75 Commits

Author SHA1 Message Date
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
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
Visrut
7d6a74a67d
Feature/improve check for duplicates in import #1932 (#1940)
* Improve check for duplicates in import

* Update changelog
2023-05-08 21:45:59 +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
f4c748f67a
Feature/extend support for impersonation mode (#1898)
* Support impersonation of all users for local development

* Update changelog
2023-04-28 21:02:24 +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
947460abdd
Bugfix/fix ids of gather asset profile process jobs (#1863)
* Fix job ids

* Update changelog
2023-04-16 09:49:27 +02:00
Thomas Kaul
e23ff33e6f
Feature/skip job creation for manual data source without scraper configuration (#1857)
* Skip job creation for MANUAL data source without scraper configuration

* Update changelog
2023-04-15 11:54:47 +02:00
Thomas Kaul
1ed5690b33
Feature/improve queue jobs implementation (#1855)
* Improve queue jobs implementation

* Update changelog
2023-04-14 19:57:23 +02:00
Thomas Kaul
261a0fb0b9
Refactor AuthInterceptor (#1764)
* Refactor AuthInterceptor

* Refactor JwtStrategy
2023-03-04 10:13:04 +01:00
Mirio
80d0638922
Adding Coingecko Data Provider (#1736)
* Adding Coingecko Data Provider

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-02-25 09:45:01 +01:00
Thomas Kaul
2e7f46ad78
Feature/allow account for activity of type item (#1641)
* Support linking wealth items to account

* Update changelog
2023-01-30 20:00:07 +01:00
Thomas Kaul
49ce4803ce
Feature/add support to manage tags in create or edit activity dialog (#1532)
* Add support to manage tags

* Update changelog
2022-12-25 12:23:52 +01:00
Thomas Kaul
2efb331370
Feature/improve value redaction interceptor (#1495)
* Improve value redaction interceptor

* Update changelog
2022-12-07 17:48:46 +01:00
Thomas Kaul
c2df99072d
Feature/refactor filters (#1299)
* Refactor filters

Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
2022-10-07 20:39:29 +02:00
Thomas Kaul
f01a3f893d
Exclude accounts (#1289)
* Exclude accounts

* Update changelog
2022-09-25 18:02:46 +02:00
Thomas Kaul
4f8fe83a16
Feature/clean up user database schema (#1242)
* Clean up user database schema

* Update changelog
2022-09-10 16:11:49 +02:00
Thomas Kaul
c5e6602102
Improve filter by asset class (#1135) 2022-08-09 21:25:07 +02:00
Thomas Kaul
dbc38e705e
Feature/add url to symbol profile overrides (#1132)
* Add url to symbol profile overrides

* Improve filter by asset class

* Update changelog
2022-08-09 19:29:26 +02:00
Thomas Kaul
69bc1d67e1
Bugfix/fix database connection error handling (#1125)
* Fix database connection error handling

* Update changelog
2022-08-04 13:36:32 +02:00
Thomas Kaul
81217b35ef
Feature/add comment to activity (#1097)
* Add comment to activity

* Update changelog
2022-07-27 21:07:27 +02:00
Thomas Kaul
2394cbd6fe
Feature/support tags in create and update order dto (#1084)
* Support tags in create or update order

* Update changelog
2022-07-19 20:24:01 +02:00
Thomas Kaul
c0f19d56ec
Feature/add account detail dialog (#1047)
* Add account detail dialog

* Update changelog
2022-06-28 21:08:34 +02:00
Thomas Kaul
557e3a0676
Feature/migrate historical market data gathering to queue design pattern (#991)
* Migrate historical market data gathering to queue

* Filter and delete jobs

* Detect duplicate jobs

* Update changelog
2022-06-11 13:40:15 +02:00
Thomas Kaul
69088b93a6
Feature/add value redaction as interceptor (#960)
* Add value redaction as interceptor

* Update changelog
2022-05-27 11:21:47 +02:00
Thomas Kaul
5cb6e5dec6
Feature/support filtering by asset class on the allocations page (#926)
* Support filtering by asset class

* Update changelog
2022-05-16 21:49:22 +02:00
Thomas Kaul
160335302a
Feature/group filters by type (#922)
* Add groups to activities filter component

* Update changelog
2022-05-15 21:51:31 +02:00
Thomas Kaul
40380346e6
Feature/setup bull queue system (#886)
* Setup @nestjs/bull and asset profile data gathering job

* Update changelog
2022-05-07 20:00:51 +02:00
Thomas Kaul
16dd8f7652
Feature/refactor filters with interface (#883)
* Refactor filtering with an interface

* Filter by accounts

* Update changelog
2022-05-07 11:44:29 +02:00
Thomas Kaul
01103f3db4
Feature/add asset and asset sub class to wealth items form (#880)
* Add asset and asset sub class

* Update changelog
2022-04-30 21:47:10 +02:00
Thomas Kaul
b7bbc029ac
Feature/render tags in dialogs (#864)
* Render tags

* Update changelog
2022-04-25 22:37:34 +02:00
Thomas Kaul
bad9d17c44
Setup allocations page and endpoint (#859)
* Setup tagging system

* Update changelog
2022-04-24 16:23:03 +02:00
Thomas Kaul
ea89ca5734
Feature/simplify ids in database schema (#861)
* Simplify ids in database schema
  * Access
  * Order
  * Subscription

* Update changelog
2022-04-24 09:35:01 +02:00
Thomas Kaul
c216ab1d76
Eliminate data source from order model (#730)
* Eliminate currency, data source and symbol from order model

* Remove prefix for symbols with data source GHOSTFOLIO

* Update changelog
2022-03-05 11:07:27 +01:00
Thomas Kaul
5bb20f6d5f
Bugfix/fix undefined currencies after creating an activity (#731)
* Fix issue with undefined currencies after creating an activity

* Update changelog
2022-03-01 21:32:19 +01:00
Thomas Kaul
baa6a3d0f0
Feature/restructure api modules (#706)
* Restructure modules

* Update changelog
2022-02-18 19:32:25 +01:00
Thomas Kaul
76f70598e2
Feature/add support for wealth items (#666)
* Add support for wealth items

* Update changelog
2022-02-10 09:39:10 +01:00
Thomas Kaul
155c08d665
Transform data source (#658)
* Transform data source

* Update changelog
2022-02-01 20:35:25 +01:00
Thomas Kaul
b8ad6d6662
Feature/improve import (#657)
* Improve import

* Update changelog

Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
2022-02-01 19:12:00 +01:00
Thomas Kaul
585f99e4df
Feature/add summary row to activities table (#645)
* Add summary row to activities table

* Update changelog
2022-01-23 11:39:30 +01:00
Thomas Kaul
0a8d159f78
Bugfix/fix missing symbol profile data connection in import (#630)
* Fix missing symbol profile data connection in import

* Update changelog
2022-01-16 15:31:56 +01:00
Thomas Kaul
9e1a7fc981
Feature/dividend (#547)
* Add dividend to order type

* Support dividend in transactions table

* Support dividend in transaction dialog

* Extend import file with dividend

* Add dividend to portfolio summary

* Update changelog

Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
2021-12-28 21:12:12 +01:00
Thomas Kaul
ff638adf03
Feature/add transactions to position detail dialog (#591)
* Add transactions to position detail dialog

* Update changelog
2021-12-28 17:45:04 +01:00
Thomas Kaul
d09cad4e05
Feature/read only mode (#520)
* Setup read only mode and update permissions dynamically

* Update changelog
2021-12-07 20:24:15 +01:00
Thomas Kaul
aed8f5cf04
Feature/upgrade prisma to version 3.6.0 (#518)
* Upgrade prisma from version 2.30.2 to 3.6.0

* Update changelog
2021-12-05 16:52:24 +01:00
Thomas Kaul
563f354e7e
Feature/symbol to uppercase to avoid duplicates (#514)
* Convert the symbol to uppercase to avoid case-sensitive duplicates

* Update changelog
2021-12-04 11:40:12 +01:00
Thomas Kaul
93dcbeb6c7
Feature/add validation for import (#415)
* Valid data types
* Maximum number of orders
* Data provider service returns data for the dataSource / symbol pair
2021-10-12 22:19:32 +02:00
Thomas Kaul
dcee651098
Feature/support unlimited currencies (#387)
* Support unlimited currencies

* Update changelog
2021-09-24 21:09:48 +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