dw-0
6a10b932b0
Feature/Switch consistent-type-assertions eslint rule from warn to error ( #3982 )
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* Switch consistent-type-assertions eslint rule from warn to error
* Update changelog
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Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2024-10-26 11:07:48 +02:00
dw-0
fc5ed887ff
Feature/Set prefer-const to error in eslint configuration ( #3888 )
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* Set prefer-const to error in eslint configuration
* Update changelog
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Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2024-10-08 15:30:56 +02:00
Thomas Kaul
583c14128b
Feature/extend public api with portfolio performance metrics endpoint ( #3762 )
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* Extend Public API with portfolio performance metrics endpoint
* Update changelog
2024-09-21 10:42:43 +02:00
Shaunak Das
323cfbfcaa
Feature/introduce filters in account endpoint ( #3764 )
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* Introduce filters in acount endpoint
* Integrate endpoint in holding detail dialog
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-14 10:53:39 +02:00
Thomas Kaul
0ef2b82852
Bugfix/fix destructuring in activities filters ( #3756 )
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* Provide default value during destructuring
* Update changelog
2024-09-12 20:33:21 +02:00
Shaunak Das
383a02519a
Feature/extend filters of order endpoint ( #3743 )
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* Extend filters of order endpoint
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-10 20:22:51 +02:00
Thomas Kaul
dc1948016f
Feature/clone or edit activity from holding detail dialog ( #3644 )
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* Clone or edit activity from holding detail dialog
* Update changelog
2024-08-07 20:45:03 +02:00
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier ( #3636 )
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* Refactoring
2024-08-04 08:27:05 +02:00
Thomas Kaul
8f6203d296
Feature/manage tags of holdings ( #3630 )
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* Manage tags of holdings
* Update changelog
2024-08-03 15:46:01 +02:00
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview ( #3493 )
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* Add benchmarks dialog in markets overview
* Update changelog
2024-06-15 09:49:54 +02:00
Eduardo Marinho
1a0cb561cd
Feature/add ability to close user account ( #3444 )
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* Add ability to close user account
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-06-04 15:07:06 +02:00
Thomas Kaul
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
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* Refactor holding detail dialog to standalone
* Update changelog
2024-05-19 19:13:14 +03:00
Fedron
5616bc4956
Feature/validate account balance creation/update using DTO ( #3400 )
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* Validate create account balance using DTO
2024-05-13 13:47:33 +02:00
Gerard Du Pre
8319b216bb
Feature/support delete activities with filtering ( #3394 )
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* Support delete activities with filtering
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-05-12 09:56:07 +02:00
Thomas Kaul
61f0da35bc
Feature/disable delete all activities if filters are active ( #3389 )
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* Disable delete all activities button if filters are active
* Update changelog
2024-05-10 08:51:34 +02:00
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
2024-05-08 20:04:32 +02:00
Thomas Kaul
f3d961bc16
Feature/move holdings table to holdings tab of home page ( #3368 )
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* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
2024-05-04 14:11:37 +02:00
Bastien Jeannelle
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
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* Add support to create account cash balances
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-04-20 11:00:00 +02:00
Thomas Kaul
212aa6a63b
Feature/add date range support to portfolio holdings page ( #3303 )
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* Add date range support
* Update changelog
2024-04-20 09:51:12 +02:00
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
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* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
2024-04-14 08:12:32 +02:00
Thomas Kaul
719bbe156e
Feature/optimize calculation of allocations by market ( #3249 )
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* Optimize calculation of allocations by market
* Update changelog
2024-04-07 09:26:30 +02:00
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
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* Extend date range support by specific years
* Support date range in benchmark endpoint
* Support date range in activities endpoint
* Update changelog
2024-03-30 13:06:42 +01:00
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
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* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-16 14:20:58 +01:00
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
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* Remove liabilities from allocations calculation
* Update changelog
2024-03-11 20:16:56 +01:00
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
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* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
2024-03-09 19:56:26 +01:00
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
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* Integrate (wealth) items into transaction point concept
* Update changelog
2024-03-02 14:29:03 +01:00
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2024-02-11 17:50:18 +01:00
Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
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* Fix export in lazy-loaded activities table
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-29 19:37:09 +01:00
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
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* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
2024-01-15 20:35:45 +01:00
Thomas Kaul
b22edff16b
Feature/add support for column sorting to lazy loaded activities table ( #2738 )
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* 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 )
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* 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
Thomas Kaul
377ba75e4c
Add support to delete a cash balance ( #2707 )
2023-12-02 17:17:25 +01:00
Sanjeev Sharma
ed4dd79c72
Add cash balances table to account detail dialog ( #2549 )
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* Add cash balances table to account detail dialog
* Update changelog
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-12-01 21:12:41 +01:00
Thomas Kaul
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
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* Fix chart for account excluded from analysis
* Update changelog
2023-10-24 20:13:57 +02:00
Aldrin
0ac97bd112
Transfer cash balance between accounts ( #2455 )
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* Transfer cash balance between accounts
* Update changelog
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-13 21:46:49 +02:00
Thomas Kaul
550e646079
Feature/introduce assistant ( #2451 )
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* Introduce assistant
* Update changelog
2023-10-08 20:32:00 +02:00
Thomas Kaul
727340748b
Clean up imports ( #2411 )
2023-10-05 20:40:31 +02:00
Manushreshta B L
90e18338f6
Change UX to set an asset profile as a benchmark ( #2409 )
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* Add checkbox functionality to set / unset benchmark
* Update changelog
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-02 20:50:12 +02:00
Thomas Kaul
0fd3db3228
Bugfix/fix cash position rows in holdings table ( #2237 )
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* Fix cash position rows
* Update changelog
2023-08-17 20:23:23 +02:00
Thomas Kaul
cd67ce82fa
Feature/rename queries to presets in market data table of admin control ( #2165 )
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* Rename queries to presets
* Update changelog
2023-07-21 11:40:49 +02:00
Thomas Kaul
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
2023-07-18 21:29:08 +02:00
Thomas Kaul
68a9a7f6f9
Feature/add queries to market data table in admin control ( #2153 )
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* Add queries
* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS
* Update changelog
2023-07-15 17:54:16 +02:00
Thomas Kaul
0a465f125d
Feature/add pagination to market data table in admin control panel ( #2108 )
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* Add pagination
* Update changelog
2023-07-01 10:49:00 +02:00
Arghya Ghosh
6a802a62a0
Add ability to search for indices and fix gf-symbol-autocomplete validation ( #2094 )
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* Bugfix/Fix gf-symbol-autocomplete validation
* Feature/Add ability to search for indices
* Update changelog
2023-06-26 18:38:24 +02:00
Thomas Kaul
215f5eafa6
Feature/set asset profile as benchmark ( #2002 )
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* Set asset profile as benchmark
* Update changelog
Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
2023-05-24 21:22:32 +02:00
Francisco Silva
67e758365f
feature: allow to delete all activities of a user ( #1880 )
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* Allow to delete all activities of a user
* Update changelog
2023-04-23 19:49:32 +02:00
Thomas Kaul
b74a042da8
Feature/change auth endpoint from get to post ( #1823 )
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* Change auth endpoint from GET to POST
* Login with security token
* Login with Internet Identity
* Update changelog
2023-04-05 18:10:29 +02:00
Thomas Kaul
261a0fb0b9
Refactor AuthInterceptor ( #1764 )
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* Refactor AuthInterceptor
* Refactor JwtStrategy
2023-03-04 10:13:04 +01:00
Thomas Kaul
1b2f8e5586
Feature/extend analytics by country ( #1661 )
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* Extend analytics by country
* Fix Upgrade Plan button of subscription interstitial
* Update changelog
2023-02-05 18:57:12 +01:00
Thomas Kaul
6aae0cc1e4
Bugfix/fix issue with value in value redaction interceptor ( #1627 )
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* Fix issue with value in value redaction interceptor
* Fix format of world map
* Update changelog
2023-01-29 09:58:05 +01:00
