Ghostfolio

Commit Graph

Author	SHA1	Message	Date
Thomas Kaul	0841f8bd5b	Bugfix/fix exception in portfolio calculator (#4113 ) * Fix exception in portfolio calculator * Update changelog	1 year ago
Thomas Kaul	291be3e605	Feature/extend X-ray page by summary (#4107 ) * Add summary to X-ray page * Update changelog	1 year ago
Thomas Kaul	ebef361d63	Bugfix/fix exception in portfolio calculator (#4109 ) * Fix exception in portfolio calculator * Update changelog	1 year ago
Thomas Kaul	13582afd93	Feature/Setup API keys for Ghostfolio data provider (#4093 ) * Setup API keys for Ghostfolio data provider	1 year ago
Thomas Kaul	3194ed2145	Feature/improve usability of Ghostfolio data provider (#4086 ) * Improve usability	1 year ago
Thomas Kaul	2067e8ea40	Feature/add support for dividends in Ghostfolio data provider (#4081 ) * Add support for dividends	1 year ago
Thomas Kaul	fc7e350cf7	Feature/extend users table of admin control panel (#4076 ) * Extend users table * Update changelog	1 year ago
Thomas Kaul	5f98dfa5d6	Feature/set up Ghostfolio data provider (#4016 ) * Set up Ghostfolio data provider * Update translations * Update changelog	1 year ago
QURBAN AHMAD	6d440eb777	Feature/add count to admin user endpoint response (#4058 ) * Add count to admin user endpoint response * Update changelog	1 year ago
QURBAN AHMAD	e7356dc170	Feature/add pagination support to user endpoint (#4050 ) * Add pagination support to user endpoint * Update changelog	1 year ago
Amandee Ellawala	6057794eb6	Feature/extend assistant by holding selector (#4031 ) * Extend assistant by holding selector * Update changelog	1 year ago
Thomas Kaul	8fb484af4d	Bugfix/disable caching of benchmarks in markets overview if sharing (#4027 ) * Disable caching of benchmarks if sharing mode * Update changelog	1 year ago
Thomas Kaul	190bb4b6fb	Feature/refactor data gathering items (#4032 ) * Refactoring	1 year ago
Thomas Kaul	93001b68ad	Feature/introduce lookup response interface (#4019 ) * Introduce lookup response interface * Refactor lookup item interface	1 year ago
Thomas Kaul	a1fbdc2ebe	Bugfix/exception handling in user authorization (#4015 ) * Add guard * Update changelog	1 year ago
Thomas Kaul	b2aa31f4ba	Bugfix/handle missing Stripe api key exception (#4013 ) * Conditionally initialize Stripe	1 year ago
Thomas Kaul	5652d19a88	Feature/upgrade stripe dependencies 20241102 (#4009 ) * Upgrade stripe dependencies * Update changelog	1 year ago
Thomas Kaul	a80ca507f8	Feature/add lastRequestAt to analytics (#4010 ) * Add lastRequestAt to Analytics	1 year ago
Thomas Kaul	5f56812125	Feature/extend promotion system (#4008 ) * Extend promotion system	1 year ago
Thomas Kaul	10e725b51a	Feature/Add dataProviderGhostfolioDailyRequests to Analytics (#4001 ) * Add dataProviderGhostfolioDailyRequests to Analytics	1 year ago
Thomas Kaul	5de176a7ef	Feature/rename allocation cluster risk x ray rule (#3994 ) * Rename Allocation Cluster Risk to Economic Market Cluster Risk * Update changelog	2 years ago
dw-0	6a10b932b0	Feature/Switch consistent-type-assertions eslint rule from warn to error (#3982 ) * Switch consistent-type-assertions eslint rule from warn to error * Update changelog --------- Signed-off-by: Dominik Willner <th33xitus@gmail.com>	2 years ago
Thomas Kaul	4104fb2f8f	Feature/Improve subscription service (#3989 ) * Various improvements	2 years ago
Thomas Kaul	fccac5640d	Bugfix/fix calculation of allocation cluster risk x ray rules (#3988 ) * Fix calculation of allocation cluster risk X-ray rules * Update changelog	2 years ago
dw-0	405ec0d2b2	Feature/switch the consistent-type-definitions eslint rule from warn to error (#3980 ) * Switch the consistent-type-definitions eslint rule from warn to error * Update changelog --------- Signed-off-by: Dominik Willner <th33xitus@gmail.com>	2 years ago
dw-0	76ff34b0c4	Feature/switch no-empty-function rule in eslint configuration from warn to error (#3979 ) * Switch no-empty-function rule in eslint configuration from warn to error * Update changelog --------- Signed-off-by: Dominik Willner <th33xitus@gmail.com>	2 years ago
Ivan Skvortsov	19b8c514f2	Feature/Add static portfolio analysis rule for developed Markets (#3975 ) * Add static portfolio analysis rule: Allocation Cluster Risk (Developed Markets) * Update changelog	2 years ago
vitalymatyushik	d325f8bfaf	Feature/Add static portfolio analysis rule for emerging Markets (#3949 ) * Add static portfolio analysis rule: Allocation Cluster Risk (Emerging Markets) * Update changelog	2 years ago
Thomas Kaul	308d3b64b1	Feature/Remove empty constructors (#3958 ) * Remove empty constructors	2 years ago
Thomas Kaul	ce6f175f9a	Bugfix/fix usage of processor portfolio snapshot computation concurrency env variable (#3936 ) * Fix usage of PROCESSOR_PORTFOLIO_SNAPSHOT_COMPUTATION_CONCURRENCY * Update changelog	2 years ago
Thomas Kaul	6696a4447a	Feature/Refactor test ok-novn-buy-and-sell-partially to load json file (#3935 ) * Refactor test to load json file	2 years ago
dw-0	a14c10bad2	Feature/Enable unused compiler options in tsconfig (#3895 ) * Enable noUnusedLocals noUnusedParameters in compiler options of tsconfig * Update changelog	2 years ago
Thomas Kaul	f8da265f5f	Feature/restructure XRayRulesSettings (#3898 ) * Restructure XRayRulesSettings * Update changelog	2 years ago
Dhaneshwari Tendle	7a11bb93d5	Feature/Set up unit test that loads activity from exported json file (#3901 ) * Set up unit test that loads activity from exported json file * Update changelog	2 years ago
Thomas Kaul	73cd2f9cb7	Bugfix/fix exception in portfolio details endpoint (#3896 ) * Fix exception caused by markets and marketsAdvanced * Update changelog	2 years ago
Matej Gerek	98957d282e	Feature/move tags from info to user service (#3859 ) * Move tags from info to user service * Update changelog	2 years ago
dw-0	fc5ed887ff	Feature/Set prefer-const to error in eslint configuration (#3888 ) * Set prefer-const to error in eslint configuration * Update changelog --------- Signed-off-by: Dominik Willner <th33xitus@gmail.com>	2 years ago
Thomas Kaul	14b88edff6	Feature/extend MSFT buy with dividend test (#3891 ) * Extend test	2 years ago
Thomas Kaul	29d3b762a8	Feature/switch typescript-eslint no-unused-vars to error (#3887 ) * Switch @typescript-eslint/no-unused-vars to error	2 years ago
Thomas Kaul	bce18f7261	Feature/reuse advanced markets calculation in portfolio details endpoint (#3884 )	2 years ago
Thomas Kaul	f48ce4e1ae	Feature/reuse markets calculation in portfolio details endpoint (#3883 ) * Reuse markets calculation in portfolio details endpoint * Update changelog	2 years ago
Thomas Kaul	b50a1fc63d	Feature/reuse markets calculation in public portfolio endpoint (#3882 ) * Reuse markets calculation in public portfolio endpoint * Update changelog	2 years ago
ceroma	ecd75b5d8a	Feature/optimize portfolio snapshot computation by reusing date intervals (#3855 ) * Optimize portfolio snapshot computation by reusing date intervals * Update changelog	2 years ago
Thomas Kaul	f3e2091ff4	Feature/refactor markets calculation in details of portfolio service (#3871 ) * Refactor markets calculation	2 years ago
Thomas Kaul	bcc8cb1e5b	Feature/modernize rules implementation (#3869 ) * Modernize rules implementation * Include markets in details	2 years ago
Thomas Kaul	413076141c	Bugfix/fix calculation of allocations by market (#3853 ) * Fix calculation of allocations by market (unknown) * Update changelog	2 years ago
ceroma	2ad91e5796	Feature/optimize portfolio calculations with smarter date interval selection (#3829 ) * Optimize portfolio calculations with smarter date interval selection * Update changelog	2 years ago
Shaunak Das	24a3d92da0	Feature/add business logic of rule settings (#3826 ) * Add business logic of rule settings * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Thomas Kaul	85cc72627b	Feature/add user id to tag database schema (#3837 ) * Add user id to tag database schema * Update changelog	2 years ago
ceroma	33de8a10bb	Feature/optimize portfolio calculations with smarter cloning of activities (#3827 ) * Optimize portfolio calculations with smarter cloning of activities * Update changelog	2 years ago
Thomas Kaul	bb445ddf2e	Feature/improve experimental chart in account detail dialog (#3813 ) * Improve chart in account detail dialog * Update changelog	2 years ago
Thomas Kaul	4a97e2bb54	Feature/align holdings and regions of public page with allocations page (#3815 ) * Align holdings and regions of public page with allocations page * Update changelog	2 years ago
Thomas Kaul	6f227e677c	Feature/refactor environment variable access in create user of user service (#3797 ) * Refactor environment variable access	2 years ago
Thomas Kaul	583c14128b	Feature/extend public api with portfolio performance metrics endpoint (#3762 ) * Extend Public API with portfolio performance metrics endpoint * Update changelog	2 years ago
Nikolai	38ac3d387b	Feature/extend market data endpoint by lastMarketPrice (#3752 ) * Extend market data endpoint by lastMarketPrice * Integrate last market price in admin market data * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Thomas Kaul	3de192c65e	Feature/expose thresholds in rule settings (#3770 )	2 years ago
Thomas Kaul	9fb80e5067	Feature/remove accounts from holding endpoint (#3765 ) * Clean up accounts	2 years ago
Shaunak Das	323cfbfcaa	Feature/introduce filters in account endpoint (#3764 ) * Introduce filters in acount endpoint * Integrate endpoint in holding detail dialog * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Thomas Kaul	403ee2741d	Feature/set up portfolio snapshot queue (#3725 ) * Set up portfolio snapshot queue * Update changelog	2 years ago
Shaunak Das	383a02519a	Feature/extend filters of order endpoint (#3743 ) * Extend filters of order endpoint * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Thomas Kaul	6db881b08f	Feature/optimize admin control panel endpoint using promise.all (#3741 ) * Optimize by using Promise.all() * Update changelog	2 years ago
Thomas Kaul	557a0bf808	Feature/optimize info endpoint using promise.all (#3742 ) * Optimize by using Promise.all() * Update changelog	2 years ago
Thomas Kaul	9cd4321bd0	Feature/extract users from admin control panel endpoint to dedicated endpoint (#3740 ) * Introduce GET api/v1/admin/user endpoint * Update changelog	2 years ago
Thomas Kaul	df5e2f5f0e	Feature/extract common CACHE_TTL as constants (#3722 ) Extract CACHE_TTL * CACHE_TTL_NO_CACHE * CACHE_TTL_INFINITE	2 years ago
Thomas Kaul	fb44933c9c	Feature/improve error logs in scraper configuration test (#3730 ) * Improve error logs * Update changelog	2 years ago
Thomas Kaul	c48e4ec4c6	Feature/improve usage of portfolio calculator in holding endpoint (#3727 ) * Improve usage of portfolio calculator	2 years ago
Thomas Kaul	adcddae44e	Encode redis password (#3720 )	2 years ago
Thomas Kaul	71a568264d	Feature/improve portfolio snapshot caching (#3717 ) * Improve portfolio snapshot caching * Update changelog	2 years ago
Thomas Kaul	c6f804f68c	Feature/Improve redis cache part 2 (#3716 ) * Set ttl to 0	2 years ago
Thomas Kaul	0fc83486dc	Feature/improve redis cache (#3714 ) * Improve redis cache * Update changelog	2 years ago
Thomas Kaul	b794c4dcc8	Feature/add todo for emergency fund positions value calculation (#3684 ) * Add todo	2 years ago
Thomas Kaul	c4a28c6bff	Feature/set up a performance logging service (#3703 ) * Setup performance logging service * Update changelog	2 years ago
Thomas Kaul	d08e8b4fd8	Feature/expose max chart items as env variable (#3701 ) * Expose MAX_CHART_ITEMS as env variable * Update changelog	2 years ago
Thomas Kaul	e23019a115	Feature/improve liabilities in portfolio calculator (#3696 ) Improve liabilities	2 years ago
Thomas Kaul	a8e0bb5a21	Bugfix/fix division by zero in performance calculation (#3695 ) * Fix division by zero * Update changelog	2 years ago
gizmodus	f360a12823	Feature/rework portfolio calculator (#3393 ) * Rework portfolio calculation * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Bastien Jeannelle	2b212078b8	Feature/add support to deactivate x-ray rules (#3537 ) * Add support to deactivate X-ray rules * Update changelog	2 years ago
Anatoly Popov	12c722afe1	Bugfix/Use currency conversion for fees and values (#3672 ) * Use currency conversion for fees and values * Update changelog	2 years ago
Thomas Kaul	c34959896c	Feature/improve color assignment with annualized performance in treemap chart (#3657 ) * Improve color assignment * Update changelog	2 years ago
Thomas Kaul	2bbad8f4b0	Feature/add logging to benchmark service (#3654 ) * Add logging	2 years ago
Thomas Kaul	dc1948016f	Feature/clone or edit activity from holding detail dialog (#3644 ) * Clone or edit activity from holding detail dialog * Update changelog	2 years ago
Thomas Kaul	b2ed0b2c80	Feature/improve caching of benchmarks in markets overview (#3640 ) * Improve caching * Update changelog	2 years ago
Thomas Kaul	42fe653e1e	Bugfix/fix cache flush endpoint response (#3641 ) * Fix cache flush endpoint response * Update changelog	2 years ago
Thomas Kaul	41f5801b5e	Feature/refactor unique asset type to asset profile identifier (#3636 ) * Refactoring	2 years ago
Thomas Kaul	8f6203d296	Feature/manage tags of holdings (#3630 ) * Manage tags of holdings * Update changelog	2 years ago
Thomas Kaul	02db0db733	Feature/persist view mode of holdings tab on home page (#3624 ) * Persist view mode of holdings in user settings * Update changelog	2 years ago
Thomas Kaul	fcc2ab1a48	Feature/change color assignment by annualized performance in treemap chart (#3617 ) * Change color assignment to annualized performance * Update changelog	2 years ago
Thomas Kaul	cec55127c8	Bugix/fix dividend import from data provider for holdings without account (#3606 ) * Fix dividend import for holdings without account * Update changelog	2 years ago
Thomas Kaul	dd15bba359	Bugfix/fix public page for non existent access (#3604 ) * Handle non-existent access * Update changelog	2 years ago
Thomas Kaul	43afb16808	Feature/introduce isUsedByUsersWithSubscription flag (#3573 )	2 years ago
Thomas Kaul	d5c56fb16c	Feature/optimize 7d data gathering by prioritization (#3575 ) * Optimize 7d data gathering by prioritization * Update changelog	2 years ago
Thomas Kaul	6c1317f978	Bugfix/fix search for holding in assistant (#3569 ) * Fix search for holding * Update changelog	2 years ago
Thomas Kaul	9d6214e93a	Bugfix/fix fees calculation in portfolio summary (#3567 ) * Fix fees calculation * Update changelog	2 years ago
Thomas Kaul	9ecc3176a5	Feature/improve treemap chart for holdings (#3563 ) * Various improvements * Introduce permission: accessHoldingsChart * Improve style of toggle * Add border radius * Update changelog	2 years ago
Thomas Kaul	744dc51dcd	Bugfix/fix pagination issue in activities endpoint by adding secondary sort criterion (#3554 ) * Add id as secondary sort criterion to ensure consistent ordering * Update changelog	2 years ago
Thomas Kaul	1c9805bb96	Feature/improve allocations by etf holding for impersonation mode (#3534 ) * Improve allocations by ETF holding for impersonation mode * Update changelog	2 years ago
Thomas Kaul	dcec3accf0	Feature/improve caching of benchmarks (#3530 ) * Improve caching * Update changelog	2 years ago
Thomas Kaul	f08b0b570b	Feature/support derived currencies in currency validation (#3529 ) * Support derived currencies in currency validation * Update changelog	2 years ago
Thomas Kaul	8386fec98a	Feature/automatic deletion of unused asset profiles (#3525 ) * Automatic deletion of unused asset profiles * Update changelog	2 years ago
Thomas Kaul	76890e63fa	Bugfix/fix all time high in benchmarks (#3527 ) * Fix all time high * Update changelog	2 years ago
Thomas Kaul	ee086638f3	Feature/add benchmarks preset to admin control panel (#3513 ) * Add benchmarks preset * Update changelog	2 years ago
Thomas Kaul	58d1abbd38	Feature/clean up imports (#3514 ) * Clean up imports	2 years ago
Eduardo Marinho	ff121243e4	Feature/extend asset profile for currency (#3495 ) * Extend asset profile for currency * Update changelog	2 years ago
Thomas Kaul	a201fc7a97	Feature/upgrade stripe dependencies 20240617 (#3499 ) * Upgrade Stripe dependencies * Update changelog	2 years ago
Thomas Kaul	519827045a	Feature/add dialog for benchmarks in markets overview (#3493 ) * Add benchmarks dialog in markets overview * Update changelog	2 years ago
Thomas Kaul	bf20a5de82	Feature/improve date validation in activity endpoints (#3489 ) * Improve date validation * Update changelog	2 years ago
Eduardo Marinho	873fd53715	Feature/extend market data with currencies preset by activities count and date (#3460 ) * Extend market data with currencies preset by activities count and date * Update changelog	2 years ago
Thomas Kaul	cc92592d86	Feature/refactor personal finance tools section (#3478 ) * Refactoring	2 years ago
Thomas Kaul	23e4d5454d	Feature/improve allocations by etf holding (#3467 ) * Improve allocations by ETF holding * Update changelog	2 years ago
Thomas Kaul	8a9ae9bb33	Feature/allocations by etf holding (#3464 ) * Setup allocations by ETF holding * Update changelog	2 years ago
Eduardo Marinho	1a0cb561cd	Feature/add ability to close user account (#3444 ) * Add ability to close user account * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Thomas Kaul	c009f8c12f	Feature/add data provider info to asset profile details dialog (#3434 ) * Add data provider info to asset profile details dialog * Update changelog	2 years ago
Thomas Kaul	b12ac1fe84	Feature/simplify module imports of api (#3443 ) * Simplify module imports	2 years ago
Thomas Kaul	918d0b85d4	Feature/update passport dependencies (#3433 ) * Update passport dependencies * Refactor Google strategy * Update changelog	2 years ago
Thomas Kaul	e31b4c64cb	Feature/refactor holding detail dialog to standalone (#3407 ) * Refactor holding detail dialog to standalone * Update changelog	2 years ago
Gerard Du Pre	8319b216bb	Feature/support delete activities with filtering (#3394 ) * Support delete activities with filtering * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Thomas Kaul	4ad4fa2b30	Feature/clean up deprecated GET api/portfolio/positions endpoint (#3373 )	2 years ago
Thomas Kaul	f2cb671c7f	Feature/optimize get porfolio details endpoint (#3366 ) * Eliminate getPerformance() from getSummary() function * Disable cache for getDetails() * Add hint to portfolio summary * Update changelog	2 years ago
Thomas Kaul	f3d961bc16	Feature/move holdings table to holdings tab of home page (#3368 ) * Move holdings table to holdings tab of home page * Deprecate api/v1/portfolio/positions endpoint * Update changelog	2 years ago
Thomas Kaul	77beaaba08	Refactoring portfolio service (#3365 )	2 years ago
Thomas Kaul	0a53df4293	Feature/improve inactive user role (#3360 ) * Improve inactive role * Update changelog	2 years ago
Thomas Kaul	486de968a2	Bugfix/fix division by zero error in dividend yield calculation (#3354 ) * Handle division by zero * Update changelog	2 years ago
Thomas Kaul	a5833566a8	Feature/skip caching in portfolio calculator if active filters (#3348 ) * Skip caching if active filters * Update changelog	2 years ago
Thomas Kaul	4efd5cefd8	Bugfix/calculation of portfolio summary caused by future liabilities (#3342 ) * Adapt date of future activities * Update changelog	2 years ago
Thomas Kaul	e10707fde4	Add missing guard to fix public page (#3339 )	2 years ago
Thomas Kaul	4f41bac328	Feature/set up caching in portfolio calculator (#3335 ) * Set up caching * Update changelog	2 years ago
Thomas Kaul	cd07802400	Bugfix/fix historical market data gathering for asset profiles with manual data source (#3336 ) * Fix historical market data gathering for asset profiles with MANUAL data source * Update changelog	2 years ago
Thomas Kaul	b692b7432c	Feature/set up event system for portfolio changes (#3333 ) * Set up event system for portfolio changes * Update changelog	2 years ago
Thomas Kaul	cdbe6eedeb	Feature/change cash to liquidity in asset class enum (#3321 ) * Change CASH to LIQUIDITY in asset class enum * Update changelog	2 years ago
Thomas Kaul	39bd4a349b	Feature/improve chart in account detail dialog (#3314 ) * Improve net worth calculation in portfolio performance chart * Improve account balance management * Update changelog	2 years ago
Thomas Kaul	1132dc9bdd	Feature/add unique constraint to account balance database schema (#3315 ) * Add accountId and date as unique constraint to AccountBalance schema * Update changelog	2 years ago
Thomas Kaul	551b83a6e3	Bugfix/fix gaps in portfolio performance charts (#3311 ) * Fix gaps in charts * Update changelog	2 years ago
Bastien Jeannelle	dfacbed66d	Feature/add support to create account cash balances (#3260 ) * Add support to create account cash balances * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Thomas Kaul	212aa6a63b	Feature/add date range support to portfolio holdings page (#3303 ) * Add date range support * Update changelog	2 years ago
Thomas Kaul	dba73d80a3	Improve logging (#3300 )	2 years ago
Thomas Kaul	15857118fe	Feature/let data gathering queue jobs fail by throwing errors (#3281 ) * Let data gathering queue jobs fail by throwing errors * Update changelog	2 years ago
Thomas Kaul	5d4e2fba8c	Feature/move wealth item and liability calculations to portfolio calculator (#3272 ) * Move (wealth) item calculations to portfolio calculator * Move liability calculations to portfolio calculator * Update changelog	2 years ago
Thomas Kaul	6c57609db8	Feature/move dividend fee and interest calculation to portfolio calculator (#3267 ) * Move dividend, feee and interest calculation to portfolio calculator * Update changelog	2 years ago
Thomas Kaul	4e7d93db13	Feature/adapt priorities of data gathering jobs (#3262 ) * Adapt priorities of data gathering jobs * Update changelog	2 years ago
Thomas Kaul	45340b581f	Bugfix/fix public page by including markets data (#3263 ) * Include markets data * Update changelog	2 years ago
Thomas Kaul	34d9ceb009	Feature/add support to immediately execute queue job (#3259 ) * Add support to immediately execute queue job * Update changelog	2 years ago
Thomas Kaul	2b97bbd05d	Move getChart() to portfolio calculator (#3255 )	2 years ago
Thomas Kaul	07c0e5a612	Feature/add currency to order database schema (#3251 ) * Add currency to Order database schema * Update changelog	2 years ago
Thomas Kaul	719bbe156e	Feature/optimize calculation of allocations by market (#3249 ) * Optimize calculation of allocations by market * Update changelog	2 years ago
Thomas Kaul	b51255a543	Feature/add key to x ray rule (#3248 ) * Add key * Update changelog	2 years ago
Thomas Kaul	ca2e748c56	Bugfix/add missing tags in portfolio calculator (#3243 ) * Add missing tags * Update changelog	2 years ago
Thomas Kaul	f1f4f6247d	Feature/validate url in create and update platform dto (#3235 ) * Validate url * Update changelog	2 years ago
Fedron	82fe1de1a7	Feature/add support to override asset (sub) class and url in admin control panel (#3218 ) * Add support to override asset (sub) class and url in admin control panel * Update changelog	2 years ago
Arshad Jamal	371c999fbc	Feature/Add dividend yield to position detail dialog (#2636 ) * Add dividend yield to position detail dialog * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Thomas Kaul	d7b579e3e8	Feature/refactor getAnnualizedPerformancePercent to portfolio calculator (#3226 ) * Move getAnnualizedPerformancePercent() to portfolio calculator	2 years ago
Thomas Kaul	b8533050b0	Bugfix/fix duplicated tags in position detail dialog (#3224 ) * Fix duplicated tags * Update changelog	2 years ago
Francisco Silva	8cd6c34ed8	Feature/introduce portfolio calculator factory (#3214 ) * Introduce portfolio calculator factory * Update changelog	2 years ago
Thomas Kaul	f1eeee0525	Feature/extend date range support by specific years (#3190 ) * Extend date range support by specific years * Support date range in benchmark endpoint * Support date range in activities endpoint * Update changelog	2 years ago
Thomas Kaul	5ffc39c32f	Feature/improve usability to delete asset profile (#3208 ) * Disable delete button for benchmarks * Update changelog	2 years ago
Thomas Kaul	63a61fb492	Move portfolio calculator (#3204 ) * Move portfolio calculator	2 years ago
Thomas Kaul	5788c6474e	Refactor portfolio calculator (#3203 ) * Refactor portfolio calculator * Consume Activity[] * Change computeTransactionPoints() to private * Eliminate getTransactionPoints() * Update changelog	2 years ago
Thomas Kaul	5529fdc0ee	Move transaction points to constructor (#3202 )	2 years ago
Thomas Kaul	88a9b518f6	Bugfix/fix issue with overridden names in activities table (#3200 ) * Fix issue with overridden names * Update changelog	2 years ago
Fedron	98de2355c4	Feature/Support overriding name of asset profile dialog (#3199 ) * Support overriding name of asset profile dialog * Update changelog	2 years ago
helgehatt	b41eb60348	Fix chart tooltip of benchmark comparator (#3167 ) * Fix chart tooltip of benchmark comparator * Update changelog	2 years ago
Christoph Califice	0edebe30e1	Feature/Add user account currency to export (#3194 ) * Add user account currency to export * Update changelog	2 years ago
Thomas Kaul	50391e199a	Feature/improve generation of random strings (#3196 ) * Replace Math.random() with crypto.randomBytes() * Update changelog	2 years ago
Thomas Kaul	a33f8d5bed	Upgrade @types/big.js to version 6.2.2 (#3191 ) * Upgrade @types/big.js to version 6.2.2 * Refactor imports	2 years ago
Thomas Kaul	87bf8df1c3	Bugfix/missing performance chart in presenter view (#3181 ) * Fix missing performance chart in presenter view * Update changelog	2 years ago
Thomas Kaul	7e28e42995	Feature/exclude fees from holdings (#3160 )	2 years ago
Thomas Kaul	e21563d903	Feature/increase timeout to load benchmarks (#3158 ) * Increase request timeout * Update changelog	2 years ago
Gerard Du Pre	c289793c6d	Feature/switch between active and closed holdings (#3146 ) * Switch between active and closed holdings on the portfolio holdings page * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Thomas Kaul	bffe6060bd	Pass portfolio calculator to getChart() (#3153 )	2 years ago
Thomas Kaul	841bd5c33f	Bugfix/fix dividend accumulation in symbol metrics (#3152 ) * Fix total dividend calculation * Update changelog	2 years ago
rodriguestiago0	3b895afc9e	Enable account balance update for fee and interest activities (#3145 ) * Enable account balance update for fee and interest activities * Update changelog	2 years ago
Thomas Kaul	7a364472c8	Bugfix/fix liability issue in allocations (#3133 ) * Remove liabilities from allocations calculation * Update changelog	2 years ago
gizmodus	0bca8897d6	Fix average price calculation by only considering BUY transactions (#3125 ) * Fix average price calculation by only considering buy transactions * Update changelog	2 years ago
Thomas Kaul	eb75be8535	Optimize details endpoint (#3123 ) * Make summary optional * Introduce dedicated holdings endpoint * Update changelog	2 years ago
Thomas Kaul	6d2a897366	Refactor orders with activities (#3122 )	2 years ago
Thomas Kaul	d8bfb23f20	Refactor reduce() with getSum() (#3121 )	2 years ago
Gerard Du Pre	d9d71e7827	Fix issue with removing account from activity (#3112 ) * Fix issue with removing account from activity * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Thomas Kaul	b642ce08e5	Refactor item type (#3119 )	2 years ago
Thomas Kaul	bc8d8309d4	Improve handling of future liabilities (#3118 ) * Improve handling of future liabilities * Refactor currentValue to currentValueInBaseCurrency * Update changelog	2 years ago
Thomas Kaul	1f2f9f22f2	Feature/remove environment variable web auth rp (#3115 ) * Remove environment variable WEB_AUTH_RP_ID * Update changelog	2 years ago
Thomas Kaul	07661d9262	Feature/integrate dividend into transaction point concept (#3092 ) * Integrate dividend into transaction point concept * Update changelog	2 years ago
Gerard Du Pre	77358eed65	Feature/Include user role in admin endpoint (#3107 ) * Include user role in admin endpoint	2 years ago
Thomas Kaul	c54392b7bb	Bugfix/fix exception in account value calculation (#3109 ) * Fix exception in value of account calculation caused by liabilities * Update changelog	2 years ago
Thomas Kaul	c37ad9bad4	Bugfix/fix activities import (#3095 ) * Fix query parameter handling of booleans * Update changelog	2 years ago
Thomas Kaul	4ab3f81384	Extract getFactor() (#3089 ) * Extract getFactor() * Refactoring	2 years ago
Thomas Kaul	b932bac9aa	Feature/optimize summary calculation (#3088 ) * Optimize calculation * Update changelog	2 years ago
Thomas Kaul	5596e5f03b	Feature/integrate wealth items into transaction point concept (#3084 ) * Integrate (wealth) items into transaction point concept * Update changelog	2 years ago
Thomas Kaul	7f67430685	Bugfix/readd value in base currency to activity (#3078 ) * Readd valueInBaseCurrency * Update changelog	2 years ago
Thomas Kaul	2115745471	Bugfix/fix issue with exchange rate calculation of wealth items in accounts (#3065 ) * Fix exchange rate calculatio of wealth items in accounts * Update changelog	2 years ago
Thomas Kaul	3615e2f057	Feature/improve handling of activities without account (#3060 ) * Improve handling of activities without account * Update changelog	2 years ago
Thomas Kaul	d3679d41b3	Bugfix/fix query to filter activities of excluded accounts (#3059 ) * Fix query to filter activities of excluded accounts * Update changelog	2 years ago
Thomas Kaul	f2d431a6b8	Bugfix/improve asset profile validation in activities import (#3057 ) * Improve asset profile validation * Update changelog	2 years ago
Thomas Kaul	15cc294581	Feature/move break down of performance from experimental to general availability (#3047 ) * Move break down of performance to general availability * Update changelog	2 years ago
Thomas Kaul	2e9d40c201	Feature/switch to performance calculations with currency effects (#3039 ) * Switch to performance calculations with currency effects * Improve value redaction in portfolio details endpoint * Update changelog	2 years ago
Thomas Kaul	6be38a1c19	Feature/remove is default flag from account database schema (#3041 ) * Remove isDefault flag from Account database schema * Update changelog	2 years ago
miles	a3178fb213	Feature/expose redis database via environment variable (#3036 ) * Expose Redis database via environment variable * Update changelog	2 years ago
Thomas Kaul	40836b745b	Feature/improve validation for currency in endpoints (#3030 ) * Improve validation for currency * Update changelog	2 years ago
Thomas Kaul	07eabac059	Feature/add missing database indexes part 2 (#3033 ) * Add missing database indexes (for orderBy and where clauses) * Update changelog	2 years ago
Thomas Kaul	be7f6bb657	Feature/add inactive as user role (#3024 ) * Add INACTIVE as user role * Update changelog	2 years ago
Thomas Kaul	6f7cbc93b9	Add missing type (#3023 )	2 years ago
Thomas Kaul	67ae86763e	Handle premium data provider in getQuotes() (#3020 ) * Handle premium data provider in getQuotes()	2 years ago
Thomas Kaul	a3cdb23776	Feature/refactor query to filter activities of excluded accounts (#3016 ) * Refactor query to filter activities of excluded accounts * Update changelog	2 years ago
Thomas Kaul	ad42c0bf28	Enable FAQ link for self-hoster (#3015 )	2 years ago
Thomas Kaul	2518a8fd9d	Feature/add accounts tab to position detail dialog (#3012 ) * Add accounts tab to position detail dialog * Update changelog	2 years ago
Thomas Kaul	78b3328bf7	Add activities count (#3005 )	2 years ago
Thomas Kaul	cc0ce18627	Bugfix/fix date conversion in import of historical market data (#2994 ) * Fix date conversion * Update changelog	2 years ago
Thomas Kaul	e921ed7f52	Reorder imports (#2988 )	2 years ago
Thomas Kaul	ef9d77312e	Introduce renewal-early-bird (#2982 )	2 years ago
Thomas Kaul	ccaf06360a	Feature/introduce admin setting to disable data gathering (#2981 ) * Introduce setting to disable data gathering * Update changelog	2 years ago
Thomas Kaul	f83e75df44	Feature/harmonize env variables of various api keys (#2980 ) * Harmonize env variables of various API keys * Update changelog	2 years ago
Thomas Kaul	893e76f83f	Feature/provide data provider info in search (#2958 ) * Provide data provider info in search * Update changelog	2 years ago
Thomas Kaul	06ba7a4b1b	Feature/extend assistant by asset class selector (#2957 ) * Remove tabs * Add asset class selector * Update changelog	2 years ago
Thomas Kaul	c9237146e2	Feature/add investment value to chart (#2948 ) * Add investment value to chart * Update changelog	2 years ago
Thomas Kaul	4434d0315f	Remove unused timeline calculation (#2947 )	2 years ago
Arshad Jamal	e82dcc8ace	Feature/fix export in lazy-loaded activities table (#2939 ) * Fix export in lazy-loaded activities table * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Thomas Kaul	40b6777814	Add upgrade plan button (#2937 )	2 years ago
Thomas Kaul	f3ee99fb2b	Feature/extend assistant by account selector (#2929 ) * Add account selector to assistant * Update changelog	2 years ago
Francisco Silva	3df8810412	Feature/Add support to grant private access with permissions (#2870 ) * Add support to grant private access with permissions * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Thomas Kaul	9fdbd22cb5	Bugfix/fix activities import for manual data source (#2923 ) * Fix import * Update changelog	2 years ago
Cédric Meuter	a5ed49fe4c	Feature/Add date range selector to assistant (#2905 ) * Add date range selector including WTD and MTD to assistant * Update changelog	2 years ago
Cédric Meuter	4e9e3f7b6b	Feature/Add `wtd` and `mtd` as possible values for date range (#2902 ) * 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	2 years ago
Thomas Kaul	6167f105fe	Refactoring (#2897 )	2 years ago
Thomas Kaul	8d5f2fd91d	Fix fee conversion (#2896 ) * Fix fee conversion * Update changelog	2 years ago
Hugo Persson	c918deeb1c	Feature/Support for editing countries and sectors (#2854 ) * Add support for editing countries and sectors * Update changelog	2 years ago
Thomas Kaul	bff60ddbe0	Feature/improve asset profile validation in activities import for manual data source (#2886 ) * Improve asset profile validation for MANUAL data source * Update changelog	2 years ago
Thomas Kaul	7b45a8b3fc	Introduce type (#2885 )	2 years ago
Thomas Kaul	ba3cf82c6e	Feature/increase robustness of exchange rates by always getting quotes (#2875 ) * Always get quotes (with fallback to historical data) * Update changelog	2 years ago
Thomas Kaul	005890d785	Improve extractNumberFromString() for international number formats (#2843 ) * Set up test * Add support for international formatted numbers * Expose locale in scraper configuration * Update changelog	2 years ago
Thomas Kaul	5fa3388609	Feature/break down performance into asset and currency (#2863 ) * Break down performance into asset and currency * Nullify values * Update changelog	2 years ago
gizmodus	be801b481e	Feature/Add exchange rate effects to portfolio calculation (#2834 ) * Add exchange rate effects to portfolio calculation * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Thomas Kaul	d7f72819de	Feature/extend assistant by tag selector (#2838 ) * Extend assistant by tag selector * Update changelog	2 years ago
Francisco Silva	62f85293e2	#2820 Grant private access (#2822 ) * Grant private access * Update changelog	2 years ago
Hugo Persson	371f1dc451	Feature/support rest api in scraper (#2810 ) * Support REST APIs in scraper * Update changelog	2 years ago
Thomas Kaul	23d323073d	Fix performance percentage for 1d (#2814 ) * Fix performance percentage for 1d * Improve response of positions endpoint * Update changelog	2 years ago
Thomas Kaul	0649f9fd2c	Clean up (#2787 )	2 years ago
Thomas Kaul	43b4f14ace	Feature/add button to test scraper configuration (#2808 ) * 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>	2 years ago
gizmodus	726e727c7d	Feature/benchmark currency correction (#2790 ) * Convert benchmark performance to base currency * Introduce getExchangeRates() for multiple dates * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	2 years ago
Thomas Kaul	e465f1b791	Feature/add support to edit currency of asset profile with data source manual (#2789 ) * Add support to edit currency * Update changelog	2 years ago
miles	34b02210df	Feature/expose the environment variable `REQUEST_TIMEOUT` (#2792 ) * Expose the environment variable `REQUEST_TIMEOUT` * Update changelog	2 years ago
gizmodus	b183c45027	Time weighted portfolio performance calculation (#2778 ) * Implement time weighted portfolio performance calculation * Update changelog	2 years ago
underwater	7d68905f1b	Feature/use has permission annotation in endpoints (#2771 ) * Use HasPermission in endpoints * Update changelog	2 years ago
Thomas Kaul	4d79df90a7	Feature/support search by asset profile id (#2765 ) * Add support to search for an asset profile by id * Update changelog	2 years ago
Thomas Kaul	7f3c86038f	Sort imports (#2739 )	2 years ago
Thomas Kaul	28706d7b26	Refactor order service (#2751 )	2 years ago
Thomas Kaul	ffb7cbff50	Feature/highlight all time high in benchmarks of the markets overview (#2740 ) * Highlight all time high * Update changelog	2 years ago
Thomas Kaul	51a0ede3e4	Feature/introduce lazy loaded activities table (#2729 ) * Introduce lazy-loaded activities table * Add icon column * Emit paginator event * Add pagination logic * Integrate total items * Update changelog	2 years ago
Thomas Kaul	531964636b	Fix type (#2708 )	2 years ago
Thomas Kaul	377ba75e4c	Add support to delete a cash balance (#2707 )	2 years ago
Marcin Szymański	77b13b88f0	Relax check for duplicates in activities import (#2704 ) * Relax check for duplicates in activities import (allow same day) * Update changelog	2 years ago
Thomas Kaul	6f4fd0826c	Feature/respect with excluded accounts flag in get account balances (#2697 ) * Respect withExcludedAccounts in getAccountBalances() * Update changelog	2 years ago
Thomas Kaul	07b0a2c40a	Add guard (#2696 )	2 years ago

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1076 Commits (5375d0fee10cd5d2bf418112fc216a77d649750a)