Thomas Kaul
61f0da35bc
Feature/disable delete all activities if filters are active ( #3389 )
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* Disable delete all activities button if filters are active
* Update changelog
2024-05-10 08:51:34 +02:00
Thomas Kaul
66bdb374e8
Feature/set icon columns of tables to stick at beginning ( #3377 )
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* Set icon columns to stick at the beginning
* Update changelog
2024-05-08 20:04:58 +02:00
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
2024-05-08 20:04:32 +02:00
Thomas Kaul
1fd836194f
Feature/add absolute change column to holdings table ( #3378 )
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* Add absolute change column
* Update changelog
2024-05-08 20:02:50 +02:00
Thomas Kaul
2090db1199
Feature/increase number of attempts of queue jobs ( #3376 )
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* Increase number of attempts
* Update changelog
2024-05-07 20:48:02 +02:00
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
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* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
2024-05-04 15:53:02 +02:00
Thomas Kaul
c1ad483f33
Improve alignment ( #3370 )
2024-05-04 15:50:47 +02:00
Thomas Kaul
f3d961bc16
Feature/move holdings table to holdings tab of home page ( #3368 )
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* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
2024-05-04 14:11:37 +02:00
Thomas Kaul
42b70ef568
Feature/improve performance labels in position detail dialog ( #3363 )
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* Improve performance labels (with and without currency effects)
* Update changelog
2024-05-04 07:49:37 +02:00
Thomas Kaul
4416ba0c88
Feature/set performance column of holdings table to stick at end ( #3353 )
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* Set up stickyEnd in performance column
* Update changelog
2024-05-02 19:16:59 +02:00
Thomas Kaul
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
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* Set up caching
* Update changelog
2024-04-27 15:35:28 +02:00
Thomas Kaul
a4efbc0131
Feature/migrate UI components to control flow ( #3324 )
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* Migrate to control flow
* Update changelog
2024-04-26 17:40:00 +02:00
Thomas Kaul
990028316e
Refactor form controls to form getter ( #3325 )
2024-04-24 20:20:56 +02:00
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
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* Change CASH to LIQUIDITY in asset class enum
* Update changelog
2024-04-23 18:55:37 +02:00
Thomas Kaul
39bd4a349b
Feature/improve chart in account detail dialog ( #3314 )
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* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
2024-04-21 17:11:53 +02:00
Thomas Kaul
47fd029e0c
Clean up styles ( #3305 )
2024-04-20 12:15:21 +02:00
Bastien Jeannelle
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
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* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-04-20 11:00:00 +02:00
Thomas Kaul
bed9ae916c
Migrate UI components to standalone ( #3302 )
2024-04-19 20:57:47 +02:00
Thomas Kaul
92fb05320a
Migrate UI components to standalone ( #3296 )
2024-04-19 18:31:35 +02:00
Thomas Kaul
73d62bb51f
Migrate UI components to standalone ( #3290 )
2024-04-18 20:46:12 +02:00
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
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* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
2024-04-14 08:12:32 +02:00
Thomas Kaul
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ( #3267 )
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* Move dividend, feee and interest calculation to portfolio calculator
* Update changelog
2024-04-13 11:07:18 +02:00
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
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* Adapt priorities of data gathering jobs
* Update changelog
2024-04-13 09:28:14 +02:00
Thomas Kaul
50dbbf0569
Feature/refactor symbol icon module to asset profile icon component ( #3245 )
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* Refactor symbol icon module to asset profile icon component (standalone)
2024-04-06 21:15:19 +02:00
Thomas Kaul
efdc9b387f
Eliminate ghostfolio-style.scss ( #3228 )
2024-04-01 13:24:00 +02:00
Thomas Kaul
084467ee9a
Feature/reverse order of specific years in date range selector of assistant ( #3221 )
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* Reverse order
* Update changelog
2024-03-31 11:24:50 +02:00
Thomas Kaul
51203ec96e
Feature/setup chinese ( #3220 )
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* Set up chinese
* Update changelog
2024-03-31 10:46:30 +02:00
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
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* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
2024-03-30 13:06:42 +01:00
Thomas Kaul
5ffc39c32f
Feature/improve usability to delete asset profile ( #3208 )
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* Disable delete button for benchmarks
* Update changelog
2024-03-30 11:23:59 +01:00
Thomas Kaul
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
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* Fix issue with overridden names
* Update changelog
2024-03-29 09:50:04 +01:00
Christoph Califice
0edebe30e1
Feature/Add user account currency to export ( #3194 )
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* Add user account currency to export
* Update changelog
2024-03-27 18:08:34 +01:00
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
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* Upgrade @types/big.js to version 6.2.2
* Refactor imports
2024-03-25 08:34:30 +01:00
Thomas Kaul
7e28e42995
Feature/exclude fees from holdings ( #3160 )
2024-03-16 18:59:23 +01:00
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
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* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-16 14:20:58 +01:00
Thomas Kaul
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
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* Fix total dividend calculation
* Update changelog
2024-03-16 10:04:57 +01:00
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
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* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
2024-03-09 19:56:26 +01:00
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
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* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
2024-03-09 11:07:01 +01:00
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
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* Integrate dividend into transaction point concept
* Update changelog
2024-03-07 20:07:50 +01:00
Gerard Du Pre
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
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* Include user role in admin endpoint
2024-03-07 19:38:57 +01:00
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
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* Integrate (wealth) items into transaction point concept
* Update changelog
2024-03-02 14:29:03 +01:00
Thomas Kaul
8a49a04324
Feature/improve usability of benchmarks in markets overview ( #3077 )
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* Improve icons, localize label
* Update changelog
2024-03-02 09:48:53 +01:00
Thomas Kaul
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
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* Move break down of performance to general availability
* Update changelog
2024-02-25 19:12:30 +01:00
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
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* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
2024-02-24 19:58:13 +01:00
Thomas Kaul
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
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* Add missing default currency
* Update changelog
2024-02-24 19:45:51 +01:00
Thomas Kaul
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
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* Remove isDefault flag from Account database schema
* Update changelog
2024-02-24 19:44:56 +01:00
Thomas Kaul
48b412cfb8
Feature/harmonize setting of default locale ( #3032 )
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* Harmonize setting of default locale
* Update changelog
2024-02-22 20:10:27 +01:00
Thomas Kaul
b62488628c
Prettify markup ( #3029 )
2024-02-21 09:58:15 +01:00
Thomas Kaul
e1371a8d2b
Clean up ( #3018 )
2024-02-18 12:27:34 +01:00
Thomas Kaul
448cea0b69
Feature/improve usability of holdings table ( #3017 )
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* Improve usability
* Update changelog
2024-02-18 10:18:53 +01:00
Thomas Kaul
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
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* Add accounts tab to position detail dialog
* Update changelog
2024-02-17 21:32:56 +01:00
