Commit Graph

2088 Commits

Author SHA1 Message Date
f5ad1d2d24 Feature/set validation rule to positive number in cash balance transfer (#2544)
* Add validation rule (positive number)

* Update changelog
2023-10-26 19:19:43 +02:00
0af37ca1d7 Extend asset profile dialog form (#2535)
* Extend asset profile dialog form

* Update changelog
2023-10-25 20:28:51 +02:00
2992a0da4c Verify current benchmark before loading it (#2541)
* Verify current benchmark before loading it

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-25 20:27:41 +02:00
2dcc7e161c Improve validation of activities import (#2496)
* Improve validation of activities import: expects positive values for fee, quantity and unitPrice

* Update changelog

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Co-authored-by: Rafael Claudio <rafacla@github.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-24 20:51:48 +02:00
fa627f686f Bugfix/fix chart for account excluded from analysis (#2534)
* Fix chart for account excluded from analysis

* Update changelog
2023-10-24 20:13:57 +02:00
0567083fc1 Feature/upgrade UUID to version 9.0.1 (#2537)
* Upgrade uuid to version 9.0.1

* Update changelog
2023-10-24 20:12:00 +02:00
3212efef17 Feature/upgrade yahoo finance2 to version 2.8.1 (#2536)
* Upgrade yahoo-finance2 to version 2.8.1

* Update changelog
2023-10-24 19:40:53 +02:00
6077e7c2f9 Feature/improve position detail dialog (#2532)
* Improve style and wording

* Update locales

* Update changelog
2023-10-23 20:50:40 +02:00
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
c4e8e37884 Release 2.14.0 (#2530) 2.14.0 2023-10-21 20:07:40 +02:00
281d33f825 Feature/update oss friends 20231021 (#2529)
* Update OSS friends

* Improve style of sub title
2023-10-21 20:05:20 +02:00
5822e4d186 Bugfix/fix style of active page in header navigation (#2528)
* Fix style of active page

* Update changelog
2023-10-21 19:34:44 +02:00
cb166dcc78 Redirect to membership page (#2527) 2023-10-21 18:43:33 +02:00
4e7b7375a9 Feature/setup open figi (#2526)
* Setup OpenFIGI

* Update changelog
2023-10-21 18:12:50 +02:00
b8626c2086 Feature/change fees interest and search to general availability (#2525)
* Change features to general availability

* Fees on account level
* Interest on account level
* Search for a holding

* Update changelog

* Add documentation for experimental features
2023-10-21 10:25:05 +02:00
a59f9fa037 Feature/remove version from client (#2522)
* Remove version

* Update changelog
2023-10-21 09:41:07 +02:00
1666486940 Bugfix/trim text in i18n service (#2520)
* Trim text

* Update changelog
2023-10-20 22:36:03 +02:00
ac0ad48a65 Display invalid activity in csv import (#2460)
* Display invalid activity in csv import

* Update changelog
2023-10-20 22:07:57 +02:00
6a19eab425 Feature/improve membership card (#2517)
* Improve style

* Add animated border
2023-10-20 22:05:27 +02:00
750c627613 Feature/allow to edit market data of today (#2515)
* Allow to edit today's market data

* Update changelog
2023-10-20 17:37:55 +02:00
60b2115e3b Release 2.13.0 (#2514) 2.13.0 2023-10-20 08:24:49 +02:00
e7956943ba Make holdings request only once (#2453)
* Make holdings request only once

* Update changelog
2023-10-20 08:21:23 +02:00
f66edf8de0 Add membership card component (#2507)
* Add membership card component

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-20 08:18:34 +02:00
29028a81f5 Add i18n service to query XML files (#2503)
* Add i18n service to query XML files

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-19 17:13:40 +02:00
c9878c9050 Migrated users table in Admin Control to mat-table (#2469)
* Migrated users table in Admin Control to mat-table

* Update changelog
2023-10-19 16:58:01 +02:00
73ac4b4197 Add chart to account detail dialog (#2502)
* Add chart to account detail dialog

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-19 15:51:31 +02:00
016634a77f Feature/setup i18n page (#2508)
* Setup i18n page

* Add meta description
2023-10-18 17:35:07 +02:00
ea65dc5034 Release 2.12.0 (#2505) 2.12.0 2023-10-17 20:52:02 +02:00
84db54babd Change checkboxes to slide toggles on user settings page (#2497)
* Change checkboxes to slide toggles on user settings page

* Update changelog
2023-10-17 20:49:54 +02:00
653c9c62a8 Sort imports (#2490) 2023-10-17 20:42:32 +02:00
74278073b3 Bugfix/fix query to get asset profiles matching data source and symbol (#2504)
* Match dataSource and symbol

* Update changelog
2023-10-17 20:36:01 +02:00
0375b938a2 Add confirmation dialog (#2501) 2023-10-17 20:14:46 +02:00
32df7620d9 Add support for creating asset profiles with MANUAL data source (#2479)
* Add support for creating asset profiles with MANUAL data source

* Refactoring

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-17 18:33:22 +02:00
8492a8fed0 Upgrade simplewebauthn (#2498)
* Upgrade simplewebauthn to new major version

* Update changelog
2023-10-17 09:17:44 +02:00
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
7243090c0e Feature/copy client locales to assets of server (#2493)
* Copy client locales to server’s assets

* Update changelog
2023-10-15 18:08:44 +02:00
7ae49eb839 Add endpoint for account balances (#2484)
* Add endpoint for account balances

* Update changelog

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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
bf816c3b89 Bugfix/show transfer balance button based on permission (#2489)
* Show button depending on permission

* Update changelog
2023-10-15 10:02:55 +02:00
20f9225daa Release 2.11.0 (#2488) 2.11.0 2023-10-14 19:12:37 +02:00
b6101c6375 Feature/import historical data (#2448)
* Import historical data for an asset

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-14 19:06:27 +02:00
e1022846b9 Bugfix/fix displayed currency of cash balance in account dialog (#2480)
* Fix currency

* Update changelog
2023-10-14 15:01:29 +02:00
9ba79f6721 Improve style (#2478) 2023-10-13 22:11:05 +02:00
0ac97bd112 Transfer cash balance between accounts (#2455)
* Transfer cash balance between accounts

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-13 21:46:49 +02:00
827270704a Bugfix/fix import for activities of type fee and interest (#2474)
* Fix import for activities of type fee and interest

* Update changelog
2023-10-13 19:51:02 +02:00
8634463597 Feature/upgrade prisma to version 5.4.2 (#2477)
* Upgrade prisma to version 5.4.2

* Update changelog
2023-10-13 19:50:06 +02:00
3905782ad6 Fix fab-container (#2476) 2023-10-13 19:49:30 +02:00
5db984ffef Add date column to benchmark component (#2466)
* Add date column to benchmark component
2023-10-12 10:21:00 +02:00
fb3cd4b689 Remove icon (#2467) 2023-10-11 09:58:18 +02:00
3b5a34f6f3 Use fab-button in access management tab (#2456)
* Use fab-button in access management tab

* Refactor fab container

* Update changelog

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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-11 09:57:35 +02:00
22b43b5bfc Feature/extract locales 20231010 (#2462)
* Update locales

* Update changelog
2023-10-10 20:17:45 +02:00