Commit Graph

840 Commits (fc5ed887ff50fa2b3290589f101caca72bb86f2b)

Author SHA1 Message Date
Thomas Kaul 7f67430685
Bugfix/readd value in base currency to activity (#3078)
8 months ago
Thomas Kaul 2115745471
Bugfix/fix issue with exchange rate calculation of wealth items in accounts (#3065)
8 months ago
Thomas Kaul 3615e2f057
Feature/improve handling of activities without account (#3060)
8 months ago
Thomas Kaul d3679d41b3
Bugfix/fix query to filter activities of excluded accounts (#3059)
8 months ago
Thomas Kaul f2d431a6b8
Bugfix/improve asset profile validation in activities import (#3057)
8 months ago
Thomas Kaul 15cc294581
Feature/move break down of performance from experimental to general availability (#3047)
8 months ago
Thomas Kaul 2e9d40c201
Feature/switch to performance calculations with currency effects (#3039)
8 months ago
Thomas Kaul 6be38a1c19
Feature/remove is default flag from account database schema (#3041)
8 months ago
miles a3178fb213
Feature/expose redis database via environment variable (#3036)
8 months ago
Thomas Kaul 40836b745b
Feature/improve validation for currency in endpoints (#3030)
8 months ago
Thomas Kaul 07eabac059
Feature/add missing database indexes part 2 (#3033)
8 months ago
Thomas Kaul be7f6bb657
Feature/add inactive as user role (#3024)
8 months ago
Thomas Kaul 6f7cbc93b9
Add missing type (#3023)
8 months ago
Thomas Kaul 67ae86763e
Handle premium data provider in getQuotes() (#3020)
8 months ago
Thomas Kaul a3cdb23776
Feature/refactor query to filter activities of excluded accounts (#3016)
8 months ago
Thomas Kaul ad42c0bf28
Enable FAQ link for self-hoster (#3015)
8 months ago
Thomas Kaul 2518a8fd9d
Feature/add accounts tab to position detail dialog (#3012)
8 months ago
Thomas Kaul 78b3328bf7
Add activities count (#3005)
8 months ago
Thomas Kaul cc0ce18627
Bugfix/fix date conversion in import of historical market data (#2994)
8 months ago
Thomas Kaul e921ed7f52
Reorder imports (#2988)
8 months ago
Thomas Kaul ef9d77312e
Introduce renewal-early-bird (#2982)
9 months ago
Thomas Kaul ccaf06360a
Feature/introduce admin setting to disable data gathering (#2981)
9 months ago
Thomas Kaul f83e75df44
Feature/harmonize env variables of various api keys (#2980)
9 months ago
Thomas Kaul 893e76f83f
Feature/provide data provider info in search (#2958)
9 months ago
Thomas Kaul 06ba7a4b1b
Feature/extend assistant by asset class selector (#2957)
9 months ago
Thomas Kaul c9237146e2
Feature/add investment value to chart (#2948)
9 months ago
Thomas Kaul 4434d0315f
Remove unused timeline calculation (#2947)
9 months ago
Arshad Jamal e82dcc8ace
Feature/fix export in lazy-loaded activities table (#2939)
9 months ago
Thomas Kaul 40b6777814
Add upgrade plan button (#2937)
9 months ago
Thomas Kaul f3ee99fb2b
Feature/extend assistant by account selector (#2929)
9 months ago
Francisco Silva 3df8810412
Feature/Add support to grant private access with permissions (#2870)
9 months ago
Thomas Kaul 9fdbd22cb5
Bugfix/fix activities import for manual data source (#2923)
9 months ago
Cédric Meuter a5ed49fe4c
Feature/Add date range selector to assistant (#2905)
9 months ago
Cédric Meuter 4e9e3f7b6b
Feature/Add `wtd` and `mtd` as possible values for date range (#2902)
9 months ago
Thomas Kaul 6167f105fe
Refactoring (#2897)
9 months ago
Thomas Kaul 8d5f2fd91d
Fix fee conversion (#2896)
9 months ago
Hugo Persson c918deeb1c
Feature/Support for editing countries and sectors (#2854)
9 months ago
Thomas Kaul bff60ddbe0
Feature/improve asset profile validation in activities import for manual data source (#2886)
9 months ago
Thomas Kaul 7b45a8b3fc
Introduce type (#2885)
9 months ago
Thomas Kaul ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes (#2875)
9 months ago
Thomas Kaul 005890d785
Improve extractNumberFromString() for international number formats (#2843)
9 months ago
Thomas Kaul 5fa3388609
Feature/break down performance into asset and currency (#2863)
9 months ago
gizmodus be801b481e
Feature/Add exchange rate effects to portfolio calculation (#2834)
9 months ago
Thomas Kaul d7f72819de
Feature/extend assistant by tag selector (#2838)
10 months ago
Francisco Silva 62f85293e2
#2820 Grant private access (#2822)
10 months ago
Hugo Persson 371f1dc451
Feature/support rest api in scraper (#2810)
10 months ago
Thomas Kaul 23d323073d
Fix performance percentage for 1d (#2814)
10 months ago
Thomas Kaul 0649f9fd2c
Clean up (#2787)
10 months ago
Thomas Kaul 43b4f14ace
Feature/add button to test scraper configuration (#2808)
10 months ago
gizmodus 726e727c7d
Feature/benchmark currency correction (#2790)
10 months ago
Thomas Kaul e465f1b791
Feature/add support to edit currency of asset profile with data source manual (#2789)
10 months ago
miles 34b02210df
Feature/expose the environment variable `REQUEST_TIMEOUT` (#2792)
10 months ago
gizmodus b183c45027
Time weighted portfolio performance calculation (#2778)
10 months ago
underwater 7d68905f1b
Feature/use has permission annotation in endpoints (#2771)
10 months ago
Thomas Kaul 4d79df90a7
Feature/support search by asset profile id (#2765)
10 months ago
Thomas Kaul 7f3c86038f
Sort imports (#2739)
10 months ago
Thomas Kaul 28706d7b26
Refactor order service (#2751)
10 months ago
Thomas Kaul ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview (#2740)
11 months ago
Thomas Kaul 51a0ede3e4
Feature/introduce lazy loaded activities table (#2729)
11 months ago
Thomas Kaul 531964636b
Fix type (#2708)
11 months ago
Thomas Kaul 377ba75e4c
Add support to delete a cash balance (#2707)
11 months ago
Marcin Szymański 77b13b88f0
Relax check for duplicates in activities import (#2704)
11 months ago
Thomas Kaul 6f4fd0826c
Feature/respect with excluded accounts flag in get account balances (#2697)
11 months ago
Thomas Kaul 07b0a2c40a
Add guard (#2696)
11 months ago
Thomas Kaul 2b491dc732
Extend performance endpoint by net worth per day (#2574)
11 months ago
Thomas Kaul 6ff2e0f952
Introduce base product page (#2687)
11 months ago
Thomas Kaul 5ad248a643
Improve algorithm (#2676)
11 months ago
Thomas Kaul 8898d02442
Bugfix/fix cannot read properties of undefined reading items in get position (#2667)
11 months ago
Thomas Kaul 1586cd3a59
Feature/change twitter to x (#2654)
11 months ago
Aldrin aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends (#2575)
11 months ago
Thomas Kaul d155ab6f28
Feature/improve data source validation in activities import (#2645)
11 months ago
Thomas Kaul 93b6011ddc
Feature/refactor get range in market data service (#2631)
12 months ago
Thomas Kaul b4de06fcf0
Feature/add platform icons to account selectors (#2633)
12 months ago
Thomas Kaul 12aac101bd
Feature/extend system message (#2628)
12 months ago
Thomas Kaul 7cb86de7af
Feature/remove account type from account database model (#2616)
12 months ago
Thomas Kaul 35f98b9d2d
Bugfix/handle failing database query for account find many (#2598)
12 months ago
Thomas Kaul 8a523a981a
Bugfix/fix fees on account level (#2588)
12 months ago
Thomas Kaul e69c7a753c
Feature/add edit exchange rate button to admin control (#2577)
12 months ago
Thomas Kaul b26aa7f51d
Feature/improve duplicate check in activities import (#2561)
1 year ago
Thomas Kaul a7baad10d1
Feature/improve import of historical market data (#2559)
1 year ago
Ajay 20cefaba19
Improve usability and validation in cash balance transfer (#2552)
1 year ago
Thomas Kaul f5ad1d2d24
Feature/set validation rule to positive number in cash balance transfer (#2544)
1 year ago
Aldrin 0af37ca1d7
Extend asset profile dialog form (#2535)
1 year ago
Rafael 2dcc7e161c
Improve validation of activities import (#2496)
1 year ago
Thomas Kaul fa627f686f
Bugfix/fix chart for account excluded from analysis (#2534)
1 year ago
Thomas Kaul cb166dcc78
Redirect to membership page (#2527)
1 year ago
Thomas Kaul 4e7b7375a9
Feature/setup open figi (#2526)
1 year ago
Thomas Kaul b8626c2086
Feature/change fees interest and search to general availability (#2525)
1 year ago
Manushreshta B L 32df7620d9
Add support for creating asset profiles with MANUAL data source (#2479)
1 year ago
Kevin 8492a8fed0
Upgrade simplewebauthn (#2498)
1 year ago
Thomas Kaul 30e561c06f
Feature/extend assistant with search for asset profile (#2499)
1 year ago
Pavol Kolcun 7ae49eb839
Add endpoint for account balances (#2484)
1 year ago
Kevin b6101c6375
Feature/import historical data (#2448)
1 year ago
Aldrin 0ac97bd112
Transfer cash balance between accounts (#2455)
1 year ago
Kevin 6c66033eb4
Add date to markets overview by benchmarks (#2436)
1 year ago
Sanjeev Sharma f47c7313af
Support enter key press to submit access dialog form (#2437)
1 year ago
Thomas Kaul 550e646079
Feature/introduce assistant (#2451)
1 year ago
Kevin 37ff7acf04
Change platform control from select to autocomplete in account dialog (#2429)
1 year ago
Thomas Kaul 8236091477
Feature/add support for search query in portfolio position endpoint (#2443)
1 year ago
Aldrin e60fe48fdd
Add dialog for cash transfer between accounts (#2433)
1 year ago
Siddharth Singh d9a6c22e1e
Add application version to admin endpoint (#2423)
1 year ago
Sanjeev Sharma 4fb88859b2
Improve form in account dialog (#2408)
1 year ago
Manushreshta B L 90e18338f6
Change UX to set an asset profile as a benchmark (#2409)
1 year ago
shyam kachhadiya f40f0653c2
Add request params (ship, take) for pagination to GET order endpoint (#2382)
1 year ago
Thomas Kaul 5fa0540936
Feature/add emergency fund setup to static portfolio analysis rules (#2400)
1 year ago
Thomas Kaul 0b2f6a312c
Sort imports (#2399)
1 year ago
Thomas Kaul 5b7409d08e
Feature/add tag management in admin control panel (#2389)
1 year ago
Thomas Kaul 01b6bb5b99
Clean up (#2390)
1 year ago
Thomas Kaul e2e4c9be3c
Feature/skip data gathering for manual data source (#2379)
1 year ago
Thomas Kaul 0f7c6ff0fe
Bugfix/fix asset class of cash position for empty account (#2378)
1 year ago
Thomas Kaul 8f64a77a9d
Clean up (#2329)
1 year ago
Thomas Kaul b12349a148
Feature/add support for interest on account level (#2354)
1 year ago
Thomas Kaul 7130ac7565
Feature/add support for fees on account level (#1954)
1 year ago
Thomas Kaul ab691bb27a
Feature/remove account type from user interface (#2335)
1 year ago
Thomas Kaul 8fc5676443
Feature/improve timeout of data source requests (#2330)
1 year ago
Thomas Kaul 1fe1e2fe0c
Feature/improve read only mode (#2322)
1 year ago
Thomas Kaul 921d38a706
Feature/harmonize style of granted access user interface (#2326)
1 year ago
Thomas Kaul 6161d5e77c
Feature/improve logger output of info service (#2331)
1 year ago
Thomas Kaul b21884eb66
Feature/harmonize logger output (#2321)
1 year ago
Thomas Kaul bc33e5f147
Feature/remove deprecated environment variable base currency (#2255)
1 year ago
Thomas Kaul 48ba8f936b
Feature/deactivate internet identity for account registration (#2293)
1 year ago
Thomas Kaul d74f283707
Eliminate prisma service (#2286)
1 year ago
Thomas Kaul c6aa06b933
Feature/improve import validation (#2305)
1 year ago
Thomas Kaul 0b59fc639d
Feature/upgrade prettier to version 3 (#2163)
1 year ago
Thomas Kaul c2fd31f5e5
Feature/add health check endpoints for data enhancers (#2265)
1 year ago
Thomas Kaul f2d70f9070
Sort imports (#2266)
1 year ago
Thomas Kaul 2df27100f0
Add middleware (#2239)
1 year ago
Thomas Kaul 6cf6538719
Feature/add currencies preset to historical market data table (#2243)
1 year ago
Thomas Kaul 6c9779fb0d
Bugfix/change date creation from string using parse iso (#2236)
1 year ago
Thomas Kaul 9036f53e7d
Reset benchmark in user settings (#2233)
1 year ago
Thomas Kaul b5f01c0d15
Feature/migrate requests from bent to got (#2231)
1 year ago
Hugo Persson 2d003225bc
Allow custom currency in activity import (#2215)
1 year ago
Thomas Kaul 7a905fde63
Clean up (#2210)
1 year ago
Thomas Kaul 42274917e0
Release 1.297.4 (#2209)
1 year ago
Thomas Kaul 8ba50f2729
Release 1.297.3 (#2208)
1 year ago
Thomas Kaul d2312371a6
Release 1.297.1 (#2205)
1 year ago
Thomas Kaul 43d0b55004
Feature/upgrade to angular 16 (#2156)
1 year ago
Thomas Kaul 286e41eb21
Feature/optimize import validation by reducing to unique asset profiles (#2198)
1 year ago
Thomas Kaul 4d6be0a507
Exclude open-source-alternative-to-markets.sh (#2195)
1 year ago
Thomas Kaul b259ab7b0c
Feature/add step by step introduction for new users (#2191)
1 year ago
Thomas Kaul d4fea075af
Feature/include unavailable data in allocations by market chart (#2190)
1 year ago
Hugo Persson cef7fa79de
Fix total account value calculation for liabilities (#2184)
1 year ago
Thomas Kaul 77e9791e03
Feature/set lastmod dates of sitemap.xml dynamically (#2170)
1 year ago
Thomas Kaul efd9e7a5c7
Fix RedisClient import (#2183)
1 year ago
Thomas Kaul d9ced885e1
Feature/add error handling for redis connections (#2179)
1 year ago
Thomas Kaul 0866587cab
Increase frequency (#2169)
1 year ago
Thomas Kaul 622bb8b0cf
Feature/add allocations by market chart (#2171)
1 year ago
Thomas Kaul c9353d0a39
Support account balance time series (#2166)
1 year ago
Thomas Kaul cd67ce82fa
Feature/rename queries to presets in market data table of admin control (#2165)
1 year ago
Thomas Kaul d5b3c52602
Refactor value to valueInBaseCurrency (#2164)
1 year ago
Thomas Kaul bdf72164b1
Feature/break down emergency fund by cash and assets (#2159)
1 year ago
Thomas Kaul 455a2d2e92
Refactor value to valueInBaseCurrency (#2160)
1 year ago
Thomas Kaul 68a9a7f6f9
Feature/add queries to market data table in admin control (#2153)
1 year ago
Thomas Kaul b633132757
Feature/upgrade prisma to version 4.16.2 (#2109)
1 year ago
Thomas Kaul ed735e0b29
Feature/disable caching in health check endpoints for data providers (#2147)
1 year ago
Thomas Kaul d3234f9e77
Feature/add blog post exploring the path to fire (#2113)
1 year ago
Thomas Kaul e62da06c5c
Feature/extend scraper configuration support (#2110)
1 year ago
Thomas Kaul b7f635bdfc
Increase frequency (#2111)
1 year ago
Thomas Kaul 0a465f125d
Feature/add pagination to market data table in admin control panel (#2108)
1 year ago
Arghya Ghosh 6a802a62a0
Add ability to search for indices and fix gf-symbol-autocomplete validation (#2094)
1 year ago
Thomas Kaul 54ea6c84b4
Feature/add caching for quotes (#2095)
1 year ago
Arghya Ghosh d0a4f5c000
Feature/added ability to add asset profile in admin control panel (#2075)
1 year ago
Thomas Kaul 06dfb91f82
Release 1.280.1 (#2069)
1 year ago
Thomas Kaul be36050d76
Release 1.280.0 (#2068)
1 year ago
Thomas Kaul 7931e6950d
Feature/add support for liabilities (#1789)
1 year ago
Thomas Kaul 9116443305
Feature/support note in accounts (#2063)
1 year ago
Thomas Kaul d630fb900d
Feature/add investment streaks (#2042)
1 year ago
Thomas Kaul 9db675b955
Feature/improve get symbol data endpoint (#2041)
1 year ago
Thomas Kaul 6e5f0086a1
Bugfix/fix price when creating subscription (#2037)
1 year ago
Thomas Kaul 26b1fd6572
Feature/localize meta description (#2019)
1 year ago
Thomas Kaul 19333ab084
Fix warnings (#2011)
1 year ago
Thomas Kaul 1f393e78f6
Feature/improve error handling in delete user endpoint (#2000)
1 year ago
Thomas Kaul 215f5eafa6
Feature/set asset profile as benchmark (#2002)
1 year ago
Thomas Kaul 51e3650790
Feature/add blog post unlock your financial potential (#1994)
1 year ago
Thomas Kaul 655a68a847
Feature/change uptime to last 90 days (#1993)
1 year ago
Thomas Kaul 86296b3591
Feature/improve local number formatting in value component (#1992)
1 year ago
Thomas Kaul 5bca8de44e
Feature/check for duplicates in dividend import (#1986)
1 year ago
Thomas Kaul 136c4bf50b
Bugfix/fix data source transformation in dividends import (#1985)
1 year ago
Thomas Kaul 4d700e3b83
Feature/add error message if importing duplicates (#1984)
1 year ago
Thomas Kaul edd690850c
Feature/setup open startup page (#1967)
1 year ago
Francisco Silva 8e000baef2
fix update activity, hide update cash balance on edit (#1959)
1 year ago
Thomas Kaul ef4a75d1f0
Feature/improve market price of first buy date in chart of position detail dialog (#1956)
1 year ago
Visrut 7d6a74a67d
Feature/improve check for duplicates in import #1932 (#1940)
1 year ago
Thomas Kaul 27d9b075ce
Feature/improve interstitial for subscription (#1941)
1 year ago
Thomas Kaul 5249257dd8
Feature/improve platform managment in admin control (#1939)
1 year ago
Thomas Kaul 577a487301
Fix import (#1936)
1 year ago
Thomas Kaul 31a4c2ff1f
Sort imports (#1933)
1 year ago
FabioAzevedo0619 e1892d2870
Feature/platform management (#1922)
1 year ago
Francisco Silva 8ba15f8f72
Optionally update cash balance when adding activity (#1926)
1 year ago
Thomas Kaul c19984c3d0
Bugfix/fix missing platform name in allocations by platform (#1918)
2 years ago
Thomas Kaul 15c96a9757
Feature/add allocations by platform chart (#1915)
2 years ago
Thomas Kaul 1ca3792a4b
Feature/clean up initial values from x ray (#1914)
2 years ago
Thomas Kaul e61b3b34a7
Eliminate getSymbolProfilesBySymbols() (#1912)
2 years ago
Thomas Kaul a5f0f48ddb
Fix accounts page (#1908)
2 years ago
Thomas Kaul e500ccb61b
Feature/introduce env variable data source exchange rates and data source import (#1910)
2 years ago
Thomas Kaul f4c748f67a
Feature/extend support for impersonation mode (#1898)
2 years ago
Francisco Silva 672d8dfab2
Fix/holdings always include cash position (#1897)
2 years ago
Thomas Kaul 7b77dc044a
Feature/add state to market data database schema (#1893)
2 years ago
Francisco Silva 67e758365f
feature: allow to delete all activities of a user (#1880)
2 years ago
Thomas Kaul 513a564e2c
Restructure services (#1891)
2 years ago