Thomas Kaul
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f2cb671c7f
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Feature/optimize get porfolio details endpoint (#3366)
* Eliminate getPerformance() from getSummary() function
* Disable cache for getDetails()
* Add hint to portfolio summary
* Update changelog
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2024-05-04 15:53:02 +02:00 |
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Thomas Kaul
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3f41e5c5de
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Bugfix/fix locale in markets overview (#3369)
* Fix locale if no user is logged in
* Update changelog
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2024-05-04 15:51:09 +02:00 |
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Thomas Kaul
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c1ad483f33
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Improve alignment (#3370)
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2024-05-04 15:50:47 +02:00 |
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Thomas Kaul
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f3d961bc16
|
Feature/move holdings table to holdings tab of home page (#3368)
* Move holdings table to holdings tab of home page
* Deprecate api/v1/portfolio/positions endpoint
* Update changelog
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2024-05-04 14:11:37 +02:00 |
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Thomas Kaul
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42b70ef568
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Feature/improve performance labels in position detail dialog (#3363)
* Improve performance labels (with and without currency effects)
* Update changelog
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2024-05-04 07:49:37 +02:00 |
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Thomas Kaul
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77beaaba08
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Refactoring portfolio service (#3365)
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2024-05-03 21:48:46 +02:00 |
|
Thomas Kaul
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d9c07456cd
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Release 2.78.0 (#3361)
2.78.0
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2024-05-02 20:32:47 +02:00 |
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Thomas Kaul
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0a53df4293
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Feature/improve inactive user role (#3360)
* Improve inactive role
* Update changelog
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2024-05-02 20:31:20 +02:00 |
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Thomas Kaul
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4416ba0c88
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Feature/set performance column of holdings table to stick at end (#3353)
* Set up stickyEnd in performance column
* Update changelog
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2024-05-02 19:16:59 +02:00 |
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Thomas Kaul
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486de968a2
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Bugfix/fix division by zero error in dividend yield calculation (#3354)
* Handle division by zero
* Update changelog
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2024-05-02 17:53:34 +02:00 |
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Thomas Kaul
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a5833566a8
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Feature/skip caching in portfolio calculator if active filters (#3348)
* Skip caching if active filters
* Update changelog
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2024-05-02 17:52:39 +02:00 |
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Thomas Kaul
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261f5844dd
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Add type column to README.md (#3295)
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2024-04-30 14:08:14 +02:00 |
|
Fedron
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2173c418a7
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Feature/validate forms using DTO for access, asset profile, tag and platform management (#3337)
* Validate forms using DTO for access, asset profile, tag and platform management
* Update changelog
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2024-04-30 08:04:45 +02:00 |
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Thomas Kaul
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4efd5cefd8
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Bugfix/calculation of portfolio summary caused by future liabilities (#3342)
* Adapt date of future activities
* Update changelog
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2024-04-29 20:12:12 +02:00 |
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Thomas Kaul
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d735e4db75
|
Release 2.77.1 (#3340)
2.77.1
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2024-04-27 19:25:23 +02:00 |
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Thomas Kaul
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e10707fde4
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Add missing guard to fix public page (#3339)
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2024-04-27 19:24:08 +02:00 |
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Thomas Kaul
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ac953df809
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Release 2.77.0 (#3338)
2.77.0
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2024-04-27 15:37:48 +02:00 |
|
Thomas Kaul
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bb4ee50738
|
Feature/update browserslist database 20240417 (#3288)
* Update the browserslist database
* Update changelog
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2024-04-27 15:35:57 +02:00 |
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Thomas Kaul
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4f41bac328
|
Feature/set up caching in portfolio calculator (#3335)
* Set up caching
* Update changelog
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2024-04-27 15:35:28 +02:00 |
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Thomas Kaul
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cd07802400
|
Bugfix/fix historical market data gathering for asset profiles with manual data source (#3336)
* Fix historical market data gathering for asset profiles with MANUAL data source
* Update changelog
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2024-04-27 15:29:32 +02:00 |
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Thomas Kaul
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b692b7432c
|
Feature/set up event system for portfolio changes (#3333)
* Set up event system for portfolio changes
* Update changelog
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2024-04-26 20:13:53 +02:00 |
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Thomas Kaul
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a4efbc0131
|
Feature/migrate UI components to control flow (#3324)
* Migrate to control flow
* Update changelog
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2024-04-26 17:40:00 +02:00 |
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Thomas Kaul
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55b0fe232c
|
Bugfix/reset form values to null if empty string (#3327)
* Reset form values to null if empty string
* Update changelog
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2024-04-25 19:04:28 +02:00 |
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Thomas Kaul
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46432edce9
|
Feature/extend faq by custom asset instructions (#3326)
* Add instructions for custom asset
* Update changelog
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2024-04-24 20:35:39 +02:00 |
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Thomas Kaul
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990028316e
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Refactor form controls to form getter (#3325)
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2024-04-24 20:20:56 +02:00 |
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Thomas Kaul
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37871fbabc
|
Feature/upgrade prisma to version 5.13.0 (#3323)
* Upgrade prisma to version 5.13.0
* Update changelog
|
2024-04-24 20:20:09 +02:00 |
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Thomas Kaul
|
0fdeef7953
|
Release 2.76.0 (#3322)
2.76.0
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2024-04-23 18:58:43 +02:00 |
|
Thomas Kaul
|
cdbe6eedeb
|
Feature/change cash to liquidity in asset class enum (#3321)
* Change CASH to LIQUIDITY in asset class enum
* Update changelog
|
2024-04-23 18:55:37 +02:00 |
|
Thomas Kaul
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a6dde8ad43
|
Release 2.75.1 (#3317)
2.75.1
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2024-04-21 17:14:35 +02:00 |
|
Thomas Kaul
|
39bd4a349b
|
Feature/improve chart in account detail dialog (#3314)
* Improve net worth calculation in portfolio performance chart
* Improve account balance management
* Update changelog
|
2024-04-21 17:11:53 +02:00 |
|
Thomas Kaul
|
ab59eb5c92
|
Release 2.75.0 (#3316)
2.75.0
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2024-04-21 10:30:14 +02:00 |
|
Thomas Kaul
|
1132dc9bdd
|
Feature/add unique constraint to account balance database schema (#3315)
* Add accountId and date as unique constraint to AccountBalance schema
* Update changelog
|
2024-04-21 10:28:51 +02:00 |
|
Thomas Kaul
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2d70b18593
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Remove links (#3306)
|
2024-04-21 10:08:22 +02:00 |
|
Thomas Kaul
|
b6ea7d23fa
|
Bugfix/add total value in base currency to redacted values (#3313)
* Add totalValueInBaseCurrency
* Update changelog
|
2024-04-21 08:33:38 +02:00 |
|
Thomas Kaul
|
95382581f1
|
Release 2.74.0 (#3312)
2.74.0
|
2024-04-20 15:43:03 +02:00 |
|
Thomas Kaul
|
551b83a6e3
|
Bugfix/fix gaps in portfolio performance charts (#3311)
* Fix gaps in charts
* Update changelog
|
2024-04-20 15:40:59 +02:00 |
|
Thomas Kaul
|
895c4fe299
|
Improve style on mobile (#3310)
|
2024-04-20 12:54:23 +02:00 |
|
Thomas Kaul
|
ccb1bf881e
|
Feature/improve language localization for de 20240420 (#3309)
* Update translations
* Update changelog
|
2024-04-20 12:54:06 +02:00 |
|
Thomas Kaul
|
7788b5a987
|
Improve messages (#3308)
|
2024-04-20 12:53:51 +02:00 |
|
Thomas Kaul
|
47fd029e0c
|
Clean up styles (#3305)
|
2024-04-20 12:15:21 +02:00 |
|
Thomas Kaul
|
458ee159e1
|
Feature/upgrade nx to version 18.3.3 (#3307)
* Upgrade angular and Nx dependencies
* Update changelog
|
2024-04-20 12:14:50 +02:00 |
|
Bastien Jeannelle
|
dfacbed66d
|
Feature/add support to create account cash balances (#3260)
* Add support to create account cash balances
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
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2024-04-20 11:00:00 +02:00 |
|
Thomas Kaul
|
22d63c6102
|
Improve logging (#3304)
* Improve logging
|
2024-04-20 10:49:18 +02:00 |
|
Thomas Kaul
|
212aa6a63b
|
Feature/add date range support to portfolio holdings page (#3303)
* Add date range support
* Update changelog
|
2024-04-20 09:51:12 +02:00 |
|
Thomas Kaul
|
bed9ae916c
|
Migrate UI components to standalone (#3302)
|
2024-04-19 20:57:47 +02:00 |
|
Thomas Kaul
|
b6ad362850
|
Feature/remove date range support in activities table on portfolio activities page (#3301)
* Remove date range support
* Update changelog
|
2024-04-19 20:44:28 +02:00 |
|
Thomas Kaul
|
ab86dd5318
|
Add Home Assistant (#3291)
|
2024-04-19 20:43:52 +02:00 |
|
Thomas Kaul
|
dba73d80a3
|
Improve logging (#3300)
|
2024-04-19 20:31:38 +02:00 |
|
Thomas Kaul
|
92fb05320a
|
Migrate UI components to standalone (#3296)
|
2024-04-19 18:31:35 +02:00 |
|
Thomas Kaul
|
73d62bb51f
|
Migrate UI components to standalone (#3290)
|
2024-04-18 20:46:12 +02:00 |
|