Commit Graph

2829 Commits

Author SHA1 Message Date
c1ad483f33 Improve alignment () 2024-05-04 15:50:47 +02:00
f3d961bc16 Feature/move holdings table to holdings tab of home page ()
* 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
42b70ef568 Feature/improve performance labels in position detail dialog ()
* Improve performance labels (with and without currency effects)

* Update changelog
2024-05-04 07:49:37 +02:00
77beaaba08 Refactoring portfolio service () 2024-05-03 21:48:46 +02:00
d9c07456cd Release 2.78.0 () 2.78.0 2024-05-02 20:32:47 +02:00
0a53df4293 Feature/improve inactive user role ()
* Improve inactive role

* Update changelog
2024-05-02 20:31:20 +02:00
4416ba0c88 Feature/set performance column of holdings table to stick at end ()
* Set up stickyEnd in performance column

* Update changelog
2024-05-02 19:16:59 +02:00
486de968a2 Bugfix/fix division by zero error in dividend yield calculation ()
* Handle division by zero

* Update changelog
2024-05-02 17:53:34 +02:00
a5833566a8 Feature/skip caching in portfolio calculator if active filters ()
* Skip caching if active filters

* Update changelog
2024-05-02 17:52:39 +02:00
261f5844dd Add type column to README.md () 2024-04-30 14:08:14 +02:00
2173c418a7 Feature/validate forms using DTO for access, asset profile, tag and platform management ()
* Validate forms using DTO for access, asset profile, tag and platform management

* Update changelog
2024-04-30 08:04:45 +02:00
4efd5cefd8 Bugfix/calculation of portfolio summary caused by future liabilities ()
* Adapt date of future activities

* Update changelog
2024-04-29 20:12:12 +02:00
d735e4db75 Release 2.77.1 () 2.77.1 2024-04-27 19:25:23 +02:00
e10707fde4 Add missing guard to fix public page () 2024-04-27 19:24:08 +02:00
ac953df809 Release 2.77.0 () 2.77.0 2024-04-27 15:37:48 +02:00
bb4ee50738 Feature/update browserslist database 20240417 ()
* Update the browserslist database

* Update changelog
2024-04-27 15:35:57 +02:00
4f41bac328 Feature/set up caching in portfolio calculator ()
* Set up caching

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

* Update changelog
2024-04-27 15:29:32 +02:00
b692b7432c Feature/set up event system for portfolio changes ()
* Set up event system for portfolio changes

* Update changelog
2024-04-26 20:13:53 +02:00
a4efbc0131 Feature/migrate UI components to control flow ()
* Migrate to control flow

* Update changelog
2024-04-26 17:40:00 +02:00
55b0fe232c Bugfix/reset form values to null if empty string ()
* Reset form values to null if empty string

* Update changelog
2024-04-25 19:04:28 +02:00
46432edce9 Feature/extend faq by custom asset instructions ()
* Add instructions for custom asset

* Update changelog
2024-04-24 20:35:39 +02:00
990028316e Refactor form controls to form getter () 2024-04-24 20:20:56 +02:00
37871fbabc Feature/upgrade prisma to version 5.13.0 ()
* Upgrade prisma to version 5.13.0

* Update changelog
2024-04-24 20:20:09 +02:00
0fdeef7953 Release 2.76.0 () 2.76.0 2024-04-23 18:58:43 +02:00
cdbe6eedeb Feature/change cash to liquidity in asset class enum ()
* Change CASH to LIQUIDITY in asset class enum

* Update changelog
2024-04-23 18:55:37 +02:00
a6dde8ad43 Release 2.75.1 () 2.75.1 2024-04-21 17:14:35 +02:00
39bd4a349b Feature/improve chart in account detail dialog ()
* Improve net worth calculation in portfolio performance chart

* Improve account balance management

* Update changelog
2024-04-21 17:11:53 +02:00
ab59eb5c92 Release 2.75.0 () 2.75.0 2024-04-21 10:30:14 +02:00
1132dc9bdd Feature/add unique constraint to account balance database schema ()
* Add accountId and date as unique constraint to AccountBalance schema

* Update changelog
2024-04-21 10:28:51 +02:00
2d70b18593 Remove links () 2024-04-21 10:08:22 +02:00
b6ea7d23fa Bugfix/add total value in base currency to redacted values ()
* Add totalValueInBaseCurrency

* Update changelog
2024-04-21 08:33:38 +02:00
95382581f1 Release 2.74.0 () 2.74.0 2024-04-20 15:43:03 +02:00
551b83a6e3 Bugfix/fix gaps in portfolio performance charts ()
* Fix gaps in charts

* Update changelog
2024-04-20 15:40:59 +02:00
895c4fe299 Improve style on mobile () 2024-04-20 12:54:23 +02:00
ccb1bf881e Feature/improve language localization for de 20240420 ()
* Update translations

* Update changelog
2024-04-20 12:54:06 +02:00
7788b5a987 Improve messages () 2024-04-20 12:53:51 +02:00
47fd029e0c Clean up styles () 2024-04-20 12:15:21 +02:00
458ee159e1 Feature/upgrade nx to version 18.3.3 ()
* Upgrade angular and Nx dependencies

* Update changelog
2024-04-20 12:14:50 +02:00
dfacbed66d Feature/add support to create account cash balances ()
* 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
22d63c6102 Improve logging ()
* Improve logging
2024-04-20 10:49:18 +02:00
212aa6a63b Feature/add date range support to portfolio holdings page ()
* Add date range support

* Update changelog
2024-04-20 09:51:12 +02:00
bed9ae916c Migrate UI components to standalone () 2024-04-19 20:57:47 +02:00
b6ad362850 Feature/remove date range support in activities table on portfolio activities page ()
* Remove date range support

* Update changelog
2024-04-19 20:44:28 +02:00
ab86dd5318 Add Home Assistant () 2024-04-19 20:43:52 +02:00
dba73d80a3 Improve logging () 2024-04-19 20:31:38 +02:00
92fb05320a Migrate UI components to standalone () 2024-04-19 18:31:35 +02:00
73d62bb51f Migrate UI components to standalone () 2024-04-18 20:46:12 +02:00
127b7d4f25 Make pre-commit executable by default () 2024-04-18 18:39:20 +02:00
e79d607ab8 Release 2.73.0 () 2.73.0 2024-04-17 17:42:28 +02:00