Thomas Kaul
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f2cb671c7f
|
Feature/optimize get porfolio details endpoint (#3366)
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
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5 months ago |
|
Thomas Kaul
|
3f41e5c5de
|
Bugfix/fix locale in markets overview (#3369)
* Fix locale if no user is logged in
* Update changelog
|
5 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
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5 months ago |
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Thomas Kaul
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42b70ef568
|
Feature/improve performance labels in position detail dialog (#3363)
* Improve performance labels (with and without currency effects)
* Update changelog
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5 months ago |
|
Thomas Kaul
|
77beaaba08
|
Refactoring portfolio service (#3365)
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5 months ago |
|
Thomas Kaul
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0a53df4293
|
Feature/improve inactive user role (#3360)
* Improve inactive role
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
486de968a2
|
Bugfix/fix division by zero error in dividend yield calculation (#3354)
* Handle division by zero
* Update changelog
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5 months ago |
|
Thomas Kaul
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a5833566a8
|
Feature/skip caching in portfolio calculator if active filters (#3348)
* Skip caching if active filters
* Update changelog
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5 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
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5 months ago |
|
Thomas Kaul
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4efd5cefd8
|
Bugfix/calculation of portfolio summary caused by future liabilities (#3342)
* Adapt date of future activities
* Update changelog
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5 months ago |
|
Thomas Kaul
|
e10707fde4
|
Add missing guard to fix public page (#3339)
|
5 months ago |
|
Thomas Kaul
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4f41bac328
|
Feature/set up caching in portfolio calculator (#3335)
* Set up caching
* Update changelog
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5 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
|
5 months ago |
|
Thomas Kaul
|
b692b7432c
|
Feature/set up event system for portfolio changes (#3333)
* Set up event system for portfolio changes
* Update changelog
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5 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
|
5 months ago |
|
Thomas Kaul
|
46432edce9
|
Feature/extend faq by custom asset instructions (#3326)
* Add instructions for custom asset
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
990028316e
|
Refactor form controls to form getter (#3325)
|
5 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
|
5 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
|
5 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
|
5 months ago |
|
Thomas Kaul
|
2d70b18593
|
Remove links (#3306)
|
5 months ago |
|
Thomas Kaul
|
b6ea7d23fa
|
Bugfix/add total value in base currency to redacted values (#3313)
* Add totalValueInBaseCurrency
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
551b83a6e3
|
Bugfix/fix gaps in portfolio performance charts (#3311)
* Fix gaps in charts
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
895c4fe299
|
Improve style on mobile (#3310)
|
5 months ago |
|
Thomas Kaul
|
ccb1bf881e
|
Feature/improve language localization for de 20240420 (#3309)
* Update translations
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
7788b5a987
|
Improve messages (#3308)
|
5 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>
|
5 months ago |
|
Thomas Kaul
|
22d63c6102
|
Improve logging (#3304)
* Improve logging
|
5 months ago |
|
Thomas Kaul
|
212aa6a63b
|
Feature/add date range support to portfolio holdings page (#3303)
* Add date range support
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
bed9ae916c
|
Migrate UI components to standalone (#3302)
|
5 months ago |
|
Thomas Kaul
|
b6ad362850
|
Feature/remove date range support in activities table on portfolio activities page (#3301)
* Remove date range support
* Update changelog
|
5 months ago |
|
Thomas Kaul
|
ab86dd5318
|
Add Home Assistant (#3291)
|
5 months ago |
|
Thomas Kaul
|
dba73d80a3
|
Improve logging (#3300)
|
5 months ago |
|
Thomas Kaul
|
92fb05320a
|
Migrate UI components to standalone (#3296)
|
5 months ago |
|
Thomas Kaul
|
73d62bb51f
|
Migrate UI components to standalone (#3290)
|
5 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
|
5 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
|
6 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
|
6 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
|
6 months ago |
|
Thomas Kaul
|
4e7d93db13
|
Feature/adapt priorities of data gathering jobs (#3262)
* Adapt priorities of data gathering jobs
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
45340b581f
|
Bugfix/fix public page by including markets data (#3263)
* Include markets data
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
6f8fe45fc2
|
Update OSS Friends (#3258)
|
6 months ago |
|
Thomas Kaul
|
34d9ceb009
|
Feature/add support to immediately execute queue job (#3259)
* Add support to immediately execute queue job
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
2b97bbd05d
|
Move getChart() to portfolio calculator (#3255)
|
6 months ago |
|
Thomas Kaul
|
07c0e5a612
|
Feature/add currency to order database schema (#3251)
* Add currency to Order database schema
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
719bbe156e
|
Feature/optimize calculation of allocations by market (#3249)
* Optimize calculation of allocations by market
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
b51255a543
|
Feature/add key to x ray rule (#3248)
* Add key
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
50dbbf0569
|
Feature/refactor symbol icon module to asset profile icon component (#3245)
* Refactor symbol icon module to asset profile icon component (standalone)
|
6 months ago |
|
Thomas Kaul
|
ca2e748c56
|
Bugfix/add missing tags in portfolio calculator (#3243)
* Add missing tags
* Update changelog
|
6 months ago |
|
Thomas Kaul
|
6152ff4b44
|
Remove condition (#3242)
|
6 months ago |
