Thomas Kaul
51a0ede3e4
Feature/introduce lazy loaded activities table ( #2729 )
...
* Introduce lazy-loaded activities table
* Add icon column
* Emit paginator event
* Add pagination logic
* Integrate total items
* Update changelog
2023-12-09 17:12:09 +01:00
Sanjeev Sharma
ed4dd79c72
Add cash balances table to account detail dialog ( #2549 )
...
* Add cash balances table to account detail dialog
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-12-01 21:12:41 +01:00
Thomas Kaul
b4de06fcf0
Feature/add platform icons to account selectors ( #2633 )
...
* Add platform icons to account selectors
* Update changelog
2023-11-11 17:27:29 +01:00
Thomas Kaul
7804c6879d
Clean up ( #2543 )
2023-10-28 11:24:50 +02:00
Basim Mohammed
2992a0da4c
Verify current benchmark before loading it ( #2541 )
...
* Verify current benchmark before loading it
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-25 20:27:41 +02:00
Thomas Kaul
b8626c2086
Feature/change fees interest and search to general availability ( #2525 )
...
* Change features to general availability
* Fees on account level
* Interest on account level
* Search for a holding
* Update changelog
* Add documentation for experimental features
2023-10-21 10:25:05 +02:00
Don L
ac0ad48a65
Display invalid activity in csv import ( #2460 )
...
* Display invalid activity in csv import
* Update changelog
2023-10-20 22:07:57 +02:00
Aldrin
3b5a34f6f3
Use fab-button in access management tab ( #2456 )
...
* Use fab-button in access management tab
* Refactor fab container
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-11 09:57:35 +02:00
Thomas Kaul
8ad6492477
Feature/various improvements in client ( #2434 )
...
* Various improvements
* Update changelog
2023-10-05 20:31:00 +02:00
Thomas Kaul
5fa0540936
Feature/add emergency fund setup to static portfolio analysis rules ( #2400 )
...
* Add new static portfolio analysis rule: Emergency fund setup
* Update changelog
2023-09-30 08:08:20 +02:00
Thomas Kaul
884b7f4de7
Clean up ( #2342 )
2023-09-24 08:25:25 +02:00
Thomas Kaul
b12349a148
Feature/add support for interest on account level ( #2354 )
...
* Add support for interest
* Update changelog
2023-09-19 20:37:04 +02:00
Thomas Kaul
c668d7b456
Feature/improve preselected currency in create or update activity dialog ( #2349 )
...
* Preselect currency based on account's currency
* Update changelog
2023-09-18 19:45:02 +02:00
Thomas Kaul
7130ac7565
Feature/add support for fees on account level ( #1954 )
...
* Add migration
* Add business logic for fees
* Fix export for liabilities
* Update changelog
2023-09-17 18:20:54 +02:00
Thomas Kaul
6f6ff94979
Improve sidebar ( #2343 )
...
* Improve sidebar
* Improve style of system message
* Update changelog
2023-09-17 07:08:26 +02:00
Thomas Kaul
d0112968e8
Feature/introduce sidebar navigation on desktop ( #2340 )
...
* Introduce sidebar navigation on desktop
* Update changelog
2023-09-16 14:40:05 +02:00
Thomas Kaul
ab691bb27a
Feature/remove account type from user interface ( #2335 )
...
* Remove account type from user interface and set it optional
* Update changelog
2023-09-15 19:11:20 +02:00
Frane Caleta
369386f976
Add drop file functionality on import ( #2323 )
...
* Add drop file functionality on import
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-09-14 21:12:48 +02:00
Thomas Kaul
45aefb6a45
Reorder charts ( #2253 )
2023-08-21 18:04:49 +02:00
Thomas Kaul
4955555ddd
Release 1.301.1 ( #2247 )
2023-08-19 08:49:31 +02:00
Thomas Kaul
0fd3db3228
Bugfix/fix cash position rows in holdings table ( #2237 )
...
* Fix cash position rows
* Update changelog
2023-08-17 20:23:23 +02:00
Thomas Kaul
0821086e41
Bugfix/fix various styles after angular material 16 upgrade ( #2212 )
...
* Fix styles
* Update changelog
2023-08-06 08:52:45 +02:00
Thomas Kaul
d85d83a0f5
Feature/improve alignment of region percentages ( #2203 )
...
* Improve alignment
* Update changelog
2023-08-05 11:11:06 +02:00
Thomas Kaul
d4fea075af
Feature/include unavailable data in allocations by market chart ( #2190 )
...
* Include unavailable data in allocations by market chart
* Update changelog
2023-07-28 20:20:08 +02:00
Thomas Kaul
622bb8b0cf
Feature/add allocations by market chart ( #2171 )
...
* Add allocations by (advanced) market
* Fix public page
* Update changelog
2023-07-24 20:04:34 +02:00
Thomas Kaul
ea101dd3bd
Refactor value to valueInBaseCurrency ( #2167 )
...
* Revert value to valueInBaseCurrency refactoring
2023-07-23 14:13:02 +02:00
Thomas Kaul
bdf72164b1
Feature/break down emergency fund by cash and assets ( #2159 )
...
* Break down emergency fund in cash and assets
* Update changelog
2023-07-19 11:30:48 +02:00
Thomas Kaul
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
2023-07-18 21:29:08 +02:00
Thomas Kaul
30f1a3514a
Feature/add hints to activity types in create or edit activity dialog ( #2150 )
...
* Add hints
* Update changelog
2023-07-15 11:31:05 +02:00
Thomas Kaul
92382e0b4d
Feature/improve loading state during filtering on allocations page ( #2141 )
...
* Improve loading state
* Update changelog
2023-07-11 21:41:12 +02:00
Arghya Ghosh
0d421e7181
Bugfix/fix adding 'Item' and 'Liability' activities ( #2119 )
...
* Fix adding activities of type item and liability
* Update changelog
2023-07-03 22:29:00 +02:00
Thomas Kaul
677757fdf0
Feature/improve import dividends dialog ( #2086 )
...
* Improve dialog
* Add loading indicator
* Improve selected item of holding selector
* Update changelog
2023-06-22 20:29:50 +02:00
Arghya Ghosh
fce3b2084e
Feature/extract symbol search to component ( #2003 ) ( #2056 )
...
* Extract symbol search to component (#2003 )
* Update changelog
2023-06-13 20:36:16 +02:00
Thomas Kaul
7931e6950d
Feature/add support for liabilities ( #1789 )
...
* Add support for liabilities
* Update changelog
2023-06-10 16:17:11 +02:00
Thomas Kaul
04eb452e04
Add missing guards ( #2067 )
2023-06-10 16:16:27 +02:00
Thomas Kaul
8232b05f62
Feature/extend activity cloning by quantity ( #2054 )
...
* Allow to clone quantity
* Update changelog
2023-06-09 16:14:40 +02:00
Thomas Kaul
a53461d257
Feature/migrate currency to unit in value component ( #2043 )
...
* Migrate currency to unit
* Update locales
2023-06-04 21:46:49 +02:00
Thomas Kaul
d630fb900d
Feature/add investment streaks ( #2042 )
...
* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
2023-06-04 09:35:58 +02:00
Thomas Kaul
ae57a188f5
Feature/improve tab navigations ( #2031 )
...
* Improve tab navigations
* Update changelog
2023-06-03 07:44:59 +02:00
Thomas Kaul
23db85e940
Feature/add tabs to about page ( #2030 )
...
* Add tabs to about page
* Update changelog
2023-06-02 21:23:57 +02:00
Thomas Kaul
206b6567fd
Feature/improve activities import dialog ( #2016 )
...
* Improve activities import dialog
* Update changelog
2023-05-29 07:45:55 +02:00
Visrut
16a5ace4be
Introduced stepper to import activities ( #1990 )
...
* Introduced stepper to import activities
* Update changelog
2023-05-28 10:21:07 +02:00
Thomas Kaul
4d700e3b83
Feature/add error message if importing duplicates ( #1984 )
...
* Add error messages if import include duplicates
* Update changelog
2023-05-19 13:16:40 +02:00
Visrut
9c30139b86
FIX #1951 : select checkbox state fix for duplicates ( #1958 )
...
* FIX #1951 : select checkbox state fix for duplicates
* Update changelog
2023-05-13 12:15:11 +02:00
Francisco Silva
8e000baef2
fix update activity, hide update cash balance on edit ( #1959 )
...
* Fix update activity, hide update cash balance on edit
* Update changelog
2023-05-11 09:11:44 +02:00
Thomas Kaul
31a4c2ff1f
Sort imports ( #1933 )
2023-05-06 10:06:24 +02:00
Francisco Silva
8ba15f8f72
Optionally update cash balance when adding activity ( #1926 )
...
* Optionally update cash balance when adding activity
* Update changelog
2023-05-06 09:01:09 +02:00
Thomas Kaul
15c96a9757
Feature/add allocations by platform chart ( #1915 )
...
* Add allocations by platform
* Update changelog
2023-05-01 17:44:35 +02:00
Thomas Kaul
1ca3792a4b
Feature/clean up initial values from x ray ( #1914 )
...
* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
2023-05-01 17:16:02 +02:00
Thomas Kaul
d74d79198b
Feature/add labels to tabs ( #1847 )
...
* Add labels
* Update changelog
2023-04-29 10:15:55 +02:00
