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623 Commits

Author SHA1 Message Date
Thomas Kaul
8898d02442
Bugfix/fix cannot read properties of undefined reading items in get position (#2667) 
* Fix "Cannot read properties of undefined (reading 'items')"

* Update changelog
 2023-11-18 11:05:05 +01:00
Thomas Kaul
1586cd3a59
Feature/change twitter to x (#2654) 
* Change Twitter to X

* Update changelog
 2023-11-15 21:20:51 +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
Thomas Kaul
d155ab6f28
Feature/improve data source validation in activities import (#2645) 
* Improve data source validation

* Update changelog
 2023-11-14 19:15:57 +01:00
Thomas Kaul
93b6011ddc
Feature/refactor get range in market data service (#2631) 
* Refactor to unique asset in getRange()

* Update changelog
 2023-11-11 18:57:41 +01:00
Thomas Kaul
b4de06fcf0
Feature/add platform icons to account selectors (#2633) 
* Add platform icons to account selectors

* Update changelog
 2023-11-11 17:27:29 +01:00
Thomas Kaul
12aac101bd
Feature/extend system message (#2628) 
* Extend system message

* Update changelog
 2023-11-09 19:23:36 +01:00
Thomas Kaul
7cb86de7af
Feature/remove account type from account database model (#2616) 
* Remove account type

* Update changelog
 2023-11-07 17:56:18 +01:00
Thomas Kaul
35f98b9d2d
Bugfix/handle failing database query for account find many (#2598) 
* Handle issue with account.findMany() -> where: { id: { in: [ null ] } }

* Update changelog
 2023-11-05 09:57:23 +01:00
Thomas Kaul
8a523a981a
Bugfix/fix fees on account level (#2588) 
* Fix fees on account level

* Update changelog
 2023-11-04 10:17:58 +01:00
Thomas Kaul
e69c7a753c
Feature/add edit exchange rate button to admin control (#2577) 
* Ad edit button

* Update changelog
 2023-11-02 19:35:03 +01:00
Thomas Kaul
b26aa7f51d
Feature/improve duplicate check in activities import (#2561) 
* Allow different accounts

* Update changelog
 2023-10-29 08:40:42 +01:00
Thomas Kaul
a7baad10d1
Feature/improve import of historical market data (#2559) 
* Improve historical market data import

* Update changelog
 2023-10-28 21:08:44 +02:00
Ajay
20cefaba19
Improve usability and validation in cash balance transfer (#2552) 
* Improve usability and validation in cash balance transfer

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-28 15:09:01 +02:00
Thomas Kaul
f5ad1d2d24
Feature/set validation rule to positive number in cash balance transfer (#2544) 
* Add validation rule (positive number)

* Update changelog
 2023-10-26 19:19:43 +02:00
Aldrin
0af37ca1d7
Extend asset profile dialog form (#2535) 
* Extend asset profile dialog form

* Update changelog
 2023-10-25 20:28:51 +02:00
Rafael
2dcc7e161c
Improve validation of activities import (#2496) 
* Improve validation of activities import: expects positive values for fee, quantity and unitPrice

* Update changelog

---------

Co-authored-by: Rafael Claudio <rafacla@github.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-24 20:51:48 +02:00
Thomas Kaul
fa627f686f
Bugfix/fix chart for account excluded from analysis (#2534) 
* Fix chart for account excluded from analysis

* Update changelog
 2023-10-24 20:13:57 +02:00
Thomas Kaul
cb166dcc78
Redirect to membership page (#2527) 2023-10-21 18:43:33 +02:00
Thomas Kaul
4e7b7375a9
Feature/setup open figi (#2526) 
* Setup OpenFIGI

* Update changelog
 2023-10-21 18:12:50 +02:00
Thomas Kaul
b8626c2086
Feature/change fees interest and search to general availability (#2525) 
* Change features to general availability

* Fees on account level
* Interest on account level
* Search for a holding

* Update changelog

* Add documentation for experimental features
 2023-10-21 10:25:05 +02:00
Manushreshta B L
32df7620d9
Add support for creating asset profiles with MANUAL data source (#2479) 
* Add support for creating asset profiles with MANUAL data source

* Refactoring

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-17 18:33:22 +02:00
Kevin
8492a8fed0
Upgrade simplewebauthn (#2498) 
* 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 (#2499) 
* 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
Pavol Kolcun
7ae49eb839
Add endpoint for account balances (#2484) 
* Add endpoint for account balances

* Update changelog

---------

Co-authored-by: Pavol Kolcun <pavol.kolcun@student.tuke.sk>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-15 17:09:47 +02:00
Kevin
b6101c6375
Feature/import historical data (#2448) 
* Import historical data for an asset

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-14 19:06:27 +02:00
Aldrin
0ac97bd112
Transfer cash balance between accounts (#2455) 
* Transfer cash balance between accounts

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-13 21:46:49 +02:00
Kevin
6c66033eb4
Add date to markets overview by benchmarks (#2436) 
* Add date

* Update changelog
 2023-10-10 17:31:53 +02:00
Sanjeev Sharma
f47c7313af
Support enter key press to submit access dialog form (#2437) 
* 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 (#2451) 
* Introduce assistant

* Update changelog
 2023-10-08 20:32:00 +02:00
Kevin
37ff7acf04
Change platform control from select to autocomplete in account dialog (#2429) 
* Change platform control from select to autocomplete in account dialog

* Update changelog
 2023-10-08 19:17:55 +02:00
Thomas Kaul
8236091477
Feature/add support for search query in portfolio position endpoint (#2443) 
* Introduce search query filter

* Update changelog
 2023-10-07 19:30:28 +02:00
Aldrin
e60fe48fdd
Add dialog for cash transfer between accounts (#2433) 
* Add dialog for cash transfer between accounts

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-07 14:46:13 +02:00
Siddharth Singh
d9a6c22e1e
Add application version to admin endpoint (#2423) 
* Add application version to admin endpoint

* Update changelog
 2023-10-04 16:15:08 +02:00
Sanjeev Sharma
4fb88859b2
Improve form in account dialog (#2408) 
* Improve form in account dialog

* Update changelog
 2023-10-03 19:34:04 +02:00
Manushreshta B L
90e18338f6
Change UX to set an asset profile as a benchmark (#2409) 
* Add checkbox functionality to set / unset benchmark

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-02 20:50:12 +02:00
shyam kachhadiya
f40f0653c2
Add request params (ship, take) for pagination to GET order endpoint (#2382) 
* Add request params (ship, take) for pagination to GET order endpoint

* Update changelog
 2023-10-02 08:54:21 +02:00
Thomas Kaul
5fa0540936
Feature/add emergency fund setup to static portfolio analysis rules (#2400) 
* Add new static portfolio analysis rule: Emergency fund setup

* Update changelog
 2023-09-30 08:08:20 +02:00
Thomas Kaul
0b2f6a312c
Sort imports (#2399) 2023-09-30 07:11:10 +02:00
Thomas Kaul
5b7409d08e
Feature/add tag management in admin control panel (#2389) 
* Add tag management

* Update locales

* Update changelog
 2023-09-26 18:56:09 +02:00
Thomas Kaul
01b6bb5b99
Clean up (#2390) 2023-09-25 23:37:52 +02:00
Thomas Kaul
e2e4c9be3c
Feature/skip data gathering for manual data source (#2379) 
* Skip data gathering

* Update changelog
 2023-09-23 20:10:08 +02:00
Thomas Kaul
0f7c6ff0fe
Bugfix/fix asset class of cash position for empty account (#2378) 
* Fix assetClass and assetSubClass

* Update changelog
 2023-09-23 19:52:28 +02:00
Thomas Kaul
8f64a77a9d
Clean up (#2329) 2023-09-21 19:56:31 +02:00
Thomas Kaul
b12349a148
Feature/add support for interest on account level (#2354) 
* 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 (#1954) 
* Add migration

* Add business logic for fees

* Fix export for liabilities

* Update changelog
 2023-09-17 18:20:54 +02:00
Thomas Kaul
ab691bb27a
Feature/remove account type from user interface (#2335) 
* Remove account type from user interface and set it optional

* Update changelog
 2023-09-15 19:11:20 +02:00
Thomas Kaul
8fc5676443
Feature/improve timeout of data source requests (#2330) 
* Improve timeout

* Update changelog
 2023-09-15 16:25:01 +02:00
Thomas Kaul
1fe1e2fe0c
Feature/improve read only mode (#2322) 
* Improve read-only mode

* Update changelog
 2023-09-15 16:22:39 +02:00
Thomas Kaul
921d38a706
Feature/harmonize style of granted access user interface (#2326) 
* Harmonize style

* Update changelog
 2023-09-15 16:21:14 +02:00