Thomas Kaul
66992ef915
Bugfix/change show condition of button to fetch current market price ( #3079 )
...
* Change show condition of button to fetch current market price
* Update changelog
2024-03-02 12:59:54 +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
6ae3a47b54
Bugfix/change top and bottom performers to performance with currency effect ( #3046 )
...
* Change to performance with currency effect
* Update changelog
2024-02-25 13:43:49 +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
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
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
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
02cf4295a9
Feature/add loading indicator to dividend and investment timelines ( #3007 )
...
* Add loading indicators
* Dividend timeline
* Investment timeline
* Update changelog
2024-02-16 09:43:51 +01:00
Thomas Kaul
e0d6d9e8ca
Migrate if / else to control flow ( #3001 )
2024-02-13 20:46:21 +01:00
Thomas Kaul
1fec49fbc2
Improve states ( #3000 )
2024-02-13 19:44:17 +01:00
Thomas Kaul
2985dd67c5
Feature/improve ordered list in safari ( #2996 )
...
* Improve ordered list in Safari (without text-truncate)
* Update changelog
2024-02-12 20:35:16 +01:00
Thomas Kaul
fd294d4d2b
Migrate to control flow ( #2992 )
2024-02-11 20:47:24 +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
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
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
be93ca8968
Feature/migrate allocations page to work with filters of assistant ( #2933 )
...
* Migrate portfolio allocations to work with filters of assistant
* Update changelog
2024-01-28 09:20:32 +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
Thomas Kaul
2c10cd7edf
Bugfix/remove holdings with incomplete data from top3 bottom3 performers ( #2921 )
...
* Remove holdings with incomplete data
* Update changelog
2024-01-26 08:35:23 +01:00
Thomas Kaul
e763bfb2e2
Feature/improve labels in portfolio evolution chart and investment timeline ( #2892 )
...
* Improve labels
* Update changelog
2024-01-20 09:15:05 +01:00
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
...
* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
2024-01-15 20:35:45 +01:00
Thomas Kaul
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
...
* Break down performance into asset and currency
* Nullify values
* Update changelog
2024-01-13 14:23:00 +01:00
Thomas Kaul
a47829082e
Bugfix/fix hidden fifth tab on mobile ( #2848 )
...
* Fix hidden fifth tab
* Update changelog
2024-01-09 08:28:01 +01:00
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
...
* Extend assistant by tag selector
* Update changelog
2024-01-07 16:56:25 +01:00
Thomas Kaul
ac0f6f40cf
Remove closing tags ( #2816 )
2024-01-06 19:28:35 +01:00
Thomas Kaul
4c30e9459d
Feature/extend assistant by date range selector ( #2815 )
...
* Extend assistant by date range selector
* Update changelog
2024-01-02 17:02:15 +01:00
Thomas Kaul
d089662dab
Feature/improve the style of the top 3 and bottom 3 performers ( #2807 )
...
* Refactor to ordered list
* Update changelog
2024-01-02 09:44:15 +01:00
Thomas Kaul
337ca328c3
Feature/drop activity id on import ( #2769 )
...
* Drop activity id on import
* Update changelog
2023-12-22 20:16:02 +01:00
Thomas Kaul
96f90c7259
Feature/add lazy loaded activities table to import activities dialog ( #2754 )
...
* Add lazy-loaded activities table
* Update changelog
2023-12-16 19:23:01 +01:00
Thomas Kaul
5599b41b83
Bugfix/fix edit of activity in lazy loaded activities table ( #2749 )
...
* Fix edit
* Update changelog
2023-12-16 09:19:09 +01:00
Thomas Kaul
b22edff16b
Feature/add support for column sorting to lazy loaded activities table ( #2738 )
...
* Add support for column sorting
* Update changelog
2023-12-12 19:54:40 +01:00
Thomas Kaul
51a0ede3e4
Feature/introduce lazy loaded activities table ( #2729 )
...
* Introduce lazy-loaded activities table
* Add icon column
* Emit paginator event
* Add pagination logic
* Integrate total items
* Update changelog
2023-12-09 17:12:09 +01:00
Sanjeev Sharma
ed4dd79c72
Add cash balances table to account detail dialog ( #2549 )
...
* Add cash balances table to account detail dialog
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-12-01 21:12:41 +01:00
Thomas Kaul
b4de06fcf0
Feature/add platform icons to account selectors ( #2633 )
...
* Add platform icons to account selectors
* Update changelog
2023-11-11 17:27:29 +01:00
Thomas Kaul
7804c6879d
Clean up ( #2543 )
2023-10-28 11:24:50 +02:00
Basim Mohammed
2992a0da4c
Verify current benchmark before loading it ( #2541 )
...
* Verify current benchmark before loading it
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-25 20:27:41 +02:00
Thomas Kaul
b8626c2086
Feature/change fees interest and search to general availability ( #2525 )
...
* Change features to general availability
* Fees on account level
* Interest on account level
* Search for a holding
* Update changelog
* Add documentation for experimental features
2023-10-21 10:25:05 +02:00
Don L
ac0ad48a65
Display invalid activity in csv import ( #2460 )
...
* Display invalid activity in csv import
* Update changelog
2023-10-20 22:07:57 +02:00
Aldrin
3b5a34f6f3
Use fab-button in access management tab ( #2456 )
...
* Use fab-button in access management tab
* Refactor fab container
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-11 09:57:35 +02:00
Thomas Kaul
8ad6492477
Feature/various improvements in client ( #2434 )
...
* Various improvements
* Update changelog
2023-10-05 20:31:00 +02:00
Thomas Kaul
5fa0540936
Feature/add emergency fund setup to static portfolio analysis rules ( #2400 )
...
* Add new static portfolio analysis rule: Emergency fund setup
* Update changelog
2023-09-30 08:08:20 +02:00
Thomas Kaul
884b7f4de7
Clean up ( #2342 )
2023-09-24 08:25:25 +02:00
Thomas Kaul
b12349a148
Feature/add support for interest on account level ( #2354 )
...
* Add support for interest
* Update changelog
2023-09-19 20:37:04 +02:00
Thomas Kaul
c668d7b456
Feature/improve preselected currency in create or update activity dialog ( #2349 )
...
* Preselect currency based on account's currency
* Update changelog
2023-09-18 19:45:02 +02:00
Thomas Kaul
7130ac7565
Feature/add support for fees on account level ( #1954 )
...
* Add migration
* Add business logic for fees
* Fix export for liabilities
* Update changelog
2023-09-17 18:20:54 +02:00
