underwater
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
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* Use HasPermission in endpoints
* Update changelog
2023-12-26 19:23:25 +01:00
Thomas Kaul
377ba75e4c
Add support to delete a cash balance ( #2707 )
2023-12-02 17:17:25 +01:00
Thomas Kaul
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
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* Extend performance endpoint by net worth per day
* Update changelog
2023-11-26 21:17:15 +01:00
Thomas Kaul
7cb86de7af
Feature/remove account type from account database model ( #2616 )
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* Remove account type
* Update changelog
2023-11-07 17:56:18 +01:00
Ajay
20cefaba19
Improve usability and validation in cash balance transfer ( #2552 )
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* Improve usability and validation in cash balance transfer
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-28 15:09:01 +02:00
Thomas Kaul
f5ad1d2d24
Feature/set validation rule to positive number in cash balance transfer ( #2544 )
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* Add validation rule (positive number)
* Update changelog
2023-10-26 19:19:43 +02:00
Pavol Kolcun
7ae49eb839
Add endpoint for account balances ( #2484 )
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* Add endpoint for account balances
* Update changelog
---------
Co-authored-by: Pavol Kolcun <pavol.kolcun@student.tuke.sk>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-15 17:09:47 +02:00
Aldrin
0ac97bd112
Transfer cash balance between accounts ( #2455 )
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* Transfer cash balance between accounts
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-13 21:46:49 +02:00
Aldrin
e60fe48fdd
Add dialog for cash transfer between accounts ( #2433 )
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* Add dialog for cash transfer between accounts
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-07 14:46:13 +02:00
Sanjeev Sharma
4fb88859b2
Improve form in account dialog ( #2408 )
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* Improve form in account dialog
* Update changelog
2023-10-03 19:34:04 +02:00
Thomas Kaul
ab691bb27a
Feature/remove account type from user interface ( #2335 )
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* Remove account type from user interface and set it optional
* Update changelog
2023-09-15 19:11:20 +02:00
Thomas Kaul
c9353d0a39
Support account balance time series ( #2166 )
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* Initial setup
* Support account balance in export
* Handle account balance update
* Add schema migration
* Update changelog
2023-07-23 15:55:58 +02:00
Thomas Kaul
9116443305
Feature/support note in accounts ( #2063 )
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* Add support for a note in accounts
* Update changelog
2023-06-10 12:01:13 +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
Thomas Kaul
f4c748f67a
Feature/extend support for impersonation mode ( #1898 )
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* Support impersonation of all users for local development
* Update changelog
2023-04-28 21:02:24 +02:00
Thomas Kaul
513a564e2c
Restructure services ( #1891 )
2023-04-23 12:02:01 +02:00
Thomas Kaul
261a0fb0b9
Refactor AuthInterceptor ( #1764 )
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* 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 )
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* 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 )
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* 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 )
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* Reuse redactAttributes()
* Update changelog
2023-01-21 11:46:56 +01:00
Thomas Kaul
c2df99072d
Feature/refactor filters ( #1299 )
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* 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 )
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* Exclude accounts
* Update changelog
2022-09-25 18:02:46 +02:00
Thomas Kaul
c0f19d56ec
Feature/add account detail dialog ( #1047 )
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* 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 )
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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
c1d460cead
Improve filtering ( #901 )
2022-05-10 21:24:36 +02:00
Thomas Kaul
67f2b326f3
Switch to new calculation engine ( #814 )
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* 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 )
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* 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 )
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* 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 )
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* Add feature toggle for new calculation engine
* Update changelog
2022-01-24 21:38:59 +01:00
gizmodus
f15b33e950
Portfolio calculator rework ( #632 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* 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 )
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* Add value column
* Update changelog
2021-11-13 20:38:29 +01:00
Thomas Kaul
dcee651098
Feature/support unlimited currencies ( #387 )
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* 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 )
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* Add restricted view
* Update changelog
2021-08-16 21:40:29 +02:00
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode ( #293 )
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* 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 )
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* 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 )
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* Improve support for draft transactions
* Update changelog
2021-08-07 20:52:55 +02:00
Thomas
f22991b090
Feature/respect cash balance in analysis ( #203 )
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* Respect cash balance in in analysis
* Update changelog
2021-07-10 14:57:03 +02:00
Thomas
2c19d8c8e7
Feature/add balance to account ( #193 )
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* 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 )
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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 )
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* 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 )
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* Migrate transaction table
* Add accounts page
* Add account page logic
2021-05-01 12:30:52 +02:00
