432 Commits

Author SHA1 Message Date
Basim Mohammed
73ac4b4197
Add chart to account detail dialog ()
* Add chart to account detail dialog

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-19 15:51:31 +02:00
RaviTejaVattem
84db54babd
Change checkboxes to slide toggles on user settings page ()
* Change checkboxes to slide toggles on user settings page

* Update changelog
2023-10-17 20:49:54 +02:00
Thomas Kaul
653c9c62a8
Sort imports () 2023-10-17 20:42:32 +02:00
Thomas Kaul
0375b938a2
Add confirmation dialog () 2023-10-17 20:14:46 +02:00
Manushreshta B L
32df7620d9
Add support for creating asset profiles with MANUAL data source ()
* Add support for creating asset profiles with MANUAL data source

* Refactoring

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-17 18:33:22 +02:00
Kevin
8492a8fed0
Upgrade simplewebauthn ()
* Upgrade simplewebauthn to new major version

* Update changelog
2023-10-17 09:17:44 +02:00
Thomas Kaul
30e561c06f
Feature/extend assistant with search for asset profile ()
* Extend assistant with search for asset profile

* Extend search results by currency, symbol and asset sub class

* Update changelog
2023-10-16 21:54:36 +02:00
Thomas Kaul
bf816c3b89
Bugfix/show transfer balance button based on permission ()
* Show button depending on permission

* Update changelog
2023-10-15 10:02:55 +02:00
Kevin
b6101c6375
Feature/import historical data ()
* Import historical data for an asset

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-14 19:06:27 +02:00
Thomas Kaul
9ba79f6721
Improve style () 2023-10-13 22:11:05 +02:00
Aldrin
0ac97bd112
Transfer cash balance between accounts ()
* 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
fb3cd4b689
Remove icon () 2023-10-11 09:58:18 +02:00
Aldrin
3b5a34f6f3
Use fab-button in access management tab ()
* Use fab-button in access management tab

* Refactor fab container

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-11 09:57:35 +02:00
Basim Mohammed
d8d4d8f001
Change jobs table in admin control to mat-table ()
* Change jobs table in admin control to mat-table

* Update changelog
2023-10-09 19:38:33 +02:00
Sanjeev Sharma
f47c7313af
Support enter key press to submit access dialog form ()
* Support enter key press to submit access dialog form

* Update changelog
2023-10-09 19:11:09 +02:00
Thomas Kaul
550e646079
Feature/introduce assistant ()
* Introduce assistant

* Update changelog
2023-10-08 20:32:00 +02:00
Aldrin
e60fe48fdd
Add dialog for cash transfer between accounts ()
* Add dialog for cash transfer between accounts

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-07 14:46:13 +02:00
Thomas Kaul
d40bc5070a
Feature/remove permission to markets overview on home page ()
* Remove show condition for markets overview

* Update changelog
2023-10-07 09:15:54 +02:00
Akshay Wadatkar
fda4e0ea7d
Use application version from API endpoint in Admin Control panel ()
* Use application version from API endpoint

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-07 09:11:32 +02:00
Thomas Kaul
727340748b
Clean up imports () 2023-10-05 20:40:31 +02:00
Thomas Kaul
8ad6492477
Feature/various improvements in client ()
* Various improvements

* Update changelog
2023-10-05 20:31:00 +02:00
Thomas Kaul
aa24b5e8c6
Feature/reload platform and tag on change ()
* Reload platforms via info

* Reload tags via info

* Update changelog
2023-10-03 18:58:23 +02:00
Manushreshta B L
90e18338f6
Change UX to set an asset profile as a benchmark ()
* 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
Anirudh Sudhir
f1ec5e704e
Add version to Overview of Admin Control panel ()
* Add version to Overview of Admin Control panel

* Update changelog
2023-10-02 10:05:01 +02:00
Thomas Kaul
ec3552d7f6
Feature/add tabs to user account page ()
* Create components for access, membership and settings

* Add tabs

* Update changelog
2023-09-30 08:24:26 +02:00
Thomas Kaul
5b7409d08e
Feature/add tag management in admin control panel ()
* Add tag management

* Update locales

* Update changelog
2023-09-26 18:56:09 +02:00
Thomas Kaul
ad3e6d637c
Improve file name () 2023-09-26 15:04:32 +02:00
Thomas Kaul
01b6bb5b99
Clean up () 2023-09-25 23:37:52 +02:00
Thomas Kaul
b12349a148
Feature/add support for interest on account level ()
* Add support for interest

* Update changelog
2023-09-19 20:37:04 +02:00
Thomas Kaul
7130ac7565
Feature/add support for fees on account level ()
* 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 ()
* 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 ()
* Remove account type from user interface and set it optional

* Update changelog
2023-09-15 19:11:20 +02:00
Thomas Kaul
921d38a706
Feature/harmonize style of granted access user interface ()
* Harmonize style

* Update changelog
2023-09-15 16:21:14 +02:00
Thomas Kaul
2519c3ffb0
Bugfix/fix alignment in menu of impersonation mode ()
* Fix alignment

* Update changelog
2023-09-02 17:57:50 +02:00
Thomas Kaul
91013d1d10
Bugfix/fix alignment in header navigation ()
* Fix alignment

* Update changelog
2023-09-02 17:13:13 +02:00
Thomas Kaul
0b59fc639d
Feature/upgrade prettier to version 3 ()
* Upgrade prettier to version 3.0.2

* Prettify code

* Update changelog
2023-08-27 11:13:11 +02:00
Thomas Kaul
02dc7c52b1
Localize routes ()
* Localize about path

* Localize faq path

* Localize features path

* Localize markets path

* Localize pricing path

* Localize register path

* Localize resources path

* Extend sitemap
2023-08-20 10:01:40 +02:00
Thomas Kaul
4955555ddd
Release 1.301.1 () 2023-08-19 08:49:31 +02:00
Thomas Kaul
6cf6538719
Feature/add currencies preset to historical market data table ()
* Add currencies preset

* Update locales

* Update changelog
2023-08-18 19:33:00 +02:00
Thomas Kaul
0fd3db3228
Bugfix/fix cash position rows in holdings table ()
* Fix cash position rows

* Update changelog
2023-08-17 20:23:23 +02:00
Thomas Kaul
6c9779fb0d
Bugfix/change date creation from string using parse iso ()
* Change date creation using parseISO

parseISO provides consistent date parsing across different time zones

* Update changelog
2023-08-15 19:24:31 +02:00
Thomas Kaul
6e87f34c6f
Feature/add more durations in coupon system ()
* Add 90 and 180 days

* Update changelog
2023-08-10 20:49:06 +02:00
Thomas Kaul
09e95ddcee
Bugfix/fix editing of emergency fund ()
* Fix editing of emergency fund

* Update changelog
2023-08-09 19:41:42 +02:00
Thomas Kaul
b259ab7b0c
Feature/add step by step introduction for new users ()
* Add introduction for new users

* Update changelog
2023-07-30 18:49:38 +02:00
Thomas Kaul
cd67ce82fa
Feature/rename queries to presets in market data table of admin control ()
* Rename queries to presets

* Update changelog
2023-07-21 11:40:49 +02:00
Thomas Kaul
bdf72164b1
Feature/break down emergency fund by cash and assets ()
* Break down emergency fund in cash and assets

* Update changelog
2023-07-19 11:30:48 +02:00
bptrgx
2bf4f1237a
Feature/Improve login dialog ()
* Improve login dialog

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-07-15 22:09:12 +02:00
Thomas Kaul
68a9a7f6f9
Feature/add queries to market data table in admin control ()
* Add queries

* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS

* Update changelog
2023-07-15 17:54:16 +02:00
Thomas Kaul
5d26d94586
Sort imports () 2023-07-11 20:27:54 +02:00
Thomas Kaul
c434b730a8
Feature/hide average buy price in position detail chart if no holding ()
* Hide the average buy price if no holding

* Update changelog
2023-07-09 10:42:53 +02:00