71 Commits

Author SHA1 Message Date
Thomas Kaul
160335302a
Feature/group filters by type (#922)
* Add groups to activities filter component

* Update changelog
2022-05-15 21:51:31 +02:00
Thomas Kaul
16dd8f7652
Feature/refactor filters with interface (#883)
* Refactor filtering with an interface

* Filter by accounts

* Update changelog
2022-05-07 11:44:29 +02:00
Thomas Kaul
4dc76817ce
Bugfix/fix import validation for numbers equal zero (#875)
* Fix import validation for numbers equal 0

* Update changelog
2022-04-29 13:10:45 +02:00
Thomas Kaul
bad9d17c44
Setup allocations page and endpoint (#859)
* Setup tagging system

* Update changelog
2022-04-24 16:23:03 +02:00
Thomas Kaul
056b318d86
Bugfix/fix end date in ics files (#841)
* Fix end date

* Update changelog
2022-04-18 11:31:16 +02:00
Thomas Kaul
6e7cf0380b
Feature/export single draft (#835)
* Export single draft

* Update changelog
2022-04-16 11:33:01 +02:00
Thomas Kaul
8526b5a027
Feature/export draft activities as ics (#830)
* Export draft activities as ICS

* Update changelog
2022-04-15 10:53:40 +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
6762572658
Feature/setup api versioning (#783)
* Setup API versioning

* Update changelog
2022-04-02 08:46:24 +02:00
Thomas Kaul
86acbf06f4
Feature/add data provider errors to api response (#738)
* Add data provider error details

* Update changelog
2022-03-05 11:00:02 +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
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
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
dc424a86ec
Feature/support deleting symbol profile data (#669)
* Add support for deleting symbol profile data

* Update changelog
2022-02-03 20:56:39 +01:00
Thomas Kaul
161cb82820
Bugfix/fix data source of fear and greed index (#663)
* Encode data source

* Update changelog
2022-02-02 20:07:33 +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
65e151151b
Feature/increase fear and greed index to 90 days (#652)
* Increase fear and greed index to 90 days

* Update changelog
2022-01-27 21:01:38 +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
9ac67b0af2
Feature/expose profile data gathering by symbol endpoint (#611)
* Expose profile data gathering by symbol endpoint

* Update changelog
2022-01-01 16:18:18 +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
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
db1d474ddf
Feature/more discreet data provider warning (#589)
* Upgrade http-status-codes to version 2.2.0

* Make the data provider warning more discreet

* Update changelog
2021-12-27 12:14:41 +01:00
Thomas Kaul
3435b3a348
Feature/make the csv import more flexible (#573)
* Make the csv import more flexible

* Update changelog
2021-12-24 18:21:27 +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
ebee851b23
Feature/support data gathering by symbol and date (#532)
* Support data gathering by symbol and date

* Update changelog
2021-12-11 11:45:13 +01:00
Thomas Kaul
78e0fdb0ca
Add coupon system (#529)
* Add coupon system

* Update changelog
2021-12-09 21:14:44 +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
1beb4de62f
Feature/support additional currencies (#517)
* Support additional currencies

* Update changelog
2021-12-04 21:05:11 +01:00
Thomas Kaul
3e82de6b21
Feature/add historical data chart of fear and greed index (#515)
* Add historical data chart of market mood

* Update changelog
2021-12-04 11:49:00 +01:00
Thomas Kaul
11be6f630f
Feature/expose data gathering by symbol (#503)
* Expose data gathering by symbol as endpoint

* Update changelog
2021-11-30 21:06:10 +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
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
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
d2fabe7ce4
Feature/add value column to accounts table (#468)
* Add value column

* Update changelog
2021-11-13 20:38:29 +01:00
Thomas Kaul
2de0e75cb8
Feature/add user interface for granting and revoking public access (#439)
* Add user interface for granting and revoking public access

* Update changelog
2021-10-25 20:46:36 +02:00
Thomas Kaul
6dea9093ba
Feature/add public portfolio (#426)
* Setup public portfolio page

* Update changelog
2021-10-19 18:27:50 +02:00
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
2e5176bacf
Feature/extend import by csv files (#419)
* Support import of csv files

* Update changelog
2021-10-15 22:22:45 +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
Thomas Kaul
0f72673ef4
Feature/respect data source in symbol data endpoint (#370)
* Respect data source in symbol data endpoint

* Respect data source in the data provider service

* Combine symbol with data source in get() of data provider service

* Improve search functionality for multiple data sources

* Update changelog
2021-09-18 19:32:22 +02:00
Thomas Kaul
5ea455b98b
Feature/upgrade simplewebauthn dependencies to version 4.1.0 (#365)
* Upgrade @simplewebauthn dependencies to version 4.1.0
  * @simplewebauthn/browser
  * @simplewebauthn/server

* Update changelog
2021-09-11 21:23:06 +02:00
Thomas Kaul
aad8f77093
Feature/improve allocations by account (#308)
* Improve allocations by account

* Eliminate accounts from PortfolioPosition

* Ignore cash assets in the allocation chart by sector, continent and country

* Add missing accounts to portfolio details

* Update changelog
2021-08-21 15:03:55 +02:00
Thomas Kaul
05b0efef82
Feature/add restricted view (#295)
* Add restricted view

* Update changelog
2021-08-16 21:40:29 +02:00
Thomas
98f44323da
Feature/improve usability of tabs on home page (#283)
* Improve usability: lazy load endpoints on tab change

* Feature/improve portfolio summary (#285)

* Update changelog
2021-08-13 19:26:48 +02:00
Thomas
823501f43e
Sort imports (#242) 2021-08-01 09:41:44 +02:00
Valentin Zickner
de83dc7b84 create investment endpoint for analysis timeline
Co-authored-by: Thomas <dotsilver@gmail.com>
2021-08-01 00:55:10 +02:00
Thomas
1226c26a9d Refactor positions 2021-08-01 00:55:10 +02:00