72 Commits

Author SHA1 Message Date
Thomas Kaul
5599b41b83
Bugfix/fix edit of activity in lazy loaded activities table (#2749)
* Fix edit

* Update changelog
2023-12-16 09:19:09 +01:00
Thomas Kaul
b22edff16b
Feature/add support for column sorting to lazy loaded activities table (#2738)
* Add support for column sorting

* Update changelog
2023-12-12 19:54:40 +01:00
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
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
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
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
4955555ddd
Release 1.301.1 (#2247) 2023-08-19 08:49:31 +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
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
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
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
Francisco Silva
67e758365f
feature: allow to delete all activities of a user (#1880)
* Allow to delete all activities of a user

* Update changelog
2023-04-23 19:49:32 +02:00
Thomas Kaul
513a564e2c
Restructure services (#1891) 2023-04-23 12:02:01 +02:00
Thomas Kaul
fccbd76993
Bugfix/fix style of apply current market price button (#1866)
* Fix styles

* Update changelog
2023-04-17 14:09:55 +02:00
Thomas Kaul
e92730879e
Feature/migrate dialog components to angular material 15 (#1844)
* Migrate MatDialog

* Update changelog
2023-04-10 13:49:53 +02:00
Thomas Kaul
464973f9b0
Feature/migrate form components to angular material 15 (#1842)
* Upgrade @angular/cdk

* Upgrade form components to Angular Material 15

* Update changelog
2023-04-10 10:59:44 +02:00
Thomas Kaul
3453100afd
Feature/migrate various components to angular material 15 part 2 (#1838)
* Migrate tooltips to Angular Material 15

* Migrate tabs to Angular Material 15
2023-04-09 08:54:32 +02:00
Thomas Kaul
1b7b082003
Feature/migrate various components to angular material 15 (#1836)
* Migrate components to Angular Material 15

* Update changelog
2023-04-08 15:33:27 +02:00
Thomas Kaul
9d6bb325cd
Improve initialization (#1832) 2023-04-07 16:33:55 +02:00
Thomas Kaul
2c9f29a3c6
Feature/improve handling of platforms in accounts import (#1820)
* Improve handling of platforms

* Fix issue with pagination

* Update changelog
2023-04-01 10:51:55 +02:00
Thomas Kaul
f92ba54060
Release/1.248.0 (#1808) 2023-03-25 17:45:51 +01:00
Thomas Kaul
c45df20d88
Sort imports (#1797) 2023-03-21 19:34:40 +01:00
Thomas Kaul
b6a7804a26
Refactoring (#1784) 2023-03-14 10:46:11 +01:00
Thomas Kaul
0d92b8d8bb
Reduce search requests (#1786) 2023-03-12 14:29:22 +01:00
Thomas Kaul
7c6ff776d9
Feature/add search functionality for eod historical data (#1783)
* Add search functionality for EOD_HISTORICAL_DATA

* Update changelog
2023-03-12 13:13:34 +01:00
Thomas Kaul
f88ee5e5a0
Feature/improve validation for manual currency (#1769)
* Improve validation

* Update changelog
2023-03-08 20:23:03 +01:00
Thomas Kaul
d4dff744b5
Sort imports (#1770) 2023-03-07 22:05:02 +01:00
Thomas Kaul
cbb95f21a3
Feature/support manual currency for unit price (#1751)
* Support manual currency for unit price

* Update changelog
2023-02-26 17:10:13 +01:00
Thomas Kaul
1ffa831c5c
Feature/improve style of symbol search results (#1728)
* Improve style

* Update changelog
2023-02-19 11:20:56 +01:00
Thomas Kaul
bfa32537a8
Feature/improve usability of import activities action (#1695)
* Improve usability of import activities action

* Update changelog
2023-02-15 10:07:25 +01:00