18 Commits

Author SHA1 Message Date
Thomas Kaul
508a48f4c3
Feature/hide actions in presenter view (#380)
* Hide actions if restricted view is active

* Update changelog
2021-09-24 20:15:10 +02:00
Thomas Kaul
8466e3d73f
Feature/always show adapted portfolio page (#388)
* Always show adapted portfolio page

* Update changelog
2021-09-24 20:12:17 +02:00
Thomas Kaul
af022ae316
Feature/add story for portfolio proportion chart component (#384)
* Add story

* Use new component

* Update changelog
2021-09-20 20:45:58 +02:00
Thomas Kaul
98be8745d9
Bugfix/fix create or edit transaction dialog (#382)
* Fix create or edit transaction dialog

* Update changelog
2021-09-20 11:49:50 +02:00
Thomas Kaul
0f72673ef4
Feature/respect data source in symbol data endpoint (#370)
* Respect data source in symbol data endpoint

* Respect data source in the data provider service

* Combine symbol with data source in get() of data provider service

* Improve search functionality for multiple data sources

* Update changelog
2021-09-18 19:32:22 +02:00
Thomas Kaul
9ed82ac82b
Feature/improve labels of allocation chart by symbol (#353)
* Improve labels

* Update changelog
2021-09-08 22:03:33 +02:00
Ivo Valchev
9c9ca4ab1e
Add labels to allocation piecharts (#337) 2021-09-08 21:31:34 +02:00
Thomas Kaul
5fd413e57e
Feature/setup storybook (#332)
* Setup ui library with storybook

* Add value component with story

* Update changelog
2021-09-04 22:12:54 +02:00
Thomas Kaul
747e5b63fa
Feature/restructure allocations page including allocations by symbol (#333)
* Restructure allocations page

* Update changelog
2021-09-03 23:20:30 +02:00
Ivo Valchev
b1187cf880
Add a new symbol allocation chart (#326)
* Add a new symbol allocation chart

* Update changelog

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-09-03 17:48:35 +02:00
Thomas Kaul
6386786ac0
Bugfix/improve symbol lookup (#322)
* Improve symbol lookup

* Update changelog
2021-08-30 18:08:21 +02:00
Thomas Kaul
72c065a59d
Feature/introduce asset sub class (#312)
* Introduce asset sub class

* Update changelog
2021-08-22 22:19:10 +02:00
Thomas Kaul
2083d28d02
Feature/minor improvements in the page components (#310)
* Move permissions to constructor

* Sort imports
2021-08-22 10:25:34 +02:00
Thomas Kaul
aad8f77093
Feature/improve allocations by account (#308)
* Improve allocations by account

* Eliminate accounts from PortfolioPosition

* Ignore cash assets in the allocation chart by sector, continent and country

* Add missing accounts to portfolio details

* Update changelog
2021-08-21 15:03:55 +02:00
Thomas Kaul
7c91727eb1
Feature/restructure allocations page (#294)
* Restructure allocations page

* Update changelog
2021-08-15 09:55:46 +02:00
Thomas
96a615dc5d
Bugfix/only allow supported currencies in symbol search (#287)
* Only allow supported currencies in symbol search

* Update changelog
2021-08-13 20:29:57 +02:00
Thomas
80d043729d
Feature/replace type with asset class (#274)
* Improved the asset classification
  * Add assetClass to symbolProfile
  * Remove type from position

* Update changelog
2021-08-08 19:27:58 +02:00
Thomas
f743c03e17
Feature/restructure page hierarchy (#259)
* Introduce portfolio group, remove tools

* Extract allocations to separate page

* Update changelog
2021-08-07 07:12:40 +02:00