sudacode/ghostfolio
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698 Commits 3 Branches 491 Tags
dc424a86ec069f8d334bcb3132925d7c15e26d15
Commit Graph

481 Commits

Author SHA1 Message Date
Thomas Kaul
c2ab6a6c44 Feature/improve portfolio details endpoint (#302) 
* Make details endpoint fault tolerant (do not throw error)

* Update changelog
 2021-08-19 21:44:10 +02:00
Thomas Kaul
c71a4c078e Bugfix/convert g bp to gbp in yahoo finance service (#301) 
* Fix currency inconsistency in the yahoo finance service (GBp to GBP)

* Update changelog
 2021-08-18 18:22:01 +02:00
Thomas Kaul
e17b217032 Bugfix/fix issue on buy date in position detail dialog (#297) 
* Fix issue on buy date

* Update changelog
 2021-08-17 21:31:32 +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
7c91727eb1 Feature/restructure allocations page (#294) 
* Restructure allocations page

* Update changelog
 2021-08-15 09:55:46 +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
77936e3bf3 Feature/improve users table (#291) 
* Improve users table
  * Engagement / Day
  * Registration

* Update changelog
 2021-08-14 11:12:08 +02:00
Thomas
13090bf6b5 Feature/add overview menu item on mobile (#290) 
* Add overview menu item

* Update changelog
 2021-08-14 11:09:53 +02:00
Thomas
b898c0678d Feature/refactor exchange rate service (#289) 
* Refactor exchange rate service

* Update changelog
 2021-08-14 11:06:21 +02:00
Thomas
96a615dc5d Bugfix/only allow supported currencies in symbol search (#287) 
* Only allow supported currencies in symbol search

* Update changelog
 2021-08-13 20:29:57 +02:00
Thomas
98f44323da Feature/improve usability of tabs on home page (#283) 
* Improve usability: lazy load endpoints on tab change

* Feature/improve portfolio summary (#285)

* Update changelog
 2021-08-13 19:26:48 +02:00
Thomas
908aba170d Fix position chart for missing historical data (#284) 
* Fix position chart for missing historical data

* Update changelog
 2021-08-12 23:30:04 +02:00
Thomas
8ac1272a9d Feature/eliminate name from scraper config (#277) 
* Eliminate name from scraper config

* Update changelog
 2021-08-09 21:33:58 +02:00
Thomas
0a85a56c67 Respect cash balance in allocations, do not hide cryptocurrency holdings (#280) 
* Respect cash balance in allocations, do not hide cryptocurrency holdings

* Update changelog
 2021-08-09 21:26:41 +02:00
Thomas
4ad5590838 Feature/improve data gathering (#276) 
* Improve data gathering
  * Refactoring
  * On server restart, only reset if hanging in LOCKED_DATA_GATHERING state

* Update changelog
 2021-08-09 21:11:35 +02:00
Thomas
80d043729d Feature/replace type with asset class (#274) 
* Improved the asset classification
  * Add assetClass to symbolProfile
  * Remove type from position

* Update changelog
 2021-08-08 19:27:58 +02:00
Thomas
178166d86b Extend investment chart by three months (#273) 2021-08-08 19:25:38 +02:00
Thomas
37358fb480 Bugfix/add fallback if exchange service is not initialized (#264) 
* Add fallback and log error

* Update changelog
 2021-08-08 19:24:51 +02:00
Thomas
616d601cf6 Improve wording (#275) 2021-08-08 12:20:30 +02:00
Thomas
e88b889fdd Feature/optimize accounts table for mobile (#271) 
* Optimize accounts table

* Update changelog
 2021-08-08 09:24:47 +02:00
Thomas
f6cdc4ff47 Feature/disable pagination of tabs (#272) 
* Disable pagination

* Update changelog
 2021-08-08 09:24:30 +02:00
Thomas
3589e72aea Harmonize prisma service (#266) 2021-08-07 22:38:07 +02:00
Thomas
e68aa1fa68 Clean up imports (#267) 2021-08-07 22:37:39 +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
f743c03e17 Feature/restructure page hierarchy (#259) 
* Introduce portfolio group, remove tools

* Extract allocations to separate page

* Update changelog
 2021-08-07 07:12:40 +02:00
Valentin Zickner
dfcf826b4f implement support for buy-sell(-buy) scenario (#262) 
Co-authored-by: Valentin Zickner <github@zickner.ch>
 2021-08-07 07:07:12 +02:00
Valentin Zickner
218efbb5bd fix position diagram for sold items (#261) 
* fix position diagram for sold items

* Add missing data to position from the past

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-08-07 07:03:35 +02:00
Valentin Zickner
ba3b4564cd Bugfix/dashboard currencies (#260) 
* filter list of orders only for relevant orders

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-08-06 21:47:27 +02:00
Valentin Zickner
bf256ae50c fix position currency conversion (#256) 
Co-authored-by: Valentin Zickner <github@zickner.ch>
 2021-08-05 22:36:18 +02:00
Thomas
c4b6273886 Clean up viewport scroller (#255) 2021-08-05 22:32:55 +02:00
Thomas
7f047362cc Bugfix/fix division by zero in calculate overall gross performance (#253) 
* Fix error with division by zero

* Update changelog
 2021-08-05 07:49:25 +02:00
Thomas
94d2310217 Bugfix/fix spike of positions with differing currency of user (#248) 
* Convert market price back to currency of position

* Update changelog
 2021-08-04 20:43:00 +02:00
Thomas
b7d950f3f9 Bugfix/fix missing market state in positions (#250) 
* Fix missing market state in positions

* Update changelog
 2021-08-04 17:55:34 +02:00
Thomas
b7943889da Feature/add screenshot (#251) 
* Add screenshot

* Update changelog
 2021-08-03 21:02:51 +02:00
Thomas
4bd41ffa41 Feature/eliminate name from timeline position (#245) 
* Eliminate name from timeline position: Get the name from the symbolProfileService instead

* Update changelog
 2021-08-01 20:43:12 +02:00
Thomas
423ceec317 Feature/remove symbol icon from dialog header (#244) 
* Remove symbol icon from dialog header

* Clean up code
 2021-08-01 17:26:39 +02:00
Valentin Zickner
5b4a1785ae fix investment values for portfolio.service.ts (#243) 
* fix investment values for portfolio.service.ts

* Update changelog

Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2021-08-01 16:26:25 +02:00
Thomas
823501f43e Sort imports (#242) 2021-08-01 09:41:44 +02:00
Valentin Zickner
331ac7ded2 remove unused method in portfolio.service.ts (#240) 
Co-authored-by: Valentin Zickner <github@zickner.ch>
 2021-08-01 09:39:41 +02:00
Valentin Zickner
982ba7377a remove legacy portfolio.ts 2021-08-01 00:55:10 +02:00
Valentin Zickner
4bbd17a37a fix tests 2021-08-01 00:55:10 +02:00
Thomas
6a7def6c48 Clean up 2021-08-01 00:55:10 +02:00
Thomas
ea219f0b88 Add guard 2021-08-01 00:55:10 +02:00
Valentin Zickner
23b2e03923 refactor rule evaluation 2021-08-01 00:55:10 +02:00
Valentin Zickner
04e6518226 move report generation to PortfolioService 2021-08-01 00:55:10 +02:00
Valentin Zickner
72dbe00091 change rule service interface 2021-08-01 00:55:10 +02:00
Valentin Zickner
9834c52739 refactor rule settings 2021-08-01 00:55:10 +02:00
Thomas
c47578bd3e Clean up 2021-08-01 00:55:10 +02:00
Thomas
9e4a49d811 Remove fallback 2021-08-01 00:55:10 +02:00