Thomas Kaul
b12ac1fe84
Feature/simplify module imports of api ( #3443 )
...
* Simplify module imports
2024-06-01 10:02:43 +02:00
Thomas Kaul
b692b7432c
Feature/set up event system for portfolio changes ( #3333 )
...
* Set up event system for portfolio changes
* Update changelog
2024-04-26 20:13:53 +02:00
Thomas Kaul
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
...
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
2024-04-21 17:11:53 +02:00
Thomas Kaul
1132dc9bdd
Feature/add unique constraint to account balance database schema ( #3315 )
...
* Add accountId and date as unique constraint to AccountBalance schema
* Update changelog
2024-04-21 10:28:51 +02:00
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
...
* Upgrade @types/big.js to version 6.2.2
* Refactor imports
2024-03-25 08:34:30 +01:00
Thomas Kaul
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
...
* Remove isDefault flag from Account database schema
* Update changelog
2024-02-24 19:44:56 +01:00
Thomas Kaul
40836b745b
Feature/improve validation for currency in endpoints ( #3030 )
...
* Improve validation for currency
* Update changelog
2024-02-22 20:25:22 +01:00
Thomas Kaul
07eabac059
Feature/add missing database indexes part 2 ( #3033 )
...
* Add missing database indexes (for orderBy and where clauses)
* Update changelog
2024-02-22 20:21:50 +01:00
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2024-02-11 17:50:18 +01:00
underwater
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
...
* Use HasPermission in endpoints
* Update changelog
2023-12-26 19:23:25 +01:00
Thomas Kaul
377ba75e4c
Add support to delete a cash balance ( #2707 )
2023-12-02 17:17:25 +01:00
Thomas Kaul
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
...
* Extend performance endpoint by net worth per day
* Update changelog
2023-11-26 21:17:15 +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
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
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
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
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
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
Sanjeev Sharma
4fb88859b2
Improve form in account dialog ( #2408 )
...
* Improve form in account dialog
* Update changelog
2023-10-03 19:34:04 +02:00
Thomas Kaul
ab691bb27a
Feature/remove account type from user interface ( #2335 )
...
* Remove account type from user interface and set it optional
* Update changelog
2023-09-15 19:11:20 +02:00
Thomas Kaul
c9353d0a39
Support account balance time series ( #2166 )
...
* Initial setup
* Support account balance in export
* Handle account balance update
* Add schema migration
* Update changelog
2023-07-23 15:55:58 +02:00
Thomas Kaul
9116443305
Feature/support note in accounts ( #2063 )
...
* Add support for a note in accounts
* Update changelog
2023-06-10 12:01:13 +02:00
Francisco Silva
8ba15f8f72
Optionally update cash balance when adding activity ( #1926 )
...
* Optionally update cash balance when adding activity
* Update changelog
2023-05-06 09:01:09 +02:00
Thomas Kaul
f4c748f67a
Feature/extend support for impersonation mode ( #1898 )
...
* Support impersonation of all users for local development
* Update changelog
2023-04-28 21:02:24 +02:00
Thomas Kaul
513a564e2c
Restructure services ( #1891 )
2023-04-23 12:02:01 +02:00
Thomas Kaul
261a0fb0b9
Refactor AuthInterceptor ( #1764 )
...
* Refactor AuthInterceptor
* Refactor JwtStrategy
2023-03-04 10:13:04 +01:00
Thomas Kaul
eed4f57f30
Clean up ( #1669 )
2023-02-09 09:59:29 +01:00
Yash Solanki
a79f31b006
Feature/add accounts import export ( #1635 )
...
* Add accounts to activities export
* Add logic for importing accounts
* Update changelog
2023-02-06 21:59:59 +01:00
Thomas Kaul
2e7f46ad78
Feature/allow account for activity of type item ( #1641 )
...
* Support linking wealth items to account
* Update changelog
2023-01-30 20:00:07 +01:00
Thomas Kaul
52b3ad6dc3
Feature/refactor value redaction interceptor ( #1624 )
...
* Reuse redactAttributes()
* Update changelog
2023-01-21 11:46:56 +01:00
Thomas Kaul
c2df99072d
Feature/refactor filters ( #1299 )
...
* Refactor filters
Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
2022-10-07 20:39:29 +02:00
Thomas Kaul
f01a3f893d
Exclude accounts ( #1289 )
...
* Exclude accounts
* Update changelog
2022-09-25 18:02:46 +02:00
Thomas Kaul
c0f19d56ec
Feature/add account detail dialog ( #1047 )
...
* Add account detail dialog
* Update changelog
2022-06-28 21:08:34 +02:00
Thomas Kaul
5cb6e5dec6
Feature/support filtering by asset class on the allocations page ( #926 )
...
* Support filtering by asset class
* Update changelog
2022-05-16 21:49:22 +02:00
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
c1d460cead
Improve filtering ( #901 )
2022-05-10 21:24:36 +02:00
Thomas Kaul
67f2b326f3
Switch to new calculation engine ( #814 )
...
* Switch to new calculation engine
* Clean up old portfolio calculation engine (#815 )
* Rename new portfolio calculation engine (#816 )
* Update changelog
2022-04-09 10:17:31 +02:00
Thomas Kaul
3de7d3f60e
Bugfix/improve account calculations ( #737 )
...
* Improve account calculations
* Update changelog
2022-03-04 21:31:31 +01:00
Thomas Kaul
4ec351369b
Bugfix/add fallback to default account in import ( #709 )
...
* Add fallback to default account if account id is invalid
* Update changelog
2022-02-19 18:51:16 +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
gizmodus
f15b33e950
Portfolio calculator rework ( #632 )
...
* Portfolio calculator rework
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-01-24 20:35:13 +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
aed8f5cf04
Feature/upgrade prisma to version 3.6.0 ( #518 )
...
* Upgrade prisma from version 2.30.2 to 3.6.0
* Update changelog
2021-12-05 16:52:24 +01:00
Thomas Kaul
e1932eb5a1
Bugfix/exclude drafts from transaction count ( #473 )
...
* Fix transactions count (exclude drafts)
* Improve wording (summary page)
* Update changelog
2021-11-14 19:06:54 +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
dcee651098
Feature/support unlimited currencies ( #387 )
...
* Support unlimited currencies
* Update changelog
2021-09-24 21:09:48 +02:00
Matthias Frey
63ee33b685
Use 'import type' to import types, eliminate webpack warnings ( #358 )
2021-09-11 09:27:22 +02:00
Thomas Kaul
05b0efef82
Feature/add restricted view ( #295 )
...
* Add restricted view
* Update changelog
2021-08-16 21:40:29 +02:00
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode ( #293 )
...
* Improve the impersonation mode
* Update changelog
2021-08-14 19:15:26 +02:00
