underwater
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7d68905f1b
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Feature/use has permission annotation in endpoints (#2771)
* Use HasPermission in endpoints
* Update changelog
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2023-12-26 19:23:25 +01:00 |
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Thomas Kaul
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51a0ede3e4
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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
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2023-12-09 17:12:09 +01:00 |
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Thomas Kaul
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377ba75e4c
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Add support to delete a cash balance (#2707)
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2023-12-02 17:17:25 +01:00 |
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Thomas Kaul
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6f4fd0826c
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Feature/respect with excluded accounts flag in get account balances (#2697)
* Respect withExcludedAccounts in getAccountBalances()
* Update changelog
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2023-12-01 17:22:13 +01:00 |
|
Thomas Kaul
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2b491dc732
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Extend performance endpoint by net worth per day (#2574)
* Extend performance endpoint by net worth per day
* Update changelog
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2023-11-26 21:17:15 +01:00 |
|
Thomas Kaul
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8898d02442
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Bugfix/fix cannot read properties of undefined reading items in get position (#2667)
* Fix "Cannot read properties of undefined (reading 'items')"
* Update changelog
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2023-11-18 11:05:05 +01:00 |
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Thomas Kaul
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93b6011ddc
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Feature/refactor get range in market data service (#2631)
* Refactor to unique asset in getRange()
* Update changelog
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2023-11-11 18:57:41 +01:00 |
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Thomas Kaul
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35f98b9d2d
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Bugfix/handle failing database query for account find many (#2598)
* Handle issue with account.findMany() -> where: { id: { in: [ null ] } }
* Update changelog
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2023-11-05 09:57:23 +01:00 |
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Thomas Kaul
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fa627f686f
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Bugfix/fix chart for account excluded from analysis (#2534)
* Fix chart for account excluded from analysis
* Update changelog
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2023-10-24 20:13:57 +02:00 |
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Thomas Kaul
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30e561c06f
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Feature/extend assistant with search for asset profile (#2499)
* Extend assistant with search for asset profile
* Extend search results by currency, symbol and asset sub class
* Update changelog
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2023-10-16 21:54:36 +02:00 |
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Thomas Kaul
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550e646079
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Feature/introduce assistant (#2451)
* Introduce assistant
* Update changelog
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2023-10-08 20:32:00 +02:00 |
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Thomas Kaul
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8236091477
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Feature/add support for search query in portfolio position endpoint (#2443)
* Introduce search query filter
* Update changelog
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2023-10-07 19:30:28 +02:00 |
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Thomas Kaul
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5fa0540936
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Feature/add emergency fund setup to static portfolio analysis rules (#2400)
* Add new static portfolio analysis rule: Emergency fund setup
* Update changelog
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2023-09-30 08:08:20 +02:00 |
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Thomas Kaul
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0b2f6a312c
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Sort imports (#2399)
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2023-09-30 07:11:10 +02:00 |
|
Thomas Kaul
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0f7c6ff0fe
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Bugfix/fix asset class of cash position for empty account (#2378)
* Fix assetClass and assetSubClass
* Update changelog
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2023-09-23 19:52:28 +02:00 |
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Thomas Kaul
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b12349a148
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Feature/add support for interest on account level (#2354)
* Add support for interest
* Update changelog
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2023-09-19 20:37:04 +02:00 |
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Thomas Kaul
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b21884eb66
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Feature/harmonize logger output (#2321)
* Harmonize logger output
* Update changelog
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2023-09-13 08:39:37 +02:00 |
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Thomas Kaul
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bc33e5f147
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Feature/remove deprecated environment variable base currency (#2255)
* Remove the deprecated environment variable BASE_CURRENCY
* Update changelog
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2023-09-08 20:43:23 +02:00 |
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Thomas Kaul
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0b59fc639d
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Feature/upgrade prettier to version 3 (#2163)
* Upgrade prettier to version 3.0.2
* Prettify code
* Update changelog
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2023-08-27 11:13:11 +02:00 |
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Thomas Kaul
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d4fea075af
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Feature/include unavailable data in allocations by market chart (#2190)
* Include unavailable data in allocations by market chart
* Update changelog
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2023-07-28 20:20:08 +02:00 |
|
Hugo Persson
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cef7fa79de
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Fix total account value calculation for liabilities (#2184)
* Fix calculation
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
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2023-07-28 19:42:57 +02:00 |
|
Thomas Kaul
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622bb8b0cf
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Feature/add allocations by market chart (#2171)
* Add allocations by (advanced) market
* Fix public page
* Update changelog
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2023-07-24 20:04:34 +02:00 |
|
Thomas Kaul
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c9353d0a39
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Support account balance time series (#2166)
* Initial setup
* Support account balance in export
* Handle account balance update
* Add schema migration
* Update changelog
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2023-07-23 15:55:58 +02:00 |
|
Thomas Kaul
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d5b3c52602
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Refactor value to valueInBaseCurrency (#2164)
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2023-07-20 20:28:56 +02:00 |
|
Thomas Kaul
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bdf72164b1
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Feature/break down emergency fund by cash and assets (#2159)
* Break down emergency fund in cash and assets
* Update changelog
|
2023-07-19 11:30:48 +02:00 |
|
Thomas Kaul
|
455a2d2e92
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Refactor value to valueInBaseCurrency (#2160)
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2023-07-18 21:29:08 +02:00 |
|
Thomas Kaul
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ed735e0b29
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Feature/disable caching in health check endpoints for data providers (#2147)
* Disable caching in health check endpoint
* Update changelog
|
2023-07-15 10:54:19 +02:00 |
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Thomas Kaul
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54ea6c84b4
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Feature/add caching for quotes (#2095)
* Add caching for quotes
* Update changelog
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2023-06-24 13:06:28 +02:00 |
|
Thomas Kaul
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7931e6950d
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Feature/add support for liabilities (#1789)
* Add support for liabilities
* Update changelog
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2023-06-10 16:17:11 +02:00 |
|
Thomas Kaul
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d630fb900d
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Feature/add investment streaks (#2042)
* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
|
2023-06-04 09:35:58 +02:00 |
|
Thomas Kaul
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ef4a75d1f0
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Feature/improve market price of first buy date in chart of position detail dialog (#1956)
* Improve market price on first buy date: market price or average price
* Update changelog
|
2023-05-09 20:33:15 +02:00 |
|
Thomas Kaul
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c19984c3d0
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Bugfix/fix missing platform name in allocations by platform (#1918)
* Fix missing platform name
* Update changelog
|
2023-05-01 18:55:34 +02:00 |
|
Thomas Kaul
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15c96a9757
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Feature/add allocations by platform chart (#1915)
* Add allocations by platform
* Update changelog
|
2023-05-01 17:44:35 +02:00 |
|
Thomas Kaul
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1ca3792a4b
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Feature/clean up initial values from x ray (#1914)
* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
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2023-05-01 17:16:02 +02:00 |
|
Thomas Kaul
|
e61b3b34a7
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Eliminate getSymbolProfilesBySymbols() (#1912)
|
2023-05-01 15:45:33 +02:00 |
|
Thomas Kaul
|
a5f0f48ddb
|
Fix accounts page (#1908)
* Add guards
* Update changelog
|
2023-04-30 19:20:17 +02:00 |
|
Thomas Kaul
|
f4c748f67a
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Feature/extend support for impersonation mode (#1898)
* Support impersonation of all users for local development
* Update changelog
|
2023-04-28 21:02:24 +02:00 |
|
Francisco Silva
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672d8dfab2
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Fix/holdings always include cash position (#1897)
* Improved holdings table showing cash position also when the filter contains accounts
* Update changelog
|
2023-04-28 12:08:45 +02:00 |
|
Thomas Kaul
|
7b77dc044a
|
Feature/add state to market data database schema (#1893)
* Add state (CLOSE / INTRADAY) to MarketData
* Update changelog
|
2023-04-25 20:09:12 +02:00 |
|
Thomas Kaul
|
513a564e2c
|
Restructure services (#1891)
|
2023-04-23 12:02:01 +02:00 |
|
Thomas Kaul
|
cddea0401f
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Feature/add data source as unique constraint to market data schema (#1889)
* Add dataSource as unique constraint to MarketData schema
* Update changelog
|
2023-04-23 11:13:08 +02:00 |
|
Thomas Kaul
|
aafedd5f75
|
Feature/increase robustness if live data is missing (#1884)
* Continuously persist today's market data
* Add fallback to historical market data if data provider does not provide live data
* Update changelog
|
2023-04-22 14:43:57 +02:00 |
|
Thomas Kaul
|
5eff8402db
|
Release/1.258.0 (#1878)
* Release 1.258.0
* Introduce data source mapping
* Update changelog
|
2023-04-20 09:07:22 +02:00 |
|
Thomas Kaul
|
4c907d56f0
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Improve message (#1859)
|
2023-04-15 15:09:15 +02:00 |
|
Thomas Kaul
|
6d56146054
|
Feature/add support for multiple subscription offers (#1818)
* Setup for multiple subscription offers
* Update changelog
|
2023-04-02 09:44:13 +02:00 |
|
Thomas Kaul
|
0c85380dbf
|
Feature/refactor portfolio calculator (#1803)
* Refactor chart calculation in portfolio calculator
* Update changelog
|
2023-03-25 12:20:42 +01:00 |
|
Thomas Kaul
|
bc6e9a8b68
|
Bugfix/fix total amount calculation in portfolio evolution chart (#1799)
* Fix total amount calculation
* Update changelog
|
2023-03-23 19:23:31 +01:00 |
|
Thomas Kaul
|
261a0fb0b9
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Refactor AuthInterceptor (#1764)
* Refactor AuthInterceptor
* Refactor JwtStrategy
|
2023-03-04 10:13:04 +01:00 |
|
Thomas Kaul
|
897e941e7a
|
Feature/add data provider info to position (#1730)
* Add data provider info
* Update changelog
|
2023-02-25 10:33:45 +01:00 |
|
Thomas Kaul
|
85052bc9bc
|
Bugfix/fix buying power calculation with emergency fund tag (#1713)
* Fix buying power calculation
* Update changelog
|
2023-02-17 17:29:48 +01:00 |
|