34 Commits

Author SHA1 Message Date
Thomas Kaul
261a0fb0b9
Refactor AuthInterceptor (#1764)
* Refactor AuthInterceptor

* Refactor JwtStrategy
2023-03-04 10:13:04 +01:00
Thomas Kaul
eed4f57f30
Clean up (#1669) 2023-02-09 09:59:29 +01:00
Yash Solanki
a79f31b006
Feature/add accounts import export (#1635)
* Add accounts to activities export

* Add logic for importing accounts

* Update changelog
2023-02-06 21:59:59 +01:00
Thomas Kaul
2e7f46ad78
Feature/allow account for activity of type item (#1641)
* Support linking wealth items to account

* Update changelog
2023-01-30 20:00:07 +01:00
Thomas Kaul
52b3ad6dc3
Feature/refactor value redaction interceptor (#1624)
* Reuse redactAttributes()

* Update changelog
2023-01-21 11:46:56 +01:00
Thomas Kaul
c2df99072d
Feature/refactor filters (#1299)
* Refactor filters

Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
2022-10-07 20:39:29 +02:00
Thomas Kaul
f01a3f893d
Exclude accounts (#1289)
* Exclude accounts

* Update changelog
2022-09-25 18:02:46 +02:00
Thomas Kaul
c0f19d56ec
Feature/add account detail dialog (#1047)
* Add account detail dialog

* Update changelog
2022-06-28 21:08:34 +02:00
Thomas Kaul
5cb6e5dec6
Feature/support filtering by asset class on the allocations page (#926)
* Support filtering by asset class

* Update changelog
2022-05-16 21:49:22 +02:00
Thomas Kaul
160335302a
Feature/group filters by type (#922)
* Add groups to activities filter component

* Update changelog
2022-05-15 21:51:31 +02:00
Thomas Kaul
c1d460cead
Improve filtering (#901) 2022-05-10 21:24:36 +02:00
Thomas Kaul
67f2b326f3
Switch to new calculation engine (#814)
* Switch to new calculation engine

* Clean up old portfolio calculation engine (#815)

* Rename new portfolio calculation engine (#816)

* Update changelog
2022-04-09 10:17:31 +02:00
Thomas Kaul
3de7d3f60e
Bugfix/improve account calculations (#737)
* Improve account calculations

* Update changelog
2022-03-04 21:31:31 +01:00
Thomas Kaul
4ec351369b
Bugfix/add fallback to default account in import (#709)
* Add fallback to default account if account id is invalid

* Update changelog
2022-02-19 18:51:16 +01:00
Thomas Kaul
bcb7f5f522
Feature/add feature toggle for new calculation engine (#649)
* Add feature toggle for new calculation engine

* Update changelog
2022-01-24 21:38:59 +01:00
gizmodus
f15b33e950
Portfolio calculator rework (#632)
* Portfolio calculator rework

Co-authored-by: Reto Kaul <retokaul@sublimd.com>
2022-01-24 20:35:13 +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
aed8f5cf04
Feature/upgrade prisma to version 3.6.0 (#518)
* Upgrade prisma from version 2.30.2 to 3.6.0

* Update changelog
2021-12-05 16:52:24 +01:00
Thomas Kaul
e1932eb5a1
Bugfix/exclude drafts from transaction count (#473)
* Fix transactions count (exclude drafts)

* Improve wording (summary page)

* Update changelog
2021-11-14 19:06:54 +01:00
Thomas Kaul
3032126508
Feature/add footer row to accounts table (#471)
* Add footer row to accounts table with total balance and value

* Update changelog
2021-11-14 17:04:52 +01:00
Thomas Kaul
d2fabe7ce4
Feature/add value column to accounts table (#468)
* Add value column

* Update changelog
2021-11-13 20:38:29 +01:00
Thomas Kaul
dcee651098
Feature/support unlimited currencies (#387)
* Support unlimited currencies

* Update changelog
2021-09-24 21:09:48 +02:00
Matthias Frey
63ee33b685
Use 'import type' to import types, eliminate webpack warnings (#358) 2021-09-11 09:27:22 +02:00
Thomas Kaul
05b0efef82
Feature/add restricted view (#295)
* Add restricted view

* Update changelog
2021-08-16 21:40:29 +02:00
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode (#293)
* Improve the impersonation mode

* Update changelog
2021-08-14 19:15:26 +02:00
Valentin Zickner
308b218487
introduce basic module structure for data provider (#278)
* introduce basic module structure for data provider

* introduce DataGatheringModule

* introduce ExchangeRateDataModule

* introduce ImpersonationModule

* move RulesService

* cleanup portfolio module

* Sort imports

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2021-08-14 16:55:40 +02:00
Thomas
3589e72aea
Harmonize prisma service (#266) 2021-08-07 22:38:07 +02:00
Thomas
bb76ace95d
Feature/improve support for draft transactions (#265)
* Improve support for draft transactions

* Update changelog
2021-08-07 20:52:55 +02:00
Thomas
f22991b090
Feature/respect cash balance in analysis (#203)
* Respect cash balance in in analysis

* Update changelog
2021-07-10 14:57:03 +02:00
Thomas
2c19d8c8e7
Feature/add balance to account (#193)
* Add balance attribute and calculate total balance

* Update changelog
2021-07-07 21:23:36 +02:00
Thomas
abd0e08566
Introduce @ghostfolio/common lib (#102) 2021-05-16 22:11:14 +02:00
Thomas
c973ffd3ba
Feature/reorganize helper lib (#100)
Reorganize helper lib (Move interfaces and types)
* InfoItem
* PortfolioItem
* PortfolioOverview
* PortfolioPerformance
* Position
* PortfolioPosition
* PortfolioReport
* PortfolioReportRule
* User
* UserSettings
* DateRange
* AdminData
* AccessWithGranteeUser
* OrderWithAccount
* Granularity
* UserWithSettings
* RequestWithUser
2021-05-16 21:20:59 +02:00
Thomas
90a2fea7d6
Feature/create and update accounts (#60)
* Allow to create and update accounts

* Activate account selector in transaction dialog

* Refactor analytics and report from platforms to accounts
2021-05-02 21:18:52 +02:00
Thomas
c70eb7793e
Feature/migration to accounts (#58)
* Migrate transaction table
* Add accounts page
* Add account page logic
2021-05-01 12:30:52 +02:00