from dialog ( #3165 )
...
* Add support to delete asset profile from dialog
* Update changelog
9 months ago
Thomas Kaul
6285417903
Feature/change grant private access with permissions to general availability ( #3169 )
...
* Change grant private access with permissions from experimental to general availability
* Update changelog
9 months ago
Thomas Kaul
ca674a654e
Feature/add symbol and isin to position detail dialog ( #3163 )
...
* Add symbol and ISIN
* Update translations
* Update changelog
9 months ago
Thomas Kaul
2729c5651f
Release 2.64.0 ( #3161 )
9 months ago
Thomas Kaul
e21563d903
Feature/increase timeout to load benchmarks ( #3158 )
...
* Increase request timeout
* Update changelog
9 months ago
Thomas Kaul
3ede69650c
Feature/upgrade prisma to version 5.11.0 ( #3159 )
...
* Upgrade prisma to version 5.11.0
* Update changelog
9 months ago
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
...
* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
9 months ago
Thomas Kaul
38c2baf943
Feature/improve exception handling of current investments in various rules ( #3156 )
...
* Improve exception handling
* Update changelog
9 months ago
Thomas Kaul
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
...
* Fix total dividend calculation
* Update changelog
9 months ago
rodriguestiago0
3b895afc9e
Enable account balance update for fee and interest activities ( #3145 )
...
* Enable account balance update for fee and interest activities
* Update changelog
9 months ago
Thomas Kaul
00c2ede85e
Feature/improve usability of platform and tag management ( #3144 )
...
* Improve usability
* Update changelog
9 months ago
Thomas Kaul
8420cb830c
Feature/add product roadmap to faq ( #3143 )
...
* Add product roadmap
* Update changelog
9 months ago
helgehatt
a0ddd1f9b9
Fix date conversion in import of historical market data ( #3117 )
...
* Fix date conversion in import of historical market data
* Update changelog
9 months ago
Thomas Kaul
671e4e316b
Release 2.63.2 ( #3138 )
10 months ago
Thomas Kaul
473136e9aa
Release 2.63.1 ( #3135 )
...
* Release 2.63.1
10 months ago
Thomas Kaul
9a3db91982
Release 2.63.0 ( #3134 )
10 months ago
Thomas Kaul
d23cb5f190
Feature/upgrade simplewebauthn dependencies to version 9.0 ( #3130 )
...
* Upgrade @simplewebauthn/browser and @simplewebauthn/server to version 9.0
* Update changelog
10 months ago
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
...
* Remove liabilities from allocations calculation
* Update changelog
10 months ago
Thomas Kaul
59c064e3c8
Feature/upgrade yahoo finance2 to version 2.10.0 ( #3127 )
...
* Upgrade yahoo-finance2 to version 2.10.0
* Update changelog
10 months ago
Thomas Kaul
d32dd5e860
Feature/upgrade countries list to version 3.1.0 ( #3131 )
...
* Upgrade countries-list to version 3.1.0
* Update changelog
10 months ago
Thomas Kaul
bb86f85203
Feature/add available home server systems to faq ( #3126 )
...
* Add available home server systems
* Update changelog
* Add CasaOS to README.md
10 months ago
gizmodus
0bca8897d6
Fix average price calculation by only considering BUY transactions ( #3125 )
...
* Fix average price calculation by only considering buy transactions
* Update changelog
10 months ago
Thomas Kaul
ba73f6de2e
Release 2.62.0 ( #3124 )
10 months ago
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
...
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
10 months ago
Gerard Du Pre
d9d71e7827
Fix issue with removing account from activity ( #3112 )
...
* Fix issue with removing account from activity
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
10 months ago
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
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* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
10 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
10 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
10 months ago
Thomas Kaul
c641c28b12
Release 2.61.1 ( #3110 )
10 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
10 months ago
Thomas Kaul
144d831954
Release 2.61.0 ( #3097 )
10 months ago
Thomas Kaul
c37ad9bad4
Bugfix/fix activities import ( #3095 )
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* Fix query parameter handling of booleans
* Update changelog
10 months ago
Thomas Kaul
b932bac9aa
Feature/optimize summary calculation ( #3088 )
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* Optimize calculation
* Update changelog
10 months ago
Thomas Kaul
bcdd873222
Add missing title ( #3087 )
10 months ago
Thomas Kaul
25b3de5828
Release 2.60.0 ( #3086 )
10 months ago
Thomas Kaul
40b454d2f3
Feature/refresh cryptocurrencies list 20240302 ( #3085 )
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* Update cryptocurrencies.json
* Add UNI7083
* Update changelog
10 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
10 months ago
Thomas Kaul
66992ef915
Bugfix/change show condition of button to fetch current market price ( #3079 )
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* Change show condition of button to fetch current market price
* Update changelog
10 months ago
Thomas Kaul
7f67430685
Bugfix/readd value in base currency to activity ( #3078 )
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* Readd valueInBaseCurrency
* Update changelog
10 months ago
Thomas Kaul
8a49a04324
Feature/improve usability of benchmarks in markets overview ( #3077 )
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* Improve icons, localize label
* Update changelog
10 months ago
Thomas Kaul
cde74b6c62
Release 2.59.0 ( #3069 )
10 months ago
Thomas Kaul
633c65e33c
Feature/extend self hosting faq ( #3068 )
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* Extend self-hosting FAQ
* Update changelog
10 months ago
Thomas Kaul
d1617f2d87
Feature/add index for is excluded to account database table ( #3067 )
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* Add index for isExcluded to account database table
* Update changelog
10 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
10 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
10 months ago
Thomas Kaul
2cabd21315
Release 2.58.0 ( #3061 )
10 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
10 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
10 months ago
Thomas Kaul
f2d431a6b8
Bugfix/improve asset profile validation in activities import ( #3057 )
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* Improve asset profile validation
* Update changelog
10 months ago
Thomas Kaul
5b20ba3382
Release 2.57.0 ( #3054 )
10 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
10 months ago
Thomas Kaul
6ae3a47b54
Bugfix/change top and bottom performers to performance with currency effect ( #3046 )
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* Change to performance with currency effect
* Update changelog
10 months ago
Thomas Kaul
88c19eb45e
Feature/restructure copy assets nx target ( #3045 )
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* Restructure copy-assets Nx target
* Update changelog
10 months ago
Thomas Kaul
7728706bc8
Release 2.56.0 ( #3043 )
10 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
10 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
10 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
10 months ago
miles
a3178fb213
Feature/expose redis database via environment variable ( #3036 )
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* Expose Redis database via environment variable
* Update changelog
10 months ago
Thomas Kaul
e7158f6e16
Feature/upgrade prisma to version 5.10.2 ( #3038 )
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* Upgrade prisma to version 5.10.2
* Update changelog
10 months ago
Thomas Kaul
dbea0456bc
Update changelog ( #3035 )
10 months ago
Thomas Kaul
fefee11301
Release 2.55.0 ( #3034 )
10 months ago
Thomas Kaul
40836b745b
Feature/improve validation for currency in endpoints ( #3030 )
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* Improve validation for currency
* Update changelog
10 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
10 months ago
Thomas Kaul
48b412cfb8
Feature/harmonize setting of default locale ( #3032 )
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* Harmonize setting of default locale
* Update changelog
10 months ago
Thomas Kaul
982c71c728
Feature/set angular parser in prettierrc ( #3028 )
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* Set parser to angular
* Update changelog
10 months ago
Thomas Kaul
5aa16a3779
Release 2.54.0 ( #3027 )
10 months ago
Thomas Kaul
93de25e5b6
Feature/add missing database indexes ( #3026 )
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* Add missing database indexes
* Update changelog
10 months ago
Thomas Kaul
ffbdfb86ec
Release 2.53.1 ( #3025 )
10 months ago
Thomas Kaul
be7f6bb657
Feature/add inactive as user role ( #3024 )
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* Add INACTIVE as user role
* Update changelog
10 months ago
Thomas Kaul
0578c645d1
Release 2.53.0 ( #3021 )
10 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
10 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
10 months ago