Thomas Kaul
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c6aa06b933
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Feature/improve import validation (#2305)
* Improve import validation
* Update changelog
Co-authored-by: httpiga <36515569+httpiga@users.noreply.github.com>
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2023-09-07 18:28:47 +02:00 |
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Hugo Persson
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2d003225bc
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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>
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2023-08-08 20:00:55 +02:00 |
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Thomas Kaul
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286e41eb21
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Feature/optimize import validation by reducing to unique asset profiles (#2198)
* Optimize activities validation
* Optimize data gathering in import
* Update changelog
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2023-08-01 09:10:13 +02:00 |
|
Thomas Kaul
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be36050d76
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Release 1.280.0 (#2068)
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2023-06-10 17:18:28 +02:00 |
|
Thomas Kaul
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5bca8de44e
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Feature/check for duplicates in dividend import (#1986)
* Check for duplicates in dividend import
* Update changelog
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2023-05-19 15:05:29 +02:00 |
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Thomas Kaul
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136c4bf50b
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Bugfix/fix data source transformation in dividends import (#1985)
* Fix data source transformation
* Update changelog
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2023-05-19 14:47:20 +02:00 |
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Thomas Kaul
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4d700e3b83
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Feature/add error message if importing duplicates (#1984)
* Add error messages if import include duplicates
* Update changelog
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2023-05-19 13:16:40 +02:00 |
|
Visrut
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7d6a74a67d
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Feature/improve check for duplicates in import #1932 (#1940)
* Improve check for duplicates in import
* Update changelog
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2023-05-08 21:45:59 +02:00 |
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Thomas Kaul
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31a4c2ff1f
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Sort imports (#1933)
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2023-05-06 10:06:24 +02:00 |
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FabioAzevedo0619
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e1892d2870
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Feature/platform management (#1922)
* Added platform management to admin control panel
* Update changelog
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2023-05-06 09:44:28 +02:00 |
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Francisco Silva
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8ba15f8f72
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Optionally update cash balance when adding activity (#1926)
* Optionally update cash balance when adding activity
* Update changelog
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2023-05-06 09:01:09 +02:00 |
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Thomas Kaul
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e500ccb61b
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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
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2023-04-30 18:26:34 +02:00 |
|
Thomas Kaul
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513a564e2c
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Restructure services (#1891)
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2023-04-23 12:02:01 +02:00 |
|
Thomas Kaul
|
2c9f29a3c6
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Feature/improve handling of platforms in accounts import (#1820)
* Improve handling of platforms
* Fix issue with pagination
* Update changelog
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2023-04-01 10:51:55 +02:00 |
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Thomas Kaul
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c8ca82b803
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Feature/extend data source eod historical data by asset class and isin (#1791)
* Extend EodHistoricalDataService
* asset and asset sub class
* isin
* Update changelog
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2023-03-18 10:09:11 +01:00 |
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Thomas Kaul
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bfa32537a8
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Feature/improve usability of import activities action (#1695)
* Improve usability of import activities action
* Update changelog
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2023-02-15 10:07:25 +01:00 |
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Yash Solanki
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a79f31b006
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Feature/add accounts import export (#1635)
* Add accounts to activities export
* Add logic for importing accounts
* Update changelog
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2023-02-06 21:59:59 +01:00 |
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Thomas Kaul
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4d84459b5b
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Clean up imports (#1632)
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2023-01-27 08:49:31 +01:00 |
|
Thomas Kaul
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a850e8ca22
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Import dividend (#1560)
* Import dividend
* Update changelog
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2023-01-07 18:20:02 +01:00 |
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Thomas Kaul
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15357bd5b5
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Feature/add asset profile details to activities import (#1552)
* Add asset profile details
* Update changelog
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2022-12-29 10:19:30 +01:00 |
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Thomas Kaul
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b56111ae85
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Feature/add dry run to import api endpoint (#1526)
* Add dry run to import API endpoint
* Update changelog
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2022-12-23 10:51:49 +01:00 |
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Thomas Kaul
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81217b35ef
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Feature/add comment to activity (#1097)
* Add comment to activity
* Update changelog
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2022-07-27 21:07:27 +02:00 |
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Thomas Kaul
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a74d5cce20
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Feature/remove activities import limit for premium users (#1082)
* Remove activities import limit for premium users
* Update changelog
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2022-07-17 20:44:28 +02:00 |
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Thomas Kaul
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1214127ec0
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Feature/rename orders to activities in import and export (#786)
* Rename orders to activities
* Update changelog
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2022-04-02 10:26:17 +02:00 |
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Thomas Kaul
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e4908b51aa
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Feature/add context to logger (#745)
* Add contexts
* Update changelog
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2022-03-07 17:20:07 +01:00 |
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Thomas Kaul
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99655604d9
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Feature/add support for coupon duration (#743)
* Add support for coupon duration
* Update changelog
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2022-03-06 12:26:04 +01:00 |
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Thomas Kaul
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c216ab1d76
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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
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2022-03-05 11:07:27 +01:00 |
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Thomas Kaul
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c02bcd9bd8
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Feature/migrate to yahoo finance2 (#722)
* Migrate to yahoo-finance2
* Add support for mutual funds
* Add url to symbol profile
* Clean up
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2022-02-27 17:03:00 +01:00 |
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Thomas Kaul
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4ec351369b
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Bugfix/add fallback to default account in import (#709)
* Add fallback to default account if account id is invalid
* Update changelog
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2022-02-19 18:51:16 +01:00 |
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Thomas Kaul
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baa6a3d0f0
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Feature/restructure api modules (#706)
* Restructure modules
* Update changelog
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2022-02-18 19:32:25 +01:00 |
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Thomas Kaul
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76f70598e2
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Feature/add support for wealth items (#666)
* Add support for wealth items
* Update changelog
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2022-02-10 09:39:10 +01:00 |
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Thomas Kaul
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b8ad6d6662
|
Feature/improve import (#657)
* Improve import
* Update changelog
Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
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2022-02-01 19:12:00 +01:00 |
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Thomas Kaul
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585f99e4df
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Feature/add summary row to activities table (#645)
* Add summary row to activities table
* Update changelog
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2022-01-23 11:39:30 +01:00 |
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Thomas Kaul
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0a8d159f78
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Bugfix/fix missing symbol profile data connection in import (#630)
* Fix missing symbol profile data connection in import
* Update changelog
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2022-01-16 15:31:56 +01:00 |
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Thomas Kaul
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e255b76053
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Feature/check currency in import validation (#538)
* Check currency in import validation (avoid importing transactions in wrong currency)
* Update changelog
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2021-12-13 19:45:23 +01:00 |
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Thomas Kaul
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ed7209fb53
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Feature/remove transactions import limit (#536)
* Remove default transactions import limit
* Update changelog
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2021-12-11 21:44:54 +01:00 |
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Thomas Kaul
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d60b444324
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Release/1.71.0 (#458)
* Refactor logger
* Fix exception
* Update changelog
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2021-11-07 21:25:18 +01:00 |
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Thomas Kaul
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b57301ef50
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Feature/extend import validation message (#421)
* Extend import validation message
* Update changelog
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2021-10-16 21:23:15 +02:00 |
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Thomas Kaul
|
f06a0fbbee
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Feature/validate duplicate orders for import (#416)
* Validate duplicate orders
* Update changelog
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2021-10-13 11:52:04 +02:00 |
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Thomas Kaul
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93dcbeb6c7
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Feature/add validation for import (#415)
* Valid data types
* Maximum number of orders
* Data provider service returns data for the dataSource / symbol pair
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2021-10-12 22:19:32 +02:00 |
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Matthias Frey
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63ee33b685
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Use 'import type' to import types, eliminate webpack warnings (#358)
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2021-09-11 09:27:22 +02:00 |
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Valentin Zickner
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308b218487
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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>
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2021-08-14 16:55:40 +02:00 |
|
Thomas
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bb76ace95d
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Feature/improve support for draft transactions (#265)
* Improve support for draft transactions
* Update changelog
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2021-08-07 20:52:55 +02:00 |
|
Thomas
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c7b7efae3b
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Feature/import transactions (#212)
* Implement import transactions functionality
* Update changelog
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2021-07-14 20:54:05 +02:00 |
|