1887 Commits

Author SHA1 Message Date
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint () 2024-05-08 20:04:32 +02:00
Thomas Kaul
053c7e591e
Feature/upgrade ionicons to version 7.4.0 ()
* Upgrade ionicons to version 7.4.0

* Update changelog
2024-05-07 19:00:55 +02:00
Thomas Kaul
9b5e350e3b
Feature/harmonize log message () 2024-05-06 17:03:58 +02:00
Colin Seymour
378e57c3bc
Feature/add links to Home Assistant add-on ()
* Add links to Home Assistant add-on
2024-05-06 17:02:18 +02:00
Thomas Kaul
6765191a8c
Bugfix/fix position detail dialog open in holding search of assistant ()
* Open position detail dialog (via holding search of assistant)

* Update changelog
2024-05-05 09:09:57 +02:00
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint ()
* Eliminate getPerformance() from getSummary() function

* Disable cache for getDetails()

* Add hint to portfolio summary

* Update changelog
2024-05-04 15:53:02 +02:00
Thomas Kaul
3f41e5c5de
Bugfix/fix locale in markets overview ()
* Fix locale if no user is logged in

* Update changelog
2024-05-04 15:51:09 +02:00
Thomas Kaul
f3d961bc16
Feature/move holdings table to holdings tab of home page ()
* 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
Thomas Kaul
42b70ef568
Feature/improve performance labels in position detail dialog ()
* Improve performance labels (with and without currency effects)

* Update changelog
2024-05-04 07:49:37 +02:00
Thomas Kaul
77beaaba08
Refactoring portfolio service () 2024-05-03 21:48:46 +02:00
Thomas Kaul
0a53df4293
Feature/improve inactive user role ()
* Improve inactive role

* Update changelog
2024-05-02 20:31:20 +02:00
Thomas Kaul
486de968a2
Bugfix/fix division by zero error in dividend yield calculation ()
* Handle division by zero

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

* Update changelog
2024-05-02 17:52:39 +02:00
Fedron
2173c418a7
Feature/validate forms using DTO for access, asset profile, tag and platform management ()
* Validate forms using DTO for access, asset profile, tag and platform management

* Update changelog
2024-04-30 08:04:45 +02:00
Thomas Kaul
4efd5cefd8
Bugfix/calculation of portfolio summary caused by future liabilities ()
* Adapt date of future activities

* Update changelog
2024-04-29 20:12:12 +02:00
Thomas Kaul
e10707fde4
Add missing guard to fix public page () 2024-04-27 19:24:08 +02:00
Thomas Kaul
4f41bac328
Feature/set up caching in portfolio calculator ()
* Set up caching

* Update changelog
2024-04-27 15:35:28 +02:00
Thomas Kaul
cd07802400
Bugfix/fix historical market data gathering for asset profiles with manual data source ()
* Fix historical market data gathering for asset profiles with MANUAL data source

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

* Update changelog
2024-04-26 20:13:53 +02:00
Thomas Kaul
55b0fe232c
Bugfix/reset form values to null if empty string ()
* Reset form values to null if empty string

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

* Update changelog
2024-04-24 20:35:39 +02:00
Thomas Kaul
990028316e
Refactor form controls to form getter () 2024-04-24 20:20:56 +02:00
Thomas Kaul
cdbe6eedeb
Feature/change cash to liquidity in asset class enum ()
* Change CASH to LIQUIDITY in asset class enum

* Update changelog
2024-04-23 18:55:37 +02:00
Thomas Kaul
39bd4a349b
Feature/improve chart in account detail dialog ()
* Improve net worth calculation in portfolio performance chart

* Improve account balance management

* Update changelog
2024-04-21 17:11:53 +02:00
Thomas Kaul
1132dc9bdd
Feature/add unique constraint to account balance database schema ()
* Add accountId and date as unique constraint to AccountBalance schema

* Update changelog
2024-04-21 10:28:51 +02:00
Thomas Kaul
2d70b18593
Remove links () 2024-04-21 10:08:22 +02:00
Thomas Kaul
b6ea7d23fa
Bugfix/add total value in base currency to redacted values ()
* Add totalValueInBaseCurrency

* Update changelog
2024-04-21 08:33:38 +02:00
Thomas Kaul
551b83a6e3
Bugfix/fix gaps in portfolio performance charts ()
* Fix gaps in charts

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

* Update changelog
2024-04-20 12:54:06 +02:00
Thomas Kaul
7788b5a987
Improve messages () 2024-04-20 12:53:51 +02:00
Bastien Jeannelle
dfacbed66d
Feature/add support to create account cash balances ()
* 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
Thomas Kaul
22d63c6102
Improve logging ()
* Improve logging
2024-04-20 10:49:18 +02:00
Thomas Kaul
212aa6a63b
Feature/add date range support to portfolio holdings page ()
* Add date range support

* Update changelog
2024-04-20 09:51:12 +02:00
Thomas Kaul
bed9ae916c
Migrate UI components to standalone () 2024-04-19 20:57:47 +02:00
Thomas Kaul
b6ad362850
Feature/remove date range support in activities table on portfolio activities page ()
* Remove date range support

* Update changelog
2024-04-19 20:44:28 +02:00
Thomas Kaul
ab86dd5318
Add Home Assistant () 2024-04-19 20:43:52 +02:00
Thomas Kaul
dba73d80a3
Improve logging () 2024-04-19 20:31:38 +02:00
Thomas Kaul
92fb05320a
Migrate UI components to standalone () 2024-04-19 18:31:35 +02:00
Thomas Kaul
73d62bb51f
Migrate UI components to standalone () 2024-04-18 20:46:12 +02:00
Thomas Kaul
15857118fe
Feature/let data gathering queue jobs fail by throwing errors ()
* Let data gathering queue jobs fail by throwing errors

* Update changelog
2024-04-17 17:35:51 +02:00
Fedron
9241c04d5a
Feature/add form validation against DTO for activity and account ()
* Add form validation against DTO for activity and account

* Update changelog
2024-04-14 19:52:41 +02:00
Thomas Kaul
5d4e2fba8c
Feature/move wealth item and liability calculations to portfolio calculator ()
* Move (wealth) item calculations to portfolio calculator

* Move liability calculations to portfolio calculator

* Update changelog
2024-04-14 08:12:32 +02:00
Thomas Kaul
6c57609db8
Feature/move dividend fee and interest calculation to portfolio calculator ()
* Move dividend, feee and interest calculation to portfolio calculator

* Update changelog
2024-04-13 11:07:18 +02:00
Thomas Kaul
4e7d93db13
Feature/adapt priorities of data gathering jobs ()
* Adapt priorities of data gathering jobs

* Update changelog
2024-04-13 09:28:14 +02:00
Thomas Kaul
45340b581f
Bugfix/fix public page by including markets data ()
* Include markets data

* Update changelog
2024-04-12 15:13:34 +02:00
Thomas Kaul
6f8fe45fc2
Update OSS Friends () 2024-04-11 19:14:56 +02:00
Thomas Kaul
34d9ceb009
Feature/add support to immediately execute queue job ()
* Add support to immediately execute queue job

* Update changelog
2024-04-11 19:14:03 +02:00
Thomas Kaul
2b97bbd05d
Move getChart() to portfolio calculator () 2024-04-09 13:44:23 +02:00
Thomas Kaul
07c0e5a612
Feature/add currency to order database schema ()
* Add currency to Order database schema

* Update changelog
2024-04-07 11:30:32 +02:00