Thomas Kaul
7f67430685
Bugfix/readd value in base currency to activity ( #3078 )
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* Readd valueInBaseCurrency
* Update changelog
2024-03-02 10:03:10 +01:00
Thomas Kaul
2115745471
Bugfix/fix issue with exchange rate calculation of wealth items in accounts ( #3065 )
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* Fix exchange rate calculatio of wealth items in accounts
* Update changelog
2024-02-29 20:14:52 +01:00
Thomas Kaul
3615e2f057
Feature/improve handling of activities without account ( #3060 )
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* Improve handling of activities without account
* Update changelog
2024-02-27 20:58:28 +01:00
Thomas Kaul
d3679d41b3
Bugfix/fix query to filter activities of excluded accounts ( #3059 )
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* Fix query to filter activities of excluded accounts
* Update changelog
2024-02-27 20:58:04 +01:00
Thomas Kaul
f2d431a6b8
Bugfix/improve asset profile validation in activities import ( #3057 )
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* Improve asset profile validation
* Update changelog
2024-02-27 20:42:23 +01:00
Thomas Kaul
15cc294581
Feature/move break down of performance from experimental to general availability ( #3047 )
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* Move break down of performance to general availability
* Update changelog
2024-02-25 19:12:30 +01:00
Thomas Kaul
2e9d40c201
Feature/switch to performance calculations with currency effects ( #3039 )
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* Switch to performance calculations with currency effects
* Improve value redaction in portfolio details endpoint
* Update changelog
2024-02-24 19:58:13 +01:00
Thomas Kaul
6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
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* Remove isDefault flag from Account database schema
* Update changelog
2024-02-24 19:44:56 +01:00
miles
a3178fb213
Feature/expose redis database via environment variable ( #3036 )
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* Expose Redis database via environment variable
* Update changelog
2024-02-24 11:56:12 +01:00
Thomas Kaul
40836b745b
Feature/improve validation for currency in endpoints ( #3030 )
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* Improve validation for currency
* Update changelog
2024-02-22 20:25:22 +01:00
Thomas Kaul
07eabac059
Feature/add missing database indexes part 2 ( #3033 )
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* Add missing database indexes (for orderBy and where clauses)
* Update changelog
2024-02-22 20:21:50 +01:00
Thomas Kaul
be7f6bb657
Feature/add inactive as user role ( #3024 )
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* Add INACTIVE as user role
* Update changelog
2024-02-18 18:54:49 +01:00
Thomas Kaul
6f7cbc93b9
Add missing type ( #3023 )
2024-02-18 18:54:36 +01:00
Thomas Kaul
67ae86763e
Handle premium data provider in getQuotes() ( #3020 )
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* Handle premium data provider in getQuotes()
2024-02-18 14:37:42 +01:00
Thomas Kaul
a3cdb23776
Feature/refactor query to filter activities of excluded accounts ( #3016 )
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* Refactor query to filter activities of excluded accounts
* Update changelog
2024-02-18 12:29:00 +01:00
Thomas Kaul
ad42c0bf28
Enable FAQ link for self-hoster ( #3015 )
2024-02-18 08:53:01 +01:00
Thomas Kaul
2518a8fd9d
Feature/add accounts tab to position detail dialog ( #3012 )
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* Add accounts tab to position detail dialog
* Update changelog
2024-02-17 21:32:56 +01:00
Thomas Kaul
78b3328bf7
Add activities count ( #3005 )
2024-02-15 10:25:47 +01:00
Thomas Kaul
cc0ce18627
Bugfix/fix date conversion in import of historical market data ( #2994 )
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* Fix date conversion
* Update changelog
2024-02-12 17:21:22 +01:00
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2024-02-11 17:50:18 +01:00
Thomas Kaul
ef9d77312e
Introduce renewal-early-bird ( #2982 )
2024-02-11 12:33:34 +01:00
Thomas Kaul
ccaf06360a
Feature/introduce admin setting to disable data gathering ( #2981 )
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* Introduce setting to disable data gathering
* Update changelog
2024-02-11 10:06:07 +01:00
Thomas Kaul
f83e75df44
Feature/harmonize env variables of various api keys ( #2980 )
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* Harmonize env variables of various API keys
* Update changelog
2024-02-11 09:44:12 +01:00
Thomas Kaul
893e76f83f
Feature/provide data provider info in search ( #2958 )
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* Provide data provider info in search
* Update changelog
2024-02-05 19:55:39 +01:00
Thomas Kaul
06ba7a4b1b
Feature/extend assistant by asset class selector ( #2957 )
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* Remove tabs
* Add asset class selector
* Update changelog
2024-02-04 15:50:58 +01:00
Thomas Kaul
c9237146e2
Feature/add investment value to chart ( #2948 )
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* Add investment value to chart
* Update changelog
2024-02-03 09:23:19 +01:00
Thomas Kaul
4434d0315f
Remove unused timeline calculation ( #2947 )
2024-01-30 20:56:41 +01:00
Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
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* Fix export in lazy-loaded activities table
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-29 19:37:09 +01:00
Thomas Kaul
40b6777814
Add upgrade plan button ( #2937 )
2024-01-28 09:58:38 +01:00
Thomas Kaul
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
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* 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 )
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* 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
9fdbd22cb5
Bugfix/fix activities import for manual data source ( #2923 )
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* Fix import
* Update changelog
2024-01-27 08:41:45 +01:00
Cédric Meuter
a5ed49fe4c
Feature/Add date range selector to assistant ( #2905 )
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* Add date range selector including WTD and MTD to assistant
* Update changelog
2024-01-23 11:57:37 +01:00
Cédric Meuter
4e9e3f7b6b
Feature/Add wtd and mtd as possible values for date range ( #2902 )
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* Add `wtd` and `mtd` as possible values for date range
'wtd': week-to-date (from the start of the week)
'mtd': month-to-date (from the start of the month)
* Update changelog
2024-01-21 16:51:30 +01:00
Thomas Kaul
6167f105fe
Refactoring ( #2897 )
2024-01-21 10:27:10 +01:00
Thomas Kaul
8d5f2fd91d
Fix fee conversion ( #2896 )
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* Fix fee conversion
* Update changelog
2024-01-21 10:24:43 +01:00
Hugo Persson
c918deeb1c
Feature/Support for editing countries and sectors ( #2854 )
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* Add support for editing countries and sectors
* Update changelog
2024-01-17 11:40:02 +01:00
Thomas Kaul
bff60ddbe0
Feature/improve asset profile validation in activities import for manual data source ( #2886 )
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* Improve asset profile validation for MANUAL data source
* Update changelog
2024-01-16 21:21:51 +01:00
Thomas Kaul
7b45a8b3fc
Introduce type ( #2885 )
2024-01-16 19:42:39 +01:00
Thomas Kaul
ba3cf82c6e
Feature/increase robustness of exchange rates by always getting quotes ( #2875 )
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* Always get quotes (with fallback to historical data)
* Update changelog
2024-01-15 19:02:00 +01:00
Thomas Kaul
005890d785
Improve extractNumberFromString() for international number formats ( #2843 )
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* Set up test
* Add support for international formatted numbers
* Expose locale in scraper configuration
* Update changelog
2024-01-13 16:17:38 +01:00
Thomas Kaul
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
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* Break down performance into asset and currency
* Nullify values
* Update changelog
2024-01-13 14:23:00 +01:00
gizmodus
be801b481e
Feature/Add exchange rate effects to portfolio calculation ( #2834 )
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* Add exchange rate effects to portfolio calculation
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-01-13 13:07:33 +01:00
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
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* Extend assistant by tag selector
* Update changelog
2024-01-07 16:56:25 +01:00
Francisco Silva
62f85293e2
#2820 Grant private access ( #2822 )
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* Grant private access
* Update changelog
2024-01-06 10:27:21 +01:00
Hugo Persson
371f1dc451
Feature/support rest api in scraper ( #2810 )
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* Support REST APIs in scraper
* Update changelog
2024-01-03 21:59:45 +01:00
Thomas Kaul
23d323073d
Fix performance percentage for 1d ( #2814 )
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* Fix performance percentage for 1d
* Improve response of positions endpoint
* Update changelog
2024-01-02 14:10:08 +01:00
Thomas Kaul
0649f9fd2c
Clean up ( #2787 )
2024-01-02 10:05:31 +01:00
Thomas Kaul
43b4f14ace
Feature/add button to test scraper configuration ( #2808 )
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* Add button to test scraper configuration
* Update changelog
---------
Co-authored-by: Manushreshta B L <manushreshta27@gmail.com>
Co-authored-by: Hugo Persson <hugo.e.persson@gmail.com>
2024-01-01 11:53:42 +01:00
gizmodus
726e727c7d
Feature/benchmark currency correction ( #2790 )
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* Convert benchmark performance to base currency
* Introduce getExchangeRates() for multiple dates
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2023-12-31 13:28:11 +01:00
