848 Commits

Author SHA1 Message Date
Thomas Kaul
a72e98f73c
Add AllInvestView () 2024-01-13 13:06:18 +01:00
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector ()
* Extend assistant by tag selector

* Update changelog
2024-01-07 16:56:25 +01:00
Thomas Kaul
d49287922f
Feature/refresh cryptocurrencies list 20240106 ()
* Update cryptocurrencies.json

* Update changelog
2024-01-06 19:29:03 +01:00
Tanguy Herbron
d91f947ab0
Feature/Add Coingecko api keys support ()
* Add CoinGecko API keys support

* Update changelog
2024-01-06 19:06:07 +01:00
Francisco Silva
62f85293e2
Grant private access ()
* Grant private access

* Update changelog
2024-01-06 10:27:21 +01:00
Hugo Persson
371f1dc451
Feature/support rest api in scraper ()
* Support REST APIs in scraper

* Update changelog
2024-01-03 21:59:45 +01:00
Thomas Kaul
23d323073d
Fix performance percentage for 1d ()
* Fix performance percentage for 1d

* Improve response of positions endpoint

* Update changelog
2024-01-02 14:10:08 +01:00
Thomas Kaul
0649f9fd2c
Clean up () 2024-01-02 10:05:31 +01:00
Thomas Kaul
43b4f14ace
Feature/add button to test scraper configuration ()
* Add button to test scraper configuration

* Update changelog

---------

Co-authored-by: Manushreshta B L <manushreshta27@gmail.com>
Co-authored-by: Hugo Persson <hugo.e.persson@gmail.com>
2024-01-01 11:53:42 +01:00
gizmodus
726e727c7d
Feature/benchmark currency correction ()
* Convert benchmark performance to base currency

* Introduce getExchangeRates() for multiple dates

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2023-12-31 13:28:11 +01:00
Thomas Kaul
b89bf1d5e8
Feature/increase timeout to load currencies ()
* Increase timeout

* Update changelog
2023-12-31 10:23:56 +01:00
Thomas Kaul
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
Thomas Kaul
01b6c14bcc
Feature/improve handling of derived currency usx ()
* Improve handling of USX

* Update changelog
2023-12-29 17:31:50 +01:00
miles
34b02210df
Feature/expose the environment variable REQUEST_TIMEOUT ()
* Expose the environment variable `REQUEST_TIMEOUT`

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

* Update changelog
2023-12-27 15:55:35 +01:00
underwater
7d68905f1b
Feature/use has permission annotation in endpoints ()
* Use HasPermission in endpoints

* Update changelog
2023-12-26 19:23:25 +01:00
Thomas Kaul
4d79df90a7
Feature/support search by asset profile id ()
* Add support to search for an asset profile by id

* Update changelog
2023-12-20 19:24:03 +01:00
Thomas Kaul
7c33120546
Reimplement redactObject() without cloneDeep() ()
* Reimplement redactObject() without cloneDeep()

* Update changelog
2023-12-19 19:53:37 +01:00
Thomas Kaul
7f3c86038f
Sort imports () 2023-12-18 19:52:57 +01:00
Thomas Kaul
28706d7b26
Refactor order service () 2023-12-16 17:08:59 +01:00
Thomas Kaul
0e94112dc7
Feature/adjust holdings weight threshold in trackinsight data enhancer ()
* Adjust holdings weight threshold

* Update changelog
2023-12-12 19:54:58 +01:00
Thomas Kaul
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
Thomas Kaul
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
Thomas Kaul
531964636b
Fix type () 2023-12-08 19:59:06 +01:00
Thomas Kaul
377ba75e4c
Add support to delete a cash balance () 2023-12-02 17:17:25 +01:00
Marcin Szymański
77b13b88f0
Relax check for duplicates in activities import ()
* Relax check for duplicates in activities import (allow same day)

* Update changelog
2023-12-02 10:37:03 +01:00
underwater
813e73a0a3
Introduce HasPermission annotation ()
* Introduce HasPermission annotation

* Update changelog
2023-12-02 10:21:19 +01:00
Thomas Kaul
1d796a9597
Bugfix/change intraday data gathering to operate synchronously ()
* Change intraday data gathering to operate synchronously

* Update changelog
2023-12-02 10:20:05 +01:00
Thomas Kaul
6f4fd0826c
Feature/respect with excluded accounts flag in get account balances ()
* Respect withExcludedAccounts in getAccountBalances()

* Update changelog
2023-12-01 17:22:13 +01:00
Thomas Kaul
07b0a2c40a
Add guard () 2023-11-29 20:10:37 +01:00
Thomas Kaul
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
Thomas Kaul
0a83bcd697
Feature/improve error log for data source request timeout ()
* Improve error log for timeouts

* Update changelog
2023-11-25 18:50:24 +01:00
Thomas Kaul
6ff2e0f952
Introduce base product page () 2023-11-25 18:48:39 +01:00
Thomas Kaul
5ad248a643
Improve algorithm () 2023-11-23 15:15:40 +01:00
Thomas Kaul
386dd56590
Feature/extend personal finance tools pages 20231120 ()
* Improve tags

* Add Compound Planning

* Add Whal

* Add De.Fi

* Add Tiller

* Add Empower
2023-11-22 08:10:42 +01:00
Thomas Kaul
d827858d0b
Release 2.25.1 () 2023-11-19 16:46:32 +01:00
Thomas Kaul
37183a07bd
Change black friday to black week ()
* Change black friday to black week

* Change image
2023-11-19 16:28:30 +01:00
Thomas Kaul
8898d02442
Bugfix/fix cannot read properties of undefined reading items in get position ()
* Fix "Cannot read properties of undefined (reading 'items')"

* Update changelog
2023-11-18 11:05:05 +01:00
Thomas Kaul
e2234c4966
Feature/add black friday 2023 blog post ()
* Add blog post: Black Friday 2023

* Update changelog
2023-11-17 20:20:49 +01:00
Thomas Kaul
781496383b
Bugfix/improve get range query in market data service ()
* Attempt to fix "too many bind variables in prepared statement, expected maximum of 32767"

* Update changelog
2023-11-16 20:22:56 +01:00
Thomas Kaul
1586cd3a59
Feature/change twitter to x ()
* 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 ()
* 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 ()
* Improve data source validation

* Update changelog
2023-11-14 19:15:57 +01:00
Thomas Kaul
1ffde2a27e
Feature/setup polish ()
* Set up polski

* Update changelog
2023-11-13 20:35:15 +01:00
Thomas Kaul
93b6011ddc
Feature/refactor get range in market data service ()
* 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 ()
* Add platform icons to account selectors

* Update changelog
2023-11-11 17:27:29 +01:00
Thomas Kaul
8ff80c10e5
Feature/extend personal finance tools pages 20231110 ()
* Add Magnifi

* Add Basil Finance
2023-11-11 09:01:58 +01:00
Thomas Kaul
12aac101bd
Feature/extend system message ()
* Extend system message

* Update changelog
2023-11-09 19:23:36 +01:00
Thomas Kaul
6a722d1bb7
Bugfix/fix get quotes in financial modeling prep service ()
* Fix get quotes

* Update changelog
2023-11-09 18:03:09 +01:00
Thomas Kaul
dec1d89c5c
Feature/increase timeout in data provider and enhancer health check endpoint ()
* Increase timeout in health check endpoint (data enhancer and provider)

* Update changelog
2023-11-08 18:02:38 +01:00