225 Commits

Author SHA1 Message Date
Thomas Kaul
67f2b326f3
Switch to new calculation engine (#814)
* Switch to new calculation engine

* Clean up old portfolio calculation engine (#815)

* Rename new portfolio calculation engine (#816)

* Update changelog
2022-04-09 10:17:31 +02:00
Thomas Kaul
3d3a6c1204
Feature/improve fire section (#813)
* Improve FIRE section

* Update changelog
2022-04-09 09:03:39 +02:00
Thomas Kaul
957200854c
Feature/improve empty state of proportion chart (#811)
* Improve empty state

* Update changelog
2022-04-07 22:13:41 +02:00
Thomas Kaul
2a854e2574
Various improvements (#807) 2022-04-06 21:21:53 +02:00
Thomas Kaul
204c7360c3
Feature/prepare for localized date format (#803)
* Support localized date and number format

* Update changelog
2022-04-05 21:02:07 +02:00
Thomas Kaul
d1230ca3ad
Support coupon codes on Google Play (#795) 2022-04-02 18:47:53 +02:00
Thomas Kaul
1214127ec0
Feature/rename orders to activities in import and export (#786)
* Rename orders to activities

* Update changelog
2022-04-02 10:26:17 +02:00
Thomas Kaul
e986310302
Improve price (#785) 2022-04-02 09:52:59 +02:00
Thomas Kaul
6762572658
Feature/setup api versioning (#783)
* Setup API versioning

* Update changelog
2022-04-02 08:46:24 +02:00
Thomas Kaul
dd71f2be45
Feature/improve pricing page (#778)
* Improve pricing page

* Update changelog
2022-04-01 19:58:33 +02:00
Thomas Kaul
7f0c98cae6
Feature/setup fire page with 4 percent rule (#773)
* Setup page for FIRE

* Update changelog
2022-03-30 21:14:49 +02:00
Thomas Kaul
b4848be914
Feature/add developed vs emerging markets calculation (#767)
* Add allocations by market

* Update changelog
2022-03-26 13:11:30 +01:00
Thomas Kaul
2b4319454d
Feature/add bonds and emergency fund to feature overview (#768)
* Add bonds and emergency fund

* Update changelog
2022-03-25 23:37:06 +01:00
Thomas Kaul
e2faaf6faa
Feature/add hover effect to page tabs (#764)
* Add hover effect

* Update changelog
2022-03-21 18:59:00 +01:00
Thomas Kaul
c216ab1d76
Eliminate data source from order model (#730)
* Eliminate currency, data source and symbol from order model

* Remove prefix for symbols with data source GHOSTFOLIO

* Update changelog
2022-03-05 11:07:27 +01:00
Thomas Kaul
3de7d3f60e
Bugfix/improve account calculations (#737)
* Improve account calculations

* Update changelog
2022-03-04 21:31:31 +01:00
Thomas Kaul
b3e58d182a
Feature/add support for click in portfolio proportion chart (#729)
* Add support for click

* Update changelog
2022-02-28 21:35:52 +01:00
Thomas Kaul
46b91d3c3b
Feature/improve portfolio page (#721)
* Improve page

* Update changelog
2022-02-23 19:00:13 +01:00
Thomas Kaul
68d07cc8d4
Release 1.119.0 (#719) 2022-02-22 20:05:13 +01:00
Thomas Kaul
2a2a5f4da5
Feature/display features based on permissions (#714)
* Display features based on permissions

* Update changelog
2022-02-20 14:16:46 +01:00
Thomas Kaul
dced06ebb5
Bugfix/improve allocations (#710)
* Fix allocations by account for non-unique account names

* Refactor calculations with big.js

* Update changelog
2022-02-19 18:41:12 +01:00
Thomas Kaul
23da1bd293
Feature/add feature page (#694)
* Add feature page

* Update changelog
2022-02-13 18:12:59 +01:00
Thomas Kaul
dcc7ef89fe
Release/1.114.1 (#689)
* Fix creation of wealth items

* Release 1.114.1
2022-02-10 11:16:25 +01:00
Thomas Kaul
76f70598e2
Feature/add support for wealth items (#666)
* Add support for wealth items

* Update changelog
2022-02-10 09:39:10 +01:00
Thomas Kaul
82069da4e2
Bugfix/fix user account creation (#682)
* Fix the user account creation

* Update changelog
2022-02-06 21:40:26 +01:00
Thomas Kaul
bed3e5aae2
Bugfix/fix horizontal overflow in activities table (#676)
* Fix horizontal overflow in tables

* Update changelog
2022-02-06 15:45:39 +01:00
Thomas Kaul
48b524de5a
Feature/add export functionality to position detail dialog (#672)
* Add export functionality to the position detail dialog

* Respect filters in activities export

* Update changelog
2022-02-05 20:26:10 +01:00
Thomas Kaul
8bd9330acc
Feature/improve usability of create or edit transaction dialog (#661)
* Move the fee to the bottom

* Update changelog
2022-02-01 20:35:44 +01:00
Thomas Kaul
b8ad6d6662
Feature/improve import (#657)
* Improve import

* Update changelog

Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
2022-02-01 19:12:00 +01:00
Ronald Konjer
919b20197f
import csv with account name or id (#654)
* import csv with account id
2022-01-29 17:27:33 +01:00
Thomas Kaul
62885ea890
Feature/improve consistent use of symbol with data source (#656)
* Improve the consistent use of symbol with dataSource

* Update changelog
2022-01-29 16:51:37 +01:00
Thomas Kaul
bcb7f5f522
Feature/add feature toggle for new calculation engine (#649)
* Add feature toggle for new calculation engine

* Update changelog
2022-01-24 21:38:59 +01:00
Thomas Kaul
585f99e4df
Feature/add summary row to activities table (#645)
* Add summary row to activities table

* Update changelog
2022-01-23 11:39:30 +01:00
Thomas Kaul
d6b78f3457
Feature/add links to statistics section (#626)
* Add links and clean up style

* Update changelog
2022-01-13 19:07:23 +01:00
Thomas Kaul
d3707bbb87
Bugfix/fix preselected default account in create activity dialog (#624)
* Fix preselected default account

* Update changelog
2022-01-11 19:50:22 +01:00
Thomas Kaul
b2b3fde80e
Bugfix/support multiple accounts with the same name (#623)
* Support multiple accounts with the same name

* Update changelog
2022-01-10 21:23:47 +01:00
Thomas Kaul
5882b7914d
Feature/add first months in open source blog post (#616)
* Add blog post

* Update changelog
2022-01-05 20:22:59 +01:00
Thomas Kaul
69c9e259b1
Bugfix/fix routing of create activity dialog (#615)
* Fix routing of create activity dialog

* Update changelog
2022-01-03 21:31:55 +01:00
Thomas Kaul
aca37a27f9
Feature/add top performers to analysis page (#613)
* Add Top 3 / Bottom 3 performers

* Update changelog
2022-01-02 13:29:45 +01:00
Thomas Kaul
e54638a684
Feature/improve analysis page (#609)
* Improve analysis page (show y-axis, extend chart in relation to days in market)

* Update changelog
2022-01-01 12:09:49 +01:00
Thomas Kaul
0179823ad9
Feature/restructure about page (#608)
* Restructure about page: introduce pages for blog and changelog

* Update changelog
2022-01-01 10:10:37 +01:00
Thomas Kaul
124bdc028d
Bugfix/fix reload of position detail dialog (#603)
* Fix reload of position detail dialog

* Update changelog
2021-12-31 09:51:30 +01:00
Thomas Kaul
b291d9e031
Feature/refactor transactions to activities table (#600)
* Refactor transactions to activities table with attributes and routes

* Update changelog
2021-12-30 18:56:51 +01:00
Thomas Kaul
6dcd801d05
Feature/extend statistics section with users in slack community (#596)
* Extend statistics with users in Slack community

* Update changelog
2021-12-29 18:38:55 +01:00
Thomas Kaul
77065dac50
Feature/add date range selector to holdings tab (#595)
* Add date range selector to holdings tab

* Update changelog
2021-12-29 18:14:24 +01:00
Thomas Kaul
9e1a7fc981
Feature/dividend (#547)
* Add dividend to order type

* Support dividend in transactions table

* Support dividend in transaction dialog

* Extend import file with dividend

* Add dividend to portfolio summary

* Update changelog

Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
2021-12-28 21:12:12 +01:00
Thomas Kaul
ff638adf03
Feature/add transactions to position detail dialog (#591)
* Add transactions to position detail dialog

* Update changelog
2021-12-28 17:45:04 +01:00
Thomas Kaul
ee397c8047
Bugfix/fix file type detection for import (#587)
* Fix file type detection ("application/vnd.ms-excel" instead of "text/csv")

* Update changelog
2021-12-26 20:54:53 +01:00
Thomas Kaul
7772684413
Bugfix/fix permission for system status page (#559)
* Fix permission

* Update changelog
2021-12-19 15:55:03 +01:00
Thomas Kaul
ddce8cc7f9
Feature/support update of historical data (#557)
* Support update of historical data

* Update changelog
2021-12-19 10:57:50 +01:00