331 Commits

Author SHA1 Message Date
Thomas Kaul
f7bf6e652b
Feature/add icon and name to positions table (#1040)
* Add icon and name

* Update changelog
2022-06-25 11:33:59 +02:00
Thomas Kaul
1ff736537c
Feature/add positions table to public page (#1037)
* Add positions table

* Update changelog
2022-06-23 19:24:24 +02:00
Thomas Kaul
cff8acd7b1
Clean up (#1022) 2022-06-17 20:04:52 +02:00
Thomas Kaul
aba562cb35
Bugfix/fix error handling for missing market prices (#1023)
* Add fallback for missing market price

* Update changelog
2022-06-16 16:49:29 +02:00
Thomas Kaul
3332ade3d3
Feature/filter public endpoint by equity asset class (#1014)
* Filter by ASSET_CLASS: EQUITY

* Update changelog
2022-06-15 13:21:47 +02:00
Thomas Kaul
557e3a0676
Feature/migrate historical market data gathering to queue design pattern (#991)
* 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
2abe399ebd
Bugfix/force reload accounts of user after change (#994)
* Force reload of accounts after change

* Update changelog
2022-06-11 12:56:34 +02:00
Thomas Kaul
e63578d8ce
Feature/add guards to local comparison (#986)
* Add guards

* Improve labels
2022-06-05 19:00:45 +02:00
Thomas Kaul
7cf0cdc4ce
Feature/add jobs of queue to admin control panel (#987)
* Add jobs of queue to admin control panel

* Update changelog
2022-06-05 19:00:20 +02:00
Thomas Kaul
697e92f818
Feature/finalize exposing redis password env variable (#975)
* Add hints

* Update changelog
2022-05-29 14:54:53 +02:00
willyp713
b678998801
Feature/add-redis-password (#947)
* Expose REDIS_PASSWORD
2022-05-29 14:18:57 +02:00
Thomas Kaul
69088b93a6
Feature/add value redaction as interceptor (#960)
* Add value redaction as interceptor

* Update changelog
2022-05-27 11:21:47 +02:00
Thomas Kaul
c3768a882d
Feature/add benchmarks to twitter bot service (#959)
* Extend benchmarks with market condition and adapt twitter bot service

* Update changelog
2022-05-27 10:03:37 +02:00
Thomas Kaul
2c4c16ec99
Feature/extend markets overview by benchmarks (#953)
* Add benchmarks to markets overview

* Update changelog
2022-05-26 18:59:29 +02:00
Thomas Kaul
332203b9e2
Feature/add support to set the base currency via env variable (#948)
* Set base currency via environment variable

* Update changelog
2022-05-24 20:55:55 +02:00
Thomas Kaul
af0863d193
Bugfix/fix currency conversion in accounts (#937)
* Fix currency conversion in accounts

* Update changelog
2022-05-21 19:58:47 +02:00
Thomas Kaul
5cb6e5dec6
Feature/support filtering by asset class on the allocations page (#926)
* Support filtering by asset class

* Update changelog
2022-05-16 21:49:22 +02:00
Thomas Kaul
160335302a
Feature/group filters by type (#922)
* Add groups to activities filter component

* Update changelog
2022-05-15 21:51:31 +02:00
Thomas Kaul
5391b88c42
Feature/add report data glitch button (#920)
* Add report data glitch button

* Update changelog
2022-05-14 13:53:43 +02:00
Thomas Kaul
c1d460cead
Improve filtering (#901) 2022-05-10 21:24:36 +02:00
Thomas Kaul
dfa67b275c
Feature/improve filtering on allocations page (#900)
* Include cash positions on allocations page (with no filtering)

* Update changelog
2022-05-10 19:22:57 +02:00
Thomas Kaul
ea3a9d3b79
Feature/eliminate circular dependencies in common library (#896)
* Eliminate circular dependencies

* Update changelog
2022-05-08 22:16:47 +02:00
Thomas Kaul
57314d62ee
Feature/improve allocations page with no filter (#887)
* Improve accounts for no filters

* Update changelog
2022-05-07 22:33:57 +02:00
Thomas Kaul
40380346e6
Feature/setup bull queue system (#886)
* 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)
* 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)
* 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)
* Render tags

* Update changelog
2022-04-25 22:37:34 +02:00
Thomas Kaul
bad9d17c44
Setup allocations page and endpoint (#859)
* Setup tagging system

* Update changelog
2022-04-24 16:23:03 +02:00
Thomas Kaul
ea89ca5734
Feature/simplify ids in database schema (#861)
* Simplify ids in database schema
  * Access
  * Order
  * Subscription

* Update changelog
2022-04-24 09:35:01 +02:00
Thomas Kaul
20358d9105
Feature/persist savings rate (#849)
* Persist savings rate

* Update changelog
2022-04-21 23:07:19 +02:00
Thomas Kaul
82ede2fe32
Bugfix/fix fear and greed data source (#840)
* Fix data source of Fear & Greed Index

* Update changelog
2022-04-18 10:49:02 +02:00
Thomas Kaul
ba7c98d325
Add test case for BUY and SELL (partially) (#826)
* Add test case for BUY and SELL (partially)

* Fix investment calculation for sell activities

* Do not show total value if sell activity

* Update changelog
2022-04-15 18:56:23 +02:00
Thomas Kaul
8526b5a027
Feature/export draft activities as ics (#830)
* Export draft activities as ICS

* Update changelog
2022-04-15 10:53:40 +02:00
Thomas Kaul
67f2b326f3
Switch to new calculation engine (#814)
* Switch to new calculation engine

* Clean up old portfolio calculation engine (#815)

* Rename new portfolio calculation engine (#816)

* Update changelog
2022-04-09 10:17:31 +02:00
Thomas Kaul
957200854c
Feature/improve empty state of proportion chart (#811)
* Improve empty state

* Update changelog
2022-04-07 22:13:41 +02:00
Thomas Kaul
2a854e2574
Various improvements (#807) 2022-04-06 21:21:53 +02:00
Thomas Kaul
204c7360c3
Feature/prepare for localized date format (#803)
* Support localized date and number format

* Update changelog
2022-04-05 21:02:07 +02:00
Thomas Kaul
fa41e25c8f
Release/1.131.1 (#804)
* Add API version

* Update changelog
2022-04-04 07:30:17 +02:00
Thomas Kaul
ebbdd47fa2
Exclude google login callback endpoint from versioning (#793) 2022-04-02 17:36:15 +02:00
Thomas Kaul
65f6bcb166
Feature/harmonize algebraic sign of gross and net performance percent (#776)
* Harmonize algebraic sign

* Update changelog
2022-04-02 10:44:19 +02:00
Thomas Kaul
1214127ec0
Feature/rename orders to activities in import and export (#786)
* Rename orders to activities

* Update changelog
2022-04-02 10:26:17 +02:00
Thomas Kaul
14773bf1aa
Bugfix/fix duplicate currency conversion in account calculations (#771)
* Fix currency conversion (duplicate)

* Update changelog
2022-03-29 17:47:08 +02:00
Thomas Kaul
b4848be914
Feature/add developed vs emerging markets calculation (#767)
* Add allocations by market

* Update changelog
2022-03-26 13:11:30 +01:00
Thomas Kaul
86a1589834
Release/1.128.0 (#763) 2022-03-19 14:39:25 +01:00
gizmodus
9f67993c03
Feature/fix issue with recent transactions (#750)
* Fix percentage performance issue with recent transactions

Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-03-19 14:33:43 +01:00
Thomas Kaul
eb0444603b
Bugfix/fix user currency of public page (#761)
* Fix user currency

* Update changelog
2022-03-19 09:25:20 +01:00
Thomas Kaul
7b6893b5ed
Feature/add support for emergency fund (#749)
* Add support for emergency fund

* Update changelog
2022-03-12 13:44:47 +01:00
Thomas Kaul
e4908b51aa
Feature/add context to logger (#745)
* Add contexts

* Update changelog
2022-03-07 17:20:07 +01:00
Thomas Kaul
99655604d9
Feature/add support for coupon duration (#743)
* Add support for coupon duration

* Update changelog
2022-03-06 12:26:04 +01:00
Thomas Kaul
c216ab1d76
Eliminate data source from order model (#730)
* 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