256 Commits

Author SHA1 Message Date
Thomas Kaul
8a49a04324
Feature/improve usability of benchmarks in markets overview (#3077)
* Improve icons, localize label

* Update changelog
2024-03-02 09:48:53 +01:00
Thomas Kaul
15cc294581
Feature/move break down of performance from experimental to general availability (#3047)
* Move break down of performance to general availability

* Update changelog
2024-02-25 19:12:30 +01:00
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects (#3039)
* Switch to performance calculations with currency effects

* Improve value redaction in portfolio details endpoint

* Update changelog
2024-02-24 19:58:13 +01:00
Thomas Kaul
c002e37285
Feature/add missing default currency to prepare currencies function (#3042)
* Add missing default currency

* Update changelog
2024-02-24 19:45:51 +01:00
Thomas Kaul
48b412cfb8
Feature/harmonize setting of default locale (#3032)
* Harmonize setting of default locale

* Update changelog
2024-02-22 20:10:27 +01:00
Thomas Kaul
b62488628c
Prettify markup (#3029) 2024-02-21 09:58:15 +01:00
Thomas Kaul
e1371a8d2b
Clean up (#3018) 2024-02-18 12:27:34 +01:00
Thomas Kaul
448cea0b69
Feature/improve usability of holdings table (#3017)
* Improve usability

* Update changelog
2024-02-18 10:18:53 +01:00
Thomas Kaul
2518a8fd9d
Feature/add accounts tab to position detail dialog (#3012)
* Add accounts tab to position detail dialog

* Update changelog
2024-02-17 21:32:56 +01:00
Thomas Kaul
1fec49fbc2
Improve states (#3000) 2024-02-13 19:44:17 +01:00
Thomas Kaul
d5d40c0ea1
Migrate to control flow (#2991)
* Migrate to control flow
2024-02-11 20:51:06 +01:00
Thomas Kaul
446c7cb517
Remove closing tags of mat-* components (#2989) 2024-02-11 18:12:16 +01:00
Thomas Kaul
e921ed7f52
Reorder imports (#2988) 2024-02-11 17:50:18 +01:00
Thomas Kaul
fcbf2f1645
Feature/remove lazy from name of activities table (#2978)
* Remove lazy from name

* Update translations
2024-02-09 18:48:05 +01:00
Thomas Kaul
9fe90273c7
Feature/move assistant to general availability (#2977)
* Move assistant from experimental to general availability

* Update changelog
2024-02-09 18:25:15 +01:00
Thomas Kaul
4078229fe6
Feature/add button to apply filters in assistant (#2971)
* Add apply filters button

* Update changelog
2024-02-09 09:45:54 +01:00
Thomas Kaul
893e76f83f
Feature/provide data provider info in search (#2958)
* Provide data provider info in search

* Update changelog
2024-02-05 19:55:39 +01:00
Thomas Kaul
06ba7a4b1b
Feature/extend assistant by asset class selector (#2957)
* Remove tabs

* Add asset class selector

* Update changelog
2024-02-04 15:50:58 +01:00
Thomas Kaul
c68d113d27
Feature/improve usability of account and tag selector of assistant (#2955)
* Change radio button to select

* account
* tag

* Update changelog
2024-02-04 12:11:01 +01:00
Thomas Kaul
d4afa03505
Bugfix/fix rendering issue with date range selector of assistant (#2950)
* Improve click handling

* Improve locales

* Update changelog
2024-02-03 09:42:50 +01:00
Thomas Kaul
8b10695353
Feature/only show used tags in tag selector of assistant (#2943)
* Only show used tags in tag selector

* Update changelog
2024-01-29 19:53:47 +01:00
Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table (#2939)
* Fix export in lazy-loaded activities table

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-29 19:37:09 +01:00
Thomas Kaul
25deba16df
Feature/add reset filters button to assistant (#2936)
* Add reset filters button

* Update changelog
2024-01-28 09:47:28 +01:00
Thomas Kaul
0436cc6487
Migrate ngx-skeleton-loader components to self-closing tags (#2935) 2024-01-28 08:51:02 +01:00
Thomas Kaul
857708dc4d
Migrate gf-* components to self-closing tags (#2934) 2024-01-28 08:50:43 +01:00
Thomas Kaul
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant (#2932)
* Migrate portfolio holdings to work with filters of assistant

* Update changelog
2024-01-27 19:28:13 +01:00
Thomas Kaul
f3ee99fb2b
Feature/extend assistant by account selector (#2929)
* Add account selector to assistant

* Update changelog
2024-01-27 10:48:46 +01:00
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions (#2870)
* Add support to grant private access with permissions

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-27 09:44:13 +01:00
Thomas Kaul
2c068c412d
Feature/migrate tag selector to form group in assistant (#2926)
* Introduce filter form group

* Update changelog
2024-01-27 08:45:55 +01:00
Cédric Meuter
a5ed49fe4c
Feature/Add date range selector to assistant (#2905)
* Add date range selector including WTD and MTD to assistant

* Update changelog
2024-01-23 11:57:37 +01:00
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog (#2853) (#2864)
* Feature/Add holdings tab to account detail dialog (#2853)

* Update changelog
2024-01-15 20:35:45 +01:00
Thomas Kaul
fcfe7b1787
Clean up (#2844) 2024-01-11 18:55:34 +01:00
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector (#2838)
* Extend assistant by tag selector

* Update changelog
2024-01-07 16:56:25 +01:00
Thomas Kaul
ac0f6f40cf
Remove closing tags (#2816) 2024-01-06 19:28:35 +01:00
Thomas Kaul
0d93612d16
Feature/improve style of assistant (#2828)
* Minor style improvements

* Update changelog
2024-01-06 09:14:48 +01:00
Thomas Kaul
4c30e9459d
Feature/extend assistant by date range selector (#2815)
* Extend assistant by date range selector

* Update changelog
2024-01-02 17:02:15 +01:00
Thomas Kaul
e465f1b791
Feature/add support to edit currency of asset profile with data source manual (#2789)
* Add support to edit currency

* Update changelog
2023-12-29 19:55:51 +01:00
Thomas Kaul
beb9e2c43f
Feature/modernize nx executors (#2767)
* Modernize Nx executors

* @nx/eslint:lint
* @nx/webpack:webpack

* Update changelog
2023-12-21 11:44:36 +01:00
Thomas Kaul
c1446f8559
Feature/set select column to sticky in lazy loaded activities table (#2755)
* Set select column to sticky

* Update changelog
2023-12-17 20:09:56 +01:00
Thomas Kaul
4547c5da1d
Feature/add lazy loaded activities table to position detail dialog (#2753)
* Add lazy-loaded activities table

* Update changelog
2023-12-16 17:10:19 +01:00
Thomas Kaul
492bc5e17b
Feature/improve font weight in value component (#2747)
* Improve font weight

* Update changelog
2023-12-16 14:41:50 +01:00
Thomas Kaul
6c37737051
Bugfix/fix loading state of lazy loaded activities table component (#2744)
* Fix loading state

* Update changelog
2023-12-16 10:24:04 +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
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview (#2740)
* Highlight all time high

* Update changelog
2023-12-11 19:45:30 +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
Thomas Kaul
4f9a5f0340
Feature/set actions columns of tables to stick at end (#2726)
* Set up stickyEnd in actions columns

* Update changelog
2023-12-06 18:35:03 +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)
* 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
bdfba4d509
Upgrade to Nx 17.1 (#2635)
* Upgrade to Nx 17

* Run migrations

* Extend instructions

* Update changelog
2023-11-25 12:31:45 +01:00
Aldrin
aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends (#2575)
* Extend benchmarks in the markets overview by 50-Day and 200-Day trends

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-11-15 20:25:16 +01:00