689 Commits

Author SHA1 Message Date
Thomas Kaul
50dbbf0569
Feature/refactor symbol icon module to asset profile icon component (#3245)
* Refactor symbol icon module to asset profile icon component (standalone)
2024-04-06 21:15:19 +02:00
Thomas Kaul
efdc9b387f
Eliminate ghostfolio-style.scss (#3228) 2024-04-01 13:24:00 +02:00
Thomas Kaul
084467ee9a
Feature/reverse order of specific years in date range selector of assistant (#3221)
* Reverse order

* Update changelog
2024-03-31 11:24:50 +02:00
Thomas Kaul
51203ec96e
Feature/setup chinese (#3220)
* Set up chinese

* Update changelog
2024-03-31 10:46:30 +02:00
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years (#3190)
* Extend date range support by specific years

* Support date range in benchmark endpoint

* Support date range in activities endpoint

* Update changelog
2024-03-30 13:06:42 +01:00
Thomas Kaul
5ffc39c32f
Feature/improve usability to delete asset profile (#3208)
* Disable delete button for benchmarks

* Update changelog
2024-03-30 11:23:59 +01:00
Thomas Kaul
88a9b518f6
Bugfix/fix issue with overridden names in activities table (#3200)
* Fix issue with overridden names

* Update changelog
2024-03-29 09:50:04 +01:00
Christoph Califice
0edebe30e1
Feature/Add user account currency to export (#3194)
* Add user account currency to export

* Update changelog
2024-03-27 18:08:34 +01:00
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 (#3191)
* Upgrade @types/big.js to version 6.2.2

* Refactor imports
2024-03-25 08:34:30 +01:00
Thomas Kaul
7e28e42995
Feature/exclude fees from holdings (#3160) 2024-03-16 18:59:23 +01:00
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings (#3146)
* Switch between active and closed holdings on the portfolio holdings page

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-16 14:20:58 +01:00
Thomas Kaul
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics (#3152)
* Fix total dividend calculation

* Update changelog
2024-03-16 10:04:57 +01:00
Thomas Kaul
eb75be8535
Optimize details endpoint (#3123)
* Make summary optional

* Introduce dedicated holdings endpoint

* Update changelog
2024-03-09 19:56:26 +01:00
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities (#3118)
* Improve handling of future liabilities

* Refactor currentValue to currentValueInBaseCurrency

* Update changelog
2024-03-09 11:07:01 +01:00
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept (#3092)
* Integrate dividend into transaction point concept

* Update changelog
2024-03-07 20:07:50 +01:00
Gerard Du Pre
77358eed65
Feature/Include user role in admin endpoint (#3107)
* Include user role in admin endpoint
2024-03-07 19:38:57 +01:00
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept (#3084)
* Integrate (wealth) items into transaction point concept

* Update changelog
2024-03-02 14:29:03 +01:00
Thomas Kaul
8a49a04324
Feature/improve usability of benchmarks in markets overview (#3077)
* Improve icons, localize label

* Update changelog
2024-03-02 09:48:53 +01:00
Thomas Kaul
15cc294581
Feature/move break down of performance from experimental to general availability (#3047)
* Move break down of performance to general availability

* Update changelog
2024-02-25 19:12:30 +01:00
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects (#3039)
* Switch to performance calculations with currency effects

* Improve value redaction in portfolio details endpoint

* Update changelog
2024-02-24 19:58:13 +01:00
Thomas Kaul
c002e37285
Feature/add missing default currency to prepare currencies function (#3042)
* Add missing default currency

* Update changelog
2024-02-24 19:45:51 +01:00
Thomas Kaul
6be38a1c19
Feature/remove is default flag from account database schema (#3041)
* Remove isDefault flag from Account database schema

* Update changelog
2024-02-24 19:44:56 +01:00
Thomas Kaul
48b412cfb8
Feature/harmonize setting of default locale (#3032)
* Harmonize setting of default locale

* Update changelog
2024-02-22 20:10:27 +01:00
Thomas Kaul
b62488628c
Prettify markup (#3029) 2024-02-21 09:58:15 +01:00
Thomas Kaul
e1371a8d2b
Clean up (#3018) 2024-02-18 12:27:34 +01:00
Thomas Kaul
448cea0b69
Feature/improve usability of holdings table (#3017)
* Improve usability

* Update changelog
2024-02-18 10:18:53 +01:00
Thomas Kaul
2518a8fd9d
Feature/add accounts tab to position detail dialog (#3012)
* Add accounts tab to position detail dialog

* Update changelog
2024-02-17 21:32:56 +01:00
Thomas Kaul
78b3328bf7
Add activities count (#3005) 2024-02-15 10:25:47 +01:00
Thomas Kaul
1fec49fbc2
Improve states (#3000) 2024-02-13 19:44:17 +01:00
Thomas Kaul
d5d40c0ea1
Migrate to control flow (#2991)
* Migrate to control flow
2024-02-11 20:51:06 +01:00
Thomas Kaul
446c7cb517
Remove closing tags of mat-* components (#2989) 2024-02-11 18:12:16 +01:00
Thomas Kaul
e921ed7f52
Reorder imports (#2988) 2024-02-11 17:50:18 +01:00
Thomas Kaul
ef9d77312e
Introduce renewal-early-bird (#2982) 2024-02-11 12:33:34 +01:00
Thomas Kaul
ccaf06360a
Feature/introduce admin setting to disable data gathering (#2981)
* Introduce setting to disable data gathering

* Update changelog
2024-02-11 10:06:07 +01:00
Thomas Kaul
fcbf2f1645
Feature/remove lazy from name of activities table (#2978)
* Remove lazy from name

* Update translations
2024-02-09 18:48:05 +01:00
Thomas Kaul
9fe90273c7
Feature/move assistant to general availability (#2977)
* Move assistant from experimental to general availability

* Update changelog
2024-02-09 18:25:15 +01:00
Thomas Kaul
4078229fe6
Feature/add button to apply filters in assistant (#2971)
* Add apply filters button

* Update changelog
2024-02-09 09:45:54 +01:00
Thomas Kaul
893e76f83f
Feature/provide data provider info in search (#2958)
* Provide data provider info in search

* Update changelog
2024-02-05 19:55:39 +01:00
Thomas Kaul
06ba7a4b1b
Feature/extend assistant by asset class selector (#2957)
* Remove tabs

* Add asset class selector

* Update changelog
2024-02-04 15:50:58 +01:00
Thomas Kaul
c68d113d27
Feature/improve usability of account and tag selector of assistant (#2955)
* Change radio button to select

* account
* tag

* Update changelog
2024-02-04 12:11:01 +01:00
Thomas Kaul
d4afa03505
Bugfix/fix rendering issue with date range selector of assistant (#2950)
* Improve click handling

* Improve locales

* Update changelog
2024-02-03 09:42:50 +01:00
Thomas Kaul
c9237146e2
Feature/add investment value to chart (#2948)
* Add investment value to chart

* Update changelog
2024-02-03 09:23:19 +01:00
Thomas Kaul
8b10695353
Feature/only show used tags in tag selector of assistant (#2943)
* Only show used tags in tag selector

* Update changelog
2024-01-29 19:53:47 +01:00
Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table (#2939)
* Fix export in lazy-loaded activities table

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-29 19:37:09 +01:00
Thomas Kaul
25deba16df
Feature/add reset filters button to assistant (#2936)
* Add reset filters button

* Update changelog
2024-01-28 09:47:28 +01:00
Thomas Kaul
0436cc6487
Migrate ngx-skeleton-loader components to self-closing tags (#2935) 2024-01-28 08:51:02 +01:00
Thomas Kaul
857708dc4d
Migrate gf-* components to self-closing tags (#2934) 2024-01-28 08:50:43 +01:00
Thomas Kaul
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant (#2932)
* Migrate portfolio holdings to work with filters of assistant

* Update changelog
2024-01-27 19:28:13 +01:00
Thomas Kaul
f3ee99fb2b
Feature/extend assistant by account selector (#2929)
* Add account selector to assistant

* Update changelog
2024-01-27 10:48:46 +01:00
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions (#2870)
* Add support to grant private access with permissions

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-27 09:44:13 +01:00