239 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
897e941e7a
Feature/add data provider info to position (#1730)
* Add data provider info

* Update changelog
2023-02-25 10:33:45 +01:00
Thomas Kaul
85052bc9bc
Bugfix/fix buying power calculation with emergency fund tag (#1713)
* Fix buying power calculation

* Update changelog
2023-02-17 17:29:48 +01:00
Thomas Kaul
f7597c213d
Feature/add dividend and fees to position detail dialog (#1643)
* Add dividend and fees to position detail dialog

* Update changelog
2023-01-30 20:21:16 +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
6aae0cc1e4
Bugfix/fix issue with value in value redaction interceptor (#1627)
* Fix issue with value in value redaction interceptor

* Fix format of world map

* Update changelog
2023-01-29 09:58:05 +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
6cd51fb044
Feature/hide irrelevant errors in client (#1623)
* Hide irrelevant errors in client

* Update changelog
2023-01-21 11:30:53 +01:00
Thomas Kaul
271001f523
Feature/remove toggle on allocations page (#1620)
* Rename allocationCurrent, remove allocationInvestment

* Update changelog
2023-01-21 09:52:58 +01:00
Thomas Kaul
a7e513a6d1
Bugfix/fix filtered value for emergency fund (#1619)
* Fix filtered value

* Update changelog
2023-01-20 20:51:08 +01:00
Thomas Kaul
a834ef6b4c
Release 1.228.1 (#1617) 2023-01-18 22:01:59 +01:00
Thomas Kaul
7fa6eda45d
Feature/remove emergency fund as asset class (#1615)
* Remove emergency fund as asset class

* Update changelog
2023-01-18 21:37:22 +01:00
Yash Solanki
bb99141e9c
Fix group by month/year not working for YTD (#1598)
* Set time to 00:00:00 when getting current timestamp

* Update changelog
2023-01-14 13:30:51 +01:00
Thomas Kaul
d147c2313f
Feature/support assets in emergency fund (#1601)
* Support assets in emergency fund

* Update changelog
2023-01-14 13:13:26 +01:00
Thomas Kaul
a7e5a316be
Bugfix/fix big.js exception in report endpoint (#1586)
* Fix exception with missing marketPrice

* Update changelog
2023-01-11 19:59:13 +01:00
Thomas Kaul
a850e8ca22
Import dividend (#1560)
* Import dividend

* Update changelog
2023-01-07 18:20:02 +01:00
Yash Solanki
925d38703e
Feature/add group by year option on analysis page (#1568)
* Add group by year option
2023-01-04 20:13:13 +01:00
Thomas Kaul
b20fa55b79
Feature/add filters to analytics page (#1559)
* Add filters to analysis page

* Update changelog
2022-12-29 10:31:21 +01:00
Thomas Kaul
66d5793528
Refactoring (#1545) 2022-12-27 10:05:26 +01:00
Thomas Kaul
e87b93f19c
Feature/add logo endpoint (#1506)
* Add logo endpoint

* Update changelog
2022-12-12 20:13:45 +01:00
Thomas Kaul
49dcade964
Feature/add date of first activity to holdings (#1505)
* Add date of first activity

* Update changelog
2022-12-11 10:19:35 +01:00
Thomas Kaul
3a78d6c3f1
Feature/add dividend timeline (#1498)
* Add dividend timeline

* Update changelog

Co-Authored-By: João Pereira <joao@jpereira.me>
2022-12-10 11:54:49 +01:00
Thomas Kaul
292d345ce0
Feature/support manual currency for fee (#1490)
* Support manual currency for fee

* Update changelog
2022-12-03 18:22:19 +01:00
Thomas Kaul
be14458437
Bugfix/fix division by zero error in cash positions calculation (#1462)
* Handle division by zero

* Update changelog
2022-11-19 10:19:01 +01:00
Thomas Kaul
fc1507de4f
Clean up (#1423) 2022-11-09 10:08:36 +01:00
Thomas Kaul
33fd1282e5
Bugfix/fix cash position in user currency (#1433)
* Initialize cash positions with user currency

* Update changelog
2022-11-08 17:32:50 +01:00
Thomas Kaul
43426c9b01
Feature/restructure portfolio page (#1429)
* Restructure portfolio page

* Update changelog
2022-11-07 16:57:26 +01:00
Thomas Kaul
2a1339b61e
Feature/improve usage of premium indicator component (#1421)
* Improve usage of premium indicator component

* Update changelog
2022-11-05 09:12:41 +01:00
Thomas Kaul
3b6e0b20e2
Add test case (#1399)
* Add test case

* Fix calculation for portfolio evolution chart

* Update changelog

Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-11-03 20:06:16 +01:00
Thomas Kaul
4c893c4dcc
Bugfix/fix public page (#1408)
* Fix public page

* Update changelog
2022-10-31 20:25:42 +01:00
Thomas Kaul
5c6cc4fed5
Handle division by zero (#1398) 2022-10-26 21:28:26 +02:00
Thomas Kaul
71c5412dd5
Add test case: sell partially with huge gain (#1380)
* Add test case: sell partially with huge gain
2022-10-20 20:56:58 +02:00
Thomas Kaul
ae85398c3d
Fix test description (#1379) 2022-10-20 20:48:40 +02:00
Thomas Kaul
048900d01b
Bugfix/improve performance calculation for sell activitities (#1388)
* Improve performance calculation for SELL activities

* Update changelog

Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-10-20 20:47:57 +02:00
Thomas Kaul
f9e04022f4
Remove TWR calculation (#1377) 2022-10-18 21:06:28 +02:00
Thomas Kaul
47f84dab06
Remove postfix (#1360) 2022-10-16 09:41:41 +02:00
Thomas Kaul
a65424aafa
Feature/add total amount chart to investment timeline (#1344)
* Add total amount chart

* Update changelog
2022-10-15 17:45:34 +02:00
Thomas Kaul
3fc2228f1d
Feature/switch to new performance calculation (#1336)
* Switch to new performance calculation

* Update changelog
2022-10-08 13:20:52 +02:00
Thomas Kaul
b018819a1f
Bugfix/fix todays performance and chart calculation (#1333)
* Fix today's performance and chart calculation

* Update changelog
2022-10-08 13:20:25 +02:00
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
7667af059c
Feature/combine performance and chart calculation (#1285)
* Combine performance and chart calculation endpoints

* Update changelog
2022-09-24 13:12:40 +02:00
Thomas Kaul
b1b5689242
Feature/improve performance of chart calculation (#1271)
* Improve performance chart calculation

Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>

* Update changelog

Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>

* Improve chart tooltip of benchmark comparator

* Update changelog

Co-authored-by: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-09-20 20:22:01 +02:00
Thomas Kaul
d4c3a9d1e8
Feature/add percentage visualization of the current filter (#1268)
* Add percentage visualization of the active filter

* Update changelog
2022-09-17 21:24:09 +02:00
Thomas Kaul
263f6b32f2
Bugfix/fix performance chart calculation (#1267)
* Respect end date in performance chart calculation

Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>

* Update changelog

Co-Authored-By: gizmodus <11334553+gizmodus@users.noreply.github.com>
2022-09-17 08:33:04 +02:00
Thomas Kaul
4f8fe83a16
Feature/clean up user database schema (#1242)
* Clean up user database schema

* Update changelog
2022-09-10 16:11:49 +02:00
Thomas Kaul
fc4bb71184
Feature/migrate date range setting to user settings (#1239)
* Migrate date range to user settings

* Refactor currency and view mode in the user user settings

* Update changelog
2022-09-10 11:38:06 +02:00
Thomas Kaul
3b2f13850c
Feature/improve chart calculation (#1226)
* Improve chart calculation

* Update changelog
2022-09-03 21:41:06 +02:00
Thomas Kaul
0cc42ffd7c
Add end date parameter (#1224)
* Add end date parameter
2022-09-03 21:28:57 +02:00
Thomas Kaul
35963580bc
Bugfix/improve error handling in portfolio calculations (#1215)
* Improve error handling

* Update changelog
2022-09-03 08:31:47 +02:00