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ghostfolio/CHANGELOG.md

21 KiB

Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

Unreleased

Added

  • Added the import functionality for transactions

Changed

  • Upgraded angular-material-css-vars from version 2.0.0 to 2.1.0

Fixed

  • Fixed the warn color (button) of the theme

1.25.0 - 11.07.2021

Added

  • Added the export functionality for transactions

Changed

  • Respected the cash balance on the analysis page
  • Improved the settings selectors on the account page
  • Harmonized the slogan to "Open Source Wealth Management Software"

Fixed

  • Fixed rendering of currency and platform in dialogs (account and transaction)
  • Fixed an issue in the calculation of the average buy prices in the position detail chart

1.24.0 - 07.07.2021

Added

  • Added the total value in the create or edit transaction dialog
  • Added a balance attribute to the account model
  • Calculated the total balance (cash)

Changed

  • Upgraded @angular/cdk and @angular/material from version 11.0.4 to 12.0.6
  • Upgraded @nestjs dependencies
  • Upgraded angular-material-css-vars from version 1.2.0 to 2.0.0
  • Upgraded Nx from version 12.3.6 to 12.5.4

1.23.1 - 03.07.2021

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)