152 Commits

Author SHA1 Message Date
Thomas Kaul
377ba75e4c
Add support to delete a cash balance () 2023-12-02 17:17:25 +01:00
Sanjeev Sharma
ed4dd79c72
Add cash balances table to account detail dialog ()
* Add cash balances table to account detail dialog

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-12-01 21:12:41 +01:00
Thomas Kaul
8c1b45f35b
Bugfix/fix exception in webauthn page ()
* Remove useBrowserAutofill option in startAuthentication()

* Update changelog
2023-10-30 19:23:55 +01:00
Thomas Kaul
a7baad10d1
Feature/improve import of historical market data ()
* Improve historical market data import

* Update changelog
2023-10-28 21:08:44 +02:00
Aldrin
0af37ca1d7
Extend asset profile dialog form ()
* Extend asset profile dialog form

* Update changelog
2023-10-25 20:28:51 +02:00
Rafael
2dcc7e161c
Improve validation of activities import ()
* Improve validation of activities import: expects positive values for fee, quantity and unitPrice

* Update changelog

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Co-authored-by: Rafael Claudio <rafacla@github.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-24 20:51:48 +02:00
Thomas Kaul
fa627f686f
Bugfix/fix chart for account excluded from analysis ()
* Fix chart for account excluded from analysis

* Update changelog
2023-10-24 20:13:57 +02:00
Kevin
8492a8fed0
Upgrade simplewebauthn ()
* Upgrade simplewebauthn to new major version

* Update changelog
2023-10-17 09:17:44 +02:00
Kevin
b6101c6375
Feature/import historical data ()
* 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 ()
* 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
Thomas Kaul
827270704a
Bugfix/fix import for activities of type fee and interest ()
* Fix import for activities of type fee and interest

* Update changelog
2023-10-13 19:51:02 +02:00
Thomas Kaul
550e646079
Feature/introduce assistant ()
* Introduce assistant

* Update changelog
2023-10-08 20:32:00 +02:00
Arshad Jamal
25112a450b
Add support for comment in csv import ()
* Add support for comment in csv import (activities)

* Update changelog
2023-10-05 20:42:35 +02:00
Thomas Kaul
727340748b
Clean up imports () 2023-10-05 20:40:31 +02:00
Manushreshta B L
90e18338f6
Change UX to set an asset profile as a benchmark ()
* 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
Thomas Kaul
5b7409d08e
Feature/add tag management in admin control panel ()
* Add tag management

* Update locales

* Update changelog
2023-09-26 18:56:09 +02:00
Frane Caleta
eb63802d01
Feature/extend supported date formats in activities import ()
* Extend supported date formats in activities import

* Update changelog
2023-09-23 16:14:54 +02:00
Thomas Kaul
754b49e50f
Feature/shorten page titles ()
* Shorten page titles

* Update changelog
2023-08-31 18:22:22 +02:00
Thomas Kaul
0fd3db3228
Bugfix/fix cash position rows in holdings table ()
* Fix cash position rows

* Update changelog
2023-08-17 20:23:23 +02:00
Thomas Kaul
cd67ce82fa
Feature/rename queries to presets in market data table of admin control ()
* Rename queries to presets

* Update changelog
2023-07-21 11:40:49 +02:00
Thomas Kaul
455a2d2e92
Refactor value to valueInBaseCurrency () 2023-07-18 21:29:08 +02:00
Thomas Kaul
68a9a7f6f9
Feature/add queries to market data table in admin control ()
* Add queries

* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS

* Update changelog
2023-07-15 17:54:16 +02:00
Thomas Kaul
5d26d94586
Sort imports () 2023-07-11 20:27:54 +02:00
Thomas Kaul
e62da06c5c
Feature/extend scraper configuration support ()
* Extend scraper configuration support

* Update changelog
2023-07-01 11:08:10 +02:00
Thomas Kaul
0a465f125d
Feature/add pagination to market data table in admin control panel ()
* Add pagination

* Update changelog
2023-07-01 10:49:00 +02:00
Arghya Ghosh
6a802a62a0
Add ability to search for indices and fix gf-symbol-autocomplete validation ()
* Bugfix/Fix gf-symbol-autocomplete validation

* Feature/Add ability to search for indices

* Update changelog
2023-06-26 18:38:24 +02:00
Arghya Ghosh
d0a4f5c000
Feature/added ability to add asset profile in admin control panel ()
* Added ability to add asset profile in admin control panel

* Update changelog
2023-06-19 20:50:11 +02:00
Thomas Kaul
be36050d76
Release 1.280.0 () 2023-06-10 17:18:28 +02:00
Thomas Kaul
64087de3fc
Bugfix/fix date format parsing in activities import ()
* Fix date format parsing

* Update changelog
2023-06-07 17:33:35 +02:00
Thomas Kaul
97bcd8ff49
Feature/enforce yyyy instead of yy as date format in activities import ()
* Enforce yyyy (instead of yy)

* Update changelog
2023-06-03 10:19:50 +02:00
Thomas Kaul
215f5eafa6
Feature/set asset profile as benchmark ()
* Set asset profile as benchmark

* Update changelog

Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
2023-05-24 21:22:32 +02:00
Thomas Kaul
6a1fad611c
Bugfix/add missing data source in activities import ()
* Add dataSource

* Update changelog
2023-05-06 09:45:18 +02:00
FabioAzevedo0619
e1892d2870
Feature/platform management ()
* 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 ()
* Optionally update cash balance when adding activity

* Update changelog
2023-05-06 09:01:09 +02:00
Francisco Silva
67e758365f
feature: allow to delete all activities of a user ()
* Allow to delete all activities of a user

* Update changelog
2023-04-23 19:49:32 +02:00
Thomas Kaul
e92730879e
Feature/migrate dialog components to angular material 15 ()
* Migrate MatDialog

* Update changelog
2023-04-10 13:49:53 +02:00
Thomas Kaul
732b14c6ab
Feature/improve activities import for csv files of ibkr ()
* Improve import for csv files by Interactive Brokers

* Update changelog
2023-04-05 20:09:00 +02:00
Thomas Kaul
b74a042da8
Feature/change auth endpoint from get to post ()
* 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
c45df20d88
Sort imports () 2023-03-21 19:34:40 +01:00
Robbert Coeckelbergh
fce9e7fb0c
Feature/extend fire calculator by retirement date ()
* Extend fire calculator by retirement date

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-03-09 22:12:01 +01:00
Thomas Kaul
261a0fb0b9
Refactor AuthInterceptor ()
* Refactor AuthInterceptor

* Refactor JwtStrategy
2023-03-04 10:13:04 +01:00
Yash Solanki
a79f31b006
Feature/add accounts import export ()
* Add accounts to activities export

* Add logic for importing accounts

* Update changelog
2023-02-06 21:59:59 +01:00
Thomas Kaul
1b2f8e5586
Feature/extend analytics by country ()
* Extend analytics by country

* Fix Upgrade Plan button of subscription interstitial

* Update changelog
2023-02-05 18:57:12 +01:00
Thomas Kaul
0000317041
Upgrade Nx and Angular ()
* Upgrade Nx and Angular

* Update changelog

* Feature/eliminate angular material css vars ()

* Eliminate angular-material-css-vars

* Update changelog
2023-02-04 11:26:06 +01:00
Thomas Kaul
6aae0cc1e4
Bugfix/fix issue with value in value redaction interceptor ()
* Fix issue with value in value redaction interceptor

* Fix format of world map

* Update changelog
2023-01-29 09:58:05 +01:00
Thomas Kaul
5d8a50a80d
Feature/add interstitial for subscription ()
* Add interstitial

* Improve pricing page

* Update changelog
2023-01-28 09:42:15 +01:00
Thomas Kaul
a850e8ca22
Import dividend ()
* Import dividend

* Update changelog
2023-01-07 18:20:02 +01:00
Thomas Kaul
b20fa55b79
Feature/add filters to analytics page ()
* Add filters to analysis page

* Update changelog
2022-12-29 10:31:21 +01:00
Thomas Kaul
d545e4877c
Feature/improve activities import by preview step ()
* Improve activities import

* Update changelog
2022-12-26 17:07:51 +01:00
Yash Solanki
a08610b603
Feature/improve activities import () 2022-12-26 16:26:51 +01:00