1066 Commits

Author SHA1 Message Date
Thomas Kaul
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes (#2875)
* Always get quotes (with fallback to historical data)

* Update changelog
2024-01-15 19:02:00 +01:00
Thomas Kaul
440dc470fa
Bugfix/fix currency inconsistency with conversion of ZAR to ZAc (#2869)
* Fix conversion from ZAR to ZAc

* Update changelog
2024-01-14 17:22:03 +01:00
Thomas Kaul
c418e75139
Bugfix/fix currency in error log in exchange rate data service (#2868)
* Fix currency

* Update changelog
2024-01-14 10:36:32 +01:00
Thomas Kaul
005890d785
Improve extractNumberFromString() for international number formats (#2843)
* Set up test

* Add support for international formatted numbers

* Expose locale in scraper configuration

* Update changelog
2024-01-13 16:17:38 +01:00
Thomas Kaul
5fa3388609
Feature/break down performance into asset and currency (#2863)
* Break down performance into asset and currency

* Nullify values

* Update changelog
2024-01-13 14:23:00 +01:00
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation (#2834)
* Add exchange rate effects to portfolio calculation

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-13 13:07:33 +01:00
Thomas Kaul
a72e98f73c
Add AllInvestView (#2861) 2024-01-13 13:06:18 +01:00
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector (#2838)
* Extend assistant by tag selector

* Update changelog
2024-01-07 16:56:25 +01:00
Thomas Kaul
d49287922f
Feature/refresh cryptocurrencies list 20240106 (#2835)
* Update cryptocurrencies.json

* Update changelog
2024-01-06 19:29:03 +01:00
Tanguy Herbron
d91f947ab0
Feature/Add Coingecko api keys support (#2827)
* Add CoinGecko API keys support

* Update changelog
2024-01-06 19:06:07 +01:00
Francisco Silva
62f85293e2
#2820 Grant private access (#2822)
* Grant private access

* Update changelog
2024-01-06 10:27:21 +01:00
Hugo Persson
371f1dc451
Feature/support rest api in scraper (#2810)
* Support REST APIs in scraper

* Update changelog
2024-01-03 21:59:45 +01:00
Thomas Kaul
23d323073d
Fix performance percentage for 1d (#2814)
* 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 (#2787) 2024-01-02 10:05:31 +01:00
Thomas Kaul
43b4f14ace
Feature/add button to test scraper configuration (#2808)
* 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 (#2790)
* 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 (#2800)
* 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 (#2789)
* 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 (#2788)
* Improve handling of USX

* Update changelog
2023-12-29 17:31:50 +01:00
miles
34b02210df
Feature/expose the environment variable REQUEST_TIMEOUT (#2792)
* Expose the environment variable `REQUEST_TIMEOUT`

* Update changelog
2023-12-29 17:29:33 +01:00
gizmodus
b183c45027
Time weighted portfolio performance calculation (#2778)
* 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 (#2771)
* Use HasPermission in endpoints

* Update changelog
2023-12-26 19:23:25 +01:00
Thomas Kaul
beb9e2c43f
Feature/modernize nx executors (#2767)
* Modernize Nx executors

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

* Update changelog
2023-12-21 11:44:36 +01:00
Thomas Kaul
4d79df90a7
Feature/support search by asset profile id (#2765)
* 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() (#2760)
* Reimplement redactObject() without cloneDeep()

* Update changelog
2023-12-19 19:53:37 +01:00
Thomas Kaul
7f3c86038f
Sort imports (#2739) 2023-12-18 19:52:57 +01:00
Thomas Kaul
7dc8f80fdf
Feature/upgrade to nx version 17.2.5 (#2756)
* Upgrade Nx to version 17.2.5

* Update changelog
2023-12-16 20:00:04 +01:00
Thomas Kaul
28706d7b26
Refactor order service (#2751) 2023-12-16 17:08:59 +01:00
Thomas Kaul
0e94112dc7
Feature/adjust holdings weight threshold in trackinsight data enhancer (#2742)
* 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 (#2740)
* Highlight all time high

* Update changelog
2023-12-11 19:45:30 +01:00
Thomas Kaul
51a0ede3e4
Feature/introduce lazy loaded activities table (#2729)
* 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 (#2708) 2023-12-08 19:59:06 +01:00
Thomas Kaul
377ba75e4c
Add support to delete a cash balance (#2707) 2023-12-02 17:17:25 +01:00
Marcin Szymański
77b13b88f0
Relax check for duplicates in activities import (#2704)
* 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 (#2693)
* Introduce HasPermission annotation

* Update changelog
2023-12-02 10:21:19 +01:00
Thomas Kaul
1d796a9597
Bugfix/change intraday data gathering to operate synchronously (#2705)
* 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 (#2697)
* Respect withExcludedAccounts in getAccountBalances()

* Update changelog
2023-12-01 17:22:13 +01:00
Thomas Kaul
07b0a2c40a
Add guard (#2696) 2023-11-29 20:10:37 +01:00
Thomas Kaul
2b491dc732
Extend performance endpoint by net worth per day (#2574)
* 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 (#2688)
* Improve error log for timeouts

* Update changelog
2023-11-25 18:50:24 +01:00
Thomas Kaul
6ff2e0f952
Introduce base product page (#2687) 2023-11-25 18:48:39 +01:00
Thomas Kaul
bdfba4d509
Upgrade to Nx 17.1 (#2635)
* Upgrade to Nx 17

* Run migrations

* Extend instructions

* Update changelog
2023-11-25 12:31:45 +01:00
Thomas Kaul
5ad248a643
Improve algorithm (#2676) 2023-11-23 15:15:40 +01:00
Thomas Kaul
386dd56590
Feature/extend personal finance tools pages 20231120 (#2678)
* 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 (#2674) 2023-11-19 16:46:32 +01:00
Thomas Kaul
37183a07bd
Change black friday to black week (#2672)
* 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 (#2667)
* 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 (#2664)
* 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 (#2659)
* 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 (#2654)
* Change Twitter to X

* Update changelog
2023-11-15 21:20:51 +01:00