344 Commits

Author SHA1 Message Date
Thomas Kaul
403ee2741d
Feature/set up portfolio snapshot queue (#3725)
* Set up portfolio snapshot queue

* Update changelog
2024-09-10 20:32:08 +02:00
Shaunak Das
383a02519a
Feature/extend filters of order endpoint (#3743)
* 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
9cd4321bd0
Feature/extract users from admin control panel endpoint to dedicated endpoint (#3740)
* 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 (#3722)
Extract CACHE_TTL

* CACHE_TTL_NO_CACHE
* CACHE_TTL_INFINITE
2024-09-05 18:23:38 +02:00
Shaunak Das
7ea9061852
Feature/execute scraper configuration instantly (#3723)
* Execute scraper configuration instantly

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-04 21:17:38 +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
Bastien Jeannelle
2b212078b8
Feature/add support to deactivate x-ray rules (#3537)
* Add support to deactivate X-ray rules

* Update changelog
2024-08-21 19:38:37 +02:00
Thomas Kaul
ac5aec9262
Feature/extend personal finance tools 20240820 (#3685)
* Add Ziggma
2024-08-21 19:36:45 +02:00
Thomas Kaul
9f5707d4f5
Feature/extend personal finance tools 20240819 (#3682)
* Add CoinTracking
2024-08-20 11:42:44 +02:00
Thomas Kaul
bce9b2f4bb
Bugfix/fix clone functionality of activity (#3678)
* Fix clone functionality

* Update changelog
2024-08-17 22:32:23 +02:00
Thomas Kaul
26277803c6
Bugfix/fix parse date in date helper (#3675)
Handle empty date string
2024-08-17 16:21:13 +02:00
Thomas Kaul
c34959896c
Feature/improve color assignment with annualized performance in treemap chart (#3657)
* Improve color assignment

* Update changelog
2024-08-10 09:01:28 +02:00
Thomas Kaul
0f46ca4db2
Feature/extend personal finance tools 20240809 (#3656)
* Add Sarmaaya.pk

* Add Investify

* Add FINATEKA

* Add Plainzer
2024-08-10 07:57:19 +02:00
Thomas Kaul
757ff527d0
Feature/extend personal finance tools 20240803 (#3634)
* Add Capitalyse
2024-08-04 08:35:01 +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
02db0db733
Feature/persist view mode of holdings tab on home page (#3624)
* 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 (#3617)
* Change color assignment to annualized performance

* Update changelog
2024-07-31 19:18:50 +02:00
Thomas Kaul
e228b4925c
Feature/update notes of personal finance tools (#3611)
* Update notes
2024-07-25 19:38:52 +02:00
Thomas Kaul
43fca7ff43
Feature/improve personal finance tools product page (#3599)
* Localize origin
* Localize regions
* Localize tags
2024-07-23 20:59:23 +02:00
Thomas Kaul
3f6319e00b
Feature/setup catala (#3593)
* Set up Català

* Update changelog
2024-07-20 17:13:44 +02:00
Thomas Kaul
ba78c2783d
Feature/improve numerical precision in holding detail dialog (#3584)
* Improve numerical precision in holding detail dialog

* Update changelog
2024-07-20 11:17:36 +02:00
Thomas Kaul
43afb16808
Feature/introduce isUsedByUsersWithSubscription flag (#3573) 2024-07-16 20:51:49 +02:00
Thomas Kaul
9d6214e93a
Bugfix/fix fees calculation in portfolio summary (#3567)
* Fix fees calculation

* Update changelog
2024-07-13 18:24:03 +02:00
Thomas Kaul
6eb9d9d973
Feature/extend personal finance tools 20240713 (#3565) 2024-07-13 11:40:29 +02:00
Thomas Kaul
9ecc3176a5
Feature/improve treemap chart for holdings (#3563)
* Various improvements

* Introduce permission: accessHoldingsChart
* Improve style of toggle
* Add border radius

* Update changelog
2024-07-13 10:45:10 +02:00
Thomas Kaul
4063c62a17
Feature/setup treemap chart for holdings (#3560)
* Setup treemap chart

* Update changelog
2024-07-12 21:02:12 +02:00
Thomas Kaul
4d3dff3e5b
Feature/extend personal finance tools 20240629 (#3528)
* Add Anlage.App

* Add Portfoloo

* Add SharesMaster

* Add Merlin

* Add Holistic

* Add AlphaTrackr

* Add Segmio
2024-06-29 10:53:08 +02:00
Thomas Kaul
ee086638f3
Feature/add benchmarks preset to admin control panel (#3513)
* Add benchmarks preset

* Update changelog
2024-06-26 20:18:53 +02:00
Thomas Kaul
c4499df74c
Feature/add wealthy tracker (#3510)
* Add Wealthy Tracker
2024-06-23 10:22:35 +02:00
Eduardo Marinho
ff121243e4
Feature/extend asset profile for currency (#3495)
* Extend asset profile for currency

* Update changelog
2024-06-22 09:54:23 +02:00
Thomas Kaul
6c2acf2aa6
Feature/set up ssl for local development (#3482)
* Set up SSL for local development

* Update changelog
2024-06-15 10:53:20 +02:00
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview (#3493)
* Add benchmarks dialog in markets overview

* Update changelog
2024-06-15 09:49:54 +02:00
Thomas Kaul
bf20a5de82
Feature/improve date validation in activity endpoints (#3489)
* Improve date validation

* Update changelog
2024-06-14 03:40:47 +02:00
Eduardo Marinho
873fd53715
Feature/extend market data with currencies preset by activities count and date (#3460)
* Extend market data with currencies preset by activities count and date

* Update changelog
2024-06-12 20:28:55 +02:00
Thomas Kaul
cc92592d86
Feature/refactor personal finance tools section (#3478)
* Refactoring
2024-06-11 11:57:24 +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
Eduardo Marinho
1a0cb561cd
Feature/add ability to close user account (#3444)
* Add ability to close user account

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-06-04 15:07:06 +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
Eduardo Marinho
60ef46accf
Bugfix/fix state handling of currency selector component (#2795) (#3429)
* Fix state handling of currency selector component

* Update changelog
2024-06-01 10:53:02 +02:00
Thomas Kaul
b12ac1fe84
Feature/simplify module imports of api (#3443)
* Simplify module imports
2024-06-01 10:02:43 +02:00
Thomas Kaul
2090db1199
Feature/increase number of attempts of queue jobs (#3376)
* Increase number of attempts

* Update changelog
2024-05-07 20:48:02 +02:00
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint (#3366)
* 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
4f41bac328
Feature/set up caching in portfolio calculator (#3335)
* Set up caching

* Update changelog
2024-04-27 15:35:28 +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
39bd4a349b
Feature/improve chart in account detail dialog (#3314)
* Improve net worth calculation in portfolio performance chart

* Improve account balance management

* Update changelog
2024-04-21 17:11:53 +02:00
Bastien Jeannelle
dfacbed66d
Feature/add support to create account cash balances (#3260)
* 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
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator (#3272)
* 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)
* Move dividend, feee and interest calculation to portfolio calculator

* Update changelog
2024-04-13 11:07:18 +02:00