699 Commits

Author SHA1 Message Date
Thomas Kaul
f3d961bc16
Feature/move holdings table to holdings tab of home page (#3368)
* 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)
* Improve performance labels (with and without currency effects)

* Update changelog
2024-05-04 07:49:37 +02:00
Fedron
2173c418a7
Feature/validate forms using DTO for access, asset profile, tag and platform management (#3337)
* Validate forms using DTO for access, asset profile, tag and platform management

* Update changelog
2024-04-30 08:04:45 +02:00
Thomas Kaul
55b0fe232c
Bugfix/reset form values to null if empty string (#3327)
* Reset form values to null if empty string

* Update changelog
2024-04-25 19:04:28 +02:00
Thomas Kaul
990028316e
Refactor form controls to form getter (#3325) 2024-04-24 20:20:56 +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
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)
* 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
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
Thomas Kaul
34d9ceb009
Feature/add support to immediately execute queue job (#3259)
* Add support to immediately execute queue job

* Update changelog
2024-04-11 19:14:03 +02:00
Thomas Kaul
50dbbf0569
Feature/refactor symbol icon module to asset profile icon component (#3245)
* Refactor symbol icon module to asset profile icon component (standalone)
2024-04-06 21:15:19 +02:00
Thomas Kaul
6152ff4b44
Remove condition (#3242) 2024-04-06 12:50:35 +02:00
Thomas Kaul
c6641fde36
Feature/add icon to create or update platform dialog (#3241)
* Add platform icon

* Update changelog
2024-04-06 09:11:15 +02:00
Thomas Kaul
4ae7e9fcbe
Feature/add icon to asset profile dialog (#3240)
* Add asset profile icon

* Update changelog
2024-04-06 08:42:06 +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
Arshad Jamal
371c999fbc
Feature/Add dividend yield to position detail dialog (#2636)
* Add dividend yield to position detail dialog

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-04-03 19:47:53 +02:00
Thomas Kaul
efdc9b387f
Eliminate ghostfolio-style.scss (#3228) 2024-04-01 13:24:00 +02:00
Thomas Kaul
51203ec96e
Feature/setup chinese (#3220)
* 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)
* 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)
* Disable delete button for benchmarks

* Update changelog
2024-03-30 11:23:59 +01:00
Fedron
a668a66e84
Feature/add missing dates to edit historical market data in asset profile details dialog (#3206)
* Add missing dates to edit historical market data in asset profile details dialog

* Update changelog
2024-03-30 08:50:06 +01:00
Thomas Kaul
88a9b518f6
Bugfix/fix issue with overridden names in activities table (#3200)
* Fix issue with overridden names

* Update changelog
2024-03-29 09:50:04 +01:00
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
helgehatt
b41eb60348
Fix chart tooltip of benchmark comparator (#3167)
* Fix chart tooltip of benchmark comparator

* Update changelog
2024-03-28 18:23:56 +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
Thomas Kaul
87bf8df1c3
Bugfix/missing performance chart in presenter view (#3181)
* Fix missing performance chart in presenter view

* Update changelog
2024-03-23 19:41:28 +01:00
Thomas Kaul
8a062e03ab
Feature/add benchmark name to tooltip of benchmark comparator (#3177)
* Add benchmark name to chart tooltip

* Update changelog
2024-03-23 09:38:35 +01:00
Thomas Kaul
61ecd15f1d
Feature/change edit button to a in admin market data page (#3164)
* Change edit button to a

* Update changelog
2024-03-19 19:55:08 +01:00
Thomas Kaul
eb853f05ae
Feature/add support to delete asset profile from dialog (#3165)
* Add support to delete asset profile from dialog

* Update changelog
2024-03-19 19:27:16 +01:00
Thomas Kaul
6285417903
Feature/change grant private access with permissions to general availability (#3169)
* Change grant private access with permissions from experimental to general availability

* Update changelog
2024-03-19 19:25:43 +01:00
Thomas Kaul
ca674a654e
Feature/add symbol and isin to position detail dialog (#3163)
* Add symbol and ISIN

* Update translations

* Update changelog
2024-03-18 13:58:46 +01:00
Thomas Kaul
00c2ede85e
Feature/improve usability of platform and tag management (#3144)
* Improve usability

* Update changelog
2024-03-15 08:37:41 +01:00
helgehatt
a0ddd1f9b9
Fix date conversion in import of historical market data (#3117)
* Fix date conversion in import of historical market data

* Update changelog
2024-03-13 20:44:33 +01:00
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations (#3133)
* Remove liabilities from allocations calculation

* Update changelog
2024-03-11 20:16:56 +01:00
Thomas Kaul
eb75be8535
Optimize details endpoint (#3123)
* Make summary optional

* Introduce dedicated holdings endpoint

* Update changelog
2024-03-09 19:56:26 +01:00
Thomas Kaul
7a3237f1ff
Adapt style of inactive users (#3114) 2024-03-08 18:59:23 +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
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
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects (#3039)
* 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
6be38a1c19
Feature/remove is default flag from account database schema (#3041)
* 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)
* 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)
* Improve usability

* Update changelog
2024-02-18 10:18:53 +01:00
Thomas Kaul
2518a8fd9d
Feature/add accounts tab to position detail dialog (#3012)
* Add accounts tab to position detail dialog

* Update changelog
2024-02-17 21:32:56 +01:00
Thomas Kaul
29cb83d469
Bugfix/improve x axis scale of dividend and investment timeline (#3010)
* Improve X-axis scale

* Update changelog
2024-02-16 20:03:20 +01:00
Thomas Kaul
e0d6d9e8ca
Migrate if / else to control flow (#3001) 2024-02-13 20:46:21 +01:00