Thomas Kaul
cd07802400
Bugfix/fix historical market data gathering for asset profiles with manual data source ( #3336 )
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* Fix historical market data gathering for asset profiles with MANUAL data source
* Update changelog
2024-04-27 15:29:32 +02:00
Thomas Kaul
b692b7432c
Feature/set up event system for portfolio changes ( #3333 )
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* Set up event system for portfolio changes
* Update changelog
2024-04-26 20:13:53 +02:00
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
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* Adapt priorities of data gathering jobs
* Update changelog
2024-04-13 09:28:14 +02:00
Thomas Kaul
07c0e5a612
Feature/add currency to order database schema ( #3251 )
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* Add currency to Order database schema
* Update changelog
2024-04-07 11:30:32 +02:00
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years ( #3190 )
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* 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
Thomas Kaul
88a9b518f6
Bugfix/fix issue with overridden names in activities table ( #3200 )
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* Fix issue with overridden names
* Update changelog
2024-03-29 09:50:04 +01:00
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
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* Upgrade @types/big.js to version 6.2.2
* Refactor imports
2024-03-25 08:34:30 +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
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
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
Thomas Kaul
4ab3f81384
Extract getFactor() ( #3089 )
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* Extract getFactor()
* Refactoring
2024-03-03 20:04:49 +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
Thomas Kaul
7f67430685
Bugfix/readd value in base currency to activity ( #3078 )
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* Readd valueInBaseCurrency
* Update changelog
2024-03-02 10:03:10 +01:00
Thomas Kaul
2115745471
Bugfix/fix issue with exchange rate calculation of wealth items in accounts ( #3065 )
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* Fix exchange rate calculatio of wealth items in accounts
* Update changelog
2024-02-29 20:14:52 +01:00
Thomas Kaul
d3679d41b3
Bugfix/fix query to filter activities of excluded accounts ( #3059 )
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* Fix query to filter activities of excluded accounts
* Update changelog
2024-02-27 20:58:04 +01:00
Thomas Kaul
a3cdb23776
Feature/refactor query to filter activities of excluded accounts ( #3016 )
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* Refactor query to filter activities of excluded accounts
* Update changelog
2024-02-18 12:29:00 +01:00
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2024-02-11 17:50:18 +01:00
Thomas Kaul
28706d7b26
Refactor order service ( #2751 )
2023-12-16 17:08:59 +01:00
Thomas Kaul
51a0ede3e4
Feature/introduce lazy loaded activities table ( #2729 )
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* 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
shyam kachhadiya
f40f0653c2
Add request params (ship, take) for pagination to GET order endpoint ( #2382 )
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* Add request params (ship, take) for pagination to GET order endpoint
* Update changelog
2023-10-02 08:54:21 +02:00
Thomas Kaul
e2e4c9be3c
Feature/skip data gathering for manual data source ( #2379 )
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* Skip data gathering
* Update changelog
2023-09-23 20:10:08 +02:00
Thomas Kaul
b12349a148
Feature/add support for interest on account level ( #2354 )
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* Add support for interest
* Update changelog
2023-09-19 20:37:04 +02:00
Thomas Kaul
7130ac7565
Feature/add support for fees on account level ( #1954 )
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* Add migration
* Add business logic for fees
* Fix export for liabilities
* Update changelog
2023-09-17 18:20:54 +02:00
Thomas Kaul
286e41eb21
Feature/optimize import validation by reducing to unique asset profiles ( #2198 )
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* Optimize activities validation
* Optimize data gathering in import
* Update changelog
2023-08-01 09:10:13 +02:00
Thomas Kaul
06dfb91f82
Release 1.280.1 ( #2069 )
2023-06-10 21:41:39 +02:00
Thomas Kaul
7931e6950d
Feature/add support for liabilities ( #1789 )
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* Add support for liabilities
* Update changelog
2023-06-10 16:17:11 +02:00
Thomas Kaul
4d700e3b83
Feature/add error message if importing duplicates ( #1984 )
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* Add error messages if import include duplicates
* Update changelog
2023-05-19 13:16:40 +02:00
Visrut
7d6a74a67d
Feature/improve check for duplicates in import #1932 ( #1940 )
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* Improve check for duplicates in import
* Update changelog
2023-05-08 21:45:59 +02:00
Francisco Silva
8ba15f8f72
Optionally update cash balance when adding activity ( #1926 )
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* Optionally update cash balance when adding activity
* Update changelog
2023-05-06 09:01:09 +02:00
Francisco Silva
67e758365f
feature: allow to delete all activities of a user ( #1880 )
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* Allow to delete all activities of a user
* Update changelog
2023-04-23 19:49:32 +02:00
Thomas Kaul
513a564e2c
Restructure services ( #1891 )
2023-04-23 12:02:01 +02:00
Thomas Kaul
947460abdd
Bugfix/fix ids of gather asset profile process jobs ( #1863 )
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* Fix job ids
* Update changelog
2023-04-16 09:49:27 +02:00
Thomas Kaul
e23ff33e6f
Feature/skip job creation for manual data source without scraper configuration ( #1857 )
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* Skip job creation for MANUAL data source without scraper configuration
* Update changelog
2023-04-15 11:54:47 +02:00
Thomas Kaul
1ed5690b33
Feature/improve queue jobs implementation ( #1855 )
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* Improve queue jobs implementation
* Update changelog
2023-04-14 19:57:23 +02:00
Mirio
80d0638922
Adding Coingecko Data Provider ( #1736 )
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* Adding Coingecko Data Provider
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-02-25 09:45:01 +01:00
Thomas Kaul
2e7f46ad78
Feature/allow account for activity of type item ( #1641 )
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* Support linking wealth items to account
* Update changelog
2023-01-30 20:00:07 +01:00
Thomas Kaul
49ce4803ce
Feature/add support to manage tags in create or edit activity dialog ( #1532 )
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* Add support to manage tags
* Update changelog
2022-12-25 12:23:52 +01:00
Thomas Kaul
f01a3f893d
Exclude accounts ( #1289 )
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* Exclude accounts
* Update changelog
2022-09-25 18:02:46 +02:00
Thomas Kaul
c5e6602102
Improve filter by asset class ( #1135 )
2022-08-09 21:25:07 +02:00
Thomas Kaul
dbc38e705e
Feature/add url to symbol profile overrides ( #1132 )
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* Add url to symbol profile overrides
* Improve filter by asset class
* Update changelog
2022-08-09 19:29:26 +02:00
Thomas Kaul
69bc1d67e1
Bugfix/fix database connection error handling ( #1125 )
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* Fix database connection error handling
* Update changelog
2022-08-04 13:36:32 +02:00
Thomas Kaul
81217b35ef
Feature/add comment to activity ( #1097 )
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* Add comment to activity
* Update changelog
2022-07-27 21:07:27 +02:00
Thomas Kaul
2394cbd6fe
Feature/support tags in create and update order dto ( #1084 )
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* Support tags in create or update order
* Update changelog
2022-07-19 20:24:01 +02:00
Thomas Kaul
557e3a0676
Feature/migrate historical market data gathering to queue design pattern ( #991 )
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* Migrate historical market data gathering to queue
* Filter and delete jobs
* Detect duplicate jobs
* Update changelog
2022-06-11 13:40:15 +02:00
Thomas Kaul
5cb6e5dec6
Feature/support filtering by asset class on the allocations page ( #926 )
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* Support filtering by asset class
* Update changelog
2022-05-16 21:49:22 +02:00
Thomas Kaul
160335302a
Feature/group filters by type ( #922 )
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* Add groups to activities filter component
* Update changelog
2022-05-15 21:51:31 +02:00
Thomas Kaul
40380346e6
Feature/setup bull queue system ( #886 )
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* Setup @nestjs/bull and asset profile data gathering job
* Update changelog
2022-05-07 20:00:51 +02:00
Thomas Kaul
16dd8f7652
Feature/refactor filters with interface ( #883 )
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* 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 )
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* Add asset and asset sub class
* Update changelog
2022-04-30 21:47:10 +02:00
Thomas Kaul
b7bbc029ac
Feature/render tags in dialogs ( #864 )
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* Render tags
* Update changelog
2022-04-25 22:37:34 +02:00
