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230 Commits

Author SHA1 Message Date
Thomas Kaul
f3ee99fb2b
Feature/extend assistant by account selector (#2929) 
* Add account selector to assistant

* Update changelog
 2024-01-27 10:48:46 +01:00
Francisco Silva
3df8810412
Feature/Add support to grant private access with permissions (#2870) 
* Add support to grant private access with permissions

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
 2024-01-27 09:44:13 +01:00
Thomas Kaul
2c068c412d
Feature/migrate tag selector to form group in assistant (#2926) 
* Introduce filter form group

* Update changelog
 2024-01-27 08:45:55 +01:00
Cédric Meuter
a5ed49fe4c
Feature/Add date range selector to assistant (#2905) 
* Add date range selector including WTD and MTD to assistant

* Update changelog
 2024-01-23 11:57:37 +01:00
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog (#2853) (#2864) 
* Feature/Add holdings tab to account detail dialog (#2853)

* Update changelog
 2024-01-15 20:35:45 +01:00
Thomas Kaul
fcfe7b1787
Clean up (#2844) 2024-01-11 18:55:34 +01:00
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector (#2838) 
* Extend assistant by tag selector

* Update changelog
 2024-01-07 16:56:25 +01:00
Thomas Kaul
ac0f6f40cf
Remove closing tags (#2816) 2024-01-06 19:28:35 +01:00
Thomas Kaul
0d93612d16
Feature/improve style of assistant (#2828) 
* Minor style improvements

* Update changelog
 2024-01-06 09:14:48 +01:00
Thomas Kaul
4c30e9459d
Feature/extend assistant by date range selector (#2815) 
* Extend assistant by date range selector

* Update changelog
 2024-01-02 17:02:15 +01:00
Thomas Kaul
e465f1b791
Feature/add support to edit currency of asset profile with data source manual (#2789) 
* Add support to edit currency

* Update changelog
 2023-12-29 19:55:51 +01:00
Thomas Kaul
beb9e2c43f
Feature/modernize nx executors (#2767) 
* Modernize Nx executors

* @nx/eslint:lint
* @nx/webpack:webpack

* Update changelog
 2023-12-21 11:44:36 +01:00
Thomas Kaul
c1446f8559
Feature/set select column to sticky in lazy loaded activities table (#2755) 
* Set select column to sticky

* Update changelog
 2023-12-17 20:09:56 +01:00
Thomas Kaul
4547c5da1d
Feature/add lazy loaded activities table to position detail dialog (#2753) 
* Add lazy-loaded activities table

* Update changelog
 2023-12-16 17:10:19 +01:00
Thomas Kaul
492bc5e17b
Feature/improve font weight in value component (#2747) 
* Improve font weight

* Update changelog
 2023-12-16 14:41:50 +01:00
Thomas Kaul
6c37737051
Bugfix/fix loading state of lazy loaded activities table component (#2744) 
* Fix loading state

* Update changelog
 2023-12-16 10:24:04 +01:00
Thomas Kaul
b22edff16b
Feature/add support for column sorting to lazy loaded activities table (#2738) 
* Add support for column sorting

* Update changelog
 2023-12-12 19:54:40 +01:00
Thomas Kaul
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview (#2740) 
* Highlight all time high

* Update changelog
 2023-12-11 19:45:30 +01:00
Thomas Kaul
51a0ede3e4
Feature/introduce lazy loaded activities table (#2729) 
* Introduce lazy-loaded activities table

* Add icon column

* Emit paginator event

* Add pagination logic

* Integrate total items

* Update changelog
 2023-12-09 17:12:09 +01:00
Thomas Kaul
4f9a5f0340
Feature/set actions columns of tables to stick at end (#2726) 
* Set up stickyEnd in actions columns

* Update changelog
 2023-12-06 18:35:03 +01:00
Thomas Kaul
377ba75e4c
Add support to delete a cash balance (#2707) 2023-12-02 17:17:25 +01:00
Sanjeev Sharma
ed4dd79c72
Add cash balances table to account detail dialog (#2549) 
* Add cash balances table to account detail dialog

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-12-01 21:12:41 +01:00
Thomas Kaul
bdfba4d509
Upgrade to Nx 17.1 (#2635) 
* Upgrade to Nx 17

* Run migrations

* Extend instructions

* Update changelog
 2023-11-25 12:31:45 +01:00
Aldrin
aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends (#2575) 
* Extend benchmarks in the markets overview by 50-Day and 200-Day trends

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-11-15 20:25:16 +01:00
Thomas Kaul
5dc538bafb
Feature/optimize testimonial carousel style on mobile (#2634) 
* Optimize style on mobile

* Update changelog
 2023-11-11 17:29:59 +01:00
Thomas Kaul
6284b4dfe8
Feature/improve localization of fear and greed index (#2612) 
* Improve localization

* Update changelog
 2023-11-06 13:07:53 +01:00
Thomas Kaul
cf7ce64de7
Bugfix/improve alignment of menu item icons (#2566) 
* Improve alignment

* Update changelog
 2023-10-31 14:01:33 +01:00
Aldrin
96b5dcfaf8
Create reusable currency selector component using mat-autocomplete (#2487) 
* Create reusable currency selector component using mat-autocomplete

* Update changelog
 2023-10-23 20:30:05 +02:00
Thomas Kaul
6a19eab425
Feature/improve membership card (#2517) 
* Improve style

* Add animated border
 2023-10-20 22:05:27 +02:00
Basim Mohammed
f66edf8de0
Add membership card component (#2507) 
* Add membership card component

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-20 08:18:34 +02:00
Thomas Kaul
30e561c06f
Feature/extend assistant with search for asset profile (#2499) 
* 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
Aldrin
5db984ffef
Add date column to benchmark component (#2466) 
* Add date column to benchmark component
 2023-10-12 10:21:00 +02:00
Thomas Kaul
e9ef911548
Feature/improve search results display in assistant (#2458) 
* Only show search results if search is active

* Update changelog
 2023-10-09 20:28:39 +02:00
Thomas Kaul
550e646079
Feature/introduce assistant (#2451) 
* Introduce assistant

* Update changelog
 2023-10-08 20:32:00 +02:00
Subhajit Ghosh
46614a7c24
Create carousel component for testimonials (#2394) 
* Create carousel component for testimonials

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-06 22:12:09 +02:00
Thomas Kaul
42c0560422
Feature/translate activity type (#2376) 
* Introduce ActivityTypeComponent with localized label

* Update changelog
 2023-09-23 16:44:03 +02:00
Thomas Kaul
b12349a148
Feature/add support for interest on account level (#2354) 
* Add support for interest

* Update changelog
 2023-09-19 20:37:04 +02:00
Thomas Kaul
ef2849aa6c
Remove this (#2341) 2023-09-19 10:28:07 +02:00
Thomas Kaul
7130ac7565
Feature/add support for fees on account level (#1954) 
* Add migration

* Add business logic for fees

* Fix export for liabilities

* Update changelog
 2023-09-17 18:20:54 +02:00
Thomas Kaul
ab691bb27a
Feature/remove account type from user interface (#2335) 
* Remove account type from user interface and set it optional

* Update changelog
 2023-09-15 19:11:20 +02:00
Thomas Kaul
0b59fc639d
Feature/upgrade prettier to version 3 (#2163) 
* Upgrade prettier to version 3.0.2

* Prettify code

* Update changelog
 2023-08-27 11:13:11 +02:00
Thomas Kaul
0fd3db3228
Bugfix/fix cash position rows in holdings table (#2237) 
* Fix cash position rows

* Update changelog
 2023-08-17 20:23:23 +02:00
Hugo Persson
cef7fa79de
Fix total account value calculation for liabilities (#2184) 
* Fix calculation

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-07-28 19:42:57 +02:00
Thomas Kaul
5fe07cb85f
Bugfix/fix value in holdings table (#2182) 
* Fix missing value

* Update changelog
 2023-07-26 20:05:26 +02:00
Thomas Kaul
622bb8b0cf
Feature/add allocations by market chart (#2171) 
* 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 (#2165) 
* Rename queries to presets

* Update changelog
 2023-07-21 11:40:49 +02:00
Thomas Kaul
68a9a7f6f9
Feature/add queries to market data table in admin control (#2153) 
* Add queries

* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS

* Update changelog
 2023-07-15 17:54:16 +02:00
Thomas Kaul
30f1a3514a
Feature/add hints to activity types in create or edit activity dialog (#2150) 
* Add hints

* Update changelog
 2023-07-15 11:31:05 +02:00
Thomas Kaul
c434b730a8
Feature/hide average buy price in position detail chart if no holding (#2133) 
* Hide the average buy price if no holding

* Update changelog
 2023-07-09 10:42:53 +02:00
Thomas Kaul
ba220eaee9
Bugfix/fix sorting by currency in activities table (#2122) 
* Fix sorting by currency

* Update changelog
 2023-07-09 09:38:48 +02:00