sudacode/ghostfolio
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148 Commits

Author SHA1 Message Date
Thomas Kaul
b8ad6d6662
Feature/improve import (#657) 
* Improve import

* Update changelog

Co-Authored-By: Ronald Konjer <ronaldkonjer@gmail.com>
 2022-02-01 19:12:00 +01:00
Ronald Konjer
919b20197f
import csv with account name or id (#654) 
* import csv with account id
 2022-01-29 17:27:33 +01:00
Thomas Kaul
62885ea890
Feature/improve consistent use of symbol with data source (#656) 
* Improve the consistent use of symbol with dataSource

* Update changelog
 2022-01-29 16:51:37 +01:00
Thomas Kaul
585f99e4df
Feature/add summary row to activities table (#645) 
* Add summary row to activities table

* Update changelog
 2022-01-23 11:39:30 +01:00
Thomas Kaul
d3707bbb87
Bugfix/fix preselected default account in create activity dialog (#624) 
* Fix preselected default account

* Update changelog
 2022-01-11 19:50:22 +01:00
Thomas Kaul
b2b3fde80e
Bugfix/support multiple accounts with the same name (#623) 
* Support multiple accounts with the same name

* Update changelog
 2022-01-10 21:23:47 +01:00
Thomas Kaul
69c9e259b1
Bugfix/fix routing of create activity dialog (#615) 
* Fix routing of create activity dialog

* Update changelog
 2022-01-03 21:31:55 +01:00
Thomas Kaul
aca37a27f9
Feature/add top performers to analysis page (#613) 
* Add Top 3 / Bottom 3 performers

* Update changelog
 2022-01-02 13:29:45 +01:00
Thomas Kaul
e54638a684
Feature/improve analysis page (#609) 
* Improve analysis page (show y-axis, extend chart in relation to days in market)

* Update changelog
 2022-01-01 12:09:49 +01:00
Thomas Kaul
124bdc028d
Bugfix/fix reload of position detail dialog (#603) 
* Fix reload of position detail dialog

* Update changelog
 2021-12-31 09:51:30 +01:00
Thomas Kaul
b291d9e031
Feature/refactor transactions to activities table (#600) 
* Refactor transactions to activities table with attributes and routes

* Update changelog
 2021-12-30 18:56:51 +01:00
Thomas Kaul
77065dac50
Feature/add date range selector to holdings tab (#595) 
* Add date range selector to holdings tab

* Update changelog
 2021-12-29 18:14:24 +01:00
Thomas Kaul
9e1a7fc981
Feature/dividend (#547) 
* Add dividend to order type

* Support dividend in transactions table

* Support dividend in transaction dialog

* Extend import file with dividend

* Add dividend to portfolio summary

* Update changelog

Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
 2021-12-28 21:12:12 +01:00
Thomas Kaul
ff638adf03
Feature/add transactions to position detail dialog (#591) 
* Add transactions to position detail dialog

* Update changelog
 2021-12-28 17:45:04 +01:00
Thomas Kaul
ee397c8047
Bugfix/fix file type detection for import (#587) 
* Fix file type detection ("application/vnd.ms-excel" instead of "text/csv")

* Update changelog
 2021-12-26 20:54:53 +01:00
Thomas Kaul
ddce8cc7f9
Feature/support update of historical data (#557) 
* Support update of historical data

* Update changelog
 2021-12-19 10:57:50 +01:00
Thomas Kaul
d09cad4e05
Feature/read only mode (#520) 
* Setup read only mode and update permissions dynamically

* Update changelog
 2021-12-07 20:24:15 +01:00
Thomas Kaul
572bfc59b8
Add guards (#486) 2021-11-22 20:35:25 +01:00
Thomas Kaul
bc58ee86ca
Feature/usability improvements in the create or edit transaction dialog (#483) 
* Usability improvements
  * Disable the symbol input in edit mode
  * Filter accounts by type (SECURITIES)

* Update changelog
 2021-11-20 20:41:33 +01:00
Thomas Kaul
b6902e10ea
Feature/improve import json file validation (#455) 
* Improve import validation

* Update changelog
 2021-11-07 17:16:19 +01:00
Thomas Kaul
54bbc8446b
Feature/prettify scraper symbol in chart (#448) 
* Prettify scraper symbol in chart

* Update changelog
 2021-11-01 20:29:16 +01:00
Thomas Kaul
1397cd62a8
Feature/extend public page (#445) 
* Extend public page

* Update changelog
 2021-10-31 17:00:59 +01:00
Thomas Kaul
1d9a31dbb8
Improve styling (#423) 2021-10-17 11:42:27 +02:00
Thomas Kaul
b57301ef50
Feature/extend import validation message (#421) 
* Extend import validation message

* Update changelog
 2021-10-16 21:23:15 +02:00
Thomas Kaul
2e5176bacf
Feature/extend import by csv files (#419) 
* Support import of csv files

* Update changelog
 2021-10-15 22:22:45 +02:00
Thomas Kaul
4ab6a1a071
Feature/harmonize page layouts (#417) 
* Harmonize page layouts

* Update changelog
 2021-10-13 11:51:33 +02:00
Thomas Kaul
93dcbeb6c7
Feature/add validation for import (#415) 
* Valid data types
* Maximum number of orders
* Data provider service returns data for the dataSource / symbol pair
 2021-10-12 22:19:32 +02:00
Thomas Kaul
3ec4a73b35
Feature/improve tooltips (#403) 
* Improve tooltips

* Update changelog
 2021-10-02 20:38:41 +02:00
Thomas Kaul
4219e1121e
Improve style (#398) 2021-09-29 21:05:01 +02:00
Thomas Kaul
dcee651098
Feature/support unlimited currencies (#387) 
* Support unlimited currencies

* Update changelog
 2021-09-24 21:09:48 +02:00
Thomas Kaul
508a48f4c3
Feature/hide actions in presenter view (#380) 
* Hide actions if restricted view is active

* Update changelog
 2021-09-24 20:15:10 +02:00
Thomas Kaul
8466e3d73f
Feature/always show adapted portfolio page (#388) 
* Always show adapted portfolio page

* Update changelog
 2021-09-24 20:12:17 +02:00
Thomas Kaul
af022ae316
Feature/add story for portfolio proportion chart component (#384) 
* Add story

* Use new component

* Update changelog
 2021-09-20 20:45:58 +02:00
Thomas Kaul
98be8745d9
Bugfix/fix create or edit transaction dialog (#382) 
* Fix create or edit transaction dialog

* Update changelog
 2021-09-20 11:49:50 +02:00
Thomas Kaul
0f72673ef4
Feature/respect data source in symbol data endpoint (#370) 
* Respect data source in symbol data endpoint

* Respect data source in the data provider service

* Combine symbol with data source in get() of data provider service

* Improve search functionality for multiple data sources

* Update changelog
 2021-09-18 19:32:22 +02:00
Thomas Kaul
9ed82ac82b
Feature/improve labels of allocation chart by symbol (#353) 
* Improve labels

* Update changelog
 2021-09-08 22:03:33 +02:00
Ivo Valchev
9c9ca4ab1e
Add labels to allocation piecharts (#337) 2021-09-08 21:31:34 +02:00
Thomas Kaul
5fd413e57e
Feature/setup storybook (#332) 
* Setup ui library with storybook

* Add value component with story

* Update changelog
 2021-09-04 22:12:54 +02:00
Thomas Kaul
747e5b63fa
Feature/restructure allocations page including allocations by symbol (#333) 
* Restructure allocations page

* Update changelog
 2021-09-03 23:20:30 +02:00
Ivo Valchev
b1187cf880
Add a new symbol allocation chart (#326) 
* Add a new symbol allocation chart

* Update changelog

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-09-03 17:48:35 +02:00
Thomas Kaul
6386786ac0
Bugfix/improve symbol lookup (#322) 
* Improve symbol lookup

* Update changelog
 2021-08-30 18:08:21 +02:00
Thomas Kaul
72c065a59d
Feature/introduce asset sub class (#312) 
* Introduce asset sub class

* Update changelog
 2021-08-22 22:19:10 +02:00
Thomas Kaul
2083d28d02
Feature/minor improvements in the page components (#310) 
* Move permissions to constructor

* Sort imports
 2021-08-22 10:25:34 +02:00
Thomas Kaul
aad8f77093
Feature/improve allocations by account (#308) 
* Improve allocations by account

* Eliminate accounts from PortfolioPosition

* Ignore cash assets in the allocation chart by sector, continent and country

* Add missing accounts to portfolio details

* Update changelog
 2021-08-21 15:03:55 +02:00
Thomas Kaul
7c91727eb1
Feature/restructure allocations page (#294) 
* Restructure allocations page

* Update changelog
 2021-08-15 09:55:46 +02:00
Thomas
96a615dc5d
Bugfix/only allow supported currencies in symbol search (#287) 
* Only allow supported currencies in symbol search

* Update changelog
 2021-08-13 20:29:57 +02:00
Thomas
80d043729d
Feature/replace type with asset class (#274) 
* Improved the asset classification
  * Add assetClass to symbolProfile
  * Remove type from position

* Update changelog
 2021-08-08 19:27:58 +02:00
Thomas
f743c03e17
Feature/restructure page hierarchy (#259) 
* Introduce portfolio group, remove tools

* Extract allocations to separate page

* Update changelog
 2021-08-07 07:12:40 +02:00