741 Commits

Author SHA1 Message Date
Thomas Kaul
5249257dd8
Feature/improve platform managment in admin control (#1939)
* Refactoring, fix tab style, add account count

* Update changelog
2023-05-06 20:24:16 +02:00
Thomas Kaul
3a99b81ade
Bugfix/add fallback in yahoo finance service (#1935)
* Add fallback to use quoteSummary(symbol) if quote(symbols) fails

* Update changelog
2023-05-06 11:17:41 +02:00
Thomas Kaul
577a487301
Fix import (#1936) 2023-05-06 11:16:44 +02:00
Thomas Kaul
31a4c2ff1f
Sort imports (#1933) 2023-05-06 10:06:24 +02:00
FabioAzevedo0619
e1892d2870
Feature/platform management (#1922)
* Added platform management to admin control panel

* Update changelog
2023-05-06 09:44:28 +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
c19984c3d0
Bugfix/fix missing platform name in allocations by platform (#1918)
* Fix missing platform name

* Update changelog
2023-05-01 18:55:34 +02:00
Thomas Kaul
15c96a9757
Feature/add allocations by platform chart (#1915)
* Add allocations by platform

* Update changelog
2023-05-01 17:44:35 +02:00
Thomas Kaul
1ca3792a4b
Feature/clean up initial values from x ray (#1914)
* Clean up initial (original) values from X-Ray

* Refactor current to valueInBaseCurrency

* Update changelog
2023-05-01 17:16:02 +02:00
Thomas Kaul
90fe467114
Feature/deprecate base currency (#1913)
* Deprecate BASE_CURRENCY

* Update changelog
2023-05-01 15:45:59 +02:00
Thomas Kaul
e61b3b34a7
Eliminate getSymbolProfilesBySymbols() (#1912) 2023-05-01 15:45:33 +02:00
Thomas Kaul
a5f0f48ddb
Fix accounts page (#1908)
* Add guards

* Update changelog
2023-04-30 19:20:17 +02:00
Thomas Kaul
e500ccb61b
Feature/introduce env variable data source exchange rates and data source import (#1910)
* Introduce env variables DATA_SOURCE_EXCHANGE_RATES and DATA_SOURCE_IMPORT

* Update changelog
2023-04-30 18:26:34 +02:00
Thomas Kaul
623a284ba4
Feature/add and update historical data in bulk (#1904)
* Upsert historical data in bulk

* Update changelog
2023-04-29 10:12:50 +02:00
Thomas Kaul
f79c36edbb
Fix import (#1902) 2023-04-29 10:00:04 +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
Francisco Silva
672d8dfab2
Fix/holdings always include cash position (#1897)
* Improved holdings table showing cash position also when the filter contains accounts

* Update changelog
2023-04-28 12:08:45 +02:00
Thomas Kaul
7b77dc044a
Feature/add state to market data database schema (#1893)
* Add state (CLOSE / INTRADAY) to MarketData

* Update changelog
2023-04-25 20:09:12 +02:00
Francisco Silva
67e758365f
feature: allow to delete all activities of a user (#1880)
* Allow to delete all activities of a user

* Update changelog
2023-04-23 19:49:32 +02:00
Thomas Kaul
513a564e2c
Restructure services (#1891) 2023-04-23 12:02:01 +02:00
Thomas Kaul
cddea0401f
Feature/add data source as unique constraint to market data schema (#1889)
* Add dataSource as unique constraint to MarketData schema

* Update changelog
2023-04-23 11:13:08 +02:00
Thomas Kaul
e965d12e31
Feature/add health check endpoints (#1886)
* Add health check endpoints

* Update changelog
2023-04-22 16:03:45 +02:00
Thomas Kaul
aafedd5f75
Feature/increase robustness if live data is missing (#1884)
* Continuously persist today's market data

* Add fallback to historical market data if data provider does not provide live data

* Update changelog
2023-04-22 14:43:57 +02:00
Thomas Kaul
5eff8402db
Release/1.258.0 (#1878)
* Release 1.258.0
  * Introduce data source mapping

* Update changelog
2023-04-20 09:07:22 +02:00
Thomas Kaul
7378900050
Bugfix/fix currency inconsistency with GBX and GBp in eod historical data service (#1869)
* Fix currency inconsistency (GBX vs. GBp)

* Update changelog
2023-04-18 20:31:33 +02:00
Thomas Kaul
922876a893
Feature/add yahoo finance data enhancer (#1865)
* Add Yahoo Finance data enhancer

* Update changelog
2023-04-17 14:09:27 +02:00
Thomas Kaul
654446f068
Feature/improve handling of jobs (#1864)
* Improve handling of jobs
  * Remove jobs on complete
  * Refactor jobs removal

* Update changelog
2023-04-16 19:56:19 +02:00
Thomas Kaul
947460abdd
Bugfix/fix ids of gather asset profile process jobs (#1863)
* Fix job ids

* Update changelog
2023-04-16 09:49:27 +02:00
Thomas Kaul
4c907d56f0
Improve message (#1859) 2023-04-15 15:09:15 +02:00
Thomas Kaul
e23ff33e6f
Feature/skip job creation for manual data source without scraper configuration (#1857)
* Skip job creation for MANUAL data source without scraper configuration

* Update changelog
2023-04-15 11:54:47 +02:00
Thomas Kaul
1ed5690b33
Feature/improve queue jobs implementation (#1855)
* Improve queue jobs implementation

* Update changelog
2023-04-14 19:57:23 +02:00
Thomas Kaul
4451514ec5
Release 1.253.0 (#1854) 2023-04-14 07:01:34 +02:00
Thomas Kaul
7d2d1d971a
Feature/deprecate get auth endpoint (#1851)
* Deprecate GET auth endpoint

* Update documentation

* Update changelog
2023-04-11 18:04:18 +02:00
Thomas Kaul
9bce57894e
Feature/increase historical market data gathering to 10 years (#1830)
* Increase historical market data gathering of currency pairs to 10+ years

* Update changelog
2023-04-07 16:35:37 +02:00
Thomas Kaul
a5f833c612
Feature/upgrade angular and nx 20230405 (#1826)
* Upgrade angular and Nx

* Update changelog
2023-04-06 19:18:23 +02:00
Thomas Kaul
b74a042da8
Feature/change auth endpoint from get to post (#1823)
* Change auth endpoint from GET to POST
  * Login with security token
  * Login with Internet Identity

* Update changelog
2023-04-05 18:10:29 +02:00
Thomas Kaul
6d56146054
Feature/add support for multiple subscription offers (#1818)
* Setup for multiple subscription offers

* Update changelog
2023-04-02 09:44:13 +02:00
Thomas Kaul
2c9f29a3c6
Feature/improve handling of platforms in accounts import (#1820)
* Improve handling of platforms

* Fix issue with pagination

* Update changelog
2023-04-01 10:51:55 +02:00
Thomas Kaul
93d082afbb
Feature/add blog post 1000 stars on GitHub (#1804)
* Add blog post: 1000 Stars on GitHub

* Add breadcrumb navigation

* Update changelog
2023-03-25 14:28:06 +01:00
Thomas Kaul
0c85380dbf
Feature/refactor portfolio calculator (#1803)
* Refactor chart calculation in portfolio calculator

* Update changelog
2023-03-25 12:20:42 +01:00
Thomas Kaul
bc6e9a8b68
Bugfix/fix total amount calculation in portfolio evolution chart (#1799)
* Fix total amount calculation

* Update changelog
2023-03-23 19:23:31 +01:00
Thomas Kaul
bd1963ec26
Feature/add asset and asset sub class to search endpoint (#1795)
* Add asset and asset sub class to search endpoint

* Update changelog
2023-03-23 19:11:38 +01:00
Thomas Kaul
c45df20d88
Sort imports (#1797) 2023-03-21 19:34:40 +01:00
Thomas Kaul
7ec033577f
Feature/extend trackinsight data enhancer by isin (#1793)
* Extend data enhancer by isin

* Update changelog
2023-03-18 10:34:50 +01:00
Thomas Kaul
c8ca82b803
Feature/extend data source eod historical data by asset class and isin (#1791)
* Extend EodHistoricalDataService

* asset and asset sub class
* isin

* Update changelog
2023-03-18 10:09:11 +01:00
Thomas Kaul
0d92b8d8bb
Reduce search requests (#1786) 2023-03-12 14:29:22 +01:00
Thomas Kaul
7c6ff776d9
Feature/add search functionality for eod historical data (#1783)
* Add search functionality for EOD_HISTORICAL_DATA

* Update changelog
2023-03-12 13:13:34 +01:00
Thomas Kaul
e37a34ed6c
Feature/improve exchange rate service for specific date (#1785)
* Calculate exchange rate indirectly via base currency

* Update changelog
2023-03-12 12:19:13 +01:00
Thomas Kaul
3af8be89e3
Feature/improve usability of fire calculator (#1779)
* Improve usability

* Add debounce
* Persist annualInterestRate
* Partially disable date picker

* Update changelog
2023-03-12 09:55:55 +01:00
Robbert Coeckelbergh
fce9e7fb0c
Feature/extend fire calculator by retirement date (#1748)
* Extend fire calculator by retirement date

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-03-09 22:12:01 +01:00