Fedron
82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel ( #3218 )
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* Add support to override asset (sub) class and url in admin control panel
* Update changelog
2024-04-03 20:24:38 +02:00
Fedron
98de2355c4
Feature/Support overriding name of asset profile dialog ( #3199 )
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* Support overriding name of asset profile dialog
* Update changelog
2024-03-29 09:35:41 +01:00
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
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* Upgrade @types/big.js to version 6.2.2
* Refactor imports
2024-03-25 08:34:30 +01:00
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
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* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-16 14:20:58 +01:00
Thomas Kaul
82c78cad6b
Format ( #3155 )
2024-03-16 12:28:58 +01:00
Thomas Kaul
671e4e316b
Release 2.63.2 ( #3138 )
2024-03-12 20:50:32 +01:00
Thomas Kaul
473136e9aa
Release 2.63.1 ( #3135 )
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* Release 2.63.1
2024-03-11 21:35:43 +01:00
Thomas Kaul
d32dd5e860
Feature/upgrade countries list to version 3.1.0 ( #3131 )
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* Upgrade countries-list to version 3.1.0
* Update changelog
2024-03-11 19:16:20 +01:00
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
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* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
2024-03-09 11:07:01 +01:00
Thomas Kaul
1f2f9f22f2
Feature/remove environment variable web auth rp ( #3115 )
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* Remove environment variable WEB_AUTH_RP_ID
* Update changelog
2024-03-08 19:00:21 +01:00
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
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* Integrate dividend into transaction point concept
* Update changelog
2024-03-07 20:07:50 +01:00
Thomas Kaul
4ab3f81384
Extract getFactor() ( #3089 )
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* Extract getFactor()
* Refactoring
2024-03-03 20:04:49 +01:00
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
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* Integrate (wealth) items into transaction point concept
* Update changelog
2024-03-02 14:29:03 +01:00
Søren Bjergmark
68e558f198
Feature/Improve activities import by ISIN number ( #3051 )
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* Improve activities import by ISIN number
* Update changelog
2024-02-29 20:45:40 +01:00
Thomas Kaul
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
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* Add missing default currency
* Update changelog
2024-02-24 19:45:51 +01:00
miles
a3178fb213
Feature/expose redis database via environment variable ( #3036 )
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* Expose Redis database via environment variable
* Update changelog
2024-02-24 11:56:12 +01:00
Thomas Kaul
9acdb41aa2
Refactor params to object ( #2987 )
2024-02-19 19:32:10 +01:00
Thomas Kaul
67ae86763e
Handle premium data provider in getQuotes() ( #3020 )
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* Handle premium data provider in getQuotes()
2024-02-18 14:37:42 +01:00
Thomas Kaul
266c0a9a2c
Feature/eliminate search request in get quotes of eod service ( #3019 )
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* Eliminate search request to get quotes
* Update changelog
2024-02-18 14:14:25 +01:00
Thomas Kaul
ad42c0bf28
Enable FAQ link for self-hoster ( #3015 )
2024-02-18 08:53:01 +01:00
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2024-02-11 17:50:18 +01:00
Thomas Kaul
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
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* Introduce setting to disable data gathering
* Update changelog
2024-02-11 10:06:07 +01:00
Thomas Kaul
f83e75df44
Feature/harmonize env variables of various api keys ( #2980 )
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* Harmonize env variables of various API keys
* Update changelog
2024-02-11 09:44:12 +01:00
Thomas Kaul
35450ac004
Bugfix/add missing data provider info to search results of coingecko ( #2967 )
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* Add missing data provider info
* Update changelog
2024-02-06 16:58:54 +01:00
Thomas Kaul
893e76f83f
Feature/provide data provider info in search ( #2958 )
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* Provide data provider info in search
* Update changelog
2024-02-05 19:55:39 +01:00
Hey
2a38a16f6b
Feature/Improve error logs for timeout in data provider services ( #2953 )
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* Improve error logs for timeout in data provider services
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-02-04 11:56:00 +01:00
Thomas Kaul
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant ( #2932 )
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* Migrate portfolio holdings to work with filters of assistant
* Update changelog
2024-01-27 19:28:13 +01:00
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions ( #2870 )
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* Add support to grant private access with permissions
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-27 09:44:13 +01:00
Thomas Kaul
9fdbd22cb5
Bugfix/fix activities import for manual data source ( #2923 )
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* Fix import
* Update changelog
2024-01-27 08:41:45 +01:00
Thomas Kaul
8f5f4c5875
Feature/format name in eod historical data service ( #2922 )
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* Format name
* Update changelog
2024-01-26 22:37:47 +01:00
Thomas Kaul
b39c97ab9f
Bugfix/improve validation for non numeric results in eod service ( #2916 )
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* Improve validation of non-numeric numbers
* Update changelog
2024-01-24 12:24:38 +01:00
Thomas Kaul
09ce8b1cd0
Feature/add support for importing dividends from eod ( #2910 )
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* Add support for importing dividends
* Update changelog
2024-01-23 15:48:09 +01:00
Thomas Kaul
5ba5b86d5f
Feature/improve handling of derived currencies ( #2891 )
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* Improve handling of derived currencies
* Update changelog
2024-01-21 11:12:48 +01:00
Thomas Kaul
0ee632470e
Improve typings ( #2889 )
2024-01-17 18:06:53 +01:00
Hugo Persson
c918deeb1c
Feature/Support for editing countries and sectors ( #2854 )
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* Add support for editing countries and sectors
* Update changelog
2024-01-17 11:40:02 +01:00
Thomas Kaul
00895b7bb1
Feature/increase timeout to load historical data in data provider service ( #2887 )
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* Increase timeout to load historical data
* Update changelog
2024-01-16 22:31:28 +01:00
Thomas Kaul
693791d113
Feature/add validation of search results in eod historical data service ( #2883 )
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* Validate currency
* Update changelog
2024-01-16 18:03:31 +01:00
Thomas Kaul
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes ( #2875 )
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* Always get quotes (with fallback to historical data)
* Update changelog
2024-01-15 19:02:00 +01:00
Thomas Kaul
440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc ( #2869 )
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* Fix conversion from ZAR to ZAc
* Update changelog
2024-01-14 17:22:03 +01:00
Thomas Kaul
c418e75139
Bugfix/fix currency in error log in exchange rate data service ( #2868 )
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* Fix currency
* Update changelog
2024-01-14 10:36:32 +01:00
Thomas Kaul
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
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* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
2024-01-13 16:17:38 +01:00
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
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* Add exchange rate effects to portfolio calculation
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-13 13:07:33 +01:00
Tanguy Herbron
d91f947ab0
Feature/Add Coingecko api keys support ( #2827 )
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* Add CoinGecko API keys support
* Update changelog
2024-01-06 19:06:07 +01:00
Hugo Persson
371f1dc451
Feature/support rest api in scraper ( #2810 )
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* Support REST APIs in scraper
* Update changelog
2024-01-03 21:59:45 +01:00
Thomas Kaul
43b4f14ace
Feature/add button to test scraper configuration ( #2808 )
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* Add button to test scraper configuration
* Update changelog
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Co-authored-by: Manushreshta B L <manushreshta27@gmail.com>
Co-authored-by: Hugo Persson <hugo.e.persson@gmail.com>
2024-01-01 11:53:42 +01:00
gizmodus
726e727c7d
Feature/benchmark currency correction ( #2790 )
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* Convert benchmark performance to base currency
* Introduce getExchangeRates() for multiple dates
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2023-12-31 13:28:11 +01:00
Thomas Kaul
b89bf1d5e8
Feature/increase timeout to load currencies ( #2800 )
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* Increase timeout
* Update changelog
2023-12-31 10:23:56 +01:00
Thomas Kaul
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
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* Add support to edit currency
* Update changelog
2023-12-29 19:55:51 +01:00
Thomas Kaul
01b6c14bcc
Feature/improve handling of derived currency usx ( #2788 )
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* Improve handling of USX
* Update changelog
2023-12-29 17:31:50 +01:00
miles
34b02210df
Feature/expose the environment variable REQUEST_TIMEOUT ( #2792 )
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* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
2023-12-29 17:29:33 +01:00
