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48 Commits

Author SHA1 Message Date
Thomas Kaul
fa41e25c8f
Release/1.131.1 (#804) 
* Add API version

* Update changelog
 2022-04-04 07:30:17 +02:00
Thomas Kaul
556be61fff
Bugfix/fix unresolved account names in reports (#636) 
* Fix unresolved account names

* Update changelog
 2022-01-19 21:28:15 +01:00
Thomas Kaul
e78755c280
Replace OrderType with Type (prisma) (#560) 2021-12-19 16:52:35 +01:00
Thomas Kaul
dcee651098
Feature/support unlimited currencies (#387) 
* Support unlimited currencies

* Update changelog
 2021-09-24 21:09:48 +02:00
Thomas Kaul
aad8f77093
Feature/improve allocations by account (#308) 
* Improve allocations by account

* Eliminate accounts from PortfolioPosition

* Ignore cash assets in the allocation chart by sector, continent and country

* Add missing accounts to portfolio details

* Update changelog
 2021-08-21 15:03:55 +02:00
Valentin Zickner
308b218487
introduce basic module structure for data provider (#278) 
* introduce basic module structure for data provider

* introduce DataGatheringModule

* introduce ExchangeRateDataModule

* introduce ImpersonationModule

* move RulesService

* cleanup portfolio module

* Sort imports

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-08-14 16:55:40 +02:00
Thomas
bb76ace95d
Feature/improve support for draft transactions (#265) 
* Improve support for draft transactions

* Update changelog
 2021-08-07 20:52:55 +02:00
Thomas
423ceec317
Feature/remove symbol icon from dialog header (#244) 
* Remove symbol icon from dialog header

* Clean up code
 2021-08-01 17:26:39 +02:00
Thomas
823501f43e
Sort imports (#242) 2021-08-01 09:41:44 +02:00
Valentin Zickner
982ba7377a remove legacy portfolio.ts 2021-08-01 00:55:10 +02:00
Valentin Zickner
4bbd17a37a fix tests 2021-08-01 00:55:10 +02:00
Valentin Zickner
23b2e03923 refactor rule evaluation 2021-08-01 00:55:10 +02:00
Valentin Zickner
04e6518226 move report generation to PortfolioService 2021-08-01 00:55:10 +02:00
Valentin Zickner
72dbe00091 change rule service interface 2021-08-01 00:55:10 +02:00
Valentin Zickner
9834c52739 refactor rule settings 2021-08-01 00:55:10 +02:00
Valentin Zickner
4a0695613e refactor PortfolioService#getOverview 
Co-authored-by: Thomas <dotsilver@gmail.com>
 2021-08-01 00:55:10 +02:00
Valentin Zickner
328d814922 remove getPerformance from portfolio.ts 
Co-authored-by: Thomas <dotsilver@gmail.com>
 2021-08-01 00:55:10 +02:00
Thomas
cbdb68e2f8 Refactoring 2021-08-01 00:55:10 +02:00
Thomas
1226c26a9d Refactor positions 2021-08-01 00:55:10 +02:00
Thomas
67606e4026 Extend current rate service test 2021-08-01 00:55:10 +02:00
Thomas
f22991b090
Feature/respect cash balance in analysis (#203) 
* Respect cash balance in in analysis

* Update changelog
 2021-07-10 14:57:03 +02:00
Thomas
2c19d8c8e7
Feature/add balance to account (#193) 
* Add balance attribute and calculate total balance

* Update changelog
 2021-07-07 21:23:36 +02:00
Thomas
290e93bbd7
Release 1.23.1 (#191) 2021-07-03 12:20:36 +02:00
Thomas
92d321a001
Drafts for orders (#187) 
* Render the future with a dashed border

* Update changelog
 2021-07-03 11:32:03 +02:00
Thomas
0264b592b9
Feature/improve investments by sector (#172) 
* Improve investments analysis by sector

* Update changelog
 2021-06-16 17:05:43 +02:00
Matthias Frey
e87c942cb8
Add webauthn (#82) 
* Add webauthn

* Complete WebAuthn device sign up and login

* Move device registration to account page
* Replace the token login with a WebAuthn prompt if the current device has been registered
* Mark the current device in the list of registered auth devices

* Fix after rebase

* Fix tests

* Disable "Add current device" button if current device is registered

* Add option to "Stay signed in"

* Remove device list feature, sign in with deviceId instead

* Improve usability

* Update changelog

Co-authored-by: Matthias Frey <mfrey43@gmail.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-06-14 16:09:40 +02:00
Thomas
6a03120225
Feature/add symbol profile model (#148) 
* Add symbol profile model and positions by country chart

* Add positions by continent chart

* Fix tests

* Extend seed

* Update changelog
 2021-06-06 15:31:28 +02:00
Thomas
ef272360fb
Feature/render average prices in position detail chart (#144) 
* Render average buy prices

* Update changelog
 2021-06-05 17:17:53 +02:00
Thomas
146b5201b5
Feature/make x ray rules order consistent (#134) 
* Make order of X-ray rules consistent

* Update changelog
 2021-06-01 21:40:32 +02:00
Thomas
78a4946e8b
Feature/zen mode (#110) 
* Start with implementation
* Refactor AuthGuard, persist displayMode in user settings
* Refactor DisplayMode to ViewMode
* Update changelog
 2021-05-22 10:04:56 +02:00
Thomas
abd0e08566
Introduce @ghostfolio/common lib (#102) 2021-05-16 22:11:14 +02:00
Thomas
c973ffd3ba
Feature/reorganize helper lib (#100) 
Reorganize helper lib (Move interfaces and types)
* InfoItem
* PortfolioItem
* PortfolioOverview
* PortfolioPerformance
* Position
* PortfolioPosition
* PortfolioReport
* PortfolioReportRule
* User
* UserSettings
* DateRange
* AdminData
* AccessWithGranteeUser
* OrderWithAccount
* Granularity
* UserWithSettings
* RequestWithUser
 2021-05-16 21:20:59 +02:00
Thomas
368de7dedc
Extend unit tests (#99) 2021-05-16 21:19:14 +02:00
Thomas
5d36d3a6bb
remove database dependencies for test execution (#96) 
Co-Authored-By: Valentin Zickner <valentin@coderworks.de>
 2021-05-15 18:57:27 +02:00
Thomas
111d8d8e3c
Feature/rename share to allocation in columns of positions table (#93) 
* Rename columns

* Initial Share -> Initial Allocation
* Current Share -> Current Allocation

* Update changelog
 2021-05-15 10:12:12 +02:00
Thomas
b0a24e4fc0
Desaturate background color (#92) 2021-05-15 10:09:07 +02:00
Thomas
a84256dc03
Feature/eliminate platform from order (#63) 
* Eliminate platform from order

* Update changelog
 2021-05-03 21:19:56 +02:00
Thomas
cf82066976
Fix test (#62) 2021-05-02 22:38:42 +02:00
Thomas
90a2fea7d6
Feature/create and update accounts (#60) 
* Allow to create and update accounts

* Activate account selector in transaction dialog

* Refactor analytics and report from platforms to accounts
 2021-05-02 21:18:52 +02:00
Thomas
e3a1d2b9cf
Fix tests (#57) 2021-05-01 12:28:48 +02:00
Thomas
a076a1c933
Feature/extend position detail dialog (#54) 
* Extend position detail dialog

* Absolute change
* Number of transactions
 2021-04-30 21:08:43 +02:00
Thomas
65ba16c07c Fix tests 2021-04-25 12:30:28 +02:00
Thomas
5cb69291f5
Introduce market states (#38) 
* closed
* delayed (no live data)
* open
 2021-04-22 22:00:46 +02:00
Thomas
dbed4ea527
Feature/improve imports with paths in tsconfig (#32) 
* Improve imports
 2021-04-21 20:27:39 +02:00
Thomas
069006145a
Improve scraper (#28) 2021-04-20 21:52:01 +02:00
Thomas
0f2c8c856c
Clean up imports (#24) 2021-04-19 14:38:55 +02:00
Thomas
5d1f1b452a
Simplify initial project setup (#12) 
* Simplify initial project setup

* Added a validation for environment variables
* Added support for feature flags to simplify the initial project setup

* Add configuration service to test

* Optimize data gathering and exchange rate calculation (#14)

* Clean up changelog
 2021-04-18 19:06:54 +02:00
Thomas
c616312233 Initial commit 2021-04-13 21:53:58 +02:00