1823 Commits

Author SHA1 Message Date
Thomas Kaul
4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities (#3342)
* Adapt date of future activities

* Update changelog
2024-04-29 20:12:12 +02:00
Thomas Kaul
e10707fde4
Add missing guard to fix public page (#3339) 2024-04-27 19:24:08 +02:00
Thomas Kaul
4f41bac328
Feature/set up caching in portfolio calculator (#3335)
* Set up caching

* Update changelog
2024-04-27 15:35:28 +02:00
Thomas Kaul
cd07802400
Bugfix/fix historical market data gathering for asset profiles with manual data source (#3336)
* Fix historical market data gathering for asset profiles with MANUAL data source

* Update changelog
2024-04-27 15:29:32 +02:00
Thomas Kaul
b692b7432c
Feature/set up event system for portfolio changes (#3333)
* Set up event system for portfolio changes

* Update changelog
2024-04-26 20:13:53 +02:00
Thomas Kaul
55b0fe232c
Bugfix/reset form values to null if empty string (#3327)
* Reset form values to null if empty string

* Update changelog
2024-04-25 19:04:28 +02:00
Thomas Kaul
46432edce9
Feature/extend faq by custom asset instructions (#3326)
* Add instructions for custom asset

* Update changelog
2024-04-24 20:35:39 +02:00
Thomas Kaul
990028316e
Refactor form controls to form getter (#3325) 2024-04-24 20:20:56 +02:00
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum (#3321)
* Change CASH to LIQUIDITY in asset class enum

* Update changelog
2024-04-23 18:55:37 +02:00
Thomas Kaul
39bd4a349b
Feature/improve chart in account detail dialog (#3314)
* Improve net worth calculation in portfolio performance chart

* Improve account balance management

* Update changelog
2024-04-21 17:11:53 +02:00
Thomas Kaul
1132dc9bdd
Feature/add unique constraint to account balance database schema (#3315)
* Add accountId and date as unique constraint to AccountBalance schema

* Update changelog
2024-04-21 10:28:51 +02:00
Thomas Kaul
2d70b18593
Remove links (#3306) 2024-04-21 10:08:22 +02:00
Thomas Kaul
b6ea7d23fa
Bugfix/add total value in base currency to redacted values (#3313)
* Add totalValueInBaseCurrency

* Update changelog
2024-04-21 08:33:38 +02:00
Thomas Kaul
551b83a6e3
Bugfix/fix gaps in portfolio performance charts (#3311)
* Fix gaps in charts

* Update changelog
2024-04-20 15:40:59 +02:00
Thomas Kaul
895c4fe299
Improve style on mobile (#3310) 2024-04-20 12:54:23 +02:00
Thomas Kaul
ccb1bf881e
Feature/improve language localization for de 20240420 (#3309)
* Update translations

* Update changelog
2024-04-20 12:54:06 +02:00
Thomas Kaul
7788b5a987
Improve messages (#3308) 2024-04-20 12:53:51 +02:00
Bastien Jeannelle
dfacbed66d
Feature/add support to create account cash balances (#3260)
* Add support to create account cash balances

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-04-20 11:00:00 +02:00
Thomas Kaul
22d63c6102
Improve logging (#3304)
* Improve logging
2024-04-20 10:49:18 +02:00
Thomas Kaul
212aa6a63b
Feature/add date range support to portfolio holdings page (#3303)
* Add date range support

* Update changelog
2024-04-20 09:51:12 +02:00
Thomas Kaul
bed9ae916c
Migrate UI components to standalone (#3302) 2024-04-19 20:57:47 +02:00
Thomas Kaul
b6ad362850
Feature/remove date range support in activities table on portfolio activities page (#3301)
* Remove date range support

* Update changelog
2024-04-19 20:44:28 +02:00
Thomas Kaul
ab86dd5318
Add Home Assistant (#3291) 2024-04-19 20:43:52 +02:00
Thomas Kaul
dba73d80a3
Improve logging (#3300) 2024-04-19 20:31:38 +02:00
Thomas Kaul
92fb05320a
Migrate UI components to standalone (#3296) 2024-04-19 18:31:35 +02:00
Thomas Kaul
73d62bb51f
Migrate UI components to standalone (#3290) 2024-04-18 20:46:12 +02:00
Thomas Kaul
15857118fe
Feature/let data gathering queue jobs fail by throwing errors (#3281)
* Let data gathering queue jobs fail by throwing errors

* Update changelog
2024-04-17 17:35:51 +02:00
Fedron
9241c04d5a
Feature/add form validation against DTO for activity and account (#3230)
* Add form validation against DTO for activity and account

* Update changelog
2024-04-14 19:52:41 +02:00
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator (#3272)
* Move (wealth) item calculations to portfolio calculator

* Move liability calculations to portfolio calculator

* Update changelog
2024-04-14 08:12:32 +02:00
Thomas Kaul
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator (#3267)
* Move dividend, feee and interest calculation to portfolio calculator

* Update changelog
2024-04-13 11:07:18 +02:00
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs (#3262)
* Adapt priorities of data gathering jobs

* Update changelog
2024-04-13 09:28:14 +02:00
Thomas Kaul
45340b581f
Bugfix/fix public page by including markets data (#3263)
* Include markets data

* Update changelog
2024-04-12 15:13:34 +02:00
Thomas Kaul
6f8fe45fc2
Update OSS Friends (#3258) 2024-04-11 19:14:56 +02:00
Thomas Kaul
34d9ceb009
Feature/add support to immediately execute queue job (#3259)
* Add support to immediately execute queue job

* Update changelog
2024-04-11 19:14:03 +02:00
Thomas Kaul
2b97bbd05d
Move getChart() to portfolio calculator (#3255) 2024-04-09 13:44:23 +02:00
Thomas Kaul
07c0e5a612
Feature/add currency to order database schema (#3251)
* Add currency to Order database schema

* Update changelog
2024-04-07 11:30:32 +02:00
Thomas Kaul
719bbe156e
Feature/optimize calculation of allocations by market (#3249)
* Optimize calculation of allocations by market

* Update changelog
2024-04-07 09:26:30 +02:00
Thomas Kaul
b51255a543
Feature/add key to x ray rule (#3248)
* Add key

* Update changelog
2024-04-07 09:25:14 +02:00
Thomas Kaul
50dbbf0569
Feature/refactor symbol icon module to asset profile icon component (#3245)
* Refactor symbol icon module to asset profile icon component (standalone)
2024-04-06 21:15:19 +02:00
Thomas Kaul
ca2e748c56
Bugfix/add missing tags in portfolio calculator (#3243)
* Add missing tags

* Update changelog
2024-04-06 20:03:16 +02:00
Thomas Kaul
6152ff4b44
Remove condition (#3242) 2024-04-06 12:50:35 +02:00
Thomas Kaul
c6641fde36
Feature/add icon to create or update platform dialog (#3241)
* Add platform icon

* Update changelog
2024-04-06 09:11:15 +02:00
Thomas Kaul
4ae7e9fcbe
Feature/add icon to asset profile dialog (#3240)
* Add asset profile icon

* Update changelog
2024-04-06 08:42:06 +02:00
Thomas Kaul
c10ae431a2
Feature/extend faq by data providers (#3239)
* Add data providers

* Update changelog
2024-04-06 08:40:44 +02:00
Thomas Kaul
883e30e451
Feature/improve language localization for de 20240403 (#3236)
* Update translations

* Update changelog
2024-04-05 19:38:10 +02:00
Thomas Kaul
f1f4f6247d
Feature/validate url in create and update platform dto (#3235)
* Validate url

* Update changelog
2024-04-04 09:08:37 +02:00
Fedron
82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel (#3218)
* Add support to override asset (sub) class and url in admin control panel

* Update changelog
2024-04-03 20:24:38 +02:00
Arshad Jamal
371c999fbc
Feature/Add dividend yield to position detail dialog (#2636)
* Add dividend yield to position detail dialog

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-04-03 19:47:53 +02:00
Thomas Kaul
6f3cce1c5f
Feature/disable option to update cash balance if date is not today (#3229)
* Disable option to update cash balance if date is not today

* Update changelog
2024-04-02 20:17:16 +02:00
Thomas Kaul
efdc9b387f
Eliminate ghostfolio-style.scss (#3228) 2024-04-01 13:24:00 +02:00