44 Commits

Author SHA1 Message Date
Thomas Kaul
c6aa06b933
Feature/improve import validation (#2305)
* Improve import validation

* Update changelog

Co-authored-by: httpiga <36515569+httpiga@users.noreply.github.com>
2023-09-07 18:28:47 +02:00
Hugo Persson
2d003225bc
Allow custom currency in activity import (#2215)
* Allow custom currency in activity import

* Extend import test files

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-08-08 20:00:55 +02:00
Thomas Kaul
286e41eb21
Feature/optimize import validation by reducing to unique asset profiles (#2198)
* Optimize activities validation

* Optimize data gathering in import

* Update changelog
2023-08-01 09:10:13 +02:00
Thomas Kaul
be36050d76
Release 1.280.0 (#2068) 2023-06-10 17:18:28 +02:00
Thomas Kaul
5bca8de44e
Feature/check for duplicates in dividend import (#1986)
* Check for duplicates in dividend import

* Update changelog
2023-05-19 15:05:29 +02:00
Thomas Kaul
136c4bf50b
Bugfix/fix data source transformation in dividends import (#1985)
* Fix data source transformation

* Update changelog
2023-05-19 14:47:20 +02:00
Thomas Kaul
4d700e3b83
Feature/add error message if importing duplicates (#1984)
* Add error messages if import include duplicates

* Update changelog
2023-05-19 13:16:40 +02:00
Visrut
7d6a74a67d
Feature/improve check for duplicates in import #1932 (#1940)
* Improve check for duplicates in import

* Update changelog
2023-05-08 21:45:59 +02:00
Thomas Kaul
31a4c2ff1f
Sort imports (#1933) 2023-05-06 10:06:24 +02:00
FabioAzevedo0619
e1892d2870
Feature/platform management (#1922)
* Added platform management to admin control panel

* Update changelog
2023-05-06 09:44:28 +02:00
Francisco Silva
8ba15f8f72
Optionally update cash balance when adding activity (#1926)
* Optionally update cash balance when adding activity

* Update changelog
2023-05-06 09:01:09 +02:00
Thomas Kaul
e500ccb61b
Feature/introduce env variable data source exchange rates and data source import (#1910)
* Introduce env variables DATA_SOURCE_EXCHANGE_RATES and DATA_SOURCE_IMPORT

* Update changelog
2023-04-30 18:26:34 +02:00
Thomas Kaul
513a564e2c
Restructure services (#1891) 2023-04-23 12:02:01 +02:00
Thomas Kaul
2c9f29a3c6
Feature/improve handling of platforms in accounts import (#1820)
* Improve handling of platforms

* Fix issue with pagination

* Update changelog
2023-04-01 10:51:55 +02:00
Thomas Kaul
c8ca82b803
Feature/extend data source eod historical data by asset class and isin (#1791)
* Extend EodHistoricalDataService

* asset and asset sub class
* isin

* Update changelog
2023-03-18 10:09:11 +01:00
Thomas Kaul
bfa32537a8
Feature/improve usability of import activities action (#1695)
* Improve usability of import activities action

* Update changelog
2023-02-15 10:07:25 +01:00
Yash Solanki
a79f31b006
Feature/add accounts import export (#1635)
* Add accounts to activities export

* Add logic for importing accounts

* Update changelog
2023-02-06 21:59:59 +01:00
Thomas Kaul
4d84459b5b
Clean up imports (#1632) 2023-01-27 08:49:31 +01:00
Thomas Kaul
a850e8ca22
Import dividend (#1560)
* Import dividend

* Update changelog
2023-01-07 18:20:02 +01:00
Thomas Kaul
15357bd5b5
Feature/add asset profile details to activities import (#1552)
* Add asset profile details

* Update changelog
2022-12-29 10:19:30 +01:00
Thomas Kaul
b56111ae85
Feature/add dry run to import api endpoint (#1526)
* Add dry run to import API endpoint

* Update changelog
2022-12-23 10:51:49 +01:00
Thomas Kaul
81217b35ef
Feature/add comment to activity (#1097)
* Add comment to activity

* Update changelog
2022-07-27 21:07:27 +02:00
Thomas Kaul
a74d5cce20
Feature/remove activities import limit for premium users (#1082)
* Remove activities import limit for premium users

* Update changelog
2022-07-17 20:44:28 +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
e4908b51aa
Feature/add context to logger (#745)
* Add contexts

* Update changelog
2022-03-07 17:20:07 +01:00
Thomas Kaul
99655604d9
Feature/add support for coupon duration (#743)
* Add support for coupon duration

* Update changelog
2022-03-06 12:26:04 +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
c02bcd9bd8
Feature/migrate to yahoo finance2 (#722)
* Migrate to yahoo-finance2

* Add support for mutual funds

* Add url to symbol profile

* Clean up
2022-02-27 17:03:00 +01:00
Thomas Kaul
4ec351369b
Bugfix/add fallback to default account in import (#709)
* Add fallback to default account if account id is invalid

* Update changelog
2022-02-19 18:51:16 +01:00
Thomas Kaul
baa6a3d0f0
Feature/restructure api modules (#706)
* Restructure modules

* Update changelog
2022-02-18 19:32:25 +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
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
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
0a8d159f78
Bugfix/fix missing symbol profile data connection in import (#630)
* Fix missing symbol profile data connection in import

* Update changelog
2022-01-16 15:31:56 +01:00
Thomas Kaul
e255b76053
Feature/check currency in import validation (#538)
* Check currency in import validation (avoid importing transactions in wrong currency)

* Update changelog
2021-12-13 19:45:23 +01:00
Thomas Kaul
ed7209fb53
Feature/remove transactions import limit (#536)
* Remove default transactions import limit

* Update changelog
2021-12-11 21:44:54 +01:00
Thomas Kaul
d60b444324
Release/1.71.0 (#458)
* Refactor logger

* Fix exception

* Update changelog
2021-11-07 21:25:18 +01:00
Thomas Kaul
b57301ef50
Feature/extend import validation message (#421)
* Extend import validation message

* Update changelog
2021-10-16 21:23:15 +02:00
Thomas Kaul
f06a0fbbee
Feature/validate duplicate orders for import (#416)
* Validate duplicate orders

* Update changelog
2021-10-13 11:52:04 +02:00
Thomas Kaul
93dcbeb6c7
Feature/add validation for import (#415)
* Valid data types
* Maximum number of orders
* Data provider service returns data for the dataSource / symbol pair
2021-10-12 22:19:32 +02:00
Matthias Frey
63ee33b685
Use 'import type' to import types, eliminate webpack warnings (#358) 2021-09-11 09:27:22 +02:00
Valentin Zickner
308b218487
introduce basic module structure for data provider (#278)
* introduce basic module structure for data provider

* introduce DataGatheringModule

* introduce ExchangeRateDataModule

* introduce ImpersonationModule

* move RulesService

* cleanup portfolio module

* Sort imports

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-08-14 16:55:40 +02:00
Thomas
bb76ace95d
Feature/improve support for draft transactions (#265)
* Improve support for draft transactions

* Update changelog
2021-08-07 20:52:55 +02:00
Thomas
c7b7efae3b
Feature/import transactions (#212)
* Implement import transactions functionality

* Update changelog
2021-07-14 20:54:05 +02:00