sudacode/ghostfolio
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75 Commits

Author SHA1 Message Date
Valentin Zickner
19bcd601d1 add gross performance 2021-08-01 00:55:10 +02:00
Valentin Zickner
836df69e68 add calculation of current investment 2021-08-01 00:55:10 +02:00
Valentin Zickner
dd86adcea1 add investment to timeline calculation 2021-08-01 00:55:10 +02:00
Valentin Zickner
4f7628921d add timeline time point calculation 2021-08-01 00:55:10 +02:00
Valentin Zickner
88f0cb095d make it pretty 2021-08-01 00:55:10 +02:00
Valentin Zickner
7538133d09 implement getCurrentPositions of PortfolioCalculator 2021-08-01 00:55:10 +02:00
Thomas
67606e4026 Extend current rate service test 2021-08-01 00:55:10 +02:00
Valentin Zickner
9de56c32ac create base structure for portfolio rewrite 
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-08-01 00:55:10 +02:00
Thomas
1c65599a16
Feature/add blog (#218) 
* Setup blog

* Add german blog post

* Add english blog post

* Update changelog
 2021-07-31 11:21:32 +02:00
Thomas
6996e5a140
Feature/add data gathering for symbol profile data (#228) 
* Implement profile data gathering

* Update changelog
 2021-07-24 21:13:48 +02:00
Thomas
51fbc538ca
Feature/set public stripe key dynamically (#216) 
* Set public Stripe key dynamically

* Update changelog
 2021-07-17 11:04:43 +02:00
Thomas
c7b7efae3b
Feature/import transactions (#212) 
* Implement import transactions functionality

* Update changelog
 2021-07-14 20:54:05 +02:00
Thomas
ecfe694f0b
Feature/export transactions (#209) 
* Export functionality for transactions

* Update changelog
 2021-07-11 17:05:58 +02:00
Thomas
f403807f2d
Bugfix/fix average buy price calculation (#204) 
* Fix average buy price calculation

* Update changelog
 2021-07-10 18:16:46 +02:00
Thomas
f22991b090
Feature/respect cash balance in analysis (#203) 
* Respect cash balance in in analysis

* Update changelog
 2021-07-10 14:57:03 +02:00
Thomas
2c19d8c8e7
Feature/add balance to account (#193) 
* Add balance attribute and calculate total balance

* Update changelog
 2021-07-07 21:23:36 +02:00
Thomas
3986e8f879
Upgrade Nx to version 12.5.4 (#194) 2021-07-04 21:31:15 +02:00
Thomas
290e93bbd7
Release 1.23.1 (#191) 2021-07-03 12:20:36 +02:00
Thomas
92d321a001
Drafts for orders (#187) 
* Render the future with a dashed border

* Update changelog
 2021-07-03 11:32:03 +02:00
Thomas
367f25a975
Feature/set user id in stripe callback (#184) 
* Set user id as description

* Update changelog
 2021-06-24 21:52:41 +02:00
Thomas
09bbda3502
Change from subscription to one time payment (#181) 2021-06-22 21:53:29 +02:00
Thomas
ad00cd9d81
Feature/setup subscription with stripe (#178) 
* Set up stripe for subscriptions

* Update permissions and add discount

* Update changelog
 2021-06-21 20:03:36 +02:00
Thomas
66c955ad6c
Feature/ghostfolio in numbers (#175) 
* Add Ghostfolio in numbers section

* Update changelog
 2021-06-17 22:59:48 +02:00
Thomas
0264b592b9
Feature/improve investments by sector (#172) 
* Improve investments analysis by sector

* Update changelog
 2021-06-16 17:05:43 +02:00
Matthias Frey
6c1119caec
Restrict webauthn to fingerprint only and improve UX (#161) 
* Restrict webauthn to fingerprint only

* Move webauthn login to separate page /webauthn

* Stay signed in with social login

* Update changelog

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-06-14 21:57:09 +02:00
Matthias Frey
e87c942cb8
Add webauthn (#82) 
* Add webauthn

* Complete WebAuthn device sign up and login

* Move device registration to account page
* Replace the token login with a WebAuthn prompt if the current device has been registered
* Mark the current device in the list of registered auth devices

* Fix after rebase

* Fix tests

* Disable "Add current device" button if current device is registered

* Add option to "Stay signed in"

* Remove device list feature, sign in with deviceId instead

* Improve usability

* Update changelog

Co-authored-by: Matthias Frey <mfrey43@gmail.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-06-14 16:09:40 +02:00
Thomas
9eb25f6c9e
Feature/connect or create logic for symbol profile (#153) 
* Add connectOrCreate logic

* Extend seed

* Update changelog
 2021-06-09 20:35:02 +02:00
Thomas
6a03120225
Feature/add symbol profile model (#148) 
* Add symbol profile model and positions by country chart

* Add positions by continent chart

* Fix tests

* Extend seed

* Update changelog
 2021-06-06 15:31:28 +02:00
Thomas
ef272360fb
Feature/render average prices in position detail chart (#144) 
* Render average buy prices

* Update changelog
 2021-06-05 17:17:53 +02:00
Thomas
e7fbcd4fa0
Feature/extend pricing page (#130) 
* Extend pricing page

* Feature/align pricing page with subscription model (#135)

* Align pricing page with subscription model

* Update changelog
 2021-06-02 20:15:53 +02:00
Thomas
146b5201b5
Feature/make x ray rules order consistent (#134) 
* Make order of X-ray rules consistent

* Update changelog
 2021-06-01 21:40:32 +02:00
Thomas
42a2d404e4
Fix type errors (#126) 2021-05-27 21:12:55 +02:00
Thomas
11b2379d98
Feature/respect data source in data gathering (#107) 
* Respect data source in data gathering

* Update changelog

* optimize fetching from multiple data sources (#123)

* optimize fetching from multiple data sources

* improve performance by executing data gathering promises in parallel

* removed unused imports

* rename hasHistoricalData to canHandle

* Sort imports

* Clean up

Co-authored-by: Valentin Zickner <3200232+vzickner@users.noreply.github.com>
 2021-05-27 20:50:10 +02:00
Thomas
8e13f6ef9b
Bugfix/fix performance chart (#119) 
* Fix value of performance chart

* Update changelog
 2021-05-24 16:24:54 +02:00
Thomas
1a553a296f
Feature/improve user table of admin control panel (#109) 
* Improve user table

* Add index
* Increase limit
* Improve alignment of cell content

* Update changelog
 2021-05-22 10:17:12 +02:00
Thomas
78a4946e8b
Feature/zen mode (#110) 
* Start with implementation
* Refactor AuthGuard, persist displayMode in user settings
* Refactor DisplayMode to ViewMode
* Update changelog
 2021-05-22 10:04:56 +02:00
Thomas
200a7d2d65
Feature/refactor search functionality (#105) 
* Refactor search functionality

* Update changelog

* Improvements after code review
 2021-05-20 20:36:08 +02:00
Thomas
abd0e08566
Introduce @ghostfolio/common lib (#102) 2021-05-16 22:11:14 +02:00
Thomas
c973ffd3ba
Feature/reorganize helper lib (#100) 
Reorganize helper lib (Move interfaces and types)
* InfoItem
* PortfolioItem
* PortfolioOverview
* PortfolioPerformance
* Position
* PortfolioPosition
* PortfolioReport
* PortfolioReportRule
* User
* UserSettings
* DateRange
* AdminData
* AccessWithGranteeUser
* OrderWithAccount
* Granularity
* UserWithSettings
* RequestWithUser
 2021-05-16 21:20:59 +02:00
Thomas
368de7dedc
Extend unit tests (#99) 2021-05-16 21:19:14 +02:00
Thomas
5d36d3a6bb
remove database dependencies for test execution (#96) 
Co-Authored-By: Valentin Zickner <valentin@coderworks.de>
 2021-05-15 18:57:27 +02:00
Thomas
111d8d8e3c
Feature/rename share to allocation in columns of positions table (#93) 
* Rename columns

* Initial Share -> Initial Allocation
* Current Share -> Current Allocation

* Update changelog
 2021-05-15 10:12:12 +02:00
Thomas
b0a24e4fc0
Desaturate background color (#92) 2021-05-15 10:09:07 +02:00
Valentin Zickner
5d24adfa75
Feature/improve transaction filtering (#76) 
* add multi-filter support for transaction filtering with auto completion

* update changelog

* fix table for transaction for accounts without platform

* simplify readme file since docker compose build is not required (#75)

* simplify readme file since docker compose build is not required

* add anchor navigation in README.md

* Improve UI

* Refactoring

* Refactoring

* Feature/travis (#77)

* integrate travis

* fix prettier transactions-page.component.ts

* change base branch to main

* fetch all branches in .travis.yml

* Bugfix/keep current menu item active (#78)

* Keep current menu item active

* Update changelog

* Feature/travis (#77)

* integrate travis

* fix prettier transactions-page.component.ts

* change base branch to main

* fetch all branches in .travis.yml

* Keep current menu item active

* Update changelog

Co-authored-by: Valentin Zickner <3200232+vzickner@users.noreply.github.com>

* add multi-filter support for transaction filtering with auto completion

* update changelog

* fix table for transaction for accounts without platform

* Improve UI

* Refactoring

* Refactoring

* Update changelog

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-05-11 17:55:55 +02:00
Thomas
87cd3ef33f
Release 0.99.0 (#65) 2021-05-03 21:25:39 +02:00
Thomas
163f4a3d3f
Feature/allow to delete users (#64) 
* Allow to delete users

* Update changelog
 2021-05-03 21:23:00 +02:00
Thomas
a84256dc03
Feature/eliminate platform from order (#63) 
* Eliminate platform from order

* Update changelog
 2021-05-03 21:19:56 +02:00
Thomas
cf82066976
Fix test (#62) 2021-05-02 22:38:42 +02:00
Thomas
90a2fea7d6
Feature/create and update accounts (#60) 
* Allow to create and update accounts

* Activate account selector in transaction dialog

* Refactor analytics and report from platforms to accounts
 2021-05-02 21:18:52 +02:00
Thomas
c70eb7793e
Feature/migration to accounts (#58) 
* Migrate transaction table
* Add accounts page
* Add account page logic
 2021-05-01 12:30:52 +02:00