819 Commits

Author SHA1 Message Date
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373) 2024-05-08 20:04:32 +02:00
Thomas Kaul
053c7e591e
Feature/upgrade ionicons to version 7.4.0 (#3356)
* Upgrade ionicons to version 7.4.0

* Update changelog
2024-05-07 19:00:55 +02:00
Colin Seymour
378e57c3bc
Feature/add links to Home Assistant add-on (#3367)
* Add links to Home Assistant add-on
2024-05-06 17:02:18 +02:00
Thomas Kaul
6765191a8c
Bugfix/fix position detail dialog open in holding search of assistant (#3374)
* Open position detail dialog (via holding search of assistant)

* Update changelog
2024-05-05 09:09:57 +02:00
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint (#3366)
* Eliminate getPerformance() from getSummary() function

* Disable cache for getDetails()

* Add hint to portfolio summary

* Update changelog
2024-05-04 15:53:02 +02:00
Thomas Kaul
f3d961bc16
Feature/move holdings table to holdings tab of home page (#3368)
* Move holdings table to holdings tab of home page

* Deprecate api/v1/portfolio/positions endpoint

* Update changelog
2024-05-04 14:11:37 +02:00
Fedron
2173c418a7
Feature/validate forms using DTO for access, asset profile, tag and platform management (#3337)
* Validate forms using DTO for access, asset profile, tag and platform management

* Update changelog
2024-04-30 08:04:45 +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
2d70b18593
Remove links (#3306) 2024-04-21 10:08:22 +02:00
Thomas Kaul
895c4fe299
Improve style on mobile (#3310) 2024-04-20 12:54:23 +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
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
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
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
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
c10ae431a2
Feature/extend faq by data providers (#3239)
* Add data providers

* Update changelog
2024-04-06 08:40:44 +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
Thomas Kaul
1b81409b35
Add OpenAlternative logo (#3225) 2024-04-01 09:02:10 +02:00
Thomas Kaul
51203ec96e
Feature/setup chinese (#3220)
* Set up chinese

* Update changelog
2024-03-31 10:46:30 +02:00
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years (#3190)
* Extend date range support by specific years

* Support date range in benchmark endpoint

* Support date range in activities endpoint

* Update changelog
2024-03-30 13:06:42 +01:00
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 (#3191)
* Upgrade @types/big.js to version 6.2.2

* Refactor imports
2024-03-25 08:34:30 +01:00
Thomas Kaul
3f7d6b25c7
Feature/extend faq by backup strategy (#3180)
* Add backup strategy

* Update changelog
2024-03-23 19:10:23 +01:00
Thomas Kaul
8a062e03ab
Feature/add benchmark name to tooltip of benchmark comparator (#3177)
* Add benchmark name to chart tooltip

* Update changelog
2024-03-23 09:38:35 +01:00
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings (#3146)
* Switch between active and closed holdings on the portfolio holdings page

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-16 14:20:58 +01:00
Thomas Kaul
a90c067da0
Clean up (#3157) 2024-03-16 13:40:23 +01:00
rodriguestiago0
3b895afc9e
Enable account balance update for fee and interest activities (#3145)
* Enable account balance update for fee and interest activities

* Update changelog
2024-03-15 18:56:17 +01:00
Thomas Kaul
8420cb830c
Feature/add product roadmap to faq (#3143)
* Add product roadmap

* Update changelog
2024-03-14 14:09:20 +01:00
Thomas Kaul
bb86f85203
Feature/add available home server systems to faq (#3126)
* Add available home server systems

* Update changelog

* Add CasaOS to README.md
2024-03-10 09:50:43 +01:00
Thomas Kaul
eb75be8535
Optimize details endpoint (#3123)
* Make summary optional

* Introduce dedicated holdings endpoint

* Update changelog
2024-03-09 19:56:26 +01:00
Thomas Kaul
66992ef915
Bugfix/change show condition of button to fetch current market price (#3079)
* Change show condition of button to fetch current market price

* Update changelog
2024-03-02 12:59:54 +01:00
Thomas Kaul
5d7c19b0ed
Fix typo (#3076) 2024-03-02 09:42:41 +01:00
Thomas Kaul
633c65e33c
Feature/extend self hosting faq (#3068)
* Extend self-hosting FAQ

* Update changelog
2024-02-29 21:04:47 +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
6ae3a47b54
Bugfix/change top and bottom performers to performance with currency effect (#3046)
* Change to performance with currency effect

* Update changelog
2024-02-25 13:43:49 +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
6be38a1c19
Feature/remove is default flag from account database schema (#3041)
* Remove isDefault flag from Account database schema

* Update changelog
2024-02-24 19:44:56 +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
ad42c0bf28
Enable FAQ link for self-hoster (#3015) 2024-02-18 08:53:01 +01:00