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1572 Commits

Author SHA1 Message Date
Thomas Kaul
4e7b7375a9
Feature/setup open figi (#2526) 
* Setup OpenFIGI

* Update changelog
 2023-10-21 18:12:50 +02:00
Thomas Kaul
b8626c2086
Feature/change fees interest and search to general availability (#2525) 
* Change features to general availability

* Fees on account level
* Interest on account level
* Search for a holding

* Update changelog

* Add documentation for experimental features
 2023-10-21 10:25:05 +02:00
Thomas Kaul
a59f9fa037
Feature/remove version from client (#2522) 
* Remove version

* Update changelog
 2023-10-21 09:41:07 +02:00
Thomas Kaul
1666486940
Bugfix/trim text in i18n service (#2520) 
* Trim text

* Update changelog
 2023-10-20 22:36:03 +02:00
Don L
ac0ad48a65
Display invalid activity in csv import (#2460) 
* Display invalid activity in csv import

* Update changelog
 2023-10-20 22:07:57 +02:00
Thomas Kaul
750c627613
Feature/allow to edit market data of today (#2515) 
* Allow to edit today's market data

* Update changelog
 2023-10-20 17:37:55 +02:00
Thomas Kaul
60b2115e3b
Release 2.13.0 (#2514) 2023-10-20 08:24:49 +02:00
Arshad Jamal
e7956943ba
Make holdings request only once (#2453) 
* Make holdings request only once

* Update changelog
 2023-10-20 08:21:23 +02:00
Basim Mohammed
f66edf8de0
Add membership card component (#2507) 
* Add membership card component

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-20 08:18:34 +02:00
Aldrin
29028a81f5
Add i18n service to query XML files (#2503) 
* Add i18n service to query XML files

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-19 17:13:40 +02:00
LIYANMUBARAK
c9878c9050
Migrated users table in Admin Control to mat-table (#2469) 
* Migrated users table in Admin Control to mat-table

* Update changelog
 2023-10-19 16:58:01 +02:00
Basim Mohammed
73ac4b4197
Add chart to account detail dialog (#2502) 
* Add chart to account detail dialog

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-19 15:51:31 +02:00
Thomas Kaul
ea65dc5034
Release 2.12.0 (#2505) 2023-10-17 20:52:02 +02:00
RaviTejaVattem
84db54babd
Change checkboxes to slide toggles on user settings page (#2497) 
* Change checkboxes to slide toggles on user settings page

* Update changelog
 2023-10-17 20:49:54 +02:00
Thomas Kaul
74278073b3
Bugfix/fix query to get asset profiles matching data source and symbol (#2504) 
* Match dataSource and symbol

* Update changelog
 2023-10-17 20:36:01 +02:00
Manushreshta B L
32df7620d9
Add support for creating asset profiles with MANUAL data source (#2479) 
* Add support for creating asset profiles with MANUAL data source

* Refactoring

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-17 18:33:22 +02:00
Kevin
8492a8fed0
Upgrade simplewebauthn (#2498) 
* Upgrade simplewebauthn to new major version

* Update changelog
 2023-10-17 09:17:44 +02:00
Thomas Kaul
30e561c06f
Feature/extend assistant with search for asset profile (#2499) 
* Extend assistant with search for asset profile

* Extend search results by currency, symbol and asset sub class

* Update changelog
 2023-10-16 21:54:36 +02:00
Thomas Kaul
7243090c0e
Feature/copy client locales to assets of server (#2493) 
* Copy client locales to server’s assets

* Update changelog
 2023-10-15 18:08:44 +02:00
Pavol Kolcun
7ae49eb839
Add endpoint for account balances (#2484) 
* Add endpoint for account balances

* Update changelog

---------

Co-authored-by: Pavol Kolcun <pavol.kolcun@student.tuke.sk>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-15 17:09:47 +02:00
Thomas Kaul
bf816c3b89
Bugfix/show transfer balance button based on permission (#2489) 
* Show button depending on permission

* Update changelog
 2023-10-15 10:02:55 +02:00
Thomas Kaul
20f9225daa
Release 2.11.0 (#2488) 2023-10-14 19:12:37 +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
Thomas Kaul
e1022846b9
Bugfix/fix displayed currency of cash balance in account dialog (#2480) 
* Fix currency

* Update changelog
 2023-10-14 15:01:29 +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
8634463597
Feature/upgrade prisma to version 5.4.2 (#2477) 
* Upgrade prisma to version 5.4.2

* Update changelog
 2023-10-13 19:50:06 +02:00
Aldrin
3b5a34f6f3
Use fab-button in access management tab (#2456) 
* Use fab-button in access management tab

* Refactor fab container

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-11 09:57:35 +02:00
Thomas Kaul
22b43b5bfc
Feature/extract locales 20231010 (#2462) 
* Update locales

* Update changelog
 2023-10-10 20:17:45 +02:00
Kevin
6c66033eb4
Add date to markets overview by benchmarks (#2436) 
* Add date

* Update changelog
 2023-10-10 17:31:53 +02:00
Thomas Kaul
162fc25e23
Release 2.10.0 (#2459) 2023-10-09 20:31:34 +02:00
Thomas Kaul
45f385a483
Feature/improve symbol conversion in eod historical data service (#2457) 
* Improve conversion of currency symbols

* Update changelog
 2023-10-09 20:29:56 +02:00
Thomas Kaul
e9ef911548
Feature/improve search results display in assistant (#2458) 
* Only show search results if search is active

* Update changelog
 2023-10-09 20:28:39 +02:00
Basim Mohammed
d8d4d8f001
Change jobs table in admin control to mat-table (#2444) 
* Change jobs table in admin control to mat-table

* Update changelog
 2023-10-09 19:38:33 +02:00
Sanjeev Sharma
f47c7313af
Support enter key press to submit access dialog form (#2437) 
* Support enter key press to submit access dialog form

* Update changelog
 2023-10-09 19:11:09 +02:00
Thomas Kaul
31f0056a2d
Release 2.9.0 (#2454) 2023-10-08 20:34:39 +02:00
Thomas Kaul
550e646079
Feature/introduce assistant (#2451) 
* Introduce assistant

* Update changelog
 2023-10-08 20:32:00 +02:00
Kevin
37ff7acf04
Change platform control from select to autocomplete in account dialog (#2429) 
* Change platform control from select to autocomplete in account dialog

* Update changelog
 2023-10-08 19:17:55 +02:00
Thomas Kaul
8236091477
Feature/add support for search query in portfolio position endpoint (#2443) 
* Introduce search query filter

* Update changelog
 2023-10-07 19:30:28 +02:00
Thomas Kaul
d40bc5070a
Feature/remove permission to markets overview on home page (#2441) 
* Remove show condition for markets overview

* Update changelog
 2023-10-07 09:15:54 +02:00
Subhajit Ghosh
46614a7c24
Create carousel component for testimonials (#2394) 
* Create carousel component for testimonials

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-06 22:12:09 +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
8ad6492477
Feature/various improvements in client (#2434) 
* Various improvements

* Update changelog
 2023-10-05 20:31:00 +02:00
Siddharth Singh
d9a6c22e1e
Add application version to admin endpoint (#2423) 
* Add application version to admin endpoint

* Update changelog
 2023-10-04 16:15:08 +02:00
Thomas Kaul
42a54263f9
Release 2.8.0 (#2420) 2023-10-03 20:10:29 +02:00
Sanjeev Sharma
4fb88859b2
Improve form in account dialog (#2408) 
* Improve form in account dialog

* Update changelog
 2023-10-03 19:34:04 +02:00
Thomas Kaul
aa24b5e8c6
Feature/reload platform and tag on change (#2417) 
* Reload platforms via info

* Reload tags via info

* Update changelog
 2023-10-03 18:58:23 +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
ad5ae938ef
Feature/harmonize settings icon of user account page (#2412) 
* Harmonize icon

* Update changelog
 2023-10-02 11:29:33 +02:00
Anirudh Sudhir
f1ec5e704e
Add version to Overview of Admin Control panel (#2414) 
* Add version to Overview of Admin Control panel

* Update changelog
 2023-10-02 10:05:01 +02:00