Thomas Kaul
e465f1b791
Feature/add support to edit currency of asset profile with data source manual ( #2789 )
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* Add support to edit currency
* Update changelog
2023-12-29 19:55:51 +01:00
miles
34b02210df
Feature/expose the environment variable REQUEST_TIMEOUT ( #2792 )
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* Expose the environment variable `REQUEST_TIMEOUT`
* Update changelog
2023-12-29 17:29:33 +01:00
gizmodus
b183c45027
Time weighted portfolio performance calculation ( #2778 )
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* Implement time weighted portfolio performance calculation
* Update changelog
2023-12-27 15:55:35 +01:00
underwater
7d68905f1b
Feature/use has permission annotation in endpoints ( #2771 )
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* Use HasPermission in endpoints
* Update changelog
2023-12-26 19:23:25 +01:00
Thomas Kaul
4d79df90a7
Feature/support search by asset profile id ( #2765 )
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* Add support to search for an asset profile by id
* Update changelog
2023-12-20 19:24:03 +01:00
Thomas Kaul
7f3c86038f
Sort imports ( #2739 )
2023-12-18 19:52:57 +01:00
Thomas Kaul
28706d7b26
Refactor order service ( #2751 )
2023-12-16 17:08:59 +01:00
Thomas Kaul
ffb7cbff50
Feature/highlight all time high in benchmarks of the markets overview ( #2740 )
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* Highlight all time high
* Update changelog
2023-12-11 19:45:30 +01:00
Thomas Kaul
51a0ede3e4
Feature/introduce lazy loaded activities table ( #2729 )
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* 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
531964636b
Fix type ( #2708 )
2023-12-08 19:59:06 +01:00
Thomas Kaul
377ba75e4c
Add support to delete a cash balance ( #2707 )
2023-12-02 17:17:25 +01:00
Marcin Szymański
77b13b88f0
Relax check for duplicates in activities import ( #2704 )
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* Relax check for duplicates in activities import (allow same day)
* Update changelog
2023-12-02 10:37:03 +01:00
Thomas Kaul
6f4fd0826c
Feature/respect with excluded accounts flag in get account balances ( #2697 )
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* Respect withExcludedAccounts in getAccountBalances()
* Update changelog
2023-12-01 17:22:13 +01:00
Thomas Kaul
07b0a2c40a
Add guard ( #2696 )
2023-11-29 20:10:37 +01:00
Thomas Kaul
2b491dc732
Extend performance endpoint by net worth per day ( #2574 )
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* Extend performance endpoint by net worth per day
* Update changelog
2023-11-26 21:17:15 +01:00
Thomas Kaul
6ff2e0f952
Introduce base product page ( #2687 )
2023-11-25 18:48:39 +01:00
Thomas Kaul
5ad248a643
Improve algorithm ( #2676 )
2023-11-23 15:15:40 +01:00
Thomas Kaul
8898d02442
Bugfix/fix cannot read properties of undefined reading items in get position ( #2667 )
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* Fix "Cannot read properties of undefined (reading 'items')"
* Update changelog
2023-11-18 11:05:05 +01:00
Thomas Kaul
1586cd3a59
Feature/change twitter to x ( #2654 )
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* Change Twitter to X
* Update changelog
2023-11-15 21:20:51 +01:00
Aldrin
aa72287d54
Extend benchmarks in the markets overview by 50-Day and 200-Day trends ( #2575 )
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* 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
d155ab6f28
Feature/improve data source validation in activities import ( #2645 )
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* Improve data source validation
* Update changelog
2023-11-14 19:15:57 +01:00
Thomas Kaul
93b6011ddc
Feature/refactor get range in market data service ( #2631 )
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* Refactor to unique asset in getRange()
* Update changelog
2023-11-11 18:57:41 +01:00
Thomas Kaul
b4de06fcf0
Feature/add platform icons to account selectors ( #2633 )
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* Add platform icons to account selectors
* Update changelog
2023-11-11 17:27:29 +01:00
Thomas Kaul
12aac101bd
Feature/extend system message ( #2628 )
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* Extend system message
* Update changelog
2023-11-09 19:23:36 +01:00
Thomas Kaul
7cb86de7af
Feature/remove account type from account database model ( #2616 )
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* Remove account type
* Update changelog
2023-11-07 17:56:18 +01:00
Thomas Kaul
35f98b9d2d
Bugfix/handle failing database query for account find many ( #2598 )
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* Handle issue with account.findMany() -> where: { id: { in: [ null ] } }
* Update changelog
2023-11-05 09:57:23 +01:00
Thomas Kaul
8a523a981a
Bugfix/fix fees on account level ( #2588 )
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* Fix fees on account level
* Update changelog
2023-11-04 10:17:58 +01:00
Thomas Kaul
e69c7a753c
Feature/add edit exchange rate button to admin control ( #2577 )
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* Ad edit button
* Update changelog
2023-11-02 19:35:03 +01:00
Thomas Kaul
b26aa7f51d
Feature/improve duplicate check in activities import ( #2561 )
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* Allow different accounts
* Update changelog
2023-10-29 08:40:42 +01:00
Thomas Kaul
a7baad10d1
Feature/improve import of historical market data ( #2559 )
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* Improve historical market data import
* Update changelog
2023-10-28 21:08:44 +02:00
Ajay
20cefaba19
Improve usability and validation in cash balance transfer ( #2552 )
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* Improve usability and validation in cash balance transfer
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-28 15:09:01 +02:00
Thomas Kaul
f5ad1d2d24
Feature/set validation rule to positive number in cash balance transfer ( #2544 )
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* Add validation rule (positive number)
* Update changelog
2023-10-26 19:19:43 +02:00
Aldrin
0af37ca1d7
Extend asset profile dialog form ( #2535 )
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* Extend asset profile dialog form
* Update changelog
2023-10-25 20:28:51 +02:00
Rafael
2dcc7e161c
Improve validation of activities import ( #2496 )
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* Improve validation of activities import: expects positive values for fee, quantity and unitPrice
* Update changelog
---------
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
Thomas Kaul
fa627f686f
Bugfix/fix chart for account excluded from analysis ( #2534 )
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* Fix chart for account excluded from analysis
* Update changelog
2023-10-24 20:13:57 +02:00
Thomas Kaul
cb166dcc78
Redirect to membership page ( #2527 )
2023-10-21 18:43:33 +02:00
Thomas Kaul
4e7b7375a9
Feature/setup open figi ( #2526 )
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* Setup OpenFIGI
* Update changelog
2023-10-21 18:12:50 +02:00
Thomas Kaul
b8626c2086
Feature/change fees interest and search to general availability ( #2525 )
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* 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
Manushreshta B L
32df7620d9
Add support for creating asset profiles with MANUAL data source ( #2479 )
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* Add support for creating asset profiles with MANUAL data source
* Refactoring
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-17 18:33:22 +02:00
Kevin
8492a8fed0
Upgrade simplewebauthn ( #2498 )
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* Upgrade simplewebauthn to new major version
* Update changelog
2023-10-17 09:17:44 +02:00
Thomas Kaul
30e561c06f
Feature/extend assistant with search for asset profile ( #2499 )
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* 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
Pavol Kolcun
7ae49eb839
Add endpoint for account balances ( #2484 )
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* 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
Kevin
b6101c6375
Feature/import historical data ( #2448 )
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* Import historical data for an asset
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-14 19:06:27 +02:00
Aldrin
0ac97bd112
Transfer cash balance between accounts ( #2455 )
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* Transfer cash balance between accounts
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-13 21:46:49 +02:00
Kevin
6c66033eb4
Add date to markets overview by benchmarks ( #2436 )
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* Add date
* Update changelog
2023-10-10 17:31:53 +02:00
Sanjeev Sharma
f47c7313af
Support enter key press to submit access dialog form ( #2437 )
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* Support enter key press to submit access dialog form
* Update changelog
2023-10-09 19:11:09 +02:00
Thomas Kaul
550e646079
Feature/introduce assistant ( #2451 )
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* Introduce assistant
* Update changelog
2023-10-08 20:32:00 +02:00
Kevin
37ff7acf04
Change platform control from select to autocomplete in account dialog ( #2429 )
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* Change platform control from select to autocomplete in account dialog
* Update changelog
2023-10-08 19:17:55 +02:00
Thomas Kaul
8236091477
Feature/add support for search query in portfolio position endpoint ( #2443 )
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* Introduce search query filter
* Update changelog
2023-10-07 19:30:28 +02:00
Aldrin
e60fe48fdd
Add dialog for cash transfer between accounts ( #2433 )
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* Add dialog for cash transfer between accounts
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2023-10-07 14:46:13 +02:00
