1704 Commits

Author SHA1 Message Date
Thomas Kaul
458ef169f4
Feature/add support for toncoin cryptocurrency ()
* Add Toincoin

* Update changelog
2024-03-24 09:50:00 +01:00
Thomas Kaul
87bf8df1c3
Bugfix/missing performance chart in presenter view ()
* Fix missing performance chart in presenter view

* Update changelog
2024-03-23 19:41:28 +01:00
Thomas Kaul
3f7d6b25c7
Feature/extend faq by backup strategy ()
* Add backup strategy

* Update changelog
2024-03-23 19:10:23 +01:00
Thomas Kaul
8a062e03ab
Feature/add benchmark name to tooltip of benchmark comparator ()
* Add benchmark name to chart tooltip

* Update changelog
2024-03-23 09:38:35 +01:00
Miguel Coxo
87cc887865
Feature/Set meta theme color dynamically to respect appearance ()
* Set meta theme color dynamically to respect appearance (dark mode)

* Update changelog
2024-03-19 20:11:34 +01:00
Thomas Kaul
61ecd15f1d
Feature/change edit button to a in admin market data page ()
* 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 ()
* 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 ()
* 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 ()
* Add symbol and ISIN

* Update translations

* Update changelog
2024-03-18 13:58:46 +01:00
Thomas Kaul
7e28e42995
Feature/exclude fees from holdings () 2024-03-16 18:59:23 +01:00
Thomas Kaul
e21563d903
Feature/increase timeout to load benchmarks ()
* Increase request timeout

* Update changelog
2024-03-16 18:15:34 +01:00
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ()
* 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
a90c067da0
Clean up () 2024-03-16 13:40:23 +01:00
Thomas Kaul
38c2baf943
Feature/improve exception handling of current investments in various rules ()
* Improve exception handling

* Update changelog
2024-03-16 12:29:21 +01:00
Thomas Kaul
82c78cad6b
Format () 2024-03-16 12:28:58 +01:00
Thomas Kaul
bffe6060bd
Pass portfolio calculator to getChart() () 2024-03-16 10:05:16 +01:00
Thomas Kaul
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ()
* Fix total dividend calculation

* Update changelog
2024-03-16 10:04:57 +01:00
rodriguestiago0
3b895afc9e
Enable account balance update for fee and interest activities ()
* Enable account balance update for fee and interest activities

* Update changelog
2024-03-15 18:56:17 +01:00
Thomas Kaul
00c2ede85e
Feature/improve usability of platform and tag management ()
* Improve usability

* Update changelog
2024-03-15 08:37:41 +01:00
Thomas Kaul
8420cb830c
Feature/add product roadmap to faq ()
* Add product roadmap

* Update changelog
2024-03-14 14:09:20 +01:00
helgehatt
a0ddd1f9b9
Fix date conversion in import of historical market data ()
* Fix date conversion in import of historical market data

* Update changelog
2024-03-13 20:44:33 +01:00
Thomas Kaul
671e4e316b
Release 2.63.2 () 2024-03-12 20:50:32 +01:00
Thomas Kaul
473136e9aa
Release 2.63.1 ()
* Release 2.63.1
2024-03-11 21:35:43 +01:00
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations ()
* Remove liabilities from allocations calculation

* Update changelog
2024-03-11 20:16:56 +01:00
Thomas Kaul
e792924606
Update OSS friends () 2024-03-11 20:15:32 +01:00
Thomas Kaul
d32dd5e860
Feature/upgrade countries list to version 3.1.0 ()
* Upgrade countries-list to version 3.1.0

* Update changelog
2024-03-11 19:16:20 +01:00
Thomas Kaul
bb86f85203
Feature/add available home server systems to faq ()
* Add available home server systems

* Update changelog

* Add CasaOS to README.md
2024-03-10 09:50:43 +01:00
gizmodus
0bca8897d6
Fix average price calculation by only considering BUY transactions ()
* Fix average price calculation by only considering buy transactions

* Update changelog
2024-03-10 09:35:47 +01:00
Thomas Kaul
eb75be8535
Optimize details endpoint ()
* Make summary optional

* Introduce dedicated holdings endpoint

* Update changelog
2024-03-09 19:56:26 +01:00
Thomas Kaul
6d2a897366
Refactor orders with activities () 2024-03-09 17:17:52 +01:00
Thomas Kaul
d8bfb23f20
Refactor reduce() with getSum() () 2024-03-09 16:53:59 +01:00
Gerard Du Pre
d9d71e7827
Fix issue with removing account from activity ()
* Fix issue with removing account from activity

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-09 15:52:05 +01:00
Thomas Kaul
b642ce08e5
Refactor item type () 2024-03-09 12:32:56 +01:00
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ()
* 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 ()
* Remove environment variable WEB_AUTH_RP_ID

* Update changelog
2024-03-08 19:00:21 +01:00
Thomas Kaul
7a3237f1ff
Adapt style of inactive users () 2024-03-08 18:59:23 +01:00
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ()
* 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 ()
* Include user role in admin endpoint
2024-03-07 19:38:57 +01:00
Thomas Kaul
c54392b7bb
Bugfix/fix exception in account value calculation ()
* Fix exception in value of account calculation caused by liabilities

* Update changelog
2024-03-06 22:06:27 +01:00
Gerard Du Pre
f3a8822a77
Feature/remove-v-from-version-in-admin-endpoint ()
* Remove "v" from version in admin endpoint
2024-03-06 11:11:10 +01:00
Thomas Kaul
f1dc075c36
Update translations () 2024-03-05 10:16:59 +01:00
Thomas Kaul
c37ad9bad4
Bugfix/fix activities import ()
* Fix query parameter handling of booleans

* Update changelog
2024-03-04 20:15:41 +01:00
Thomas Kaul
4ab3f81384
Extract getFactor() ()
* Extract getFactor()

* Refactoring
2024-03-03 20:04:49 +01:00
Thomas Kaul
b932bac9aa
Feature/optimize summary calculation ()
* Optimize calculation

* Update changelog
2024-03-03 08:24:51 +01:00
Thomas Kaul
40b454d2f3
Feature/refresh cryptocurrencies list 20240302 ()
* Update cryptocurrencies.json

* Add UNI7083

* Update changelog
2024-03-02 14:42:40 +01:00
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ()
* Integrate (wealth) items into transaction point concept

* Update changelog
2024-03-02 14:29:03 +01:00
Thomas Kaul
66992ef915
Bugfix/change show condition of button to fetch current market price ()
* Change show condition of button to fetch current market price

* Update changelog
2024-03-02 12:59:54 +01:00
Thomas Kaul
7f67430685
Bugfix/readd value in base currency to activity ()
* Readd valueInBaseCurrency

* Update changelog
2024-03-02 10:03:10 +01:00
Thomas Kaul
5d7c19b0ed
Fix typo () 2024-03-02 09:42:41 +01:00
Thomas Kaul
633c65e33c
Feature/extend self hosting faq ()
* Extend self-hosting FAQ

* Update changelog
2024-02-29 21:04:47 +01:00