408 Commits

Author SHA1 Message Date
Thomas Kaul
0fc83486dc
Feature/improve redis cache (#3714)
* Improve redis cache

* Update changelog
2024-08-31 10:57:26 +02:00
Thomas Kaul
c4a28c6bff
Feature/set up a performance logging service (#3703)
* Setup performance logging service

* Update changelog
2024-08-28 20:28:36 +02:00
Thomas Kaul
d08e8b4fd8
Feature/expose max chart items as env variable (#3701)
* Expose MAX_CHART_ITEMS as env variable

* Update changelog
2024-08-26 16:21:16 +02:00
gizmodus
f360a12823
Feature/rework portfolio calculator (#3393)
* Rework portfolio calculation

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-08-24 16:59:50 +02:00
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier (#3636)
* Refactoring
2024-08-04 08:27:05 +02:00
Thomas Kaul
97db144e01
Feature/skip derived currencies in get quotes of data provider service (#3610)
* Skip derived currencies

* Update changelog
2024-07-27 19:47:06 +02:00
Thomas Kaul
d5c56fb16c
Feature/optimize 7d data gathering by prioritization (#3575)
* Optimize 7d data gathering by prioritization

* Update changelog
2024-07-16 20:45:34 +02:00
Thomas Kaul
35b4aef06f
Feature/improve market state logic for forex in eod historical data service (#3550) 2024-07-07 18:23:51 +02:00
Achal
7067aca04b
Feature/replace twitter.com with x.com (#3535)
* Replace twitter.com with x.com
2024-07-05 17:26:12 +02:00
Thomas Kaul
1c9805bb96
Feature/improve allocations by etf holding for impersonation mode (#3534)
* Improve allocations by ETF holding for impersonation mode

* Update changelog
2024-07-04 20:25:15 +02:00
Chang-Yen Tseng
8227a2d91a
Feature/improve detection of json used via scraper configuration (#3539)
* Improve detection of json

* Update changelog
2024-07-03 18:16:07 +02:00
Thomas Kaul
ba979cbae2
Bugfix/fix addition of manual asset without market data (#3516)
* Provide default value

* Update changelog
2024-06-24 21:24:03 +02:00
Thomas Kaul
8cda43bb63
Bugfix/persist intraday market data only if market state is open (#3509)
* Persist INTRADAY data only if market state is open

* Update changelog
2024-06-23 10:23:03 +02:00
Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding (#3467)
* Improve allocations by ETF holding

* Update changelog
2024-06-08 11:17:27 +02:00
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding (#3464)
* Setup allocations by ETF holding

* Update changelog
2024-06-07 21:45:07 +02:00
Thomas Kaul
0e08d8830e
Handle reduce of empty array (#3446) 2024-06-01 11:14:34 +02:00
Thomas Kaul
c009f8c12f
Feature/add data provider info to asset profile details dialog (#3434)
* Add data provider info to asset profile details dialog

* Update changelog
2024-06-01 10:55:42 +02:00
Thomas Kaul
4f41bac328
Feature/set up caching in portfolio calculator (#3335)
* Set up caching

* Update changelog
2024-04-27 15:35:28 +02:00
Thomas Kaul
cd07802400
Bugfix/fix historical market data gathering for asset profiles with manual data source (#3336)
* Fix historical market data gathering for asset profiles with MANUAL data source

* Update changelog
2024-04-27 15:29:32 +02:00
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum (#3321)
* Change CASH to LIQUIDITY in asset class enum

* Update changelog
2024-04-23 18:55:37 +02:00
Thomas Kaul
22d63c6102
Improve logging (#3304)
* Improve logging
2024-04-20 10:49:18 +02:00
Thomas Kaul
15857118fe
Feature/let data gathering queue jobs fail by throwing errors (#3281)
* Let data gathering queue jobs fail by throwing errors

* Update changelog
2024-04-17 17:35:51 +02:00
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs (#3262)
* Adapt priorities of data gathering jobs

* Update changelog
2024-04-13 09:28:14 +02:00
Fedron
82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel (#3218)
* Add support to override asset (sub) class and url in admin control panel

* Update changelog
2024-04-03 20:24:38 +02:00
Fedron
98de2355c4
Feature/Support overriding name of asset profile dialog (#3199)
* Support overriding name of asset profile dialog

* Update changelog
2024-03-29 09:35:41 +01:00
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 (#3191)
* Upgrade @types/big.js to version 6.2.2

* Refactor imports
2024-03-25 08:34:30 +01:00
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings (#3146)
* 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
82c78cad6b
Format (#3155) 2024-03-16 12:28:58 +01:00
Thomas Kaul
671e4e316b
Release 2.63.2 (#3138) 2024-03-12 20:50:32 +01:00
Thomas Kaul
473136e9aa
Release 2.63.1 (#3135)
* Release 2.63.1
2024-03-11 21:35:43 +01:00
Thomas Kaul
d32dd5e860
Feature/upgrade countries list to version 3.1.0 (#3131)
* Upgrade countries-list to version 3.1.0

* Update changelog
2024-03-11 19:16:20 +01:00
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities (#3118)
* Improve handling of future liabilities

* Refactor currentValue to currentValueInBaseCurrency

* Update changelog
2024-03-09 11:07:01 +01:00
Thomas Kaul
1f2f9f22f2
Feature/remove environment variable web auth rp (#3115)
* Remove environment variable WEB_AUTH_RP_ID

* Update changelog
2024-03-08 19:00:21 +01:00
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept (#3092)
* Integrate dividend into transaction point concept

* Update changelog
2024-03-07 20:07:50 +01:00
Thomas Kaul
4ab3f81384
Extract getFactor() (#3089)
* Extract getFactor()

* Refactoring
2024-03-03 20:04:49 +01:00
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept (#3084)
* Integrate (wealth) items into transaction point concept

* Update changelog
2024-03-02 14:29:03 +01:00
Søren Bjergmark
68e558f198
Feature/Improve activities import by ISIN number (#3051)
* Improve activities import by ISIN number

* Update changelog
2024-02-29 20:45:40 +01:00
Thomas Kaul
c002e37285
Feature/add missing default currency to prepare currencies function (#3042)
* Add missing default currency

* Update changelog
2024-02-24 19:45:51 +01:00
miles
a3178fb213
Feature/expose redis database via environment variable (#3036)
* Expose Redis database via environment variable

* Update changelog
2024-02-24 11:56:12 +01:00
Thomas Kaul
9acdb41aa2
Refactor params to object (#2987) 2024-02-19 19:32:10 +01:00
Thomas Kaul
67ae86763e
Handle premium data provider in getQuotes() (#3020)
* Handle premium data provider in getQuotes()
2024-02-18 14:37:42 +01:00
Thomas Kaul
266c0a9a2c
Feature/eliminate search request in get quotes of eod service (#3019)
* Eliminate search request to get quotes

* Update changelog
2024-02-18 14:14:25 +01:00
Thomas Kaul
ad42c0bf28
Enable FAQ link for self-hoster (#3015) 2024-02-18 08:53:01 +01:00
Thomas Kaul
e921ed7f52
Reorder imports (#2988) 2024-02-11 17:50:18 +01:00
Thomas Kaul
ccaf06360a
Feature/introduce admin setting to disable data gathering (#2981)
* Introduce setting to disable data gathering

* Update changelog
2024-02-11 10:06:07 +01:00
Thomas Kaul
f83e75df44
Feature/harmonize env variables of various api keys (#2980)
* Harmonize env variables of various API keys

* Update changelog
2024-02-11 09:44:12 +01:00
Thomas Kaul
35450ac004
Bugfix/add missing data provider info to search results of coingecko (#2967)
* Add missing data provider info

* Update changelog
2024-02-06 16:58:54 +01:00
Thomas Kaul
893e76f83f
Feature/provide data provider info in search (#2958)
* Provide data provider info in search

* Update changelog
2024-02-05 19:55:39 +01:00
Hey
2a38a16f6b
Feature/Improve error logs for timeout in data provider services (#2953)
* Improve error logs for timeout in data provider services

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-02-04 11:56:00 +01:00
Thomas Kaul
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant (#2932)
* Migrate portfolio holdings to work with filters of assistant

* Update changelog
2024-01-27 19:28:13 +01:00