Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
2024-05-08 20:04:32 +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
Bastien Jeannelle
dfacbed66d
Feature/add support to create account cash balances ( #3260 )
...
* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-04-20 11:00:00 +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
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ( #3272 )
...
* Move (wealth) item calculations to portfolio calculator
* Move liability calculations to portfolio calculator
* Update changelog
2024-04-14 08:12:32 +02:00
Thomas Kaul
34d9ceb009
Feature/add support to immediately execute queue job ( #3259 )
...
* Add support to immediately execute queue job
* Update changelog
2024-04-11 19:14:03 +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
Fedron
82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel ( #3218 )
...
* Add support to override asset (sub) class and url in admin control panel
* Update changelog
2024-04-03 20:24:38 +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
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
helgehatt
a0ddd1f9b9
Fix date conversion in import of historical market data ( #3117 )
...
* Fix date conversion in import of historical market data
* Update changelog
2024-03-13 20:44:33 +01:00
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
...
* Remove liabilities from allocations calculation
* Update changelog
2024-03-11 20:16:56 +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
4ab3f81384
Extract getFactor() ( #3089 )
...
* Extract getFactor()
* Refactoring
2024-03-03 20:04:49 +01:00
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
...
* Integrate (wealth) items into transaction point concept
* Update changelog
2024-03-02 14:29:03 +01:00
Thomas Kaul
e1371a8d2b
Clean up ( #3018 )
2024-02-18 12:27:34 +01:00
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2024-02-11 17:50:18 +01:00
Thomas Kaul
9fe90273c7
Feature/move assistant to general availability ( #2977 )
...
* Move assistant from experimental to general availability
* Update changelog
2024-02-09 18:25:15 +01:00
Thomas Kaul
06ba7a4b1b
Feature/extend assistant by asset class selector ( #2957 )
...
* Remove tabs
* Add asset class selector
* Update changelog
2024-02-04 15:50:58 +01:00
Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
...
* Fix export in lazy-loaded activities table
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-29 19:37:09 +01:00
Thomas Kaul
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
...
* Add account selector to assistant
* Update changelog
2024-01-27 10:48:46 +01:00
Hugo Persson
c918deeb1c
Feature/Support for editing countries and sectors ( #2854 )
...
* Add support for editing countries and sectors
* Update changelog
2024-01-17 11:40:02 +01:00
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
...
* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
2024-01-15 20:35:45 +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
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
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
b22edff16b
Feature/add support for column sorting to lazy loaded activities table ( #2738 )
...
* Add support for column sorting
* Update changelog
2023-12-12 19:54:40 +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
833982a9de
Bugfix/fix biometric authentication registration ( #2713 )
...
* Remove token on device registration
* Update changelog
2023-12-05 18:13:35 +01:00
Thomas Kaul
377ba75e4c
Add support to delete a cash balance ( #2707 )
2023-12-02 17:17:25 +01:00
Sanjeev Sharma
ed4dd79c72
Add cash balances table to account detail dialog ( #2549 )
...
* Add cash balances table to account detail dialog
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-12-01 21:12:41 +01:00
Thomas Kaul
8c1b45f35b
Bugfix/fix exception in webauthn page ( #2564 )
...
* Remove useBrowserAutofill option in startAuthentication()
* Update changelog
2023-10-30 19:23:55 +01:00
Thomas Kaul
a7baad10d1
Feature/improve import of historical market data ( #2559 )
...
* Improve historical market data import
* Update changelog
2023-10-28 21:08:44 +02:00
Aldrin
0af37ca1d7
Extend asset profile dialog form ( #2535 )
...
* Extend asset profile dialog form
* Update changelog
2023-10-25 20:28:51 +02:00
Rafael
2dcc7e161c
Improve validation of activities import ( #2496 )
...
* Improve validation of activities import: expects positive values for fee, quantity and unitPrice
* Update changelog
---------
Co-authored-by: Rafael Claudio <rafacla@github.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-24 20:51:48 +02:00
Thomas Kaul
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
...
* Fix chart for account excluded from analysis
* Update changelog
2023-10-24 20:13:57 +02:00
Kevin
8492a8fed0
Upgrade simplewebauthn ( #2498 )
...
* Upgrade simplewebauthn to new major version
* Update changelog
2023-10-17 09:17:44 +02:00
Kevin
b6101c6375
Feature/import historical data ( #2448 )
...
* Import historical data for an asset
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-14 19:06:27 +02:00
Aldrin
0ac97bd112
Transfer cash balance between accounts ( #2455 )
...
* Transfer cash balance between accounts
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-13 21:46:49 +02:00
Thomas Kaul
827270704a
Bugfix/fix import for activities of type fee and interest ( #2474 )
...
* Fix import for activities of type fee and interest
* Update changelog
2023-10-13 19:51:02 +02:00
Thomas Kaul
550e646079
Feature/introduce assistant ( #2451 )
...
* Introduce assistant
* Update changelog
2023-10-08 20:32:00 +02:00
Arshad Jamal
25112a450b
Add support for comment in csv import ( #2416 )
...
* Add support for comment in csv import (activities)
* Update changelog
2023-10-05 20:42:35 +02:00
Thomas Kaul
727340748b
Clean up imports ( #2411 )
2023-10-05 20:40:31 +02:00
Manushreshta B L
90e18338f6
Change UX to set an asset profile as a benchmark ( #2409 )
...
* Add checkbox functionality to set / unset benchmark
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-02 20:50:12 +02:00
Thomas Kaul
5b7409d08e
Feature/add tag management in admin control panel ( #2389 )
...
* Add tag management
* Update locales
* Update changelog
2023-09-26 18:56:09 +02:00
Frane Caleta
eb63802d01
Feature/extend supported date formats in activities import ( #2362 )
...
* Extend supported date formats in activities import
* Update changelog
2023-09-23 16:14:54 +02:00
Thomas Kaul
754b49e50f
Feature/shorten page titles ( #2273 )
...
* Shorten page titles
* Update changelog
2023-08-31 18:22:22 +02:00
Thomas Kaul
0fd3db3228
Bugfix/fix cash position rows in holdings table ( #2237 )
...
* Fix cash position rows
* Update changelog
2023-08-17 20:23:23 +02:00
Thomas Kaul
cd67ce82fa
Feature/rename queries to presets in market data table of admin control ( #2165 )
...
* Rename queries to presets
* Update changelog
2023-07-21 11:40:49 +02:00
Thomas Kaul
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
2023-07-18 21:29:08 +02:00
