Thomas Kaul
6285417903
Feature/change grant private access with permissions to general availability ( #3169 )
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* Change grant private access with permissions from experimental to general availability
* Update changelog
2024-03-19 19:25:43 +01:00
Thomas Kaul
ca674a654e
Feature/add symbol and isin to position detail dialog ( #3163 )
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* Add symbol and ISIN
* Update translations
* Update changelog
2024-03-18 13:58:46 +01:00
Thomas Kaul
2729c5651f
Release 2.64.0 ( #3161 )
2024-03-16 19:00:50 +01:00
Thomas Kaul
7e28e42995
Feature/exclude fees from holdings ( #3160 )
2024-03-16 18:59:23 +01:00
Thomas Kaul
e21563d903
Feature/increase timeout to load benchmarks ( #3158 )
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* Increase request timeout
* Update changelog
2024-03-16 18:15:34 +01:00
Thomas Kaul
3ede69650c
Feature/upgrade prisma to version 5.11.0 ( #3159 )
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* Upgrade prisma to version 5.11.0
* Update changelog
2024-03-16 16:51:07 +01:00
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
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* 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
Thomas Kaul
a90c067da0
Clean up ( #3157 )
2024-03-16 13:40:23 +01:00
Thomas Kaul
38c2baf943
Feature/improve exception handling of current investments in various rules ( #3156 )
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* Improve exception handling
* Update changelog
2024-03-16 12:29:21 +01:00
Thomas Kaul
82c78cad6b
Format ( #3155 )
2024-03-16 12:28:58 +01:00
Thomas Kaul
bffe6060bd
Pass portfolio calculator to getChart() ( #3153 )
2024-03-16 10:05:16 +01:00
Thomas Kaul
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics ( #3152 )
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* Fix total dividend calculation
* Update changelog
2024-03-16 10:04:57 +01:00
rodriguestiago0
3b895afc9e
Enable account balance update for fee and interest activities ( #3145 )
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* Enable account balance update for fee and interest activities
* Update changelog
2024-03-15 18:56:17 +01:00
Thomas Kaul
00c2ede85e
Feature/improve usability of platform and tag management ( #3144 )
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* Improve usability
* Update changelog
2024-03-15 08:37:41 +01:00
Thomas Kaul
8420cb830c
Feature/add product roadmap to faq ( #3143 )
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* Add product roadmap
* Update changelog
2024-03-14 14:09:20 +01:00
helgehatt
a0ddd1f9b9
Fix date conversion in import of historical market data ( #3117 )
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* Fix date conversion in import of historical market data
* Update changelog
2024-03-13 20:44:33 +01:00
Thomas Kaul
40d93066ff
Introduce .env.dev ( #3120 )
2024-03-13 20:21:54 +01:00
Thomas Kaul
671e4e316b
Release 2.63.2 ( #3138 )
2024-03-12 20:50:32 +01:00
Thomas Kaul
473136e9aa
Release 2.63.1 ( #3135 )
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* Release 2.63.1
2024-03-11 21:35:43 +01:00
Thomas Kaul
9a3db91982
Release 2.63.0 ( #3134 )
2024-03-11 20:19:23 +01:00
Thomas Kaul
d23cb5f190
Feature/upgrade simplewebauthn dependencies to version 9.0 ( #3130 )
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* Upgrade @simplewebauthn/browser and @simplewebauthn/server to version 9.0
* Update changelog
2024-03-11 20:17:47 +01:00
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations ( #3133 )
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* Remove liabilities from allocations calculation
* Update changelog
2024-03-11 20:16:56 +01:00
Thomas Kaul
59c064e3c8
Feature/upgrade yahoo finance2 to version 2.10.0 ( #3127 )
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* Upgrade yahoo-finance2 to version 2.10.0
* Update changelog
2024-03-11 20:15:55 +01:00
Thomas Kaul
e792924606
Update OSS friends ( #3132 )
2024-03-11 20:15:32 +01:00
Thomas Kaul
d32dd5e860
Feature/upgrade countries list to version 3.1.0 ( #3131 )
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* Upgrade countries-list to version 3.1.0
* Update changelog
2024-03-11 19:16:20 +01:00
Thomas Kaul
bb86f85203
Feature/add available home server systems to faq ( #3126 )
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* Add available home server systems
* Update changelog
* Add CasaOS to README.md
2024-03-10 09:50:43 +01:00
gizmodus
0bca8897d6
Fix average price calculation by only considering BUY transactions ( #3125 )
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* Fix average price calculation by only considering buy transactions
* Update changelog
2024-03-10 09:35:47 +01:00
Thomas Kaul
ba73f6de2e
Release 2.62.0 ( #3124 )
2024-03-09 19:57:56 +01:00
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
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* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
2024-03-09 19:56:26 +01:00
Thomas Kaul
6d2a897366
Refactor orders with activities ( #3122 )
2024-03-09 17:17:52 +01:00
Thomas Kaul
d8bfb23f20
Refactor reduce() with getSum() ( #3121 )
2024-03-09 16:53:59 +01:00
Gerard Du Pre
d9d71e7827
Fix issue with removing account from activity ( #3112 )
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* Fix issue with removing account from activity
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-09 15:52:05 +01:00
Thomas Kaul
b642ce08e5
Refactor item type ( #3119 )
2024-03-09 12:32:56 +01:00
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
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* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
2024-03-09 11:07:01 +01:00
Thomas Kaul
1f2f9f22f2
Feature/remove environment variable web auth rp ( #3115 )
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* Remove environment variable WEB_AUTH_RP_ID
* Update changelog
2024-03-08 19:00:21 +01:00
Thomas Kaul
7a3237f1ff
Adapt style of inactive users ( #3114 )
2024-03-08 18:59:23 +01:00
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
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* Integrate dividend into transaction point concept
* Update changelog
2024-03-07 20:07:50 +01:00
Gerard Du Pre
77358eed65
Feature/Include user role in admin endpoint ( #3107 )
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* Include user role in admin endpoint
2024-03-07 19:38:57 +01:00
Thomas Kaul
c641c28b12
Release 2.61.1 ( #3110 )
2024-03-06 22:08:00 +01:00
Thomas Kaul
c54392b7bb
Bugfix/fix exception in account value calculation ( #3109 )
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* Fix exception in value of account calculation caused by liabilities
* Update changelog
2024-03-06 22:06:27 +01:00
Gerard Du Pre
f3a8822a77
Feature/remove-v-from-version-in-admin-endpoint ( #3101 )
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* Remove "v" from version in admin endpoint
2024-03-06 11:11:10 +01:00
Thomas Kaul
f1dc075c36
Update translations ( #3093 )
2024-03-05 10:16:59 +01:00
Thomas Kaul
144d831954
Release 2.61.0 ( #3097 )
2024-03-04 20:17:05 +01:00
Thomas Kaul
c37ad9bad4
Bugfix/fix activities import ( #3095 )
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* Fix query parameter handling of booleans
* Update changelog
2024-03-04 20:15:41 +01:00
Thomas Kaul
4ab3f81384
Extract getFactor() ( #3089 )
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* Extract getFactor()
* Refactoring
2024-03-03 20:04:49 +01:00
Thomas Kaul
b932bac9aa
Feature/optimize summary calculation ( #3088 )
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* Optimize calculation
* Update changelog
2024-03-03 08:24:51 +01:00
Thomas Kaul
bcdd873222
Add missing title ( #3087 )
2024-03-02 17:32:32 +01:00
Thomas Kaul
25b3de5828
Release 2.60.0 ( #3086 )
2024-03-02 14:44:00 +01:00
Thomas Kaul
40b454d2f3
Feature/refresh cryptocurrencies list 20240302 ( #3085 )
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* Update cryptocurrencies.json
* Add UNI7083
* Update changelog
2024-03-02 14:42:40 +01:00
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
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* Integrate (wealth) items into transaction point concept
* Update changelog
2024-03-02 14:29:03 +01:00
