Commit Graph

2628 Commits

Author SHA1 Message Date
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
2024-05-04 14:11:37 +02:00
42b70ef568 Feature/improve performance labels in position detail dialog (#3363)
* Improve performance labels (with and without currency effects)

* Update changelog
2024-05-04 07:49:37 +02:00
77beaaba08 Refactoring portfolio service (#3365) 2024-05-03 21:48:46 +02:00
d9c07456cd Release 2.78.0 (#3361) 2.78.0 2024-05-02 20:32:47 +02:00
0a53df4293 Feature/improve inactive user role (#3360)
* Improve inactive role

* Update changelog
2024-05-02 20:31:20 +02:00
4416ba0c88 Feature/set performance column of holdings table to stick at end (#3353)
* Set up stickyEnd in performance column

* Update changelog
2024-05-02 19:16:59 +02:00
486de968a2 Bugfix/fix division by zero error in dividend yield calculation (#3354)
* Handle division by zero

* Update changelog
2024-05-02 17:53:34 +02:00
a5833566a8 Feature/skip caching in portfolio calculator if active filters (#3348)
* Skip caching if active filters

* Update changelog
2024-05-02 17:52:39 +02:00
261f5844dd Add type column to README.md (#3295) 2024-04-30 14:08:14 +02:00
2173c418a7 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
2024-04-30 08:04:45 +02:00
4efd5cefd8 Bugfix/calculation of portfolio summary caused by future liabilities (#3342)
* Adapt date of future activities

* Update changelog
2024-04-29 20:12:12 +02:00
d735e4db75 Release 2.77.1 (#3340) 2.77.1 2024-04-27 19:25:23 +02:00
e10707fde4 Add missing guard to fix public page (#3339) 2024-04-27 19:24:08 +02:00
ac953df809 Release 2.77.0 (#3338) 2.77.0 2024-04-27 15:37:48 +02:00
bb4ee50738 Feature/update browserslist database 20240417 (#3288)
* Update the browserslist database

* Update changelog
2024-04-27 15:35:57 +02:00
4f41bac328 Feature/set up caching in portfolio calculator (#3335)
* Set up caching

* Update changelog
2024-04-27 15:35:28 +02:00
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
2024-04-27 15:29:32 +02:00
b692b7432c Feature/set up event system for portfolio changes (#3333)
* Set up event system for portfolio changes

* Update changelog
2024-04-26 20:13:53 +02:00
a4efbc0131 Feature/migrate UI components to control flow (#3324)
* Migrate to control flow

* Update changelog
2024-04-26 17:40:00 +02:00
55b0fe232c Bugfix/reset form values to null if empty string (#3327)
* Reset form values to null if empty string

* Update changelog
2024-04-25 19:04:28 +02:00
46432edce9 Feature/extend faq by custom asset instructions (#3326)
* Add instructions for custom asset

* Update changelog
2024-04-24 20:35:39 +02:00
990028316e Refactor form controls to form getter (#3325) 2024-04-24 20:20:56 +02:00
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
0fdeef7953 Release 2.76.0 (#3322) 2.76.0 2024-04-23 18:58:43 +02:00
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
a6dde8ad43 Release 2.75.1 (#3317) 2.75.1 2024-04-21 17:14:35 +02:00
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
ab59eb5c92 Release 2.75.0 (#3316) 2.75.0 2024-04-21 10:30:14 +02:00
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
2d70b18593 Remove links (#3306) 2024-04-21 10:08:22 +02:00
b6ea7d23fa Bugfix/add total value in base currency to redacted values (#3313)
* Add totalValueInBaseCurrency

* Update changelog
2024-04-21 08:33:38 +02:00
95382581f1 Release 2.74.0 (#3312) 2.74.0 2024-04-20 15:43:03 +02:00
551b83a6e3 Bugfix/fix gaps in portfolio performance charts (#3311)
* Fix gaps in charts

* Update changelog
2024-04-20 15:40:59 +02:00
895c4fe299 Improve style on mobile (#3310) 2024-04-20 12:54:23 +02:00
ccb1bf881e Feature/improve language localization for de 20240420 (#3309)
* Update translations

* Update changelog
2024-04-20 12:54:06 +02:00
7788b5a987 Improve messages (#3308) 2024-04-20 12:53:51 +02:00
47fd029e0c Clean up styles (#3305) 2024-04-20 12:15:21 +02:00
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
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>
2024-04-20 11:00:00 +02:00
22d63c6102 Improve logging (#3304)
* Improve logging
2024-04-20 10:49:18 +02:00
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
bed9ae916c Migrate UI components to standalone (#3302) 2024-04-19 20:57:47 +02:00
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
ab86dd5318 Add Home Assistant (#3291) 2024-04-19 20:43:52 +02:00
dba73d80a3 Improve logging (#3300) 2024-04-19 20:31:38 +02:00
92fb05320a Migrate UI components to standalone (#3296) 2024-04-19 18:31:35 +02:00
73d62bb51f Migrate UI components to standalone (#3290) 2024-04-18 20:46:12 +02:00
127b7d4f25 Make pre-commit executable by default (#3283) 2024-04-18 18:39:20 +02:00
e79d607ab8 Release 2.73.0 (#3287) 2.73.0 2024-04-17 17:42:28 +02:00
5f7d083f7c Feature/upgrade yahoo finance2 to version 2.11.2 (#3286)
* Upgrade yahoo-finance2 to version 2.11.2

* Update changelog
2024-04-17 17:40:58 +02:00