357 Commits

Author SHA1 Message Date
Shaunak Das
24a3d92da0
Feature/add business logic of rule settings ()
* Add business logic of rule settings

* Update changelog

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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-10-01 19:13:45 +02:00
Thomas Kaul
d00d7ac1dd
Feature/add support for archived product page ()
* Add support for archived product page
2024-09-29 19:27:02 +02:00
Thomas Kaul
85cc72627b
Feature/add user id to tag database schema ()
* Add user id to tag database schema

* Update changelog
2024-09-28 20:42:25 +02:00
Thomas Kaul
bb445ddf2e
Feature/improve experimental chart in account detail dialog ()
* Improve chart in account detail dialog

* Update changelog
2024-09-24 19:45:48 +02:00
Thomas Kaul
4a97e2bb54
Feature/align holdings and regions of public page with allocations page ()
* Align holdings and regions of public page with allocations page

* Update changelog
2024-09-24 19:17:58 +02:00
Thomas Kaul
336f7b002c
Feature/extend personal finance tools ()
* Add Finanzfluss Copilot
2024-09-21 20:00:56 +02:00
Thomas Kaul
be09acdb24
Feature/expose concurrency of data gathering processor as environment variable ()
* Expose concurrency of data gathering processor

* PROCESSOR_CONCURRENCY_GATHER_ASSET_PROFILE
* PROCESSOR_CONCURRENCY_GATHER_HISTORICAL_MARKET_DATA

* Update changelog
2024-09-21 18:56:02 +02:00
Thomas Kaul
e918970feb
Feature/expose concurrency of portfolio snapshot calculation as environment variable ()
* Expose PROCESSOR_CONCURRENCY_PORTFOLIO_SNAPSHOT

* Update changelog
2024-09-21 18:16:34 +02:00
Thomas Kaul
583c14128b
Feature/extend public api with portfolio performance metrics endpoint ()
* Extend Public API with portfolio performance metrics endpoint

* Update changelog
2024-09-21 10:42:43 +02:00
Nikolai
38ac3d387b
Feature/extend market data endpoint by lastMarketPrice ()
* Extend market data endpoint by lastMarketPrice

* Integrate last market price in admin market data

* Update changelog

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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-15 20:18:24 +02:00
Thomas Kaul
3de192c65e
Feature/expose thresholds in rule settings () 2024-09-14 19:42:37 +02:00
Thomas Kaul
d236ecfe85
Feature/extend personal finance tools 20240914 ()
* Add Buxfer

* Add Moneydance

* Add Banktivity

* Add Microsoft Money

* Add Masttro

* Add WealthPosition
2024-09-14 17:29:01 +02:00
Thomas Kaul
5a4f1c03cb
Feature/extend personal finance tools ()
Add etops
2024-09-12 20:34:06 +02:00
Thomas Kaul
403ee2741d
Feature/set up portfolio snapshot queue ()
* Set up portfolio snapshot queue

* Update changelog
2024-09-10 20:32:08 +02:00
Shaunak Das
383a02519a
Feature/extend filters of order endpoint ()
* Extend filters of order endpoint

* Update changelog

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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-10 20:22:51 +02:00
Thomas Kaul
9cd4321bd0
Feature/extract users from admin control panel endpoint to dedicated endpoint ()
* Introduce GET api/v1/admin/user endpoint

* Update changelog
2024-09-08 09:56:08 +02:00
Thomas Kaul
df5e2f5f0e
Feature/extract common CACHE_TTL as constants ()
Extract CACHE_TTL

* CACHE_TTL_NO_CACHE
* CACHE_TTL_INFINITE
2024-09-05 18:23:38 +02:00
Shaunak Das
7ea9061852
Feature/execute scraper configuration instantly ()
* Execute scraper configuration instantly

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-04 21:17:38 +02:00
Thomas Kaul
d08e8b4fd8
Feature/expose max chart items as env variable ()
* Expose MAX_CHART_ITEMS as env variable

* Update changelog
2024-08-26 16:21:16 +02:00
gizmodus
f360a12823
Feature/rework portfolio calculator ()
* Rework portfolio calculation

* Update changelog

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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-08-24 16:59:50 +02:00
Bastien Jeannelle
2b212078b8
Feature/add support to deactivate x-ray rules ()
* Add support to deactivate X-ray rules

* Update changelog
2024-08-21 19:38:37 +02:00
Thomas Kaul
ac5aec9262
Feature/extend personal finance tools 20240820 ()
* Add Ziggma
2024-08-21 19:36:45 +02:00
Thomas Kaul
9f5707d4f5
Feature/extend personal finance tools 20240819 ()
* Add CoinTracking
2024-08-20 11:42:44 +02:00
Thomas Kaul
bce9b2f4bb
Bugfix/fix clone functionality of activity ()
* Fix clone functionality

* Update changelog
2024-08-17 22:32:23 +02:00
Thomas Kaul
26277803c6
Bugfix/fix parse date in date helper ()
Handle empty date string
2024-08-17 16:21:13 +02:00
Thomas Kaul
c34959896c
Feature/improve color assignment with annualized performance in treemap chart ()
* Improve color assignment

* Update changelog
2024-08-10 09:01:28 +02:00
Thomas Kaul
0f46ca4db2
Feature/extend personal finance tools 20240809 ()
* Add Sarmaaya.pk

* Add Investify

* Add FINATEKA

* Add Plainzer
2024-08-10 07:57:19 +02:00
Thomas Kaul
757ff527d0
Feature/extend personal finance tools 20240803 ()
* Add Capitalyse
2024-08-04 08:35:01 +02:00
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier ()
* Refactoring
2024-08-04 08:27:05 +02:00
Thomas Kaul
02db0db733
Feature/persist view mode of holdings tab on home page ()
* Persist view mode of holdings in user settings

* Update changelog
2024-08-02 20:27:58 +02:00
Thomas Kaul
fcc2ab1a48
Feature/change color assignment by annualized performance in treemap chart ()
* Change color assignment to annualized performance

* Update changelog
2024-07-31 19:18:50 +02:00
Thomas Kaul
e228b4925c
Feature/update notes of personal finance tools ()
* Update notes
2024-07-25 19:38:52 +02:00
Thomas Kaul
43fca7ff43
Feature/improve personal finance tools product page ()
* Localize origin
* Localize regions
* Localize tags
2024-07-23 20:59:23 +02:00
Thomas Kaul
3f6319e00b
Feature/setup catala ()
* Set up Català

* Update changelog
2024-07-20 17:13:44 +02:00
Thomas Kaul
ba78c2783d
Feature/improve numerical precision in holding detail dialog ()
* Improve numerical precision in holding detail dialog

* Update changelog
2024-07-20 11:17:36 +02:00
Thomas Kaul
43afb16808
Feature/introduce isUsedByUsersWithSubscription flag () 2024-07-16 20:51:49 +02:00
Thomas Kaul
9d6214e93a
Bugfix/fix fees calculation in portfolio summary ()
* Fix fees calculation

* Update changelog
2024-07-13 18:24:03 +02:00
Thomas Kaul
6eb9d9d973
Feature/extend personal finance tools 20240713 () 2024-07-13 11:40:29 +02:00
Thomas Kaul
9ecc3176a5
Feature/improve treemap chart for holdings ()
* Various improvements

* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius

* Update changelog
2024-07-13 10:45:10 +02:00
Thomas Kaul
4063c62a17
Feature/setup treemap chart for holdings ()
* Setup treemap chart

* Update changelog
2024-07-12 21:02:12 +02:00
Thomas Kaul
4d3dff3e5b
Feature/extend personal finance tools 20240629 ()
* Add Anlage.App

* Add Portfoloo

* Add SharesMaster

* Add Merlin

* Add Holistic

* Add AlphaTrackr

* Add Segmio
2024-06-29 10:53:08 +02:00
Thomas Kaul
ee086638f3
Feature/add benchmarks preset to admin control panel ()
* Add benchmarks preset

* Update changelog
2024-06-26 20:18:53 +02:00
Thomas Kaul
c4499df74c
Feature/add wealthy tracker ()
* Add Wealthy Tracker
2024-06-23 10:22:35 +02:00
Eduardo Marinho
ff121243e4
Feature/extend asset profile for currency ()
* Extend asset profile for currency

* Update changelog
2024-06-22 09:54:23 +02:00
Thomas Kaul
6c2acf2aa6
Feature/set up ssl for local development ()
* Set up SSL for local development

* Update changelog
2024-06-15 10:53:20 +02:00
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview ()
* Add benchmarks dialog in markets overview

* Update changelog
2024-06-15 09:49:54 +02:00
Thomas Kaul
bf20a5de82
Feature/improve date validation in activity endpoints ()
* Improve date validation

* Update changelog
2024-06-14 03:40:47 +02:00
Eduardo Marinho
873fd53715
Feature/extend market data with currencies preset by activities count and date ()
* Extend market data with currencies preset by activities count and date

* Update changelog
2024-06-12 20:28:55 +02:00
Thomas Kaul
cc92592d86
Feature/refactor personal finance tools section ()
* Refactoring
2024-06-11 11:57:24 +02:00
Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding ()
* Improve allocations by ETF holding

* Update changelog
2024-06-08 11:17:27 +02:00