821 Commits

Author SHA1 Message Date
Thomas Kaul
3de192c65e
Feature/expose thresholds in rule settings () 2024-09-14 19:42:37 +02:00
Thomas Kaul
9fb80e5067
Feature/remove accounts from holding endpoint ()
* Clean up accounts
2024-09-14 17:29:52 +02:00
Shaunak Das
323cfbfcaa
Feature/introduce filters in account endpoint ()
* Introduce filters in acount endpoint

* Integrate endpoint in holding detail dialog

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-14 10:53:39 +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

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-10 20:22:51 +02:00
Thomas Kaul
6db881b08f
Feature/optimize admin control panel endpoint using promise.all ()
* Optimize by using Promise.all()

* Update changelog
2024-09-10 14:39:52 +02:00
Thomas Kaul
557a0bf808
Feature/optimize info endpoint using promise.all ()
* Optimize by using Promise.all()

* Update changelog
2024-09-09 13:20:55 +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
Thomas Kaul
fb44933c9c
Feature/improve error logs in scraper configuration test ()
* Improve error logs

* Update changelog
2024-09-05 18:21:32 +02:00
Thomas Kaul
c48e4ec4c6
Feature/improve usage of portfolio calculator in holding endpoint ()
* Improve usage of portfolio calculator
2024-09-03 20:42:49 +02:00
Thomas Kaul
adcddae44e
Encode redis password () 2024-08-31 16:49:05 +02:00
Thomas Kaul
71a568264d
Feature/improve portfolio snapshot caching ()
* Improve portfolio snapshot caching

* Update changelog
2024-08-31 16:11:52 +02:00
Thomas Kaul
c6f804f68c
Feature/Improve redis cache part 2 ()
* Set ttl to 0
2024-08-31 16:11:18 +02:00
Thomas Kaul
0fc83486dc
Feature/improve redis cache ()
* Improve redis cache

* Update changelog
2024-08-31 10:57:26 +02:00
Thomas Kaul
b794c4dcc8
Feature/add todo for emergency fund positions value calculation ()
* Add todo
2024-08-30 11:54:23 +02:00
Thomas Kaul
c4a28c6bff
Feature/set up a performance logging service ()
* 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 ()
* Expose MAX_CHART_ITEMS as env variable

* Update changelog
2024-08-26 16:21:16 +02:00
Thomas Kaul
e23019a115
Feature/improve liabilities in portfolio calculator ()
Improve liabilities
2024-08-25 09:03:39 +02:00
Thomas Kaul
a8e0bb5a21
Bugfix/fix division by zero in performance calculation ()
* Fix division by zero

* Update changelog
2024-08-25 09:02:14 +02:00
gizmodus
f360a12823
Feature/rework portfolio calculator ()
* Rework portfolio calculation

* Update changelog

---------

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
Anatoly Popov
12c722afe1
Bugfix/Use currency conversion for fees and values ()
* Use currency conversion for fees and values

* Update changelog
2024-08-18 10:02:21 +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
2bbad8f4b0
Feature/add logging to benchmark service ()
* Add logging
2024-08-10 07:58:16 +02:00
Thomas Kaul
dc1948016f
Feature/clone or edit activity from holding detail dialog ()
* Clone or edit activity from holding detail dialog

* Update changelog
2024-08-07 20:45:03 +02:00
Thomas Kaul
b2ed0b2c80
Feature/improve caching of benchmarks in markets overview ()
* Improve caching

* Update changelog
2024-08-05 19:44:24 +02:00
Thomas Kaul
42fe653e1e
Bugfix/fix cache flush endpoint response ()
* Fix cache flush endpoint response

* Update changelog
2024-08-05 19:43:25 +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
8f6203d296
Feature/manage tags of holdings ()
* Manage tags of holdings

* Update changelog
2024-08-03 15:46:01 +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
cec55127c8
Bugix/fix dividend import from data provider for holdings without account ()
* Fix dividend import for holdings without account

* Update changelog
2024-07-27 19:45:12 +02:00
Thomas Kaul
dd15bba359
Bugfix/fix public page for non existent access ()
* Handle non-existent access

* Update changelog
2024-07-23 21:00:20 +02:00
Thomas Kaul
43afb16808
Feature/introduce isUsedByUsersWithSubscription flag () 2024-07-16 20:51:49 +02:00
Thomas Kaul
d5c56fb16c
Feature/optimize 7d data gathering by prioritization ()
* Optimize 7d data gathering by prioritization

* Update changelog
2024-07-16 20:45:34 +02:00
Thomas Kaul
6c1317f978
Bugfix/fix search for holding in assistant ()
* Fix search for holding

* Update changelog
2024-07-13 20:11:40 +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
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
744dc51dcd
Bugfix/fix pagination issue in activities endpoint by adding secondary sort criterion ()
* Add id as secondary sort criterion to ensure consistent ordering

* Update changelog
2024-07-09 18:42:03 +02:00
Thomas Kaul
1c9805bb96
Feature/improve allocations by etf holding for impersonation mode ()
* Improve allocations by ETF holding for impersonation mode

* Update changelog
2024-07-04 20:25:15 +02:00
Thomas Kaul
dcec3accf0
Feature/improve caching of benchmarks ()
* Improve caching

* Update changelog
2024-06-29 16:53:35 +02:00
Thomas Kaul
f08b0b570b
Feature/support derived currencies in currency validation ()
* Support derived currencies in currency validation

* Update changelog
2024-06-29 16:30:40 +02:00
Thomas Kaul
8386fec98a
Feature/automatic deletion of unused asset profiles ()
* Automatic deletion of unused asset profiles

* Update changelog
2024-06-29 10:53:25 +02:00
Thomas Kaul
76890e63fa
Bugfix/fix all time high in benchmarks ()
* Fix all time high

* Update changelog
2024-06-29 10:03:45 +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
58d1abbd38
Feature/clean up imports ()
* Clean up imports
2024-06-25 19:52:07 +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
a201fc7a97
Feature/upgrade stripe dependencies 20240617 ()
* Upgrade Stripe dependencies

* Update changelog
2024-06-18 20:37:02 +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