361 Commits

Author SHA1 Message Date
Hugo Persson
cef7fa79de
Fix total account value calculation for liabilities ()
* Fix calculation

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-07-28 19:42:57 +02:00
Thomas Kaul
5fe07cb85f
Bugfix/fix value in holdings table ()
* Fix missing value

* Update changelog
2023-07-26 20:05:26 +02:00
Thomas Kaul
622bb8b0cf
Feature/add allocations by market chart ()
* Add allocations by (advanced) market

* Fix public page

* Update changelog
2023-07-24 20:04:34 +02:00
Thomas Kaul
cd67ce82fa
Feature/rename queries to presets in market data table of admin control ()
* Rename queries to presets

* Update changelog
2023-07-21 11:40:49 +02:00
Thomas Kaul
bdf72164b1
Feature/break down emergency fund by cash and assets ()
* Break down emergency fund in cash and assets

* Update changelog
2023-07-19 11:30:48 +02:00
Thomas Kaul
455a2d2e92
Refactor value to valueInBaseCurrency () 2023-07-18 21:29:08 +02:00
Thomas Kaul
68a9a7f6f9
Feature/add queries to market data table in admin control ()
* Add queries

* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS

* Update changelog
2023-07-15 17:54:16 +02:00
Thomas Kaul
30f1a3514a
Feature/add hints to activity types in create or edit activity dialog ()
* Add hints

* Update changelog
2023-07-15 11:31:05 +02:00
Thomas Kaul
c25f532487
Improve product pages () 2023-07-11 21:40:45 +02:00
Thomas Kaul
c434b730a8
Feature/hide average buy price in position detail chart if no holding ()
* Hide the average buy price if no holding

* Update changelog
2023-07-09 10:42:53 +02:00
Thomas Kaul
2d23c566f1
Feature/setup personal finance tools pages () 2023-07-09 10:42:10 +02:00
Thomas Kaul
ba220eaee9
Bugfix/fix sorting by currency in activities table ()
* Fix sorting by currency

* Update changelog
2023-07-09 09:38:48 +02:00
Arghya Ghosh
0d421e7181
Bugfix/fix adding 'Item' and 'Liability' activities ()
* Fix adding activities of type item and liability

* Update changelog
2023-07-03 22:29:00 +02:00
Thomas Kaul
e62da06c5c
Feature/extend scraper configuration support ()
* Extend scraper configuration support

* Update changelog
2023-07-01 11:08:10 +02:00
Thomas Kaul
0a465f125d
Feature/add pagination to market data table in admin control panel ()
* Add pagination

* Update changelog
2023-07-01 10:49:00 +02:00
Arghya Ghosh
6a802a62a0
Add ability to search for indices and fix gf-symbol-autocomplete validation ()
* Bugfix/Fix gf-symbol-autocomplete validation

* Feature/Add ability to search for indices

* Update changelog
2023-06-26 18:38:24 +02:00
Thomas Kaul
58d9816f01
Feature/extend symbol search component by asset sub classes ()
* Add asset sub classes

* Update changelog
2023-06-21 16:09:18 +02:00
Francisco Silva
a9526430c2
Improve column headers in holdings table for mobile ()
* Improve column headers in holdings table for mobile

* Update changelog
2023-06-13 21:00:56 +02:00
Arghya Ghosh
fce3b2084e
Feature/extract symbol search to component () ()
* Extract symbol search to component ()

* Update changelog
2023-06-13 20:36:16 +02:00
Thomas Kaul
06dfb91f82
Release 1.280.1 () 2023-06-10 21:41:39 +02:00
Thomas Kaul
7931e6950d
Feature/add support for liabilities ()
* Add support for liabilities

* Update changelog
2023-06-10 16:17:11 +02:00
Thomas Kaul
04eb452e04
Add missing guards () 2023-06-10 16:16:27 +02:00
Thomas Kaul
6077bfa754
Feature/change direction of ellipsis icon to horizontal in tables ()
* Change direction of ellipsis icon to horizontal

* Update changelog
2023-06-09 19:39:14 +02:00
Thomas Kaul
a53461d257
Feature/migrate currency to unit in value component ()
* Migrate currency to unit

* Update locales
2023-06-04 21:46:49 +02:00
Thomas Kaul
d630fb900d
Feature/add investment streaks ()
* Add investment streaks

* Current streak
* Longest streak

* Add unit to value component

* Update changelog
2023-06-04 09:35:58 +02:00
Thomas Kaul
ae57a188f5
Feature/improve tab navigations ()
* Improve tab navigations

* Update changelog
2023-06-03 07:44:59 +02:00
Thomas Kaul
206b6567fd
Feature/improve activities import dialog ()
* Improve activities import dialog

* Update changelog
2023-05-29 07:45:55 +02:00
Thomas Kaul
144b6b2211
Bugfix/handle undefined in decode data source ()
* Handle undefined data source

* Update changelog
2023-05-28 10:29:52 +02:00
Thomas Kaul
19333ab084
Fix warnings () 2023-05-27 10:48:10 +02:00
Thomas Kaul
b3baeb8a5d
Feature/support case insensitive names in portfolio proportion chart ()
* Sum up case insensitive names

* Update changelog
2023-05-26 20:41:33 +02:00
Thomas Kaul
215f5eafa6
Feature/set asset profile as benchmark ()
* Set asset profile as benchmark

* Update changelog

Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
2023-05-24 21:22:32 +02:00
Thomas Kaul
86296b3591
Feature/improve local number formatting in value component ()
* Improve local number formatting

* Update changelog
2023-05-20 10:53:04 +02:00
Thomas Kaul
4d700e3b83
Feature/add error message if importing duplicates ()
* Add error messages if import include duplicates

* Update changelog
2023-05-19 13:16:40 +02:00
Thomas Kaul
19e6df4fb2
Fix exception () 2023-05-18 19:03:27 +02:00
Thomas Kaul
7fc3fff431
Bugfix/fix storybook setup ()
* Fix Storybook setup

* Update changelog
2023-05-18 17:51:38 +02:00
Thomas Kaul
edd690850c
Feature/setup open startup page ()
* Setup Open Startup page

* Update changelog
2023-05-18 12:31:36 +02:00
Visrut
9c30139b86
FIX : select checkbox state fix for duplicates ()
* FIX : select checkbox state fix for duplicates

* Update changelog
2023-05-13 12:15:11 +02:00
Visrut
7d6a74a67d
Feature/improve check for duplicates in import ()
* Improve check for duplicates in import

* Update changelog
2023-05-08 21:45:59 +02:00
Thomas Kaul
32c1e6b390
Feature/upgrade to nx 16.0 ()
* Upgrade to Nx 16.0

* Update changelog
2023-05-07 17:56:57 +02:00
FabioAzevedo0619
e1892d2870
Feature/platform management ()
* Added platform management to admin control panel

* Update changelog
2023-05-06 09:44:28 +02:00
Thomas Kaul
e3c9316486
Feature/improve tooltip of portfolio proportion chart ()
* Hide title

* Update changelog
2023-05-01 19:26:49 +02:00
Thomas Kaul
15c96a9757
Feature/add allocations by platform chart ()
* Add allocations by platform

* Update changelog
2023-05-01 17:44:35 +02:00
Thomas Kaul
1ca3792a4b
Feature/clean up initial values from x ray ()
* Clean up initial (original) values from X-Ray

* Refactor current to valueInBaseCurrency

* Update changelog
2023-05-01 17:16:02 +02:00
Thomas Kaul
f4c748f67a
Feature/extend support for impersonation mode ()
* Support impersonation of all users for local development

* Update changelog
2023-04-28 21:02:24 +02:00
Francisco Silva
67e758365f
feature: allow to delete all activities of a user ()
* Allow to delete all activities of a user

* Update changelog
2023-04-23 19:49:32 +02:00
Thomas Kaul
3daf55a0dd
Bugfix/remove sort header in comment column of activities table ()
* Remove sort header

* Update changelog
2023-04-22 14:44:45 +02:00
Thomas Kaul
aafedd5f75
Feature/increase robustness if live data is missing ()
* Continuously persist today's market data

* Add fallback to historical market data if data provider does not provide live data

* Update changelog
2023-04-22 14:43:57 +02:00
Francisco Silva
32956ae04c
Fix: performance column header alignment ()
* Fix: performance column header alignment

* Update changelog
2023-04-21 18:05:51 +02:00
Thomas Kaul
5eff8402db
Release/1.258.0 ()
* Release 1.258.0
  * Introduce data source mapping

* Update changelog
2023-04-20 09:07:22 +02:00
Thomas Kaul
654446f068
Feature/improve handling of jobs ()
* Improve handling of jobs
  * Remove jobs on complete
  * Refactor jobs removal

* Update changelog
2023-04-16 19:56:19 +02:00