6be38a1c19
Feature/remove is default flag from account database schema ( #3041 )
...
* Remove isDefault flag from Account database schema
* Update changelog
2 years ago
07eabac059
Feature/add missing database indexes part 2 ( #3033 )
...
* Add missing database indexes (for orderBy and where clauses)
* Update changelog
2 years ago
93de25e5b6
Feature/add missing database indexes ( #3026 )
...
* Add missing database indexes
* Update changelog
2 years ago
be7f6bb657
Feature/add inactive as user role ( #3024 )
...
* Add INACTIVE as user role
* Update changelog
2 years ago
73c0843d51
Feature/add permissions to access model ( #2833 )
...
* Add permissions to Access model
* Update changelog
2 years ago
af71274ea9
Feature/remove account type enum ( #2832 )
...
* Remove AccountType enum
* Update changelog
2 years ago
7cb86de7af
Feature/remove account type from account database model ( #2616 )
...
* Remove account type
* Update changelog
2 years ago
669f1fb60c
Feature/add database migration to reset account type in account table ( #2602 )
...
* Set accountType to NULL
* Update changelog
2 years ago
4e7b7375a9
Feature/setup open figi ( #2526 )
...
* Setup OpenFIGI
* Update changelog
2 years ago
b12349a148
Feature/add support for interest on account level ( #2354 )
...
* Add support for interest
* Update changelog
2 years ago
7130ac7565
Feature/add support for fees on account level ( #1954 )
...
* Add migration
* Add business logic for fees
* Fix export for liabilities
* Update changelog
2 years ago
ab691bb27a
Feature/remove account type from user interface ( #2335 )
...
* Remove account type from user interface and set it optional
* Update changelog
2 years ago
c9353d0a39
Support account balance time series ( #2166 )
...
* Initial setup
* Support account balance in export
* Handle account balance update
* Add schema migration
* Update changelog
3 years ago
fce6caebc2
Fix arm64 prisma binary target ( #2082 )
...
* Fix arm64 prisma binary target
* Update changelog
3 years ago
7931e6950d
Feature/add support for liabilities ( #1789 )
...
* Add support for liabilities
* Update changelog
3 years ago
9116443305
Feature/support note in accounts ( #2063 )
...
* Add support for a note in accounts
* Update changelog
3 years ago
ad46fb6d61
Feature/add financial modeling prep as data source type ( #1960 )
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* Add Financial Modeling Prep as new data source type
* Update changelog
3 years ago
7b77dc044a
Feature/add state to market data database schema ( #1893 )
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* Add state (CLOSE / INTRADAY) to MarketData
* Update changelog
3 years ago
cddea0401f
Feature/add data source as unique constraint to market data schema ( #1889 )
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* Add dataSource as unique constraint to MarketData schema
* Update changelog
3 years ago
c8ca82b803
Feature/extend data source eod historical data by asset class and isin ( #1791 )
...
* Extend EodHistoricalDataService
* asset and asset sub class
* isin
* Update changelog
3 years ago
cc6320acfd
Feature/simplify database seeding ( #1763 )
...
* Simplify database seeding
* Update documentation
* Update changelog
3 years ago
80d0638922
Adding Coingecko Data Provider ( #1736 )
...
* Adding Coingecko Data Provider
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
3 years ago
851401be1e
Feature/remove ghostfolio as data source type ( #1717 )
...
* Remove GHOSTFOLIO
* Update changelog
3 years ago
0cbf275a2e
Feature/eliminate ghostfolio scraper api service ( #1706 )
...
* Eliminate GhostfolioScraperApiService
* Update changelog
3 years ago
1b2f8e5586
Feature/extend analytics by country ( #1661 )
...
* Extend analytics by country
* Fix Upgrade Plan button of subscription interstitial
* Update changelog
3 years ago
d147c2313f
Feature/support assets in emergency fund ( #1601 )
...
* Support assets in emergency fund
* Update changelog
3 years ago
1ae8970045
Feature/add price to subscription ( #1551 )
...
* Add price
* Update changelog
3 years ago
58dff8a1e0
Feature/upgrade prisma to version 4.8.0 ( #1547 )
...
* Upgrade prisma to version 4.8.0
* Update changelog
3 years ago
0b65d05013
Feature/remove rakuten from data source type ( #1534 )
...
* Remove RAKUTEN
* Update changelog
3 years ago
b5b7af7741
Feature/improve asset profile management ( #1485 )
...
* Improve asset profile management (Add note, fix filter)
* Update changelog
3 years ago
805f4b05be
Release 1.205.1 ( #1368 )
3 years ago
33cc7e4e7e
Feature/remove rakuten from data source ( #1361 )
...
* Remove Rakuten
* Update changelog
3 years ago
2363983bdc
Release 1.204.1 ( #1357 )
3 years ago
538c8947cd
Feature/rename data source from rakuten to rapid api ( #1350 )
...
* Rename Rakuten to Rapid API
* Update changelog
3 years ago
f01a3f893d
Exclude accounts ( #1289 )
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* Exclude accounts
* Update changelog
3 years ago
72974e888f
Clean up spaces ( #1288 )
3 years ago
4f8fe83a16
Feature/clean up user database schema ( #1242 )
...
* Clean up user database schema
* Update changelog
3 years ago
fc4bb71184
Feature/migrate date range setting to user settings ( #1239 )
...
* Migrate date range to user settings
* Refactor currency and view mode in the user user settings
* Update changelog
3 years ago
a3bfa46fb0
Feature/remove alias from user ( #1218 )
...
* Remove alias
* Update changelog
4 years ago
63b183cc6f
Feature/finalize GitHub action to create arm64 docker image ( #1197 )
...
* Change order and refactor secrets
* Update changelog
4 years ago
10bae24c5c
Build arm64 docker image and use github actions ( #1134 )
...
* Setup build pipeline for arm64 docker images using GitHub Actions
4 years ago
0e29278e96
Feature/add alias to access ( #1193 )
...
* Add alias to access
* Update changelog
4 years ago
57a14bd945
automate database setup and upgrade ( #1163 )
...
* Automate database setup and schema upgrade
4 years ago
573038f407
Feature/add default values for countries and sectors ( #1133 )
...
* Add default values
* Add database validation script
* Update changelog
4 years ago
dbc38e705e
Feature/add url to symbol profile overrides ( #1132 )
...
* Add url to symbol profile overrides
* Improve filter by asset class
* Update changelog
4 years ago
03942aecda
Feature/upgrade to prisma 4.1.1 ( #1126 )
...
* Upgrade prisma to 4.1.1
* Update changelog
4 years ago
7ec9170c0d
baseline prisma bdd at first setup ( #1124 )
...
* Baseline database (migrations) in setup
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
4 years ago
81217b35ef
Feature/add comment to activity ( #1097 )
...
* Add comment to activity
* Update changelog
4 years ago
d887de50d2
Feature/setup internet identity ( #1080 )
...
* Setup Internet Identity as social login provider
* Update changelog
4 years ago
f1e06347d3
Feature/add data source eod historical data ( #974 )
...
* Add EOD Historical Data as a data source
* Update changelog
4 years ago
f6f62db830
Feature/add support for private equity ( #881 )
...
* Add support for private equity
* Update changelog
4 years ago
751256f158
Feature/add support for real estate and precious metal ( #878 )
...
* Add support for real estate and precious metal
* Update changelog
4 years ago
8ff811ed28
Release/1.141.1 ( #863 )
4 years ago
bad9d17c44
Setup allocations page and endpoint ( #859 )
...
* Setup tagging system
* Update changelog
4 years ago
ea89ca5734
Feature/simplify ids in database schema ( #861 )
...
* Simplify ids in database schema
* Access
* Order
* Subscription
* Update changelog
4 years ago
1b03ddc586
Feature/add symbol profile overrides model ( #851 )
...
* Add symbol profile overrides model
* Update changelog
4 years ago
d8da574ae4
Feature/add support for bonds ( #755 )
...
* Add support for bonds
* Update changelog
4 years ago
c216ab1d76
Eliminate data source from order model ( #730 )
...
* Eliminate currency, data source and symbol from order model
* Remove prefix for symbols with data source GHOSTFOLIO
* Update changelog
4 years ago
c02bcd9bd8
Feature/migrate to yahoo finance2 ( #722 )
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* Migrate to yahoo-finance2
* Add support for mutual funds
* Add url to symbol profile
* Clean up
4 years ago
76f70598e2
Feature/add support for wealth items ( #666 )
...
* Add support for wealth items
* Update changelog
4 years ago
65bfe52db4
Feature/simplify admin user sign up ( #675 )
...
* Simplify admin user sign up
* Update changelog
4 years ago
5000e9c79b
Feature/update database schema of order ( #664 )
...
* Add schema migrations
* Update changelog
4 years ago
075431d868
Feature/add google sheets as data source ( #620 )
...
* Add google sheets as data source
* Update changelog
4 years ago
9e1a7fc981
Feature/dividend ( #547 )
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* Add dividend to order type
* Support dividend in transactions table
* Support dividend in transaction dialog
* Extend import file with dividend
* Add dividend to portfolio summary
* Update changelog
Co-authored-by: Fly Man <fly.man.opensim@gmail.com>
4 years ago
9725f16c81
Clean up schema.prisma ( #584 )
4 years ago
9aefe3747e
Feature/migrate database schema to prisma 3 ( #546 )
...
* Add migration after upgrade to prisma 3
* Update changelog
4 years ago
0878febded
build(prisma): fix populating database when attributes have null value ( #545 )
4 years ago
39e6abfc8c
Clean up preview features ( #530 )
4 years ago
d999a27159
Feature/move scraper configuration to symbol profile ( #456 )
...
* Move scraper configuration
* Update changelog
4 years ago
678544748a
Add symbol mapping ( #452 )
...
* Add symbol mapping
* Update changelog
4 years ago
e7fb31d1a6
add Dockerfile with all in one docker image ( #431 )
...
* Add Dockerfile with all in one docker image
* Change to alpine image and reduce node_modules size
* Improve documentation and fix changelog and license
* Update changelog
Co-authored-by: Valentin Zickner <ghostfolio@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
6dea9093ba
Feature/add public portfolio ( #426 )
...
* Setup public portfolio page
* Update changelog
4 years ago
22d1ed7920
Extend data ( #392 )
...
* assetClass
* assetSubClass
* currency
* name
4 years ago
dcee651098
Feature/support unlimited currencies ( #387 )
...
* Support unlimited currencies
* Update changelog
4 years ago
f2364eed10
Feature/remove default value of data source ( #379 )
...
* Remove default value of dataSource
* Update changelog
4 years ago
0f72673ef4
Feature/respect data source in symbol data endpoint ( #370 )
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* Respect data source in symbol data endpoint
* Respect data source in the data provider service
* Combine symbol with data source in get() of data provider service
* Improve search functionality for multiple data sources
* Update changelog
4 years ago
4a815d2031
Feature/change data gathering selection ( #368 )
...
* Change data gathering selection from distinct orders to symbol profiles
* Update changelog
4 years ago
72c065a59d
Feature/introduce asset sub class ( #312 )
...
* Introduce asset sub class
* Update changelog
5 years ago
05b0efef82
Feature/add restricted view ( #295 )
...
* Add restricted view
* Update changelog
5 years ago
80d043729d
Feature/replace type with asset class ( #274 )
...
* Improved the asset classification
* Add assetClass to symbolProfile
* Remove type from position
* Update changelog
5 years ago
bb76ace95d
Feature/improve support for draft transactions ( #265 )
...
* Improve support for draft transactions
* Update changelog
5 years ago
6996e5a140
Feature/add data gathering for symbol profile data ( #228 )
...
* Implement profile data gathering
* Update changelog
5 years ago
2c19d8c8e7
Feature/add balance to account ( #193 )
...
* Add balance attribute and calculate total balance
* Update changelog
5 years ago
0264b592b9
Feature/improve investments by sector ( #172 )
...
* Improve investments analysis by sector
* Update changelog
5 years ago
e87c942cb8
Add webauthn ( #82 )
...
* Add webauthn
* Complete WebAuthn device sign up and login
* Move device registration to account page
* Replace the token login with a WebAuthn prompt if the current device has been registered
* Mark the current device in the list of registered auth devices
* Fix after rebase
* Fix tests
* Disable "Add current device" button if current device is registered
* Add option to "Stay signed in"
* Remove device list feature, sign in with deviceId instead
* Improve usability
* Update changelog
Co-authored-by: Matthias Frey <mfrey43@gmail.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
5 years ago
9eb25f6c9e
Feature/connect or create logic for symbol profile ( #153 )
...
* Add connectOrCreate logic
* Extend seed
* Update changelog
5 years ago
6a03120225
Feature/add symbol profile model ( #148 )
...
* Add symbol profile model and positions by country chart
* Add positions by continent chart
* Fix tests
* Extend seed
* Update changelog
5 years ago
fabd912fba
Setup initial prisma migration ( #146 )
5 years ago
e7fbcd4fa0
Feature/extend pricing page ( #130 )
...
* Extend pricing page
* Feature/align pricing page with subscription model (#135 )
* Align pricing page with subscription model
* Update changelog
5 years ago
78a4946e8b
Feature/zen mode ( #110 )
...
* Start with implementation
* Refactor AuthGuard, persist displayMode in user settings
* Refactor DisplayMode to ViewMode
* Update changelog
5 years ago
200a7d2d65
Feature/refactor search functionality ( #105 )
...
* Refactor search functionality
* Update changelog
* Improvements after code review
5 years ago
4484c21757
Clean up platform id ( #67 )
5 years ago
a84256dc03
Feature/eliminate platform from order ( #63 )
...
* Eliminate platform from order
* Update changelog
5 years ago
40c95a541d
Add data source to transaction model ( #53 )
5 years ago
8cb5fd64dd
Prepare for multi accounts support: store account for new transactions ( #46 )
5 years ago
954224401d
Prepare for multi accounts support ( #42 )
5 years ago
ec4dbf2a51
Feature/extend database seed ( #23 )
...
* Extend database seed
* platforms
* transactions of demo user
* Improve error handling
5 years ago
e5d7df3e7b
Simplify project setup ( #3 )
...
* Simplify project setup
* Setup docker
* Add seed
* Feature/migrate links to router link (#2 )
* Migrate links to RouterLink
* Add i18n
* Simplify project setup
* Setup docker
* Add seed
5 years ago
c616312233
Initial commit
5 years ago
Thomas Kaul
Marcin Szymański
Mirio
Areedtz
Le_Bleu
Rafael Augusto de Oliveira
Valentin Zickner
Matthias Frey