292 Commits

Author SHA1 Message Date
Thomas Kaul
e69c7a753c
Feature/add edit exchange rate button to admin control ()
* Ad edit button

* Update changelog
2023-11-02 19:35:03 +01:00
Aldrin
96b5dcfaf8
Create reusable currency selector component using mat-autocomplete ()
* Create reusable currency selector component using mat-autocomplete

* Update changelog
2023-10-23 20:30:05 +02:00
Thomas Kaul
4e7b7375a9
Feature/setup open figi ()
* Setup OpenFIGI

* Update changelog
2023-10-21 18:12:50 +02:00
Thomas Kaul
30e561c06f
Feature/extend assistant with search for asset profile ()
* Extend assistant with search for asset profile

* Extend search results by currency, symbol and asset sub class

* Update changelog
2023-10-16 21:54:36 +02:00
Pavol Kolcun
7ae49eb839
Add endpoint for account balances ()
* 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
Kevin
6c66033eb4
Add date to markets overview by benchmarks ()
* Add date

* Update changelog
2023-10-10 17:31:53 +02:00
Thomas Kaul
550e646079
Feature/introduce assistant ()
* Introduce assistant

* Update changelog
2023-10-08 20:32:00 +02:00
Kevin
37ff7acf04
Change platform control from select to autocomplete in account dialog ()
* Change platform control from select to autocomplete in account dialog

* Update changelog
2023-10-08 19:17:55 +02:00
Thomas Kaul
8236091477
Feature/add support for search query in portfolio position endpoint ()
* Introduce search query filter

* Update changelog
2023-10-07 19:30:28 +02:00
Siddharth Singh
d9a6c22e1e
Add application version to admin endpoint ()
* Add application version to admin endpoint

* Update changelog
2023-10-04 16:15:08 +02:00
Thomas Kaul
5b7409d08e
Feature/add tag management in admin control panel ()
* Add tag management

* Update locales

* Update changelog
2023-09-26 18:56:09 +02:00
Thomas Kaul
703a96f4db
Add guard () 2023-09-23 19:45:15 +02:00
Frane Caleta
eb63802d01
Feature/extend supported date formats in activities import ()
* Extend supported date formats in activities import

* Update changelog
2023-09-23 16:14:54 +02:00
Thomas Kaul
6d9191a46f
Feature/setup turkish ()
* Setup Turkish

* Add Turkish translations

* Update changelog

---------

Co-authored-by: sadmimye <134071831+sadmimye@users.noreply.github.com>
2023-09-22 20:26:45 +02:00
Thomas Kaul
6744245d8b
Feature/extend personal finance tools pages 20230922 ()
* Extend pages

* Refactoring
2023-09-22 20:04:40 +02:00
Thomas Kaul
b12349a148
Feature/add support for interest on account level ()
* Add support for interest

* Update changelog
2023-09-19 20:37:04 +02:00
Thomas Kaul
ab691bb27a
Feature/remove account type from user interface ()
* Remove account type from user interface and set it optional

* Update changelog
2023-09-15 19:11:20 +02:00
Thomas Kaul
8fc5676443
Feature/improve timeout of data source requests ()
* Improve timeout

* Update changelog
2023-09-15 16:25:01 +02:00
Thomas Kaul
2df27100f0
Add middleware ()
* Add middleware

* Update changelog
2023-08-18 20:27:19 +02:00
Thomas Kaul
6cf6538719
Feature/add currencies preset to historical market data table ()
* Add currencies preset

* Update locales

* Update changelog
2023-08-18 19:33:00 +02:00
Thomas Kaul
0fd3db3228
Bugfix/fix cash position rows in holdings table ()
* Fix cash position rows

* Update changelog
2023-08-17 20:23:23 +02:00
Thomas Kaul
9036f53e7d
Reset benchmark in user settings () 2023-08-12 21:50:01 +02:00
Thomas Kaul
4f6d9d3a76
Feature/add timeout to eod historical data requests ()
* Add timeout to requests using got

* Update changelog
2023-08-09 20:58:00 +02:00
Thomas Kaul
42274917e0
Release 1.297.4 () 2023-08-05 19:57:39 +02:00
Thomas Kaul
43d0b55004
Feature/upgrade to angular 16 ()
* Upgrade Angular, NestJS and Nx

* Replace executor to @nx/angular:webpack-browser and @nx/angular:webpack-dev-server

* Add target for copying assets

* Improve redirection of home page

* Update changelog
2023-08-05 11:08:10 +02:00
Thomas Kaul
286e41eb21
Feature/optimize import validation by reducing to unique asset profiles ()
* Optimize activities validation

* Optimize data gathering in import

* Update changelog
2023-08-01 09:10:13 +02:00
Thomas Kaul
d4fea075af
Feature/include unavailable data in allocations by market chart ()
* Include unavailable data in allocations by market chart

* Update changelog
2023-07-28 20:20:08 +02:00
Thomas Kaul
622bb8b0cf
Feature/add allocations by market chart ()
* Add allocations by (advanced) market

* Fix public page

* Update changelog
2023-07-24 20:04:34 +02:00
Thomas Kaul
cd67ce82fa
Feature/rename queries to presets in market data table of admin control ()
* Rename queries to presets

* Update changelog
2023-07-21 11:40:49 +02:00
Thomas Kaul
bdf72164b1
Feature/break down emergency fund by cash and assets ()
* Break down emergency fund in cash and assets

* Update changelog
2023-07-19 11:30:48 +02:00
Thomas Kaul
455a2d2e92
Refactor value to valueInBaseCurrency () 2023-07-18 21:29:08 +02:00
Thomas Kaul
68a9a7f6f9
Feature/add queries to market data table in admin control ()
* Add queries

* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS

* Update changelog
2023-07-15 17:54:16 +02:00
Thomas Kaul
c25f532487
Improve product pages () 2023-07-11 21:40:45 +02:00
Thomas Kaul
2d23c566f1
Feature/setup personal finance tools pages () 2023-07-09 10:42:10 +02:00
Thomas Kaul
e62da06c5c
Feature/extend scraper configuration support ()
* Extend scraper configuration support

* Update changelog
2023-07-01 11:08:10 +02:00
Thomas Kaul
0a465f125d
Feature/add pagination to market data table in admin control panel ()
* Add pagination

* Update changelog
2023-07-01 10:49:00 +02:00
Thomas Kaul
7931e6950d
Feature/add support for liabilities ()
* Add support for liabilities

* Update changelog
2023-06-10 16:17:11 +02:00
Thomas Kaul
d630fb900d
Feature/add investment streaks ()
* Add investment streaks

* Current streak
* Longest streak

* Add unit to value component

* Update changelog
2023-06-04 09:35:58 +02:00
Thomas Kaul
ae57a188f5
Feature/improve tab navigations ()
* Improve tab navigations

* Update changelog
2023-06-03 07:44:59 +02:00
Thomas Kaul
144b6b2211
Bugfix/handle undefined in decode data source ()
* Handle undefined data source

* Update changelog
2023-05-28 10:29:52 +02:00
Thomas Kaul
19333ab084
Fix warnings () 2023-05-27 10:48:10 +02:00
Thomas Kaul
215f5eafa6
Feature/set asset profile as benchmark ()
* Set asset profile as benchmark

* Update changelog

Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
2023-05-24 21:22:32 +02:00
Thomas Kaul
86296b3591
Feature/improve local number formatting in value component ()
* Improve local number formatting

* Update changelog
2023-05-20 10:53:04 +02:00
Thomas Kaul
edd690850c
Feature/setup open startup page ()
* Setup Open Startup page

* Update changelog
2023-05-18 12:31:36 +02:00
Thomas Kaul
32c1e6b390
Feature/upgrade to nx 16.0 ()
* Upgrade to Nx 16.0

* Update changelog
2023-05-07 17:56:57 +02:00
FabioAzevedo0619
e1892d2870
Feature/platform management ()
* Added platform management to admin control panel

* Update changelog
2023-05-06 09:44:28 +02:00
Thomas Kaul
15c96a9757
Feature/add allocations by platform chart ()
* Add allocations by platform

* Update changelog
2023-05-01 17:44:35 +02:00
Thomas Kaul
1ca3792a4b
Feature/clean up initial values from x ray ()
* Clean up initial (original) values from X-Ray

* Refactor current to valueInBaseCurrency

* Update changelog
2023-05-01 17:16:02 +02:00
Thomas Kaul
f4c748f67a
Feature/extend support for impersonation mode ()
* Support impersonation of all users for local development

* Update changelog
2023-04-28 21:02:24 +02:00
Thomas Kaul
aafedd5f75
Feature/increase robustness if live data is missing ()
* Continuously persist today's market data

* Add fallback to historical market data if data provider does not provide live data

* Update changelog
2023-04-22 14:43:57 +02:00