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598 Commits

Author SHA1 Message Date
Kevin
b6101c6375
Feature/import historical data (#2448) 
* Import historical data for an asset

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-14 19:06:27 +02:00
Aldrin
0ac97bd112
Transfer cash balance between accounts (#2455) 
* Transfer cash balance between accounts

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-13 21:46:49 +02:00
Kevin
6c66033eb4
Add date to markets overview by benchmarks (#2436) 
* Add date

* Update changelog
 2023-10-10 17:31:53 +02:00
Sanjeev Sharma
f47c7313af
Support enter key press to submit access dialog form (#2437) 
* Support enter key press to submit access dialog form

* Update changelog
 2023-10-09 19:11:09 +02:00
Thomas Kaul
550e646079
Feature/introduce assistant (#2451) 
* Introduce assistant

* Update changelog
 2023-10-08 20:32:00 +02:00
Kevin
37ff7acf04
Change platform control from select to autocomplete in account dialog (#2429) 
* Change platform control from select to autocomplete in account dialog

* Update changelog
 2023-10-08 19:17:55 +02:00
Thomas Kaul
8236091477
Feature/add support for search query in portfolio position endpoint (#2443) 
* Introduce search query filter

* Update changelog
 2023-10-07 19:30:28 +02:00
Aldrin
e60fe48fdd
Add dialog for cash transfer between accounts (#2433) 
* Add dialog for cash transfer between accounts

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-07 14:46:13 +02:00
Siddharth Singh
d9a6c22e1e
Add application version to admin endpoint (#2423) 
* Add application version to admin endpoint

* Update changelog
 2023-10-04 16:15:08 +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
Manushreshta B L
90e18338f6
Change UX to set an asset profile as a benchmark (#2409) 
* Add checkbox functionality to set / unset benchmark

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-02 20:50:12 +02:00
shyam kachhadiya
f40f0653c2
Add request params (ship, take) for pagination to GET order endpoint (#2382) 
* Add request params (ship, take) for pagination to GET order endpoint

* Update changelog
 2023-10-02 08:54:21 +02:00
Thomas Kaul
5fa0540936
Feature/add emergency fund setup to static portfolio analysis rules (#2400) 
* Add new static portfolio analysis rule: Emergency fund setup

* Update changelog
 2023-09-30 08:08:20 +02:00
Thomas Kaul
0b2f6a312c
Sort imports (#2399) 2023-09-30 07:11:10 +02:00
Thomas Kaul
5b7409d08e
Feature/add tag management in admin control panel (#2389) 
* Add tag management

* Update locales

* Update changelog
 2023-09-26 18:56:09 +02:00
Thomas Kaul
01b6bb5b99
Clean up (#2390) 2023-09-25 23:37:52 +02:00
Thomas Kaul
e2e4c9be3c
Feature/skip data gathering for manual data source (#2379) 
* Skip data gathering

* Update changelog
 2023-09-23 20:10:08 +02:00
Thomas Kaul
0f7c6ff0fe
Bugfix/fix asset class of cash position for empty account (#2378) 
* Fix assetClass and assetSubClass

* Update changelog
 2023-09-23 19:52:28 +02:00
Thomas Kaul
8f64a77a9d
Clean up (#2329) 2023-09-21 19:56:31 +02:00
Thomas Kaul
b12349a148
Feature/add support for interest on account level (#2354) 
* Add support for interest

* Update changelog
 2023-09-19 20:37:04 +02:00
Thomas Kaul
7130ac7565
Feature/add support for fees on account level (#1954) 
* Add migration

* Add business logic for fees

* Fix export for liabilities

* Update changelog
 2023-09-17 18:20:54 +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
8fc5676443
Feature/improve timeout of data source requests (#2330) 
* Improve timeout

* Update changelog
 2023-09-15 16:25:01 +02:00
Thomas Kaul
1fe1e2fe0c
Feature/improve read only mode (#2322) 
* Improve read-only mode

* Update changelog
 2023-09-15 16:22:39 +02:00
Thomas Kaul
921d38a706
Feature/harmonize style of granted access user interface (#2326) 
* Harmonize style

* Update changelog
 2023-09-15 16:21:14 +02:00
Thomas Kaul
6161d5e77c
Feature/improve logger output of info service (#2331) 
* Improve context of logger output

* Update changelog
 2023-09-15 08:26:08 +02:00
Thomas Kaul
b21884eb66
Feature/harmonize logger output (#2321) 
* Harmonize logger output

* Update changelog
 2023-09-13 08:39:37 +02:00
Thomas Kaul
bc33e5f147
Feature/remove deprecated environment variable base currency (#2255) 
* Remove the deprecated environment variable BASE_CURRENCY

* Update changelog
 2023-09-08 20:43:23 +02:00
Thomas Kaul
48ba8f936b
Feature/deactivate internet identity for account registration (#2293) 
* Deactivate Internet Identity

* Update changelog
 2023-09-08 20:23:22 +02:00
Thomas Kaul
d74f283707
Eliminate prisma service (#2286) 
* Eliminate prisma service
 2023-09-08 17:05:42 +02:00
Thomas Kaul
c6aa06b933
Feature/improve import validation (#2305) 
* Improve import validation

* Update changelog

Co-authored-by: httpiga <36515569+httpiga@users.noreply.github.com>
 2023-09-07 18:28:47 +02:00
Thomas Kaul
0b59fc639d
Feature/upgrade prettier to version 3 (#2163) 
* Upgrade prettier to version 3.0.2

* Prettify code

* Update changelog
 2023-08-27 11:13:11 +02:00
Thomas Kaul
c2fd31f5e5
Feature/add health check endpoints for data enhancers (#2265) 
* Add health check for data enhancers

* Update changelog
 2023-08-27 10:19:53 +02:00
Thomas Kaul
f2d70f9070
Sort imports (#2266) 2023-08-26 11:22:19 +02:00
Thomas Kaul
2df27100f0
Add middleware (#2239) 
* Add middleware

* Update changelog
 2023-08-18 20:27:19 +02:00
Thomas Kaul
6cf6538719
Feature/add currencies preset to historical market data table (#2243) 
* Add currencies preset

* Update locales

* Update changelog
 2023-08-18 19:33:00 +02:00
Thomas Kaul
6c9779fb0d
Bugfix/change date creation from string using parse iso (#2236) 
* Change date creation using parseISO

parseISO provides consistent date parsing across different time zones

* Update changelog
 2023-08-15 19:24:31 +02:00
Thomas Kaul
9036f53e7d
Reset benchmark in user settings (#2233) 2023-08-12 21:50:01 +02:00
Thomas Kaul
b5f01c0d15
Feature/migrate requests from bent to got (#2231) 
* Migrate requests from bent to got

* Update changelog
 2023-08-11 20:20:35 +02:00
Hugo Persson
2d003225bc
Allow custom currency in activity import (#2215) 
* Allow custom currency in activity import

* Extend import test files

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-08-08 20:00:55 +02:00
Thomas Kaul
7a905fde63
Clean up (#2210) 2023-08-06 08:32:06 +02:00
Thomas Kaul
42274917e0
Release 1.297.4 (#2209) 2023-08-05 19:57:39 +02:00
Thomas Kaul
8ba50f2729
Release 1.297.3 (#2208) 2023-08-05 16:08:06 +02:00
Thomas Kaul
d2312371a6
Release 1.297.1 (#2205) 2023-08-05 14:35:13 +02:00
Thomas Kaul
43d0b55004
Feature/upgrade to angular 16 (#2156) 
* Upgrade Angular, NestJS and Nx

* Replace executor to @nx/angular:webpack-browser and @nx/angular:webpack-dev-server

* Add target for copying assets

* Improve redirection of home page

* Update changelog
 2023-08-05 11:08:10 +02:00
Thomas Kaul
286e41eb21
Feature/optimize import validation by reducing to unique asset profiles (#2198) 
* Optimize activities validation

* Optimize data gathering in import

* Update changelog
 2023-08-01 09:10:13 +02:00
Thomas Kaul
4d6be0a507
Exclude open-source-alternative-to-markets.sh (#2195) 2023-07-30 19:35:49 +02:00
Thomas Kaul
b259ab7b0c
Feature/add step by step introduction for new users (#2191) 
* Add introduction for new users

* Update changelog
 2023-07-30 18:49:38 +02:00
Thomas Kaul
d4fea075af
Feature/include unavailable data in allocations by market chart (#2190) 
* Include unavailable data in allocations by market chart

* Update changelog
 2023-07-28 20:20:08 +02:00
Hugo Persson
cef7fa79de
Fix total account value calculation for liabilities (#2184) 
* Fix calculation

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-07-28 19:42:57 +02:00