Thomas Kaul
e918970feb
Feature/expose concurrency of portfolio snapshot calculation as environment variable ( #3796 )
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* Expose PROCESSOR_CONCURRENCY_PORTFOLIO_SNAPSHOT
* Update changelog
2024-09-21 18:16:34 +02:00
Thomas Kaul
4865aa1665
Feature/add fallback in get quotes of eod historical data service ( #3776 )
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* Add fallback to previousClose in getQuotes()
* Update changelog
2024-09-17 20:15:16 +02:00
Thomas Kaul
403ee2741d
Feature/set up portfolio snapshot queue ( #3725 )
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* Set up portfolio snapshot queue
* Update changelog
2024-09-10 20:32:08 +02:00
Shaunak Das
383a02519a
Feature/extend filters of order endpoint ( #3743 )
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* Extend filters of order endpoint
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-10 20:22:51 +02:00
Thomas Kaul
8c322b4e81
Bugfix/fix historical market data gathering in yahoo finance service ( #3737 )
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* Switch from historical() to chart()
* Update changelog
2024-09-07 21:21:02 +02:00
Thomas Kaul
df5e2f5f0e
Feature/extract common CACHE_TTL as constants ( #3722 )
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Extract CACHE_TTL
* CACHE_TTL_NO_CACHE
* CACHE_TTL_INFINITE
2024-09-05 18:23:38 +02:00
Shaunak Das
7ea9061852
Feature/execute scraper configuration instantly ( #3723 )
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* Execute scraper configuration instantly
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-09-04 21:17:38 +02:00
Thomas Kaul
0fc83486dc
Feature/improve redis cache ( #3714 )
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* Improve redis cache
* Update changelog
2024-08-31 10:57:26 +02:00
Thomas Kaul
c4a28c6bff
Feature/set up a performance logging service ( #3703 )
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* Setup performance logging service
* Update changelog
2024-08-28 20:28:36 +02:00
Thomas Kaul
d08e8b4fd8
Feature/expose max chart items as env variable ( #3701 )
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* Expose MAX_CHART_ITEMS as env variable
* Update changelog
2024-08-26 16:21:16 +02:00
gizmodus
f360a12823
Feature/rework portfolio calculator ( #3393 )
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* Rework portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-08-24 16:59:50 +02:00
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier ( #3636 )
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* Refactoring
2024-08-04 08:27:05 +02:00
Thomas Kaul
97db144e01
Feature/skip derived currencies in get quotes of data provider service ( #3610 )
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* Skip derived currencies
* Update changelog
2024-07-27 19:47:06 +02:00
Thomas Kaul
d5c56fb16c
Feature/optimize 7d data gathering by prioritization ( #3575 )
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* Optimize 7d data gathering by prioritization
* Update changelog
2024-07-16 20:45:34 +02:00
Thomas Kaul
35b4aef06f
Feature/improve market state logic for forex in eod historical data service ( #3550 )
2024-07-07 18:23:51 +02:00
Achal
7067aca04b
Feature/replace twitter.com with x.com ( #3535 )
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* Replace twitter.com with x.com
2024-07-05 17:26:12 +02:00
Thomas Kaul
1c9805bb96
Feature/improve allocations by etf holding for impersonation mode ( #3534 )
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* Improve allocations by ETF holding for impersonation mode
* Update changelog
2024-07-04 20:25:15 +02:00
Chang-Yen Tseng
8227a2d91a
Feature/improve detection of json used via scraper configuration ( #3539 )
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* Improve detection of json
* Update changelog
2024-07-03 18:16:07 +02:00
Thomas Kaul
ba979cbae2
Bugfix/fix addition of manual asset without market data ( #3516 )
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* Provide default value
* Update changelog
2024-06-24 21:24:03 +02:00
Thomas Kaul
8cda43bb63
Bugfix/persist intraday market data only if market state is open ( #3509 )
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* Persist INTRADAY data only if market state is open
* Update changelog
2024-06-23 10:23:03 +02:00
Thomas Kaul
23e4d5454d
Feature/improve allocations by etf holding ( #3467 )
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* Improve allocations by ETF holding
* Update changelog
2024-06-08 11:17:27 +02:00
Thomas Kaul
8a9ae9bb33
Feature/allocations by etf holding ( #3464 )
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* Setup allocations by ETF holding
* Update changelog
2024-06-07 21:45:07 +02:00
Thomas Kaul
0e08d8830e
Handle reduce of empty array ( #3446 )
2024-06-01 11:14:34 +02:00
Thomas Kaul
c009f8c12f
Feature/add data provider info to asset profile details dialog ( #3434 )
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* Add data provider info to asset profile details dialog
* Update changelog
2024-06-01 10:55:42 +02:00
Thomas Kaul
4f41bac328
Feature/set up caching in portfolio calculator ( #3335 )
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* Set up caching
* Update changelog
2024-04-27 15:35:28 +02:00
Thomas Kaul
cd07802400
Bugfix/fix historical market data gathering for asset profiles with manual data source ( #3336 )
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* Fix historical market data gathering for asset profiles with MANUAL data source
* Update changelog
2024-04-27 15:29:32 +02:00
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ( #3321 )
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* Change CASH to LIQUIDITY in asset class enum
* Update changelog
2024-04-23 18:55:37 +02:00
Thomas Kaul
22d63c6102
Improve logging ( #3304 )
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* Improve logging
2024-04-20 10:49:18 +02:00
Thomas Kaul
15857118fe
Feature/let data gathering queue jobs fail by throwing errors ( #3281 )
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* Let data gathering queue jobs fail by throwing errors
* Update changelog
2024-04-17 17:35:51 +02:00
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs ( #3262 )
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* Adapt priorities of data gathering jobs
* Update changelog
2024-04-13 09:28:14 +02:00
Fedron
82fe1de1a7
Feature/add support to override asset (sub) class and url in admin control panel ( #3218 )
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* Add support to override asset (sub) class and url in admin control panel
* Update changelog
2024-04-03 20:24:38 +02:00
Fedron
98de2355c4
Feature/Support overriding name of asset profile dialog ( #3199 )
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* Support overriding name of asset profile dialog
* Update changelog
2024-03-29 09:35:41 +01:00
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 ( #3191 )
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* Upgrade @types/big.js to version 6.2.2
* Refactor imports
2024-03-25 08:34:30 +01:00
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings ( #3146 )
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* Switch between active and closed holdings on the portfolio holdings page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-16 14:20:58 +01:00
Thomas Kaul
82c78cad6b
Format ( #3155 )
2024-03-16 12:28:58 +01:00
Thomas Kaul
671e4e316b
Release 2.63.2 ( #3138 )
2024-03-12 20:50:32 +01:00
Thomas Kaul
473136e9aa
Release 2.63.1 ( #3135 )
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* Release 2.63.1
2024-03-11 21:35:43 +01:00
Thomas Kaul
d32dd5e860
Feature/upgrade countries list to version 3.1.0 ( #3131 )
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* Upgrade countries-list to version 3.1.0
* Update changelog
2024-03-11 19:16:20 +01:00
Thomas Kaul
bc8d8309d4
Improve handling of future liabilities ( #3118 )
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* Improve handling of future liabilities
* Refactor currentValue to currentValueInBaseCurrency
* Update changelog
2024-03-09 11:07:01 +01:00
Thomas Kaul
1f2f9f22f2
Feature/remove environment variable web auth rp ( #3115 )
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* Remove environment variable WEB_AUTH_RP_ID
* Update changelog
2024-03-08 19:00:21 +01:00
Thomas Kaul
07661d9262
Feature/integrate dividend into transaction point concept ( #3092 )
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* Integrate dividend into transaction point concept
* Update changelog
2024-03-07 20:07:50 +01:00
Thomas Kaul
4ab3f81384
Extract getFactor() ( #3089 )
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* Extract getFactor()
* Refactoring
2024-03-03 20:04:49 +01:00
Thomas Kaul
5596e5f03b
Feature/integrate wealth items into transaction point concept ( #3084 )
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* Integrate (wealth) items into transaction point concept
* Update changelog
2024-03-02 14:29:03 +01:00
Søren Bjergmark
68e558f198
Feature/Improve activities import by ISIN number ( #3051 )
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* Improve activities import by ISIN number
* Update changelog
2024-02-29 20:45:40 +01:00
Thomas Kaul
c002e37285
Feature/add missing default currency to prepare currencies function ( #3042 )
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* Add missing default currency
* Update changelog
2024-02-24 19:45:51 +01:00
miles
a3178fb213
Feature/expose redis database via environment variable ( #3036 )
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* Expose Redis database via environment variable
* Update changelog
2024-02-24 11:56:12 +01:00
Thomas Kaul
9acdb41aa2
Refactor params to object ( #2987 )
2024-02-19 19:32:10 +01:00
Thomas Kaul
67ae86763e
Handle premium data provider in getQuotes() ( #3020 )
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* Handle premium data provider in getQuotes()
2024-02-18 14:37:42 +01:00
Thomas Kaul
266c0a9a2c
Feature/eliminate search request in get quotes of eod service ( #3019 )
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* Eliminate search request to get quotes
* Update changelog
2024-02-18 14:14:25 +01:00
Thomas Kaul
ad42c0bf28
Enable FAQ link for self-hoster ( #3015 )
2024-02-18 08:53:01 +01:00
