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1704 Commits

Author SHA1 Message Date
Thomas Kaul
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
Pavol Kolcun
7ae49eb839
Add endpoint for account balances (#2484) 
* Add endpoint for account balances

* Update changelog

---------

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
Thomas Kaul
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
Thomas Kaul
20f9225daa
Release 2.11.0 (#2488) 2023-10-14 19:12:37 +02:00
Kevin
b6101c6375
Feature/import historical data (#2448) 
* 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
Thomas Kaul
e1022846b9
Bugfix/fix displayed currency of cash balance in account dialog (#2480) 
* Fix currency

* Update changelog
 2023-10-14 15:01:29 +02:00
Aldrin
0ac97bd112
Transfer cash balance between accounts (#2455) 
* 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
Thomas Kaul
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
Thomas Kaul
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
Aldrin
3b5a34f6f3
Use fab-button in access management tab (#2456) 
* Use fab-button in access management tab

* Refactor fab container

* Update changelog

---------

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

* Update changelog
 2023-10-10 20:17:45 +02:00
Kevin
6c66033eb4
Add date to markets overview by benchmarks (#2436) 
* Add date

* Update changelog
 2023-10-10 17:31:53 +02:00
Thomas Kaul
162fc25e23
Release 2.10.0 (#2459) 2023-10-09 20:31:34 +02:00
Thomas Kaul
45f385a483
Feature/improve symbol conversion in eod historical data service (#2457) 
* Improve conversion of currency symbols

* Update changelog
 2023-10-09 20:29:56 +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
Basim Mohammed
d8d4d8f001
Change jobs table in admin control to mat-table (#2444) 
* Change jobs table in admin control to mat-table

* Update changelog
 2023-10-09 19:38:33 +02:00
Sanjeev Sharma
f47c7313af
Support enter key press to submit access dialog form (#2437) 
* Support enter key press to submit access dialog form

* Update changelog
 2023-10-09 19:11:09 +02:00
Thomas Kaul
31f0056a2d
Release 2.9.0 (#2454) 2023-10-08 20:34:39 +02:00
Thomas Kaul
550e646079
Feature/introduce assistant (#2451) 
* 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) 
* 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) 
* Introduce search query filter

* Update changelog
 2023-10-07 19:30:28 +02:00
Thomas Kaul
d40bc5070a
Feature/remove permission to markets overview on home page (#2441) 
* Remove show condition for markets overview

* Update changelog
 2023-10-07 09:15:54 +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
Arshad Jamal
25112a450b
Add support for comment in csv import (#2416) 
* Add support for comment in csv import (activities)

* Update changelog
 2023-10-05 20:42:35 +02:00
Thomas Kaul
8ad6492477
Feature/various improvements in client (#2434) 
* Various improvements

* Update changelog
 2023-10-05 20:31:00 +02:00
Siddharth Singh
d9a6c22e1e
Add application version to admin endpoint (#2423) 
* Add application version to admin endpoint

* Update changelog
 2023-10-04 16:15:08 +02:00
Thomas Kaul
42a54263f9
Release 2.8.0 (#2420) 2023-10-03 20:10:29 +02:00
Sanjeev Sharma
4fb88859b2
Improve form in account dialog (#2408) 
* Improve form in account dialog

* Update changelog
 2023-10-03 19:34:04 +02:00
Thomas Kaul
aa24b5e8c6
Feature/reload platform and tag on change (#2417) 
* Reload platforms via info

* Reload tags via info

* Update changelog
 2023-10-03 18:58:23 +02:00
Manushreshta B L
90e18338f6
Change UX to set an asset profile as a benchmark (#2409) 
* Add checkbox functionality to set / unset benchmark

* Update changelog

---------

Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
 2023-10-02 20:50:12 +02:00
Thomas Kaul
ad5ae938ef
Feature/harmonize settings icon of user account page (#2412) 
* Harmonize icon

* Update changelog
 2023-10-02 11:29:33 +02:00
Anirudh Sudhir
f1ec5e704e
Add version to Overview of Admin Control panel (#2414) 
* Add version to Overview of Admin Control panel

* Update changelog
 2023-10-02 10:05:01 +02:00
shyam kachhadiya
f40f0653c2
Add request params (ship, take) for pagination to GET order endpoint (#2382) 
* Add request params (ship, take) for pagination to GET order endpoint

* Update changelog
 2023-10-02 08:54:21 +02:00
Thomas Kaul
5f7a230fd3
Bugfix/fix sidebar on user account page (#2413) 
* Fix sidebar on user account page

* Update changelog
 2023-10-01 19:11:48 +02:00
Thomas Kaul
71feb531e8
Release 2.7.0 (#2404) 2023-09-30 08:26:04 +02:00
Thomas Kaul
ec3552d7f6
Feature/add tabs to user account page (#2396) 
* Create components for access, membership and settings

* Add tabs

* Update changelog
 2023-09-30 08:24:26 +02:00
Thomas Kaul
5fa0540936
Feature/add emergency fund setup to static portfolio analysis rules (#2400) 
* Add new static portfolio analysis rule: Emergency fund setup

* Update changelog
 2023-09-30 08:08:20 +02:00
Thomas Kaul
5b69dee246
Feature/setup inter font family (#2402) 
* Setup Inter font family

* Update changelog
 2023-09-30 08:06:01 +02:00
Thomas Kaul
19b0fe04a6
Feature/upgrade yahoo finance2 to version 2.8.0 (#2401) 
* Upgrade yahoo-finance2 to version 2.8.0

* Update changelog
 2023-09-30 07:31:02 +02:00
Thomas Kaul
19ea4479ff
Bugfix/fix link on features page (#2398) 
* Fix link

* Update changelog
 2023-09-30 07:11:44 +02:00
Thomas Kaul
f79d60014b
Release 2.6.0 (#2395) 2023-09-26 18:58:22 +02:00
Thomas Kaul
5b7409d08e
Feature/add tag management in admin control panel (#2389) 
* Add tag management

* Update locales

* Update changelog
 2023-09-26 18:56:09 +02:00
Thomas Kaul
6230aa87e2
Feature/add hacktoberfest 2023 blog post (#2359) 
* Add blog post: Hacktoberfest 2023

* Update changelog
 2023-09-26 16:08:17 +02:00
Thomas Kaul
8b615d2f56
Feature/upgrade prettier to version 3.0.3 (#2393) 
* Upgrade prettier to version 3.0.3

* Update changelog
 2023-09-26 15:07:20 +02:00
Thomas Kaul
aa87262954
Feature/upgrade yahoo finance2 to version 2.7.0 (#2392) 
* Upgrade yahoo-finance2 to version 2.7.0

* Update changelog
 2023-09-26 07:51:27 +02:00
Thomas Kaul
3f8a2b47f9
Release 2.5.0 (#2380) 2023-09-23 20:11:46 +02:00
Thomas Kaul
e2e4c9be3c
Feature/skip data gathering for manual data source (#2379) 
* Skip data gathering

* Update changelog
 2023-09-23 20:10:08 +02:00
Thomas Kaul
0f7c6ff0fe
Bugfix/fix asset class of cash position for empty account (#2378) 
* Fix assetClass and assetSubClass

* Update changelog
 2023-09-23 19:52:28 +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
Frane Caleta
eb63802d01
Feature/extend supported date formats in activities import (#2362) 
* Extend supported date formats in activities import

* Update changelog
 2023-09-23 16:14:54 +02:00