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1613 lines
34 KiB
1613 lines
34 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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## 1.73.0 - 10.11.2021
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### Changed
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- Improved the info messages to add the first transaction
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### Fixed
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- Fixed the skeleton loader of the portfolio holdings
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## 1.72.0 - 08.11.2021
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### Changed
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- Cached the statistics section on the about page
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## 1.71.0 - 07.11.2021
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### Changed
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- Changed the logger from `console.log()` to `Logger.log()`
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### Fixed
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- Fixed an exception in the scraper configuration
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## 1.70.0 - 07.11.2021
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### Changed
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- Improved the validation of `json` files in the import functionality for transactions
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- Moved the scraper configuration to the symbol profile model
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### Todo
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- Apply data migration (`yarn database:migrate`)
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## 1.69.0 - 07.11.2021
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### Added
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- Added the symbol mapping attribute to the symbol profile model
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### Changed
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- Improved the registration page
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### Todo
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- Apply data migration (`yarn database:migrate`)
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## 1.68.0 - 01.11.2021
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### Changed
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- Prettified the generic scraper symbols in the portfolio proportion chart component
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- Extended the statistics section on the about page by the active users count (7d)
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- Extended the statistics section on the about page by the new users count
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## 1.67.0 - 31.10.2021
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### Added
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- Added more details to the public page (currencies, sectors, continents and regions)
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- Added a `Dockerfile` and documentation to build a _Docker_ image
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## 1.66.0 - 30.10.2021
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### Changed
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- Improved the landing page
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- Ordered the granted accesses by type
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## 1.65.0 - 25.10.2021
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### Added
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- Added the user interface for granting and revoking public access to share the portfolio
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### Changed
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- Moved the data enhancer calls from the data provider (`get()`) to the data gathering service to reduce traffic to 3rd party data providers
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- Changed the profile data gathering from every 12 hours to once every weekend
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## 1.64.0 - 21.10.2021
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### Added
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- Added support for more cryptocurrency symbols like _Avalanche_, _Polygon_, _Shiba Inu_ etc.
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### Changed
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- Changed the data provider service to handle a dynamic list of services
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## 1.63.0 - 19.10.2021
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### Added
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- Added a public page to share the portfolio
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### Changed
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- Improved the skeleton loader size of the portfolio proportion chart component
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### Todo
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- Apply data migration (`yarn database:migrate`)
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## 1.62.0 - 17.10.2021
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### Added
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- Extended the validation message of the import functionality for transactions
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## 1.61.0 - 15.10.2021
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### Added
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- Extended the import functionality for transactions by `csv` files
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- Introduced the primary data source
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### Changed
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- Restricted the file selector of the import functionality for transactions to `csv` and `json`
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## 1.60.0 - 13.10.2021
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### Added
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- Extended the validation of the import functionality for transactions
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- Valid data types
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- Maximum number of orders
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- No duplicate orders
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- Data provider service returns data for the `dataSource` / `symbol` pair
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### Changed
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- Harmonized the page layouts
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### Fixed
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- Fixed the broken line charts showing value labels
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## 1.59.0 - 11.10.2021
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### Added
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- Added a data enhancer for symbol profile data (countries and sectors) via _Trackinsight_
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### Changed
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- Changed the values of the global heat map to fixed-point notation
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### Fixed
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- Fixed the links of cryptocurrency assets in the positions table
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- Fixed various values in the impersonation mode which have not been nullified
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## 1.58.1 - 03.10.2021
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### Fixed
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- Fixed an issue in the symbol conversion for _Yahoo Finance_ (for a cryptocurrency with the same code as a currency)
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## 1.58.0 - 02.10.2021
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### Changed
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- Improved the symbol conversion for _Yahoo Finance_: Support for _Solana USD_ (`SOL1-USD`)
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- Improved the tooltips of the allocations page
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- Upgraded `envalid` from version `7.1.0` to `7.2.1`
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## 1.57.0 - 29.09.2021
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### Added
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- Added a protection for endpoints (subscriptions)
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### Changed
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- Reformatted the exchange rates table in the admin control panel
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## 1.56.0 - 25.09.2021
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### Added
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- Added a story for the line chart component
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- Added a story for the portfolio proportion chart component
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### Changed
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- Changed the navigation to always show the portfolio page
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- Migrated the data type of currencies from `enum` to `string` in the database
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- Supported unlimited currencies (instead of `CHF`, `EUR`, `GBP` and `USD`)
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- Respected the accounts' currencies in the exchange rate service
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### Fixed
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- Hid the actions from the accounts table in the _Presenter View_
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- Hid the actions from the transactions table in the _Presenter View_
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- Fixed the data gathering of the initial project setup (database seeding)
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### Todo
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- Apply data migration (`yarn database:migrate`)
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## 1.55.0 - 20.09.2021
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### Changed
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- Removed the default value of the data source attribute
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- Upgraded `@storybook` dependencies
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### Fixed
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- Fixed an issue in the create or edit transaction dialog
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### Todo
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- Apply data migration (`yarn database:migrate`)
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## 1.54.0 - 18.09.2021
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### Added
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- Added the data source attribute to the symbol profile model
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### Changed
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- Respected the data source attribute in the data provider service
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- Respected the data source attribute in the symbol data endpoint
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- Improved the search functionality of the data management (multiple data sources)
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### Fixed
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- Hid the net performance in the _Presenter View_ (portfolio holdings and summary tab on the home page)
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- Hid the sign if the performance is zero in the value component
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### Todo
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- Apply data migration (`yarn database:migrate`)
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## 1.53.0 - 13.09.2021
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### Changed
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- Optimized the annualized performance calculation
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- Changed the data gathering selection from distinct orders to symbol profiles
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## 1.52.0 - 11.09.2021
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### Added
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- Added the annualized performance to the portfolio summary tab on the home page
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- Added the Ghostfolio Slack channel to the about page
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### Changed
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- Upgraded `@simplewebauthn/browser` and `@simplewebauthn/server` from version `3.0.0` to `4.1.0`
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### Fixed
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- Fixed the sign in with fingerprint for some android devices
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## 1.51.0 - 11.09.2021
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### Changed
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- Provided the name in the portfolio position endpoint
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## 1.50.0 - 11.09.2021
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### Fixed
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- Fixed the _Fear & Greed Index_ (market mood)
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- Fixed the overlap of the home button with tabs on iOS (_Add to Home Screen_)
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## 1.49.0 - 08.09.2021
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### Added
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- Added labels to the allocation chart by symbol on desktop
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## 1.48.0 - 07.09.2021
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### Added
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- Added the attribute `precision` in the value component
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### Fixed
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- Hid the performance in the _Presenter View_
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## 1.47.1 - 06.09.2021
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### Fixed
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- Fixed the search functionality for cryptocurrency symbols
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## 1.46.0 - 05.09.2021
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### Added
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- Extended the statistics section on the about page by the _GitHub_ contributors count
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- Set up _Storybook_
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- Added a story for the logo component
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- Added a story for the no transactions info component
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- Added a story for the trend indicator component
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- Added a story for the value component
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### Changed
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- Switched from gross to net performance
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- Restructured the portfolio summary tab on the home page (fees and net performance)
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## 1.45.0 - 04.09.2021
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### Added
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- Added a link below the holdings to manage the transactions
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- Added the allocation chart by symbol
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### Changed
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- Restructured the allocations page
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- Upgraded `angular` from version `12.0.4` to `12.2.4`
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- Upgraded `@angular/cdk` and `@angular/material` from version `12.0.6` to `12.2.4`
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- Upgraded `Nx` from version `12.5.4` to `12.8.0`
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- Upgraded `prisma` from version `2.24.1` to `2.30.2`
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### Fixed
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- Fixed the value formatting for integers (transactions count)
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## 1.44.0 - 30.08.2021
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### Changed
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- Extended the sub classification of assets by cash
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- Upgraded `svgmap` from version `2.1.1` to `2.6.0`
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### Fixed
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- Filtered out positions without any quantity in the positions table
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- Improved the symbol lookup: allow saving with valid symbol in create or edit transaction dialog
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## 1.43.0 - 24.08.2021
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### Added
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- Extended the data management of symbol profile data by countries (automated for stocks)
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- Added a fallback for initially loading currencies if historical data is not yet available
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## 1.42.0 - 22.08.2021
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### Added
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- Added the subscription type to the users table of the admin control panel
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- Introduced the sub classification of assets
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### Todo
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- Apply data migration (`yarn database:migrate`)
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## 1.41.0 - 21.08.2021
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### Added
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- Added a link to the system status page
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### Changed
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- Improved the wording for the _Restricted View_: _Presenter View_
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- Improved the styling of the tables
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- Ignored cash assets in the allocation chart by sector, continent and country
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### Fixed
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- Fixed an issue in the allocation chart by account (wrong calculation)
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- Fixed an issue in the allocation chart by account (missing cash accounts)
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## 1.40.0 - 19.08.2021
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### Changed
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- Improved the fault tolerance of the portfolio details endpoint
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### Fixed
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- Fixed the node engine version mismatch in `package.json`
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- Fixed an issue on the buy date in the position detail dialog
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- Fixed an issue with the currency inconsistency in the _Yahoo Finance_ service (convert from `GBp` to `GBP`)
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## 1.39.0 - 16.08.2021
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### Added
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- Added an option to hide absolute values like performances and quantities (_Restricted View_)
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### Changed
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- Restructured the allocations page
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### Fixed
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- Fixed an issue with the performance in the portfolio summary tab on the home page (impersonation mode)
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- Fixed various values in the impersonation mode which have not been nullified
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### Removed
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- Removed the current net performance
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- Removed the read foreign portfolio permission
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### Todo
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- Apply data migration (`yarn database:migrate`)
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## 1.38.0 - 14.08.2021
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### Added
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- Added the overview menu item on mobile
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### Changed
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- Refactored the exchange rate service
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- Improved the users table in the admin control panel
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## 1.37.0 - 13.08.2021
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### Added
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- Added the calculated net worth to the portfolio summary tab on the home page
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- Added the calculated time in market to the portfolio summary tab on the home page
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### Changed
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- Improved the usability of the tabs on the home page
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- Restructured the portfolio summary tab on the home page
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- Upgraded `angular-material-css-vars` from version `2.1.0` to `2.1.2`
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### Fixed
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- Fixed the position detail chart if there are missing historical data around the first buy date
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- Fixed the snack bar background color in dark mode
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- Fixed the search functionality for symbols (filter for supported currencies)
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## 1.36.0 - 09.08.2021
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### Changed
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- Improved the data gathering handling on server restart
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- Respected the cash balance on the allocations page
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- Eliminated the name from the scraper configuration
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### Fixed
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- Fixed hidden cryptocurrency holdings
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## 1.35.0 - 08.08.2021
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### Changed
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- Hid the pagination of tabs
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- Improved the classification of assets
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- Improved the support for future transactions (drafts)
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- Optimized the accounts table for mobile
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- Upgraded `chart.js` from version `3.3.2` to `3.5.0`
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### Fixed
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- Added a fallback if the exchange rate service has not been initialized correctly
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### Todo
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- Apply data migration (`yarn database:migrate`)
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## 1.34.0 - 07.08.2021
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### Changed
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- Restructured the page hierarchy
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### Fixed
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- Fixed an issue with the currency conversion of the market price in the position detail dialog
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- Fixed the chart and missing data of positions from the past in the position detail dialog
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## 1.33.0 - 05.08.2021
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### Fixed
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- Fixed an issue of a division by zero in the portfolio calculations
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- Fixed an issue with the currency conversion in the position detail dialog
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## 1.32.0 - 04.08.2021
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### Added
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- Added the name to the position detail dialog when opened from the transactions table
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- Added a screenshot to the blog posts
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### Fixed
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- Fixed the missing market state in the positions tab
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- Fixed the chart of positions with differing currency from user
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## 1.31.1 - 01.08.2021
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### Fixed
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- Fixed an issue with the currency conversion in the portfolio calculations
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## 1.31.0 - 01.08.2021
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### Added
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- Added more data points to the chart
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### Changed
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- Rewritten the core engine for the portfolio calculations
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- Switched to [Time-Weighted Rate of Return](https://www.investopedia.com/terms/t/time-weightedror.asp) (TWR) for the performance calculation
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- Improved the performance of the portfolio calculations
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## 1.30.0 - 31.07.2021
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### Added
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- Added the date range component to the positions tab
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- Added a blog
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## 1.29.0 - 26.07.2021
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### Changed
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- Introduced tabs on the home page
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- Changed the menu icon if the menu is open on mobile
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## 1.28.0 - 24.07.2021
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### Added
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- Extended the data management by symbol profile data
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- Added a currency attribute to the symbol profile model
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- Added a positions button on the home page which scrolls into the view
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### Changed
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- Improved the style of the active page in the navigation on desktop
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- Removed the footer for users
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- Extended the _Zen Mode_ by positions
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- Improved the _Create Account_ message in the _Live Demo_
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## 1.27.0 - 18.07.2021
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### Changed
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- Improved the onboarding
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- Flow of creating a new account
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- Info message to add the first transaction
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### Fixed
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- Fixed the chart on the landing page
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- Fixed the url to the _Fear & Greed Index_ on the resources page
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## 1.26.0 - 17.07.2021
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### Added
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- Added the import functionality for transactions
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- Added the `robots.txt` file
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### Changed
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- Improved the styling of the current pricing plan
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- Improved the styling of the transaction type badge
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- Set the public _Stripe_ key dynamically
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- Upgraded `angular-material-css-vars` from version `2.0.0` to `2.1.0`
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### Fixed
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- Fixed the warn color (button) of the theme
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## 1.25.0 - 11.07.2021
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### Added
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- Added the export functionality for transactions
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### Changed
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- Respected the cash balance on the analysis page
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- Improved the settings selectors on the account page
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- Harmonized the slogan to "Open Source Wealth Management Software"
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### Fixed
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- Fixed rendering of currency and platform in dialogs (account and transaction)
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- Fixed an issue in the calculation of the average buy prices in the position detail chart
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## 1.24.0 - 07.07.2021
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### Added
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- Added the total value in the create or edit transaction dialog
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- Added a balance attribute to the account model
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- Calculated the total balance (cash)
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### Changed
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- Upgraded `@angular/cdk` and `@angular/material` from version `11.0.4` to `12.0.6`
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- Upgraded `@nestjs` dependencies
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- Upgraded `angular-material-css-vars` from version `1.2.0` to `2.0.0`
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- Upgraded `Nx` from version `12.3.6` to `12.5.4`
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## 1.23.1 - 03.07.2021
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### Fixed
|
|
|
|
- Fixed the investment chart (drafts)
|
|
|
|
## 1.23.0 - 03.07.2021
|
|
|
|
### Added
|
|
|
|
- Added support for future transactions (drafts)
|
|
|
|
## 1.22.0 - 25.06.2021
|
|
|
|
### Added
|
|
|
|
- Set the user id in the _Stripe_ callback
|
|
|
|
## 1.21.0 - 22.06.2021
|
|
|
|
### Changed
|
|
|
|
- Changed _Stripe_ mode from `subscription` to `payment`
|
|
|
|
### Fixed
|
|
|
|
- Fixed the base currency on the pricing page
|
|
|
|
## 1.20.0 - 21.06.2021
|
|
|
|
### Added
|
|
|
|
- Set up _Stripe_ for subscriptions
|
|
|
|
### Changed
|
|
|
|
- Improved the style of the _Ghostfolio in Numbers_ section
|
|
|
|
## 1.19.0 - 17.06.2021
|
|
|
|
### Added
|
|
|
|
- Added a _Ghostfolio in Numbers_ section to the about page
|
|
|
|
## 1.18.0 - 16.06.2021
|
|
|
|
### Changed
|
|
|
|
- Improved the pie chart: Investments by sector
|
|
- Improved the onboarding for TWA by redirecting to the account registration page
|
|
|
|
## 1.17.0 - 15.06.2021
|
|
|
|
### Changed
|
|
|
|
- Improved the error page of the sign in with fingerprint
|
|
- Disable the sign in with fingerprint selector for the demo user
|
|
- Upgraded `angular` from version `11.2.4` to `12.0.4`
|
|
- Upgraded `angular-material-css-vars` from version `1.1.2` to `1.2.0`
|
|
- Upgraded `chart.js` from version `3.2.1` to `3.3.2`
|
|
- Upgraded `date-fns` from version `2.19.0` to `2.22.1`
|
|
- Upgraded `eslint` and `prettier` dependencies
|
|
- Upgraded `ngx-device-detector` from version `2.0.6` to `2.1.1`
|
|
- Upgraded `ngx-markdown` from version `11.1.2` to `12.0.1`
|
|
|
|
## 1.16.0 - 14.06.2021
|
|
|
|
### Changed
|
|
|
|
- Improved the sign in with fingerprint
|
|
|
|
## 1.15.0 - 14.06.2021
|
|
|
|
### Added
|
|
|
|
- Added a counter column to the transactions table
|
|
- Added a label to indicate the default account in the accounts table
|
|
- Added an option to limit the items in pie charts
|
|
- Added sign in with fingerprint
|
|
|
|
### Changed
|
|
|
|
- Cleaned up the analysis page with an unused chart module
|
|
- Improved the cell alignment in the users table of the admin control panel
|
|
|
|
### Fixed
|
|
|
|
- Fixed the last activity column of users in the admin control panel
|
|
|
|
## 1.14.0 - 09.06.2021
|
|
|
|
### Added
|
|
|
|
- Added a connect or create symbol profile model logic on creating a new transaction
|
|
|
|
### Changed
|
|
|
|
- Improved the global heat map to visualize investments by country
|
|
|
|
## 1.13.0 - 08.06.2021
|
|
|
|
### Added
|
|
|
|
- Added a global heat map to visualize investments by country
|
|
|
|
## 1.12.0 - 06.06.2021
|
|
|
|
### Added
|
|
|
|
- Added a symbol profile model with additional data
|
|
- Added new pie charts: Investments by continent and country
|
|
|
|
## 1.11.0 - 05.06.2021
|
|
|
|
### Added
|
|
|
|
- Added a dedicated page for the account registration
|
|
- Rendered the average buy prices in the position detail chart (useful for recurring transactions)
|
|
- Introduced the initial prisma migration
|
|
|
|
### Changed
|
|
|
|
- Changed the buttons to links (`<a>`) on the tools page
|
|
- Upgraded `prisma` from version `2.20.1` to `2.24.1`
|
|
|
|
## 1.10.1 - 02.06.2021
|
|
|
|
### Fixed
|
|
|
|
- Fixed an optional type in the user interface
|
|
|
|
## 1.10.0 - 02.06.2021
|
|
|
|
### Changed
|
|
|
|
- Moved the tools to a sub path (`/tools`)
|
|
- Extended the pricing page and aligned with the subscription model
|
|
|
|
## 1.9.0 - 01.06.2021
|
|
|
|
### Added
|
|
|
|
- Added the year labels to the investment chart on the x-axis
|
|
|
|
### Changed
|
|
|
|
- Respected the data source attribute of the transactions model in the data management for historical data
|
|
- Prettified the generic scraper symbols in the transaction filtering component
|
|
- Changed to the strict mode of distance formatting between two given dates
|
|
|
|
### Fixed
|
|
|
|
- Fixed the sorting in various tables
|
|
- Made the order of the rules in the _X-ray_ section consistent
|
|
|
|
## 1.8.0 - 24.05.2021
|
|
|
|
### Added
|
|
|
|
- Added a section for _Analysis_, _X-ray_ and upcoming tools
|
|
|
|
### Changed
|
|
|
|
- Introduced a user service implemented as an observable store (single source of truth for state)
|
|
|
|
### Fixed
|
|
|
|
- Fixed the performance chart by considering the investment
|
|
- Fixed missing header of public pages (_About_, _Pricing_, _Resources_)
|
|
|
|
## 1.7.0 - 22.05.2021
|
|
|
|
### Changed
|
|
|
|
- Hid footer on mobile (except on landing page)
|
|
|
|
### Fixed
|
|
|
|
- Fixed the internal navigation of the _Zen Mode_ in combination with a query parameter
|
|
|
|
## 1.6.0 - 22.05.2021
|
|
|
|
### Added
|
|
|
|
- Added an index in the users table of the admin control panel
|
|
|
|
### Changed
|
|
|
|
- Improved the alignment in the users table of the admin control panel
|
|
|
|
## 1.5.0 - 22.05.2021
|
|
|
|
### Added
|
|
|
|
- Added _Zen Mode_: the distraction-free view
|
|
|
|
## 1.4.0 - 20.05.2021
|
|
|
|
### Added
|
|
|
|
- Added filtering by year in the transaction filtering component
|
|
|
|
### Changed
|
|
|
|
- Renamed _Ghostfolio Account_ to _My Ghostfolio_
|
|
- Hid unknown exchange in the position overview
|
|
- Disable the base currency selector for the demo user
|
|
- Refactored the portfolio unit tests to work without database
|
|
- Refactored the search functionality of the data management (aligned with data source)
|
|
- Renamed shared helper to `@ghostfolio/common/helper`
|
|
- Moved shared interfaces to `@ghostfolio/common/interfaces`
|
|
- Moved shared types to `@ghostfolio/common/types`
|
|
|
|
## 1.3.0 - 15.05.2021
|
|
|
|
### Changed
|
|
|
|
- Refactored the active menu item state by parsing the current url
|
|
- Used a desaturated background color for unknown types in pie charts
|
|
- Renamed the columns _Initial Share_ and _Current Share_ to _Initial Allocation_ and _Current Allocation_ in the positions table
|
|
|
|
### Fixed
|
|
|
|
- Fixed the link to the pricing page
|
|
|
|
## 1.2.1 - 14.05.2021
|
|
|
|
### Changed
|
|
|
|
- Updated the sitemap
|
|
|
|
## 1.2.0 - 14.05.2021
|
|
|
|
### Changed
|
|
|
|
- Harmonized the style of various tables
|
|
- Keep the color per type when switching between _Initial_ and _Current_ in pie charts
|
|
- Upgraded `chart.js` from version `3.0.2` to `3.2.1`
|
|
- Moved the pricing section to a dedicated page
|
|
- Improved the style of the transaction filtering component
|
|
|
|
### Fixed
|
|
|
|
- Fixed the tooltips when switching between _Initial_ and _Current_ in pie charts
|
|
|
|
## 1.1.0 - 11.05.2021
|
|
|
|
### Added
|
|
|
|
- Added a button to fetch the current market price in the create or edit transaction dialog
|
|
|
|
### Changed
|
|
|
|
- Improved the transaction filtering with multi filter support
|
|
|
|
### Fixed
|
|
|
|
- Fixed the filtering by account name in the transactions table
|
|
- Fixed the active menu item state when a modal has opened
|
|
|
|
## 1.0.0 - 05.05.2021
|
|
|
|
### Added
|
|
|
|
- Added the functionality to clone a transaction
|
|
- Added a _Google Play_ badge on the landing page
|
|
|
|
### Changed
|
|
|
|
- Changed to maskable icons
|
|
|
|
## 0.99.0 - 03.05.2021
|
|
|
|
### Added
|
|
|
|
- Added support for deleting users in the admin control panel
|
|
|
|
### Changed
|
|
|
|
- Eliminated the platform attribute from the transaction model
|
|
|
|
## 0.98.0 - 02.05.2021
|
|
|
|
### Added
|
|
|
|
- Added the logic to create and update accounts
|
|
|
|
## 0.97.0 - 01.05.2021
|
|
|
|
### Added
|
|
|
|
- Added an account page as a preparation for the multi accounts support
|
|
|
|
## 0.96.0 - 30.04.2021
|
|
|
|
### Added
|
|
|
|
- Added the absolute change to the position detail dialog
|
|
- Added the number of transactions to the position detail dialog
|
|
|
|
### Changed
|
|
|
|
- Harmonized the slogan to "Open Source Portfolio Tracker"
|
|
|
|
## 0.95.0 - 28.04.2021
|
|
|
|
### Added
|
|
|
|
- Added a data source attribute to the transactions model
|
|
|
|
## 0.94.0 - 27.04.2021
|
|
|
|
### Added
|
|
|
|
- Added the generic scraper symbols to the symbol lookup results
|
|
|
|
## 0.93.0 - 26.04.2021
|
|
|
|
### Changed
|
|
|
|
- Improved the users table styling of the admin control panel
|
|
- Improved the background colors in the dark mode
|
|
|
|
## 0.92.0 - 25.04.2021
|
|
|
|
### Added
|
|
|
|
- Prepared further for multi accounts support: store account for new transactions
|
|
- Added a horizontal scrollbar to the users table of the admin control panel
|
|
|
|
### Fixed
|
|
|
|
- Fixed an issue in the header with outdated data
|
|
- Fixed an issue on the about page with outdated data
|
|
|
|
## 0.91.0 - 25.04.2021
|
|
|
|
### Added
|
|
|
|
- Extended the support for feature flags to simplify the initial project setup
|
|
- Prepared for multi accounts support
|
|
|
|
### Changed
|
|
|
|
- Improved the styling of the rules in the _X-ray_ section
|
|
|
|
## 0.90.0 - 22.04.2021
|
|
|
|
### Added
|
|
|
|
- Added the symbol logo to the position detail dialog
|
|
- Introduced a third option for the market state: `delayed` (besides `open` and `closed`)
|
|
|
|
### Changed
|
|
|
|
- Improved the users table of the admin control panel
|
|
|
|
## 0.89.0 - 21.04.2021
|
|
|
|
### Added
|
|
|
|
- Added a prettifier (pipe) for generic scraper symbols
|
|
|
|
### Fixed
|
|
|
|
- Fixed the text truncation in buttons of the admin control panel
|
|
|
|
## 0.88.0 - 20.04.2021
|
|
|
|
### Changed
|
|
|
|
- Reverted the restoring of the scroll position when opening a new page
|
|
|
|
### Fixed
|
|
|
|
- Fixed the frozen screen if the token has expired
|
|
- Fixed some issues in the generic scraper
|
|
|
|
## 0.87.0 - 19.04.2021
|
|
|
|
### Added
|
|
|
|
- Added a generic scraper
|
|
|
|
### Fixed
|
|
|
|
- Fixed an issue in the users table of the admin control panel with missing data
|
|
|
|
## 0.86.1 - 18.04.2021
|
|
|
|
### Added
|
|
|
|
- Added the license to the about page
|
|
- Added a validation for environment variables
|
|
- Added support for feature flags to simplify the initial project setup
|
|
|
|
### Changed
|
|
|
|
- Changed the about page for the new license
|
|
- Optimized the data management for historical data
|
|
- Optimized the exchange rate service
|
|
- Improved the users table of the admin control panel
|
|
|
|
### Fixed
|
|
|
|
- Restored the scroll position when opening a new page
|
|
|
|
## 0.85.0 - 16.04.2021
|
|
|
|
### Changed
|
|
|
|
- Refactored many frontend components
|
|
- Changed the routing to `routerLink` for an improved navigation experience
|
|
- Simplified the initial project setup
|
|
|
|
## 0.84.0 - 11.04.2021
|
|
|
|
### Fixed
|
|
|
|
- Fixed static portfolio analysis rules (_Currency Cluster Risk_) if no positions in base currency
|
|
- Initial Investment: Base Currency
|
|
- Current Investment: Base Currency
|
|
|
|
## 0.83.0 - 11.04.2021
|
|
|
|
### Added
|
|
|
|
- Added a new static portfolio analysis rule: Fees in relation to the initial investment
|
|
|
|
### Changed
|
|
|
|
- Reset the cache on the server start
|
|
|
|
### Fixed
|
|
|
|
- Fixed an issue in the portfolio update on deleting a transaction
|
|
- Fixed an issue in the _X-ray_ section (missing redirection on logout)
|
|
|
|
## 0.82.0 - 10.04.2021
|
|
|
|
### Added
|
|
|
|
- Added a gradient to the line charts
|
|
- Added a selector to set the base currency on the account page
|
|
|
|
## 0.81.0 - 06.04.2021
|
|
|
|
### Added
|
|
|
|
- Added support for assets in `GBP`
|
|
- Added an error handling with messages in the client
|
|
|
|
### Changed
|
|
|
|
- Changed the _Ghostfolio_ SaaS (cloud) from a `nano` to a `micro` instance for a better performance
|
|
|
|
## 0.80.0 - 05.04.2021
|
|
|
|
### Changed
|
|
|
|
- Improved the spacing in the header
|
|
- Upgraded `chart.js` from version `2.9.4` to `3.0.2`
|
|
|
|
## 0.79.0 - 04.04.2021
|
|
|
|
### Changed
|
|
|
|
- Refactored the data management services
|
|
- Upgraded `bootstrap` from version `4.5.3` to `4.6.0`
|
|
- Upgraded `date-fns` from version `2.16.1` to `2.19.0`
|
|
- Upgraded `ionicons` from version `5.4.0` to `5.5.1`
|
|
- Upgraded `lodash` from version `4.17.20` to `4.17.21`
|
|
- Upgraded `ngx-markdown` from version `11.1.0` to `11.1.2`
|
|
- Upgraded `ngx-skeleton-loader` from version `2.6.2` to `2.9.1`
|
|
- Upgraded `prisma` from version `2.18.0` to `2.20.1`
|
|
|
|
## 0.78.0 - 04.04.2021
|
|
|
|
### Added
|
|
|
|
- Added a spinner to the create or edit transaction dialog
|
|
- Added support for the back button in
|
|
- portfolio performance chart dialog
|
|
- position detail dialog
|
|
- create transaction dialog
|
|
- edit transaction dialog
|
|
|
|
### Changed
|
|
|
|
- Improved the single platform rule by adding the number of platforms
|
|
|
|
## 0.77.1 - 03.04.2021
|
|
|
|
### Changed
|
|
|
|
- Minor improvements
|
|
|
|
## 0.77.0 - 03.04.2021
|
|
|
|
### Added
|
|
|
|
- Added support for base currency in user settings
|
|
- Added an investment risk disclaimer to the footer
|
|
- Added two more static portfolio analysis rules:
|
|
- _Currency Cluster Risk_ (current investment)
|
|
- _Platform Cluster Risk_ (current investment)
|
|
|
|
### Changed
|
|
|
|
- Grouped the _X-ray_ section visually in _Currency Cluster Risk_ and _Platform Cluster Risk_
|
|
|
|
## 0.76.0 - 02.04.2021
|
|
|
|
### Added
|
|
|
|
- Added two more static portfolio analysis rules:
|
|
- _Currency Cluster Risk_ (base currency)
|
|
- _Platform Cluster Risk_ (single platform)
|
|
|
|
### Fixed
|
|
|
|
- Fixed an issue in the _X-ray_ section (empty portfolio)
|
|
|
|
## 0.75.0 - 01.04.2021
|
|
|
|
### Fixed
|
|
|
|
- Fixed an issue in the exchange rate service occurring on the first day of the month
|
|
|
|
## 0.74.0 - 01.04.2021
|
|
|
|
### Added
|
|
|
|
- Added a _Create Account_ message in the _Live Demo_
|
|
- Added skeleton loaders to the _X-ray_ section
|
|
|
|
### Changed
|
|
|
|
- Improved the alignment of the _Why Ghostfolio?_ section
|
|
- Improved the styling of the _Fear & Greed Index_ (market mood)
|
|
|
|
## 0.73.0 - 31.03.2021
|
|
|
|
### Added
|
|
|
|
- Added the _Fear & Greed Index_ (market mood) to the portfolio performance chart dialog
|
|
- Added a link to the info box on the analysis page
|
|
|
|
### Changed
|
|
|
|
- Improved the intro text in the _X-ray_ section
|
|
|
|
### Fixed
|
|
|
|
- Fixed the flickering of the _Sign in_ button in the header
|
|
|
|
## 0.72.1 - 30.03.2021
|
|
|
|
### Fixed
|
|
|
|
- Fixed an issue with updating or resetting the platform of a transaction
|
|
|
|
## 0.72.0 - 30.03.2021
|
|
|
|
### Added
|
|
|
|
- Added an intro text to the _X-ray_ section
|
|
|
|
### Changed
|
|
|
|
- Improved the editing of transactions
|
|
- Harmonized the page titles
|
|
|
|
### Fixed
|
|
|
|
- Fixed an issue with wrong transaction dates
|
|
|
|
## 0.71.0 - 28.03.2021
|
|
|
|
### Added
|
|
|
|
- Added the second static portfolio analysis rule: _Platform Cluster Risk_
|
|
|
|
### Changed
|
|
|
|
- Improved the styling in the _X-ray_ section
|
|
|
|
## 0.70.0 - 27.03.2021
|
|
|
|
### Added
|
|
|
|
- Added the current _Fear & Greed Index_ as text
|
|
- Extended the landing page text: _Ghostfolio_ empowers busy folks...
|
|
- Added the first static portfolio analysis rule in the brand new _X-ray_ section
|
|
|
|
### Changed
|
|
|
|
- Improved the spacing in the footer
|
|
|
|
## 0.69.0 - 27.03.2021
|
|
|
|
### Added
|
|
|
|
- Added the current _Fear & Greed Index_ to the resources page
|
|
|
|
## 0.68.0 - 26.03.2021
|
|
|
|
### Changed
|
|
|
|
- Improved the performance of the position detail dialog
|
|
|
|
### Fixed
|
|
|
|
- Fixed a scroll issue in dialogs
|
|
|
|
## 0.67.0 - 26.03.2021
|
|
|
|
### Added
|
|
|
|
- Added an experimental API to get historical data for benchmarks
|
|
|
|
## 0.66.0 - 25.03.2021
|
|
|
|
### Added
|
|
|
|
- Added a chevron to the position
|
|
- Added an experimental API to get benchmark data
|
|
|
|
## 0.65.0 - 24.03.2021
|
|
|
|
### Added
|
|
|
|
- Added a legend to the portfolio performance chart
|
|
- Added a placeholder to the filter of the transactions table
|
|
|
|
### Changed
|
|
|
|
- Changed the regular data management check to a smarter approach
|
|
|
|
## 0.64.0 - 23.03.2021
|
|
|
|
### Added
|
|
|
|
- Added an index to the market data database table
|
|
|
|
### Changed
|
|
|
|
- Optimized the other dialogs for mobile (full screen and close button)
|
|
|
|
## 0.63.0 - 22.03.2021
|
|
|
|
### Changed
|
|
|
|
- Improved the transactions table
|
|
- Optimized the position detail dialog for mobile (full screen and close button)
|
|
|
|
## 0.62.0 - 21.03.2021
|
|
|
|
### Fixed
|
|
|
|
- Fixed an issue while loading data concurrently via the date range component
|
|
|
|
## 0.61.0 - 21.03.2021
|
|
|
|
### Fixed
|
|
|
|
- Fixed an issue in the performance calculation if there are only transactions from today
|
|
|
|
## 0.60.0 - 20.03.2021
|
|
|
|
### Added
|
|
|
|
- Added a button to create the first transaction on the analysis page
|
|
|
|
### Fixed
|
|
|
|
- Fixed an issue on the analysis page if there are only transactions from today
|
|
|
|
## 0.59.0 - 20.03.2021
|
|
|
|
### Added
|
|
|
|
- Extended the landing page text: Why _Ghostfolio_?
|
|
- Extended the glossary of the resources page
|
|
|
|
## 0.58.0 - 20.03.2021
|
|
|
|
### Added
|
|
|
|
- Added meta data for _Open Graph_ and _Twitter Cards_
|
|
- Added meta data: `description` and `keywords`
|
|
|
|
### Changed
|
|
|
|
- Improved the icon
|
|
|
|
### Fixed
|
|
|
|
- Fixed the `sitemap.xml` file
|
|
|
|
## 0.57.0 - 19.03.2021
|
|
|
|
### Added
|
|
|
|
- Added the `sitemap.xml` file
|
|
- Added a resources page
|
|
- Added a chart to the landing page
|
|
|
|
### Changed
|
|
|
|
- Improved the performance chart
|
|
- Improved the average buy price in the position detail chart
|
|
- Improved the style of the active page in the navigation on mobile
|
|
|
|
## 0.56.0 - 18.03.2021
|
|
|
|
### Added
|
|
|
|
- Added the quantity and investment in the position detail dialog
|
|
|
|
### Changed
|
|
|
|
- Improved the performance chart
|
|
- Improved the performance calculation
|
|
- Improved the average buy price in the position detail chart
|
|
|
|
## 0.55.0 - 16.03.2021
|
|
|
|
### Changed
|
|
|
|
- Improved the performance calculation
|
|
|
|
## 0.54.0 - 15.03.2021
|
|
|
|
### Added
|
|
|
|
- Added another _Create Account_ button at the end of the landing page
|
|
|
|
### Fixed
|
|
|
|
- Fixed an issue in the position detail chart if the position has been bought today (no historical data)
|
|
- Fixed an issue in the transaction service with unordered items
|
|
|
|
## 0.53.0 - 14.03.2021
|
|
|
|
### Added
|
|
|
|
- Set up database backup
|
|
|
|
### Changed
|
|
|
|
- Improved `site.webmanifest`
|
|
|
|
## 0.52.0 - 14.03.2021
|
|
|
|
### Changed
|
|
|
|
- Added the membership status to the account page
|
|
|
|
### Fixed
|
|
|
|
- Fixed an issue in the chart (empty portfolio)
|
|
|
|
## 0.51.0 - 14.03.2021
|
|
|
|
### Changed
|
|
|
|
- Changed the default number of rows from 10 to 7 in the positions table
|
|
|
|
## 0.50.1 - 13.03.2021
|
|
|
|
### Fixed
|
|
|
|
- Fixed the button to expand rows in the positions table
|
|
|
|
## 0.50.0 - 13.03.2021
|
|
|
|
### Added
|
|
|
|
- Added filters to switch between _Original Shares_ vs. _Current Shares_ in pie charts
|
|
- Added a button to expand rows in the positions table
|
|
|
|
### Changed
|
|
|
|
- Ordered platforms by name in edit transaction dialog
|
|
- Modularized the date range component
|
|
|
|
### Fixed
|
|
|
|
- Fixed the error handling for the data management (errors in nested data)
|
|
|
|
## 0.49.0 - 13.03.2021
|
|
|
|
### Added
|
|
|
|
- Added additional portfolio filters for `1Y` and `5Y`
|
|
- Added an error handling for the data management
|
|
|
|
### Changed
|
|
|
|
- Improved the pricing section
|
|
|
|
## 0.48.1 - 11.03.2021
|
|
|
|
### Fixed
|
|
|
|
- Fixed the about page for unauthorized users
|
|
|
|
## 0.48.0 - 11.03.2021
|
|
|
|
### Added
|
|
|
|
- Added a pricing section
|
|
|
|
### Changed
|
|
|
|
- Improved the positions and transactions table
|
|
- Harmonized alignment
|
|
- Enabled position detail dialog
|
|
|
|
## 0.47.0 - 10.03.2021
|
|
|
|
### Added
|
|
|
|
- Added a positions table with information about _Original Shares_ vs. _Current Shares_
|
|
- Added data management to control panel
|
|
|
|
## 0.46.0 - 09.03.2021
|
|
|
|
### Added
|
|
|
|
- Added permission based access-control
|
|
- Added an admin control panel
|
|
|
|
## 0.45.0 - 08.03.2021
|
|
|
|
### Changed
|
|
|
|
- Changed the data management of benchmarks with extended persistency
|
|
- Changed the data management of currencies with extended persistency
|
|
|
|
## 0.44.0 - 07.03.2021
|
|
|
|
### Changed
|
|
|
|
- Changed the data management with extended persistency
|
|
- Upgraded `prisma` from version `2.16.1` to `2.18.0`
|
|
- Upgraded `angular` from version `11.0.9` to `11.2.4`
|
|
|
|
## 0.43.0 - 04.03.2021
|
|
|
|
### Fixed
|
|
|
|
- Fixed missing columns (_Quantity_, _Unit Price_ and _Fee_) in transactions table
|
|
- Fixed displaying edit transaction dialog in impersonation mode
|
|
- Fixed `/.well-known/assetlinks.json` for TWA
|
|
|
|
## 0.42.0 - 03.03.2021
|
|
|
|
### Changed
|
|
|
|
- Improved the skeleton loader (minor)
|
|
|
|
### Fixed
|
|
|
|
- Fixed the portfolio unit tests
|
|
|
|
## 0.41.0 - 02.03.2021
|
|
|
|
### Added
|
|
|
|
- Added the possibility to create or edit a transaction with a platform
|
|
|
|
### Changed
|
|
|
|
- Increased the token expiration duration
|
|
|
|
### Fixed
|
|
|
|
- Only show relevant data in the position detail dialog
|
|
- Improved the performance chart styling in Safari
|
|
|
|
## 0.40.0 - 01.03.2021
|
|
|
|
### Fixed
|
|
|
|
- Fixed the calculation issues occurring on the first day of each month
|
|
- Harmonized the percent value formatting
|
|
|
|
## 0.39.0 - 28.02.2021
|
|
|
|
### Changed
|
|
|
|
- Improved the buy price in the position detail dialog
|
|
|
|
### Fixed
|
|
|
|
- Fixed the (hidden) header issue
|
|
|
|
## 0.38.0 - 26.02.2021
|
|
|
|
### Added
|
|
|
|
- Added `/.well-known/assetlinks.json` for TWA
|
|
|
|
## 0.37.0 - 25.02.2021
|
|
|
|
### Added
|
|
|
|
- Added a benchmark (_S&P 500_) to the portfolio performance chart
|
|
|
|
## 0.36.1 - 24.02.2021
|
|
|
|
### Changed
|
|
|
|
- Minor improvements in the transactions table
|
|
|
|
## 0.36.0 - 24.02.2021
|
|
|
|
### 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)
|