Thomas Kaul
81217b35ef
Feature/add comment to activity ( #1097 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* Support filtering by asset class
* Update changelog
2022-05-16 21:49:22 +02:00
Thomas Kaul
160335302a
Feature/group filters by type ( #922 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* Render tags
* Update changelog
2022-04-25 22:37:34 +02:00
Thomas Kaul
bad9d17c44
Setup allocations page and endpoint ( #859 )
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* Setup tagging system
* Update changelog
2022-04-24 16:23:03 +02:00
Thomas Kaul
ea89ca5734
Feature/simplify ids in database schema ( #861 )
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* 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 )
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* 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 )
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* 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 )
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* Restructure modules
* Update changelog
2022-02-18 19:32:25 +01:00
Thomas Kaul
76f70598e2
Feature/add support for wealth items ( #666 )
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* Add support for wealth items
* Update changelog
2022-02-10 09:39:10 +01:00
Thomas Kaul
155c08d665
Transform data source ( #658 )
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* Transform data source
* Update changelog
2022-02-01 20:35:25 +01:00
Thomas Kaul
b8ad6d6662
Feature/improve import ( #657 )
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* 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 )
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* 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 )
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* Fix missing symbol profile data connection in import
* Update changelog
2022-01-16 15:31:56 +01:00
Thomas Kaul
9e1a7fc981
Feature/dividend ( #547 )
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* 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 )
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* Add transactions to position detail dialog
* Update changelog
2021-12-28 17:45:04 +01:00
Thomas Kaul
d09cad4e05
Feature/read only mode ( #520 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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
Matthias Frey
63ee33b685
Use 'import type' to import types, eliminate webpack warnings ( #358 )
2021-09-11 09:27:22 +02:00
Thomas Kaul
05b0efef82
Feature/add restricted view ( #295 )
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* Add restricted view
* Update changelog
2021-08-16 21:40:29 +02:00
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode ( #293 )
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* Improve the impersonation mode
* Update changelog
2021-08-14 19:15:26 +02:00
Valentin Zickner
308b218487
introduce basic module structure for data provider ( #278 )
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* 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 )
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* Improve support for draft transactions
* Update changelog
2021-08-07 20:52:55 +02:00
Thomas
4bd41ffa41
Feature/eliminate name from timeline position ( #245 )
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* Eliminate name from timeline position: Get the name from the symbolProfileService instead
* Update changelog
2021-08-01 20:43:12 +02:00
Thomas
6996e5a140
Feature/add data gathering for symbol profile data ( #228 )
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* Implement profile data gathering
* Update changelog
2021-07-24 21:13:48 +02:00
Thomas
2c19d8c8e7
Feature/add balance to account ( #193 )
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* Add balance attribute and calculate total balance
* Update changelog
2021-07-07 21:23:36 +02:00
Thomas
92d321a001
Drafts for orders ( #187 )
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* Render the future with a dashed border
* Update changelog
2021-07-03 11:32:03 +02:00
Thomas
9eb25f6c9e
Feature/connect or create logic for symbol profile ( #153 )
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* Add connectOrCreate logic
* Extend seed
* Update changelog
2021-06-09 20:35:02 +02:00
Thomas
11b2379d98
Feature/respect data source in data gathering ( #107 )
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* 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 )
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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
Valentin Zickner
5d24adfa75
Feature/improve transaction filtering ( #76 )
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* add multi-filter support for transaction filtering with auto completion
* update changelog
* fix table for transaction for accounts without platform
* simplify readme file since docker compose build is not required (#75 )
* simplify readme file since docker compose build is not required
* add anchor navigation in README.md
* Improve UI
* Refactoring
* Refactoring
* Feature/travis (#77 )
* integrate travis
* fix prettier transactions-page.component.ts
* change base branch to main
* fetch all branches in .travis.yml
* Bugfix/keep current menu item active (#78 )
* Keep current menu item active
* Update changelog
* Feature/travis (#77 )
* integrate travis
* fix prettier transactions-page.component.ts
* change base branch to main
* fetch all branches in .travis.yml
* Keep current menu item active
* Update changelog
Co-authored-by: Valentin Zickner <3200232+vzickner@users.noreply.github.com>
* add multi-filter support for transaction filtering with auto completion
* update changelog
* fix table for transaction for accounts without platform
* Improve UI
* Refactoring
* Refactoring
* Update changelog
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-05-11 17:55:55 +02:00
Thomas
a84256dc03
Feature/eliminate platform from order ( #63 )
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* Eliminate platform from order
* Update changelog
2021-05-03 21:19:56 +02:00
Thomas
90a2fea7d6
Feature/create and update accounts ( #60 )
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* 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
c70eb7793e
Feature/migration to accounts ( #58 )
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* Migrate transaction table
* Add accounts page
* Add account page logic
2021-05-01 12:30:52 +02:00
Thomas
40c95a541d
Add data source to transaction model ( #53 )
2021-04-28 21:30:49 +02:00
Thomas
8cb5fd64dd
Prepare for multi accounts support: store account for new transactions ( #46 )
2021-04-25 21:22:35 +02:00
Thomas
dbed4ea527
Feature/improve imports with paths in tsconfig ( #32 )
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* Improve imports
2021-04-21 20:27:39 +02:00
