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46 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
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
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
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
f01a3f893d
Exclude accounts (#1289) 
* Exclude accounts

* Update changelog
 2022-09-25 18:02:46 +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
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
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
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
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
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
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
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
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
Valentin Zickner
308b218487
introduce basic module structure for data provider (#278) 
* introduce basic module structure for data provider

* introduce DataGatheringModule

* introduce ExchangeRateDataModule

* introduce ImpersonationModule

* move RulesService

* cleanup portfolio module

* Sort imports

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-08-14 16:55:40 +02:00
Thomas
3589e72aea
Harmonize prisma service (#266) 2021-08-07 22:38:07 +02:00
Thomas
bb76ace95d
Feature/improve support for draft transactions (#265) 
* Improve support for draft transactions

* Update changelog
 2021-08-07 20:52:55 +02:00
Thomas
6996e5a140
Feature/add data gathering for symbol profile data (#228) 
* Implement profile data gathering

* Update changelog
 2021-07-24 21:13:48 +02:00
Thomas
92d321a001
Drafts for orders (#187) 
* Render the future with a dashed border

* Update changelog
 2021-07-03 11:32:03 +02:00
Thomas
11b2379d98
Feature/respect data source in data gathering (#107) 
* Respect data source in data gathering

* Update changelog

* optimize fetching from multiple data sources (#123)

* optimize fetching from multiple data sources

* improve performance by executing data gathering promises in parallel

* removed unused imports

* rename hasHistoricalData to canHandle

* Sort imports

* Clean up

Co-authored-by: Valentin Zickner <3200232+vzickner@users.noreply.github.com>
 2021-05-27 20:50:10 +02:00
Thomas
abd0e08566
Introduce @ghostfolio/common lib (#102) 2021-05-16 22:11:14 +02:00
Thomas
c973ffd3ba
Feature/reorganize helper lib (#100) 
Reorganize helper lib (Move interfaces and types)
* InfoItem
* PortfolioItem
* PortfolioOverview
* PortfolioPerformance
* Position
* PortfolioPosition
* PortfolioReport
* PortfolioReportRule
* User
* UserSettings
* DateRange
* AdminData
* AccessWithGranteeUser
* OrderWithAccount
* Granularity
* UserWithSettings
* RequestWithUser
 2021-05-16 21:20:59 +02:00
Thomas
90a2fea7d6
Feature/create and update accounts (#60) 
* Allow to create and update accounts

* Activate account selector in transaction dialog

* Refactor analytics and report from platforms to accounts
 2021-05-02 21:18:52 +02:00
Thomas
dbed4ea527
Feature/improve imports with paths in tsconfig (#32) 
* Improve imports
 2021-04-21 20:27:39 +02:00
Thomas
c616312233 Initial commit 2021-04-13 21:53:58 +02:00