411 Commits

Author SHA1 Message Date
Thomas Kaul
f48ce4e1ae
Feature/reuse markets calculation in portfolio details endpoint (#3883)
* Reuse markets calculation in portfolio details endpoint

* Update changelog
2024-10-06 11:03:11 +02:00
Thomas Kaul
b50a1fc63d
Feature/reuse markets calculation in public portfolio endpoint (#3882)
* Reuse markets calculation in public portfolio endpoint

* Update changelog
2024-10-06 10:27:42 +02:00
Thomas Kaul
f3e2091ff4
Feature/refactor markets calculation in details of portfolio service (#3871)
* Refactor markets calculation
2024-10-05 09:58:09 +02:00
Thomas Kaul
bcc8cb1e5b
Feature/modernize rules implementation (#3869)
* Modernize rules implementation

* Include markets in details
2024-10-04 21:44:07 +02:00
Shaunak Das
24a3d92da0
Feature/add business logic of rule settings (#3826)
* Add business logic of rule settings

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-10-01 19:13:45 +02:00
Thomas Kaul
d00d7ac1dd
Feature/add support for archived product page (#3843)
* Add support for archived product page
2024-09-29 19:27:02 +02:00
Thomas Kaul
85cc72627b
Feature/add user id to tag database schema (#3837)
* Add user id to tag database schema

* Update changelog
2024-09-28 20:42:25 +02:00
Thomas Kaul
bb445ddf2e
Feature/improve experimental chart in account detail dialog (#3813)
* Improve chart in account detail dialog

* Update changelog
2024-09-24 19:45:48 +02:00
Thomas Kaul
4a97e2bb54
Feature/align holdings and regions of public page with allocations page (#3815)
* Align holdings and regions of public page with allocations page

* Update changelog
2024-09-24 19:17:58 +02:00
Thomas Kaul
336f7b002c
Feature/extend personal finance tools (#3801)
* Add Finanzfluss Copilot
2024-09-21 20:00:56 +02:00
Thomas Kaul
be09acdb24
Feature/expose concurrency of data gathering processor as environment variable (#3799)
* Expose concurrency of data gathering processor

* PROCESSOR_CONCURRENCY_GATHER_ASSET_PROFILE
* PROCESSOR_CONCURRENCY_GATHER_HISTORICAL_MARKET_DATA

* Update changelog
2024-09-21 18:56:02 +02:00
Thomas Kaul
e918970feb
Feature/expose concurrency of portfolio snapshot calculation as environment variable (#3796)
* Expose PROCESSOR_CONCURRENCY_PORTFOLIO_SNAPSHOT

* Update changelog
2024-09-21 18:16:34 +02:00
Thomas Kaul
583c14128b
Feature/extend public api with portfolio performance metrics endpoint (#3762)
* Extend Public API with portfolio performance metrics endpoint

* Update changelog
2024-09-21 10:42:43 +02:00
Nikolai
38ac3d387b
Feature/extend market data endpoint by lastMarketPrice (#3752)
* Extend market data endpoint by lastMarketPrice

* Integrate last market price in admin market data

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-15 20:18:24 +02:00
Thomas Kaul
3de192c65e
Feature/expose thresholds in rule settings (#3770) 2024-09-14 19:42:37 +02:00
Thomas Kaul
d236ecfe85
Feature/extend personal finance tools 20240914 (#3767)
* Add Buxfer

* Add Moneydance

* Add Banktivity

* Add Microsoft Money

* Add Masttro

* Add WealthPosition
2024-09-14 17:29:01 +02:00
Thomas Kaul
5a4f1c03cb
Feature/extend personal finance tools (#3751)
Add etops
2024-09-12 20:34:06 +02:00
Thomas Kaul
403ee2741d
Feature/set up portfolio snapshot queue (#3725)
* Set up portfolio snapshot queue

* Update changelog
2024-09-10 20:32:08 +02:00
Shaunak Das
383a02519a
Feature/extend filters of order endpoint (#3743)
* Extend filters of order endpoint

* Update changelog

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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-10 20:22:51 +02:00
Thomas Kaul
9cd4321bd0
Feature/extract users from admin control panel endpoint to dedicated endpoint (#3740)
* Introduce GET api/v1/admin/user endpoint

* Update changelog
2024-09-08 09:56:08 +02:00
Thomas Kaul
df5e2f5f0e
Feature/extract common CACHE_TTL as constants (#3722)
Extract CACHE_TTL

* CACHE_TTL_NO_CACHE
* CACHE_TTL_INFINITE
2024-09-05 18:23:38 +02:00
Shaunak Das
7ea9061852
Feature/execute scraper configuration instantly (#3723)
* Execute scraper configuration instantly

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-04 21:17:38 +02:00
Thomas Kaul
d08e8b4fd8
Feature/expose max chart items as env variable (#3701)
* Expose MAX_CHART_ITEMS as env variable

* Update changelog
2024-08-26 16:21:16 +02:00
gizmodus
f360a12823
Feature/rework portfolio calculator (#3393)
* Rework portfolio calculation

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-08-24 16:59:50 +02:00
Bastien Jeannelle
2b212078b8
Feature/add support to deactivate x-ray rules (#3537)
* Add support to deactivate X-ray rules

* Update changelog
2024-08-21 19:38:37 +02:00
Thomas Kaul
ac5aec9262
Feature/extend personal finance tools 20240820 (#3685)
* Add Ziggma
2024-08-21 19:36:45 +02:00
Thomas Kaul
9f5707d4f5
Feature/extend personal finance tools 20240819 (#3682)
* Add CoinTracking
2024-08-20 11:42:44 +02:00
Thomas Kaul
bce9b2f4bb
Bugfix/fix clone functionality of activity (#3678)
* Fix clone functionality

* Update changelog
2024-08-17 22:32:23 +02:00
Thomas Kaul
26277803c6
Bugfix/fix parse date in date helper (#3675)
Handle empty date string
2024-08-17 16:21:13 +02:00
Thomas Kaul
c34959896c
Feature/improve color assignment with annualized performance in treemap chart (#3657)
* Improve color assignment

* Update changelog
2024-08-10 09:01:28 +02:00
Thomas Kaul
0f46ca4db2
Feature/extend personal finance tools 20240809 (#3656)
* Add Sarmaaya.pk

* Add Investify

* Add FINATEKA

* Add Plainzer
2024-08-10 07:57:19 +02:00
Thomas Kaul
757ff527d0
Feature/extend personal finance tools 20240803 (#3634)
* Add Capitalyse
2024-08-04 08:35:01 +02:00
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier (#3636)
* Refactoring
2024-08-04 08:27:05 +02:00
Thomas Kaul
02db0db733
Feature/persist view mode of holdings tab on home page (#3624)
* Persist view mode of holdings in user settings

* Update changelog
2024-08-02 20:27:58 +02:00
Thomas Kaul
fcc2ab1a48
Feature/change color assignment by annualized performance in treemap chart (#3617)
* Change color assignment to annualized performance

* Update changelog
2024-07-31 19:18:50 +02:00
Thomas Kaul
e228b4925c
Feature/update notes of personal finance tools (#3611)
* Update notes
2024-07-25 19:38:52 +02:00
Thomas Kaul
43fca7ff43
Feature/improve personal finance tools product page (#3599)
* Localize origin
* Localize regions
* Localize tags
2024-07-23 20:59:23 +02:00
Thomas Kaul
3f6319e00b
Feature/setup catala (#3593)
* Set up Català

* Update changelog
2024-07-20 17:13:44 +02:00
Thomas Kaul
ba78c2783d
Feature/improve numerical precision in holding detail dialog (#3584)
* Improve numerical precision in holding detail dialog

* Update changelog
2024-07-20 11:17:36 +02:00
Thomas Kaul
43afb16808
Feature/introduce isUsedByUsersWithSubscription flag (#3573) 2024-07-16 20:51:49 +02:00
Thomas Kaul
9d6214e93a
Bugfix/fix fees calculation in portfolio summary (#3567)
* Fix fees calculation

* Update changelog
2024-07-13 18:24:03 +02:00
Thomas Kaul
6eb9d9d973
Feature/extend personal finance tools 20240713 (#3565) 2024-07-13 11:40:29 +02:00
Thomas Kaul
9ecc3176a5
Feature/improve treemap chart for holdings (#3563)
* Various improvements

* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius

* Update changelog
2024-07-13 10:45:10 +02:00
Thomas Kaul
4063c62a17
Feature/setup treemap chart for holdings (#3560)
* Setup treemap chart

* Update changelog
2024-07-12 21:02:12 +02:00
Thomas Kaul
4d3dff3e5b
Feature/extend personal finance tools 20240629 (#3528)
* Add Anlage.App

* Add Portfoloo

* Add SharesMaster

* Add Merlin

* Add Holistic

* Add AlphaTrackr

* Add Segmio
2024-06-29 10:53:08 +02:00
Thomas Kaul
ee086638f3
Feature/add benchmarks preset to admin control panel (#3513)
* Add benchmarks preset

* Update changelog
2024-06-26 20:18:53 +02:00
Thomas Kaul
c4499df74c
Feature/add wealthy tracker (#3510)
* Add Wealthy Tracker
2024-06-23 10:22:35 +02:00
Eduardo Marinho
ff121243e4
Feature/extend asset profile for currency (#3495)
* Extend asset profile for currency

* Update changelog
2024-06-22 09:54:23 +02:00
Thomas Kaul
6c2acf2aa6
Feature/set up ssl for local development (#3482)
* Set up SSL for local development

* Update changelog
2024-06-15 10:53:20 +02:00
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview (#3493)
* Add benchmarks dialog in markets overview

* Update changelog
2024-06-15 09:49:54 +02:00