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757 lines
14 KiB
757 lines
14 KiB
# Changelog
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All notable changes to this project will be documented in this file.
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The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
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and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
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## Unreleased
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### Changed
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- Harmonized the style of various tables
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## 1.1.0 - 11.05.2021
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### Added
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- Added a button to fetch the current market price in the create or edit transaction dialog
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### Changed
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- Improved the transaction filtering with multi filter support
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### Fixed
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- Fixed the filtering by account name in the transactions table
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- Fixed the active menu item state when a modal has opened
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## 1.0.0 - 05.05.2021
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### Added
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- Added the functionality to clone a transaction
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- Added a _Google Play_ badge on the landing page
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### Changed
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- Changed to maskable icons
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## 0.99.0 - 03.05.2021
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### Added
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- Added support for deleting users in the admin control panel
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### Changed
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- Eliminated the platform attribute from the transaction model
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## 0.98.0 - 02.05.2021
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### Added
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- Added the logic to create and update accounts
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## 0.97.0 - 01.05.2021
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### Added
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- Added an account page as a preparation for the multi accounts support
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## 0.96.0 - 30.04.2021
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### Added
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- Added the absolute change to the position detail dialog
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- Added the number of transactions to the position detail dialog
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### Changed
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- Harmonized the slogan to "Open Source Portfolio Tracker"
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## 0.95.0 - 28.04.2021
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### Added
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- Added a data source attribute to the transactions model
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## 0.94.0 - 27.04.2021
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### Added
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- Added the generic scraper symbols to the symbol lookup results
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## 0.93.0 - 26.04.2021
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### Changed
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- Improved the user table styling of the admin control panel
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- Improved the background colors in the dark mode
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## 0.92.0 - 25.04.2021
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### Added
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- Prepared further for multi accounts support: store account for new transactions
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- Added a horizontal scrollbar to the user table of the admin control panel
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### Fixed
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- Fixed an issue in the header with outdated data
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- Fixed an issue on the about page with outdated data
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## 0.91.0 - 25.04.2021
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### Added
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- Extended the support for feature flags to simplify the initial project setup
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- Prepared for multi accounts support
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### Changed
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- Improved the styling of the rules in the _X-ray_ section
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## 0.90.0 - 22.04.2021
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### Added
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- Added the symbol logo to the position detail dialog
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- Introduced a third option for the market state: `delayed` (besides `open` and `closed`)
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### Changed
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- Improved the user table of the admin control panel
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## 0.89.0 - 21.04.2021
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### Added
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- Added a prettifier (pipe) for generic scraper symbols
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### Fixed
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- Fixed the text truncation in buttons of the admin control panel
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## 0.88.0 - 20.04.2021
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### Changed
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- Reverted the restoring of the scroll position when opening a new page
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### Fixed
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- Fixed the frozen screen if the token has expired
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- Fixed some issues in the generic scraper
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## 0.87.0 - 19.04.2021
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### Added
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- Added a generic scraper
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### Fixed
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- Fixed an issue in the user table of the admin control panel with missing data
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## 0.86.1 - 18.04.2021
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### Added
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- Added the license to the about page
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- Added a validation for environment variables
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- Added support for feature flags to simplify the initial project setup
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### Changed
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- Changed the about page for the new license
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- Optimized the data management for historical data
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- Optimized the exchange rate service
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- Improved the user table of the admin control panel
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### Fixed
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- Restored the scroll position when opening a new page
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## 0.85.0 - 16.04.2021
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### Changed
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- Refactored many frontend components
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- Changed the routing to `routerLink` for an improved navigation experience
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- Simplified the initial project setup
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## 0.84.0 - 11.04.2021
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### Fixed
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- Fixed static portfolio analysis rules (_Currency Cluster Risk_) if no positions in base currency
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- Initial Investment: Base Currency
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- Current Investment: Base Currency
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## 0.83.0 - 11.04.2021
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### Added
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- Added a new static portfolio analysis rule: Fees in relation to the initial investment
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### Changed
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- Reset the cache on the server start
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### Fixed
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- Fixed an issue in the portfolio update on deleting a transaction
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- Fixed an issue in the _X-ray_ section (missing redirection on logout)
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## 0.82.0 - 10.04.2021
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### Added
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- Added a gradient to the line charts
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- Added a selector to set the base currency on the account page
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## 0.81.0 - 06.04.2021
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### Added
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- Added support for assets in `GBP`
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- Added an error handling with messages in the client
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### Changed
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- Changed the _Ghostfolio_ SaaS (cloud) from a `nano` to a `micro` instance for a better performance
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## 0.80.0 - 05.04.2021
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### Changed
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- Improved the spacing in the header
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- Upgraded `chart.js` from version `2.9.4` to `3.0.2`
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## 0.79.0 - 04.04.2021
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### Changed
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- Refactored the data management services
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- Upgraded `bootstrap` from version `4.5.3` to `4.6.0`
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- Upgraded `date-fns` from version `2.16.1` to `2.19.0`
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- Upgraded `ionicons` from version `5.4.0` to `5.5.1`
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- Upgraded `lodash` from version `4.17.20` to `4.17.21`
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- Upgraded `ngx-markdown` from version `11.1.0` to `11.1.2`
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- Upgraded `ngx-skeleton-loader` from version `2.6.2` to `2.9.1`
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- Upgraded `prisma` from version `2.18.0` to `2.20.1`
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## 0.78.0 - 04.04.2021
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### Added
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- Added a spinner to the create or edit transaction dialog
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- Added support for the back button in
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- portfolio performance chart dialog
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- position detail dialog
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- create transaction dialog
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- edit transaction dialog
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### Changed
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- Improved the single platform rule by adding the number of platforms
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## 0.77.1 - 03.04.2021
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### Changed
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- Minor improvements
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## 0.77.0 - 03.04.2021
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### Added
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- Added support for base currency in user settings
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- Added an investment risk disclaimer to the footer
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- Added two more static portfolio analysis rules:
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- _Currency Cluster Risk_ (current investment)
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- _Platform Cluster Risk_ (current investment)
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### Changed
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- Grouped the _X-ray_ section visually in _Currency Cluster Risk_ and _Platform Cluster Risk_
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## 0.76.0 - 02.04.2021
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### Added
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- Added two more static portfolio analysis rules:
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- _Currency Cluster Risk_ (base currency)
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- _Platform Cluster Risk_ (single platform)
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### Fixed
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- Fixed an issue in the _X-ray_ section (empty portfolio)
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## 0.75.0 - 01.04.2021
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### Fixed
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- Fixed an issue in the exchange rate service occurring on the first day of the month
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## 0.74.0 - 01.04.2021
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### Added
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- Added a _Create Account_ message in the _Live Demo_
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- Added skeleton loaders to the _X-ray_ section
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### Changed
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- Improved the alignment of the _Why Ghostfolio?_ section
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- Improved the styling of the _Fear & Greed Index_ (market mood)
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## 0.73.0 - 31.03.2021
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### Added
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- Added the _Fear & Greed Index_ (market mood) to the portfolio performance chart dialog
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- Added a link to the info box on the analysis page
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### Changed
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- Improved the intro text in the _X-ray_ section
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### Fixed
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- Fixed the flickering of the _Sign in_ button in the header
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## 0.72.1 - 30.03.2021
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### Fixed
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- Fixed an issue with updating or resetting the platform of a transaction
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## 0.72.0 - 30.03.2021
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### Added
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- Added an intro text to the _X-ray_ section
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### Changed
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- Improved the editing of transactions
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- Harmonized the page titles
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### Fixed
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- Fixed an issue with wrong transaction dates
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## 0.71.0 - 28.03.2021
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### Added
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- Added the second static portfolio analysis rule: _Platform Cluster Risk_
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### Changed
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- Improved the styling in the _X-ray_ section
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## 0.70.0 - 27.03.2021
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### Added
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- Added the current _Fear & Greed Index_ as text
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- Extended the landing page text: _Ghostfolio_ empowers busy folks...
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- Added the first static portfolio analysis rule in the brand new _X-ray_ section
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### Changed
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- Improved the spacing in the footer
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## 0.69.0 - 27.03.2021
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### Added
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- Added the current _Fear & Greed Index_ to the resources page
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## 0.68.0 - 26.03.2021
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### Changed
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- Improved the performance of the position detail dialog
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### Fixed
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- Fixed a scroll issue in dialogs
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## 0.67.0 - 26.03.2021
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### Added
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- Added an experimental API to get historical data for benchmarks
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## 0.66.0 - 25.03.2021
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### Added
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- Added a chevron to the position
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- Added an experimental API to get benchmark data
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## 0.65.0 - 24.03.2021
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### Added
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- Added a legend to the portfolio performance chart
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- Added a placeholder to the filter of the transactions table
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### Changed
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- Changed the regular data management check to a smarter approach
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## 0.64.0 - 23.03.2021
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### Added
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- Added an index to the market data database table
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### Changed
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- Optimized the other dialogs for mobile (full screen and close button)
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## 0.63.0 - 22.03.2021
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### Changed
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- Improved the transactions table
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- Optimized the position detail dialog for mobile (full screen and close button)
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## 0.62.0 - 21.03.2021
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### Fixed
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- Fixed an issue while loading data concurrently via the date range component
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## 0.61.0 - 21.03.2021
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### Fixed
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- Fixed an issue in the performance calculation if there are only transactions from today
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## 0.60.0 - 20.03.2021
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### Added
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- Added a button to create the first transaction on the analysis page
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### Fixed
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- Fixed an issue on the analysis page if there are only transactions from today
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## 0.59.0 - 20.03.2021
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### Added
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- Extended the landing page text: Why _Ghostfolio_?
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- Extended the glossary of the resources page
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## 0.58.0 - 20.03.2021
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### Added
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- Added meta data for _Open Graph_ and _Twitter Cards_
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- Added meta data: `description` and `keywords`
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### Changed
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- Improved the icon
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### Fixed
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- Fixed the `sitemap.xml` file
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## 0.57.0 - 19.03.2021
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### Added
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- Added the `sitemap.xml` file
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- Added a resources page
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- Added a chart to the landing page
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### Changed
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- Improved the performance chart
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- Improved the average buy price in the position detail chart
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- Improved the style of the active page in the navigation on mobile
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## 0.56.0 - 18.03.2021
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### Added
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- Added the quantity and investment in the position detail dialog
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### Changed
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- Improved the performance chart
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- Improved the performance calculation
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- Improved the average buy price in the position detail chart
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## 0.55.0 - 16.03.2021
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### Changed
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- Improved the performance calculation
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## 0.54.0 - 15.03.2021
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### Added
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- Added another _Create Account_ button at the end of the landing page
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### Fixed
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- Fixed an issue in the position detail chart if the position has been bought today (no historical data)
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- Fixed an issue in the transaction service with unordered items
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## 0.53.0 - 14.03.2021
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### Added
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- Set up database backup
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### Changed
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- Improved `site.webmanifest`
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## 0.52.0 - 14.03.2021
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### Changed
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- Added the membership status to the account page
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### Fixed
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- Fixed an issue in the chart (empty portfolio)
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## 0.51.0 - 14.03.2021
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### Changed
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- Changed the default number of rows from 10 to 7 in the positions table
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## 0.50.1 - 13.03.2021
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### Fixed
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- Fixed the button to expand rows in the positions table
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## 0.50.0 - 13.03.2021
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### Added
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- Added filters to switch between _Original Shares_ vs. _Current Shares_ in pie charts
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- Added a button to expand rows in the positions table
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### Changed
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- Ordered platforms by name in edit transaction dialog
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- Modularized the date range component
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### Fixed
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- Fixed the error handling for the data management (errors in nested data)
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## 0.49.0 - 13.03.2021
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### Added
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- Added additional portfolio filters for `1Y` and `5Y`
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- Added an error handling for the data management
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### Changed
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- Improved the pricing section
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## 0.48.1 - 11.03.2021
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### Fixed
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- Fixed the about page for unauthorized users
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## 0.48.0 - 11.03.2021
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### Added
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- Added a pricing section
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### Changed
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- Improved the positions and transactions table
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- Harmonized alignment
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- Enabled position detail dialog
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## 0.47.0 - 10.03.2021
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### Added
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- Added a positions table with information about _Original Shares_ vs. _Current Shares_
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- Added data management to control panel
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## 0.46.0 - 09.03.2021
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### Added
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- Added permission based access-control
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- Added an admin control panel
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## 0.45.0 - 08.03.2021
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### Changed
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- Changed the data management of benchmarks with extended persistency
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- Changed the data management of currencies with extended persistency
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## 0.44.0 - 07.03.2021
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### Changed
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- Changed the data management with extended persistency
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- Upgraded `prisma` from version `2.16.1` to `2.18.0`
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- Upgraded `angular` from version `11.0.9` to `11.2.4`
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## 0.43.0 - 04.03.2021
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### Fixed
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- Fixed missing columns (_Quantity_, _Unit Price_ and _Fee_) in transactions table
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- Fixed displaying edit transaction dialog in impersonation mode
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- Fixed `/.well-known/assetlinks.json` for TWA
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## 0.42.0 - 03.03.2021
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### Changed
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- Improved the skeleton loader (minor)
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### Fixed
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- Fixed the portfolio unit tests
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## 0.41.0 - 02.03.2021
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### Added
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- Added the possibility to create or edit a transaction with a platform
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### Changed
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- Increased the token expiration duration
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### Fixed
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- Only show relevant data in the position detail dialog
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- Improved the performance chart styling in Safari
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## 0.40.0 - 01.03.2021
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### Fixed
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- Fixed the calculation issues occurring on the first day of each month
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- Harmonized the percent value formatting
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## 0.39.0 - 28.02.2021
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### Changed
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- Improved the buy price in the position detail dialog
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### Fixed
|
|
|
|
- Fixed the (hidden) header issue
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|
|
|
## 0.38.0 - 26.02.2021
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|
|
### Added
|
|
|
|
- Added `/.well-known/assetlinks.json` for TWA
|
|
|
|
## 0.37.0 - 25.02.2021
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|
|
|
### Added
|
|
|
|
- Added a benchmark (_S&P 500_) to the portfolio performance chart
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|
|
|
## 0.36.1 - 24.02.2021
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|
|
|
### Changed
|
|
|
|
- Minor improvements in the transactions table
|
|
|
|
## 0.36.0 - 24.02.2021
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|
|
|
### Added
|
|
|
|
- Added the possibility to edit a transaction
|
|
|
|
## 0.35.0 - 23.02.2021
|
|
|
|
### Changed
|
|
|
|
- Added transparent background to header
|
|
- Harmonized currency value formatting
|
|
|
|
### Fixed
|
|
|
|
- Fixed header issue with (not) signed in
|
|
|
|
## 0.34.0 - 21.02.2021
|
|
|
|
### Changed
|
|
|
|
- Improved skeleton loader of position
|
|
- Simplified sign in / sign up flow
|
|
|
|
## 0.33.0 - 21.02.2021
|
|
|
|
### Added
|
|
|
|
- Added favicon and `site.webmanifest`
|
|
|
|
### Changed
|
|
|
|
- Set font style of numbers to tabular
|
|
- Rename _Orders_ to _Transactions_
|
|
|
|
### Security
|
|
|
|
- Additionally hash the _Security Token_ (no more stored in plain text)
|
|
|
|
## 0.32.0 - 20.02.2021
|
|
|
|
### Added
|
|
|
|
- Added a landing page text: How does _Ghostfolio_ work?
|
|
- Added the _Independent & Bootstrapped_ badge to the about page
|
|
|
|
## 0.31.0 - 20.02.2021
|
|
|
|
### Added
|
|
|
|
- Added a changelog to the about page
|
|
- Added a twitter account to the about page
|
|
- Added the version to the about page
|
|
|
|
## 0.30.0 - 19.02.2021
|
|
|
|
### Added
|
|
|
|
- Added an about page
|
|
|
|
## 0.29.0 - 19.02.2021
|
|
|
|
### Added
|
|
|
|
- Added a landing page text: Why _Ghostfolio_?
|
|
|
|
## 0.28.2 - 17.02.2021
|
|
|
|
### Added
|
|
|
|
- Added caching for the portfolio (Redis)
|