Commit Graph

692 Commits

Author SHA1 Message Date
1ca4f885b0 Feature/migrate holdings page to work with filters of assistant ()
* Migrate portfolio holdings to work with filters of assistant

* Update changelog
2024-01-27 19:28:13 +01:00
f3ee99fb2b Feature/extend assistant by account selector ()
* Add account selector to assistant

* Update changelog
2024-01-27 10:48:46 +01:00
3df8810412 Feature/Add support to grant private access with permissions ()
* Add support to grant private access with permissions

* Update changelog

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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-27 09:44:13 +01:00
2c068c412d Feature/migrate tag selector to form group in assistant ()
* Introduce filter form group

* Update changelog
2024-01-27 08:45:55 +01:00
8f5f4c5875 Feature/format name in eod historical data service ()
* Format name

* Update changelog
2024-01-26 22:37:47 +01:00
a5ed49fe4c Feature/Add date range selector to assistant ()
* Add date range selector including WTD and MTD to assistant

* Update changelog
2024-01-23 11:57:37 +01:00
4e9e3f7b6b Feature/Add wtd and mtd as possible values for date range ()
* Add `wtd` and `mtd` as possible values for date range
  'wtd': week-to-date (from the start of the week)
  'mtd': month-to-date (from the start of the month)

* Update changelog
2024-01-21 16:51:30 +01:00
5ba5b86d5f Feature/improve handling of derived currencies ()
* Improve handling of derived currencies

* Update changelog
2024-01-21 11:12:48 +01:00
7b45a8b3fc Introduce type () 2024-01-16 19:42:39 +01:00
1b2d2a9860 Feature/Add holdings tab to account detail dialog () ()
* Feature/Add holdings tab to account detail dialog ()

* Update changelog
2024-01-15 20:35:45 +01:00
005890d785 Improve extractNumberFromString() for international number formats ()
* Set up test

* Add support for international formatted numbers

* Expose locale in scraper configuration

* Update changelog
2024-01-13 16:17:38 +01:00
be801b481e Feature/Add exchange rate effects to portfolio calculation ()
* Add exchange rate effects to portfolio calculation

* Update changelog

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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-13 13:07:33 +01:00
fcfe7b1787 Clean up () 2024-01-11 18:55:34 +01:00
d7f72819de Feature/extend assistant by tag selector ()
* Extend assistant by tag selector

* Update changelog
2024-01-07 16:56:25 +01:00
ac0f6f40cf Remove closing tags () 2024-01-06 19:28:35 +01:00
af71274ea9 Feature/remove account type enum ()
* Remove AccountType enum

* Update changelog
2024-01-06 14:19:42 +01:00
62f85293e2 Grant private access ()
* Grant private access

* Update changelog
2024-01-06 10:27:21 +01:00
0d93612d16 Feature/improve style of assistant ()
* Minor style improvements

* Update changelog
2024-01-06 09:14:48 +01:00
4c30e9459d Feature/extend assistant by date range selector ()
* Extend assistant by date range selector

* Update changelog
2024-01-02 17:02:15 +01:00
e465f1b791 Feature/add support to edit currency of asset profile with data source manual ()
* Add support to edit currency

* Update changelog
2023-12-29 19:55:51 +01:00
34b02210df Feature/expose the environment variable REQUEST_TIMEOUT ()
* Expose the environment variable `REQUEST_TIMEOUT`

* Update changelog
2023-12-29 17:29:33 +01:00
b183c45027 Time weighted portfolio performance calculation ()
* Implement time weighted portfolio performance calculation

* Update changelog
2023-12-27 15:55:35 +01:00
beb9e2c43f Feature/modernize nx executors ()
* Modernize Nx executors

* @nx/eslint:lint
* @nx/webpack:webpack

* Update changelog
2023-12-21 11:44:36 +01:00
c1446f8559 Feature/set select column to sticky in lazy loaded activities table ()
* Set select column to sticky

* Update changelog
2023-12-17 20:09:56 +01:00
4547c5da1d Feature/add lazy loaded activities table to position detail dialog ()
* Add lazy-loaded activities table

* Update changelog
2023-12-16 17:10:19 +01:00
492bc5e17b Feature/improve font weight in value component ()
* Improve font weight

* Update changelog
2023-12-16 14:41:50 +01:00
6c37737051 Bugfix/fix loading state of lazy loaded activities table component ()
* Fix loading state

* Update changelog
2023-12-16 10:24:04 +01:00
b22edff16b Feature/add support for column sorting to lazy loaded activities table ()
* Add support for column sorting

* Update changelog
2023-12-12 19:54:40 +01:00
ffb7cbff50 Feature/highlight all time high in benchmarks of the markets overview ()
* Highlight all time high

* Update changelog
2023-12-11 19:45:30 +01:00
51a0ede3e4 Feature/introduce lazy loaded activities table ()
* Introduce lazy-loaded activities table

* Add icon column

* Emit paginator event

* Add pagination logic

* Integrate total items

* Update changelog
2023-12-09 17:12:09 +01:00
4f9a5f0340 Feature/set actions columns of tables to stick at end ()
* Set up stickyEnd in actions columns

* Update changelog
2023-12-06 18:35:03 +01:00
377ba75e4c Add support to delete a cash balance () 2023-12-02 17:17:25 +01:00
ed4dd79c72 Add cash balances table to account detail dialog ()
* Add cash balances table to account detail dialog

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-12-01 21:12:41 +01:00
2b491dc732 Extend performance endpoint by net worth per day ()
* Extend performance endpoint by net worth per day

* Update changelog
2023-11-26 21:17:15 +01:00
bdfba4d509 Upgrade to Nx 17.1 ()
* Upgrade to Nx 17

* Run migrations

* Extend instructions

* Update changelog
2023-11-25 12:31:45 +01:00
f28b13604a Add as const () 2023-11-21 20:12:59 +01:00
1586cd3a59 Feature/change twitter to x ()
* Change Twitter to X

* Update changelog
2023-11-15 21:20:51 +01:00
aa72287d54 Extend benchmarks in the markets overview by 50-Day and 200-Day trends ()
* 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
1ffde2a27e Feature/setup polish ()
* Set up polski

* Update changelog
2023-11-13 20:35:15 +01:00
5dc538bafb Feature/optimize testimonial carousel style on mobile ()
* Optimize style on mobile

* Update changelog
2023-11-11 17:29:59 +01:00
12aac101bd Feature/extend system message ()
* Extend system message

* Update changelog
2023-11-09 19:23:36 +01:00
6284b4dfe8 Feature/improve localization of fear and greed index ()
* Improve localization

* Update changelog
2023-11-06 13:07:53 +01:00
e980aed9e7 Reorder functions () 2023-11-05 08:50:43 +01:00
5272407af8 Feature/extend personal finance tools pages 20231104 ()
* Introduce alias

* Add Rocket Money

* Add 8FIGURES
2023-11-04 10:17:17 +01:00
e69c7a753c Feature/add edit exchange rate button to admin control ()
* Ad edit button

* Update changelog
2023-11-02 19:35:03 +01:00
cf7ce64de7 Bugfix/improve alignment of menu item icons ()
* Improve alignment

* Update changelog
2023-10-31 14:01:33 +01:00
96b5dcfaf8 Create reusable currency selector component using mat-autocomplete ()
* Create reusable currency selector component using mat-autocomplete

* Update changelog
2023-10-23 20:30:05 +02:00
4e7b7375a9 Feature/setup open figi ()
* Setup OpenFIGI

* Update changelog
2023-10-21 18:12:50 +02:00
6a19eab425 Feature/improve membership card ()
* Improve style

* Add animated border
2023-10-20 22:05:27 +02:00
f66edf8de0 Add membership card component ()
* Add membership card component

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-20 08:18:34 +02:00