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810 Commits

Author SHA1 Message Date
Thomas Kaul
12aac101bd
Feature/extend system message (#2628) 
* Extend system message

* Update changelog
 2023-11-09 19:23:36 +01:00
Thomas Kaul
6a722d1bb7
Bugfix/fix get quotes in financial modeling prep service (#2627) 
* Fix get quotes

* Update changelog
 2023-11-09 18:03:09 +01:00
Thomas Kaul
dec1d89c5c
Feature/increase timeout in data provider and enhancer health check endpoint (#2621) 
* Increase timeout in health check endpoint (data enhancer and provider)

* Update changelog
 2023-11-08 18:02:38 +01:00
Thomas Kaul
39d1a85267
Feature/extend personal finance tools pages 20231107 (#2618) 
* Add Monarch Money

* Add YNAB

* Add Allvue Systems
 2023-11-07 18:14:54 +01:00
Thomas Kaul
7cb86de7af
Feature/remove account type from account database model (#2616) 
* Remove account type

* Update changelog
 2023-11-07 17:56:18 +01:00
Thomas Kaul
fcef0a72d5
Bugfix/improve handling of derived currencies (#2604) 
* Improve handling of derived currencies

* Update changelog
 2023-11-06 17:58:39 +01:00
Lukas Möller
e8e1bb83bf
Fix get quotes in CoinGecko service (#2595) 
* Fix get quotes in CoinGecko service

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-11-05 11:52:09 +01:00
Thomas Kaul
45510702d0
Feature/add hacktoberfest 2023 debriefing blog post (#2599) 
* Add blog post: Hacktoberfest 2023 Debriefing

* Update changelog
 2023-11-05 11:36:52 +01:00
Thomas Kaul
1b7e3a1e47
Feature/support activities import by isin for yahoo finance (#2597) 
* Add support to import activities by isin

* Update changelog
 2023-11-05 09:58:57 +01:00
Thomas Kaul
35f98b9d2d
Bugfix/handle failing database query for account find many (#2598) 
* Handle issue with account.findMany() -> where: { id: { in: [ null ] } }

* Update changelog
 2023-11-05 09:57:23 +01:00
Thomas Kaul
d993067e9a
Feature/extend personal finance tools pages 20231104 2 (#2591) 
* Add Vyzer

* Add FinWise
 2023-11-05 08:50:27 +01:00
Thomas Kaul
8a523a981a
Bugfix/fix fees on account level (#2588) 
* Fix fees on account level

* Update changelog
 2023-11-04 10:17:58 +01:00
Thomas Kaul
5272407af8
Feature/extend personal finance tools pages 20231104 (#2587) 
* Introduce alias

* Add Rocket Money

* Add 8FIGURES
 2023-11-04 10:17:17 +01:00
Thomas Kaul
e69c7a753c
Feature/add edit exchange rate button to admin control (#2577) 
* Ad edit button

* Update changelog
 2023-11-02 19:35:03 +01:00
Thomas Kaul
5191415b5a
Add Intuit Mint (#2578) 2023-11-02 19:34:42 +01:00
Thomas Kaul
a704378702
Refactor interface of getQuotes() to object (#2570) 2023-11-01 13:55:48 +01:00
Thomas Kaul
e31741f0c7
Add Capitally (#2562) 2023-10-29 08:57:33 +01:00
Thomas Kaul
b26aa7f51d
Feature/improve duplicate check in activities import (#2561) 
* Allow different accounts

* Update changelog
 2023-10-29 08:40:42 +01:00
Thomas Kaul
a7baad10d1
Feature/improve import of historical market data (#2559) 
* Improve historical market data import

* Update changelog
 2023-10-28 21:08:44 +02:00
Thomas Kaul
95bc84956e
Feature/localize keywords of meta data (#2555) 
* Localize keywords

* Update changelog
 2023-10-28 15:39:01 +02:00
Ajay
20cefaba19
Improve usability and validation in cash balance transfer (#2552) 
* Improve usability and validation in cash balance transfer

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-28 15:09:01 +02:00
Thomas Kaul
379c651ce0
Add translation for product slogan (#2554) 2023-10-28 15:07:15 +02:00
Thomas Kaul
e4ec5f213e
Feature/extend personal finance tools pages 20231026 (#2547) 
* Improve wording (vs)

* Improve breadcrumb (vs)

* Add Beanvest

* Add Wealthica

* Update locales
 2023-10-26 19:36:34 +02:00
Thomas Kaul
f5ad1d2d24
Feature/set validation rule to positive number in cash balance transfer (#2544) 
* Add validation rule (positive number)

* Update changelog
 2023-10-26 19:19:43 +02:00
Aldrin
0af37ca1d7
Extend asset profile dialog form (#2535) 
* Extend asset profile dialog form

* Update changelog
 2023-10-25 20:28:51 +02:00
Rafael
2dcc7e161c
Improve validation of activities import (#2496) 
* Improve validation of activities import: expects positive values for fee, quantity and unitPrice

* Update changelog

---------

Co-authored-by: Rafael Claudio <rafacla@github.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-24 20:51:48 +02:00
Thomas Kaul
fa627f686f
Bugfix/fix chart for account excluded from analysis (#2534) 
* Fix chart for account excluded from analysis

* Update changelog
 2023-10-24 20:13:57 +02:00
Thomas Kaul
cb166dcc78
Redirect to membership page (#2527) 2023-10-21 18:43:33 +02:00
Thomas Kaul
4e7b7375a9
Feature/setup open figi (#2526) 
* Setup OpenFIGI

* Update changelog
 2023-10-21 18:12:50 +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
Thomas Kaul
1666486940
Bugfix/trim text in i18n service (#2520) 
* Trim text

* Update changelog
 2023-10-20 22:36:03 +02:00
Aldrin
29028a81f5
Add i18n service to query XML files (#2503) 
* Add i18n service to query XML files

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-19 17:13:40 +02:00
Thomas Kaul
74278073b3
Bugfix/fix query to get asset profiles matching data source and symbol (#2504) 
* Match dataSource and symbol

* Update changelog
 2023-10-17 20:36:01 +02:00
Manushreshta B L
32df7620d9
Add support for creating asset profiles with MANUAL data source (#2479) 
* Add support for creating asset profiles with MANUAL data source

* Refactoring

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-17 18:33:22 +02:00
Kevin
8492a8fed0
Upgrade simplewebauthn (#2498) 
* Upgrade simplewebauthn to new major version

* Update changelog
 2023-10-17 09:17:44 +02:00
Thomas Kaul
30e561c06f
Feature/extend assistant with search for asset profile (#2499) 
* Extend assistant with search for asset profile

* Extend search results by currency, symbol and asset sub class

* Update changelog
 2023-10-16 21:54:36 +02:00
Pavol Kolcun
7ae49eb839
Add endpoint for account balances (#2484) 
* Add endpoint for account balances

* Update changelog

---------

Co-authored-by: Pavol Kolcun <pavol.kolcun@student.tuke.sk>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-15 17:09:47 +02:00
Kevin
b6101c6375
Feature/import historical data (#2448) 
* Import historical data for an asset

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-14 19:06:27 +02:00
Aldrin
0ac97bd112
Transfer cash balance between accounts (#2455) 
* Transfer cash balance between accounts

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-13 21:46:49 +02:00
Kevin
6c66033eb4
Add date to markets overview by benchmarks (#2436) 
* Add date

* Update changelog
 2023-10-10 17:31:53 +02:00
Thomas Kaul
45f385a483
Feature/improve symbol conversion in eod historical data service (#2457) 
* Improve conversion of currency symbols

* Update changelog
 2023-10-09 20:29:56 +02:00
Sanjeev Sharma
f47c7313af
Support enter key press to submit access dialog form (#2437) 
* Support enter key press to submit access dialog form

* Update changelog
 2023-10-09 19:11:09 +02:00
Thomas Kaul
550e646079
Feature/introduce assistant (#2451) 
* Introduce assistant

* Update changelog
 2023-10-08 20:32:00 +02:00
Kevin
37ff7acf04
Change platform control from select to autocomplete in account dialog (#2429) 
* Change platform control from select to autocomplete in account dialog

* Update changelog
 2023-10-08 19:17:55 +02:00
Thomas Kaul
8236091477
Feature/add support for search query in portfolio position endpoint (#2443) 
* Introduce search query filter

* Update changelog
 2023-10-07 19:30:28 +02:00
Aldrin
e60fe48fdd
Add dialog for cash transfer between accounts (#2433) 
* Add dialog for cash transfer between accounts

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-07 14:46:13 +02:00
Vlad Prodan
4af76f6f6d
Fix hasNotDefinedValuesInObject() in object.helper.ts (#2421) 2023-10-05 20:29:34 +02:00
Siddharth Singh
d9a6c22e1e
Add application version to admin endpoint (#2423) 
* Add application version to admin endpoint

* Update changelog
 2023-10-04 16:15:08 +02:00
Sanjeev Sharma
4fb88859b2
Improve form in account dialog (#2408) 
* Improve form in account dialog

* Update changelog
 2023-10-03 19:34:04 +02:00
Manushreshta B L
90e18338f6
Change UX to set an asset profile as a benchmark (#2409) 
* Add checkbox functionality to set / unset benchmark

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-02 20:50:12 +02:00