689 Commits

Author SHA1 Message Date
csehatt741
634bdf16d6
Feature/extend portfolio snapshot by activities count (#4352)
* Extend portfolio snapshot by activities count

* Update changelog
2025-02-24 21:54:53 +01:00
Thomas Kaul
190abdf9cc
Bugfix/improve numeric comparison of strings in value component (#4330)
* Improve numeric comparison of strings

* Update changelog
2025-02-24 13:53:05 +01:00
Shaunak Das
7577a452f0
Feature/add activities count to GET user endpoint (#4351)
* Add activities count to GET user endpoint

* Update changelog
2025-02-23 08:50:59 +01:00
Sayed Murtadha Ahmed
05b0728b2a
Feature/extend export by tags (#4337)
* Extend export by tags

* Update changelog
2025-02-22 09:20:39 +01:00
Thomas Kaul
57957a7b30
Bugfix/add missing CommonModule in tags selector component (#4335)
* Add missing CommonModule (async pipe)
2025-02-17 21:03:01 +01:00
Shaunak Das
fe6dcdf682
feature/migrate to Angular control flow syntax (#4321)
* Migrate to Angular control flow syntax

* Update changelog
2025-02-17 19:22:02 +01:00
Ken Tandrian
ec098c8d68
Feature/extend tooltip of treemap chart (#4323)
* feat(ui): Extend tooltip

* allocation
* change
* performance

* feat(sb): add story for treemap chart

* Update changelog
2025-02-17 19:21:08 +01:00
Ken Tandrian
02a4e27083
Bugfix/missing assets in Storybook (#4324)
* fix(sb): add staticDirs config

* fix(sb): improve config type safety

* Update changelog
2025-02-16 08:47:44 +01:00
Ken Tandrian
ec8fce44a6
Feature/allow creating custom tags from holding detail dialog component (#4308)
* Allow creating custom tags from holding detail dialog component

* Extend create tag endpoint

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2025-02-15 08:48:53 +01:00
Amandee Ellawala
ab379f9abf
Feature/extend holding detail dialog by historical market data editor (#4281)
* Extend holding detail dialog by historical market data editor

* Update changelog
2025-02-12 21:21:31 +01:00
Shaunak Das
ece8c80aa1
Feature/regional market cluster risk for Asia-Pacific (#4313)
* Add regional market cluster risk for Asia-Pacific

* Update changelog
2025-02-12 21:18:35 +01:00
Shaunak Das
b616274380
Feature/add regional market cluster risk for Japan (#4309)
* Add regional market cluster risk for Japan

* Update changelog
2025-02-11 21:17:30 +01:00
Ken Tandrian
35ef06d27a
Feature/allow creating custom tags in tag selector component (#4305)
* feat(ui): allow creating custom tags

* feat(ui): add new story

* Update changelog
2025-02-09 10:24:44 +01:00
Ken Tandrian
56f943824e
Feature/introduce readonly attribute in tags selector component (#4301)
* feat(ui): introduce readonly attribute

* Update changelog
2025-02-08 21:20:47 +01:00
Ken Tandrian
72d5c713c5
Feature/import global styles in Storybook (#4302)
* feat(ui): include styles in storybook build

* chore(ui): cleanup

* fix(ui): remove styles from storybook target

* Update changelog
2025-02-08 20:58:55 +01:00
Thomas Kaul
a8d353f29d
Feature/extend personal finance tools 20250208 (#4297)
* Add Fey
2025-02-08 09:54:34 +01:00
Shaunak Das
dee612b2a2
Feature/add regional market cluster risk for emerging markets (#4291)
* Add regional market cluster risk for emerging markets

* Update changelog
2025-02-07 18:08:14 +01:00
Ken Tandrian
e496c49555
Feature/set up Storybook stories for tags selector component (#4289)
* feat(storybook): create story for tags selector

* Update changelog
2025-02-07 10:28:04 +01:00
Shaunak Das
06298089db
Feature/add regional market cluster risk rule for Europe (#4271)
* Add regional market cluster risk rule for Europe

* Update changelog
2025-02-04 19:58:50 +01:00
Ken Tandrian
d711fed4f5
Feature/extract tags selector to reusable component (#4256)
* feat(ui): create gf-tags-selector component

* feat(ui): implement gf-tags-selector in activity dialog

* feat(ui): implement gf-tags-selector in holding detail dialog

* Update changelog
2025-02-02 16:14:35 +01:00
Thomas Kaul
9ab21508a5
Feature/refactor snack bars (#4273)
* Refactor snack bars
2025-02-02 14:48:07 +01:00
Thomas Kaul
14cb0c98ce
Feature/update ghostfolio data provider info (#4269)
* Update info
2025-02-02 14:47:34 +01:00
Shaunak Das
8bd869e1b2
Feature/add regional market cluster risk for north america (#4240)
* Add regional market cluster risk for north america

* Update changelog
2025-01-30 22:41:13 +01:00
Thomas Kaul
4cb4375514
Bugfix/fix issue with holdings and sectors while using symbol profile overrides (#4234)
* Fix issue with holdings and sectors while using symbol profile overrides

* Update changelog
2025-01-24 19:47:50 +01:00
Guillermo Tomás Fernández Martín
512b84016c
Bugfix/fix issue with detection of thousand separator by locale (#4243)
* Fix issue with detection of thousand separator by locale

* Update changelog
2025-01-24 19:39:24 +01:00
Ken Tandrian
59f84aa46f
Feature/upgrade chart.js dependencies to the latest versions (#4209)
* chore(deps): bump chartjs-chart-treemap from 2.3.1 to 3.1.0

* chore(deps): bump chartjs-plugin-annotation from 2.1.2 to 3.1.0

* chore(deps): bump chart.js from 4.2.0 to 4.4.7

* fix(ts): reinforce chart type safety

* Update changelog
2025-01-19 09:32:14 +01:00
Ken Tandrian
75f34101b8
Feature/switch to ESLint flat config format (#4203)
* Switch to ESLint flat config format

* Update changelog
2025-01-18 10:41:16 +01:00
Serhii Serdiuk
9fe19868b9
Feature/set up language localization for Ukrainian (#4190)
* Set up language localization for Ukrainian

* Update changelog
2025-01-15 19:55:03 +01:00
Thomas Kaul
d7171b9221
Feature/extend promotion system by label (#4181)
* Extend promotion system by label
2025-01-12 11:35:17 +01:00
Thomas Kaul
8c7cb78c0b
Feature/add copy AI prompt to clipboard action to analysis page (#4176)
* Add copy AI prompt to clipboard action

* Update changelog
2025-01-08 19:55:23 +01:00
Karel De Smet
68868df41a
Bugfix/fix storybook setup (#4168)
* Fix storybook setup

* Update changelog
2025-01-06 22:49:55 +01:00
Thomas Kaul
8fc9d1c75c
Feature/clean up imports of holdings table component (#4159)
* Clean up imports
2024-12-30 11:23:26 +01:00
Karel De Smet
46cbbd3bc4
Feature/upgrade to nx 20.3 (#4152)
* Upgrade to Nx 20.3

* Update changelog
2024-12-29 19:47:32 +01:00
Thomas Kaul
c9047e7c17
Feature/add user interface for received access (#4146)
* Add user interface for received access

* Update changelog
2024-12-27 10:12:45 +01:00
Thomas Kaul
bb04a3a74f
Feature/extend personal finance tools 20241222 (#4136)
* Morningstar® Portfolio Manager
* Stock Rover
* Wealthbrain
2024-12-25 09:50:09 +01:00
Thomas Kaul
6ee6121317
Feature/set up asset class cluster risk x-ray rule (#4128)
* Set up Asset Class Cluster Risk rule (equity)

* Set up Asset Class Cluster Risk rule (fixed income)

* Update changelog
2024-12-17 20:33:57 +01:00
Thomas Kaul
c3bd433ac9
Feature/move market data management from admin to dedicated endpoint (#4125)
* Move market data management from admin to dedicated endpoint

* Update changelog
2024-12-15 20:18:42 +01:00
Amandee Ellawala
bc3535946c
Bugfix/do not fetch holdings in assistant for each change (#4118)
* Do not fetch holdings in assistant for each change

* Update changelog
2024-12-12 19:16:41 +01:00
Thomas Kaul
801030ce64
Feature/upgrade internationalized number to version 3.6.0 (#4112)
* Upgrade @internationalized/number to version 3.6.0

* Refactoring

* Update changelog
2024-12-10 14:37:44 +01:00
Thomas Kaul
0841f8bd5b
Bugfix/fix exception in portfolio calculator (#4113)
* Fix exception in portfolio calculator

* Update changelog
2024-12-08 18:57:22 +01:00
Thomas Kaul
291be3e605
Feature/extend X-ray page by summary (#4107)
* Add summary to X-ray page

* Update changelog
2024-12-08 08:05:08 +01:00
Thomas Kaul
13582afd93
Feature/Setup API keys for Ghostfolio data provider (#4093)
* Setup API keys for Ghostfolio data provider
2024-12-07 15:13:12 +01:00
Thomas Kaul
73be7f3969
Feature/improve labels of assistant (#4091)
* Improve labels

* Update changelog
2024-12-06 09:01:46 +01:00
Amandee Ellawala
11d5f36c31
Feature/extract historical market data editor to reusable component (#4080)
* Extract historical market data editor to reusable component

* Update changelog
2024-12-04 19:50:22 +01:00
Thomas Kaul
3194ed2145
Feature/improve usability of Ghostfolio data provider (#4086)
* Improve usability
2024-11-30 17:30:49 +01:00
Thomas Kaul
2067e8ea40
Feature/add support for dividends in Ghostfolio data provider (#4081)
* Add support for dividends
2024-11-30 11:49:24 +01:00
Thomas Kaul
4e368e09a6
Feature/improve style of symbol autocomplete component (#4070)
* Improve style

* Update changelog
2024-11-27 17:44:59 +01:00
Thomas Kaul
fc7e350cf7
Feature/extend users table of admin control panel (#4076)
* Extend users table

* Update changelog
2024-11-27 08:10:20 +01:00
Thomas Kaul
5f98dfa5d6
Feature/set up Ghostfolio data provider (#4016)
* Set up Ghostfolio data provider

* Update translations

* Update changelog
2024-11-24 19:49:08 +01:00
Jory Hogeveen
707c77f0cf
Feature/extend allocations by ETF holding with parent ETFs (#4044)
* Extend allocations by ETF holding with parent ETFs

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-11-23 10:25:07 +01:00