543 Commits

Author SHA1 Message Date
Thomas Kaul
da5be3fb57
Feature/reuse open-color in portfolio proportion chart component (#3562)
* Reuse open-color
2024-07-18 10:14:12 +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
0780ee4adb
Feature/improve language localization for de 20240620 (#3504)
* Update translations

* Update changelog
2024-06-20 20:45:56 +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
f5e6f7dcfe
Bugfix/fix initialization of fire calculator (#3470)
* Fix initialization

* Update changelog
2024-06-08 18:44:57 +02:00
Thomas Kaul
87501e094d
Feature/improve allocations by ETF holding for mobile (#3469) 2024-06-08 17:20:38 +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
Thomas Kaul
6d941500cd
Bugfix/fix default locale in value component (#3454)
* Fix default locale

* Update changelog
2024-06-06 17:22:23 +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
4355c96ab6
Bugfix/fix initial annual interest rate in fire calculator (#3437)
* Fix initial annual interest rate

* Update changelog
2024-05-31 17:29:19 +02:00
Thomas Kaul
5d49ff7a4a
Feature/improve usability of date range selector in assistant (#3409)
* Improve usability of date range selector

* Update changelog
2024-05-22 16:39:39 +02:00
Thomas Kaul
e31b4c64cb
Feature/refactor holding detail dialog to standalone (#3407)
* Refactor holding detail dialog to standalone

* Update changelog
2024-05-19 19:13:14 +03:00
Fedron
5616bc4956
Feature/validate account balance creation/update using DTO (#3400)
* Validate create account balance using DTO
2024-05-13 13:47:33 +02:00
Gerard Du Pre
8319b216bb
Feature/support delete activities with filtering (#3394)
* Support delete activities with filtering

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-05-12 09:56:07 +02:00
Thomas Kaul
72e75208df
Bugfix/fix position detail dialog close functionality (#3396)
* Handle holding detail dialog open functionality in a single place (AppComponent)

* Update changelog
2024-05-11 20:27:18 +02:00
Thomas Kaul
61f0da35bc
Feature/disable delete all activities if filters are active (#3389)
* Disable delete all activities button if filters are active

* Update changelog
2024-05-10 08:51:34 +02:00
Thomas Kaul
66bdb374e8
Feature/set icon columns of tables to stick at beginning (#3377)
* Set icon columns to stick at the beginning

* Update changelog
2024-05-08 20:04:58 +02:00
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373) 2024-05-08 20:04:32 +02:00
Thomas Kaul
1fd836194f
Feature/add absolute change column to holdings table (#3378)
* Add absolute change column

* Update changelog
2024-05-08 20:02:50 +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
c1ad483f33
Improve alignment (#3370) 2024-05-04 15:50:47 +02:00
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
Thomas Kaul
4416ba0c88
Feature/set performance column of holdings table to stick at end (#3353)
* Set up stickyEnd in performance column

* Update changelog
2024-05-02 19:16:59 +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
a4efbc0131
Feature/migrate UI components to control flow (#3324)
* Migrate to control flow

* Update changelog
2024-04-26 17:40:00 +02:00
Thomas Kaul
990028316e
Refactor form controls to form getter (#3325) 2024-04-24 20:20:56 +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
Thomas Kaul
47fd029e0c
Clean up styles (#3305) 2024-04-20 12:15:21 +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