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309 Commits

Author SHA1 Message Date
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
Thomas Kaul
0806d0dc92
Bugfix/fix hidden statistics values (#552) 
* Fix hidden values (0)

* Update changelog
 2021-12-18 11:13:32 +01:00
Thomas Kaul
83ba5f3d9f
Feature/add intro image for dark mode (#540) 
* Add intro image for dark mode

* Update changelog
 2021-12-13 22:26:16 +01:00
Thomas Kaul
78e0fdb0ca
Add coupon system (#529) 
* Add coupon system

* Update changelog
 2021-12-09 21:14:44 +01:00
Thomas Kaul
d09cad4e05
Feature/read only mode (#520) 
* Setup read only mode and update permissions dynamically

* Update changelog
 2021-12-07 20:24:15 +01:00
Thomas Kaul
4d9a223491
Feature/add system message (#519) 
* Add system message

* Update changelog
 2021-12-06 20:51:38 +01:00
Thomas Kaul
6c07759eb7
Feature/add market data tab to admin control panel (#497) 
* Add market data tab

* Update changelog
 2021-11-28 19:46:34 +01:00
Thomas Kaul
fcf07a0fd1
Clean up (#496) 2021-11-28 13:26:26 +01:00
Thomas Kaul
2f402c0c8e
Feature/introduce tabs with routing to home page (#495) 
* Introduce tabs with routing

* Update changelog
 2021-11-28 12:52:37 +01:00
Thomas Kaul
a24a094407
Feature/introduce tabs to admin control panel (#494) 
* Add tabs

* Update changelog
 2021-11-28 12:34:10 +01:00
Thomas Kaul
1c2ca5b96b
Feature/accentuate all time high and low (#428) 
* Accentuate all time high and all time low

* Update changelog

Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
 2021-11-22 21:28:32 +01:00
Thomas Kaul
572bfc59b8
Add guards (#486) 2021-11-22 20:35:25 +01:00
Thomas Kaul
bc58ee86ca
Feature/usability improvements in the create or edit transaction dialog (#483) 
* Usability improvements
  * Disable the symbol input in edit mode
  * Filter accounts by type (SECURITIES)

* Update changelog
 2021-11-20 20:41:33 +01:00
Thomas Kaul
0cb632b165
Improve wording (#482) 2021-11-20 10:38:30 +01:00
Thomas Kaul
904dec040e
Feature/add testimonial (#479) 
* Add testimonials

* Update changelog
 2021-11-20 10:28:05 +01:00
Thomas Kaul
3032126508
Feature/add footer row to accounts table (#471) 
* Add footer row to accounts table with total balance and value

* Update changelog
 2021-11-14 17:04:52 +01:00
Thomas Kaul
a50b55da75
Clean up (#470) 2021-11-14 16:57:46 +01:00