148 Commits

Author SHA1 Message Date
Thomas Kaul
7619442895
Feature/add savings rate to investment timeline (#1104)
* Add line for savings rate

* Update changelog
2022-07-29 17:03:23 +02:00
Thomas Kaul
81217b35ef
Feature/add comment to activity (#1097)
* Add comment to activity

* Update changelog
2022-07-27 21:07:27 +02:00
Thomas Kaul
2571e5b8c0
Feature/improve empty states (#1090)
* Improve empty states

* Update changelog
2022-07-22 19:33:06 +02:00
Thomas Kaul
2394cbd6fe
Feature/support tags in create and update order dto (#1084)
* Support tags in create or update order

* Update changelog
2022-07-19 20:24:01 +02:00
Thomas Kaul
a74d5cce20
Feature/remove activities import limit for premium users (#1082)
* Remove activities import limit for premium users

* Update changelog
2022-07-17 20:44:28 +02:00
Thomas Kaul
60e2aff488
Extend investment timeline by month (#1066)
* Extend investment timeline grouped by month

* Update changelog
2022-07-09 21:18:05 +02:00
Thomas Kaul
30835ced88
Bugfix/fix holdings for basic users (#1064)
* Fix holdings for basic users

* Update changelog
2022-07-07 21:06:12 +02:00
Thomas Kaul
8897f32bc5
Clean up modules (#1063) 2022-07-07 07:04:23 +02:00
Thomas Kaul
c0f19d56ec
Feature/add account detail dialog (#1047)
* Add account detail dialog

* Update changelog
2022-06-28 21:08:34 +02:00
Thomas Kaul
8e2b235b1f
Feature/improve search label (#1048)
* Improve search label

* Update changelog
2022-06-28 13:33:59 +02:00
Thomas Kaul
d130efad47
Clean up comments (#1043)
* Clean up comments
2022-06-25 17:30:43 +02:00
Thomas Kaul
109f0ebd70
Feature/move positions table to holdings section (#1042)
* Move positions table to holdings section

* Update changelog
2022-06-25 14:47:20 +02:00
Thomas Kaul
069ddcc6b2
Feature/add reusable premium indicator component (#1041)
* Add premium indicator component

* Update changelog
2022-06-25 12:38:15 +02:00
Thomas Kaul
6774c48dff
Feature/restructure fire page (#982)
* Restructure fire page

* Update changelog
2022-06-04 09:06:53 +02:00
Thomas Kaul
15dda886a0
Feature/add vertical hover line to line chart component (#963)
* Add vertical hover line

* Improve tooltips of charts

* Update changelog
2022-05-28 20:53:54 +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
4a123c38f2
Refactor placeholder (#925) 2022-05-16 21:17:58 +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
2b63f7e707
Feature/support enter to submit create or update transaction dialog form (#913)
* Support enter key press to submit form

* Update changelog
2022-05-14 10:56:07 +02:00
Thomas Kaul
d5c96d1cb7
Bugfix/fix date picker date format (#912)
* Fix date picker date format

* Update changelog
2022-05-14 10:55:09 +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
b3e07c8446
Feature/support permissions in fire calculator (#891)
* Support hasPermissionToUpdateUserSettings

* Update changelog
2022-05-08 15:59:19 +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
b6cd007ad4
Release/1.143.0 (#871)
* Release 1.143.0
  * Improve filtering by tags
2022-04-26 22:31:53 +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
beb12637ce
Bugfix/fix total calculation for sell and dividend (#850)
* Fix calculation for sell and dividend activities

* Update changelog
2022-04-22 19:29:18 +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
056b318d86
Bugfix/fix end date in ics files (#841)
* Fix end date

* Update changelog
2022-04-18 11:31:16 +02:00
Thomas Kaul
6e7cf0380b
Feature/export single draft (#835)
* Export single draft

* Update changelog
2022-04-16 11:33:01 +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
23f2ac472e
Feature/add fire calculator (#822)
* Add fire calculator

* Update changelog
2022-04-10 20:02:31 +02:00
Thomas Kaul
3d3a6c1204
Feature/improve fire section (#813)
* Improve FIRE section

* Update changelog
2022-04-09 09:03:39 +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
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
7f0c98cae6
Feature/setup fire page with 4 percent rule (#773)
* Setup page for FIRE

* Update changelog
2022-03-30 21:14:49 +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
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
Thomas Kaul
b3e58d182a
Feature/add support for click in portfolio proportion chart (#729)
* Add support for click

* Update changelog
2022-02-28 21:35:52 +01:00
Thomas Kaul
46b91d3c3b
Feature/improve portfolio page (#721)
* Improve page

* Update changelog
2022-02-23 19:00:13 +01:00
Thomas Kaul
dced06ebb5
Bugfix/improve allocations (#710)
* Fix allocations by account for non-unique account names

* Refactor calculations with big.js

* Update changelog
2022-02-19 18:41:12 +01:00
Thomas Kaul
dcc7ef89fe
Release/1.114.1 (#689)
* Fix creation of wealth items

* Release 1.114.1
2022-02-10 11:16:25 +01:00
Thomas Kaul
76f70598e2
Feature/add support for wealth items (#666)
* Add support for wealth items

* Update changelog
2022-02-10 09:39:10 +01:00
Thomas Kaul
bed3e5aae2
Bugfix/fix horizontal overflow in activities table (#676)
* Fix horizontal overflow in tables

* Update changelog
2022-02-06 15:45:39 +01:00
Thomas Kaul
48b524de5a
Feature/add export functionality to position detail dialog (#672)
* Add export functionality to the position detail dialog

* Respect filters in activities export

* Update changelog
2022-02-05 20:26:10 +01:00
Thomas Kaul
8bd9330acc
Feature/improve usability of create or edit transaction dialog (#661)
* Move the fee to the bottom

* Update changelog
2022-02-01 20:35:44 +01:00