Ivan Kruglov
d5e64eaed4
Bugfix/fix issue with import of activities with type FEE ( #4187 )
...
* Fix import of activity with type FEE
* Update changelog
1 year ago
Thomas Kaul
e4968dbea7
Feature/extend health check endpoint by database and cache operations ( #4188 )
...
* Extend health check endpoint by database and cache operations
* Update changelog
1 year ago
Thomas Kaul
ec79a9efb6
Bugfix/fix exception in scraper configuration ( #4196 )
...
* Fix exception in scraper configuration
* Update changelog
1 year ago
Serhii Serdiuk
9fe19868b9
Feature/set up language localization for Ukrainian ( #4190 )
...
* Set up language localization for Ukrainian
* Update changelog
1 year ago
Szymon Łągiewka
ca45098de3
Feature/refactor various lodash functions with native JavaScript equivalents ( #4170 )
...
* Refactored various lodash functions with native JavaScript equivalents
* Update changelog
1 year ago
Thomas Kaul
86683a5bf3
Bugfix/fix AI prompt endpoint ( #4185 )
1 year ago
Thomas Kaul
8c7cb78c0b
Feature/add copy AI prompt to clipboard action to analysis page ( #4176 )
...
* Add copy AI prompt to clipboard action
* Update changelog
1 year ago
Thomas Kaul
2e72ac7faf
Feature/format quotes in info service urls ( #4174 )
...
* Format quotes
1 year ago
Szymon Łągiewka
87f6357d74
Feature/send original MIME type in logo endpoint ( #4173 )
...
* Send original MIME type in logo endpoint
* Update changelog
1 year ago
Thomas Kaul
bbbd974be6
Bugfix/improve handling of missing url in logo service ( #4171 )
...
* Improve handling of missing url
* Update changelog
1 year ago
Thomas Kaul
1cf7ffdee8
Feature/refresh cryptocurrencies list 20241230 ( #4165 )
...
* Update cryptocurrencies.json
* Update changelog
1 year ago
Szymon Łągiewka
7a602ea2d6
Feature/remove got in favor of using fetch ( #4154 )
...
* Remove got in favor of using fetch
* Update changelog
1 year ago
Thomas Kaul
167abe4107
Bugfix/fix algebraic sign in twitter bot service ( #4158 )
...
* Fix -0.0 to 0.0
* Update changelog
1 year ago
Szymon Łągiewka
74bc8222d6
Feature/Refactored `got` calls to use `AbortSignal.timeout()` without `AbortController()` ( #4153 )
...
* Feature/refactor got calls to use AbortSignal.timeout
Instead of manually creating AbortController and controlling the abort
with setTimeout.
Feature available since node v16.14.0 and v17.3.0[^1] and is built to
replace the exact scenario that all these requests have.
[^1]:https://nodejs.org/docs/latest-v22.x/api/globals.html#static-method-abortsignaltimeoutdelay
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Szymon Łągiewka
28f7781fa2
Feature/eliminate body-parser ( #4155 )
...
* Eliminate body-parser in favor of using @nestjs/platform-express
* Update changelog
1 year ago
Thomas Kaul
615278a887
Feature/improve automatic deletion of unused asset profiles ( #4149 )
...
* Improve automatic deletion of unused asset profiles
* Update changelog
1 year ago
Thomas Kaul
c9047e7c17
Feature/add user interface for received access ( #4146 )
...
* Add user interface for received access
* Update changelog
1 year ago
Thomas Kaul
f2638614d4
Feature/improve search for asset profiles with manual data source in create or update activity dialog ( #4142 )
...
* Improve search for asset profiles with MANUAL data source
* Update changelog
1 year ago
Thomas Kaul
7a19fc53b0
Feature/improve activities import by isin for yahoo finance ( #4140 )
...
* Allow activities import by isin even if multiple quotes found
* Update changelog
1 year ago
Thomas Kaul
6ee6121317
Feature/set up asset class cluster risk x-ray rule ( #4128 )
...
* Set up Asset Class Cluster Risk rule (equity)
* Set up Asset Class Cluster Risk rule (fixed income)
* Update changelog
1 year ago
Thomas Kaul
c3bd433ac9
Feature/move market data management from admin to dedicated endpoint ( #4125 )
...
* Move market data management from admin to dedicated endpoint
* Update changelog
1 year ago
Thomas Kaul
943ff2f0dc
Feature/improve usability of X-ray page by hiding empty rule categories ( #4108 )
...
* Hide empty rule categories
* Update changelog
1 year ago
Thomas Kaul
6ad9661d7f
Feature/improve language localization for de 20241214 ( #4123 )
...
* Update translations
* Update changelog
1 year ago
Thomas Kaul
de68841843
Feature/add user id to symbol profile database schema ( #4122 )
...
* Add userId to SymbolProfile database schema
* Update changelog
1 year ago
Thomas Kaul
f3712b293c
Bugfix/fix exception in portfolio calculator ( #4119 )
...
* Add guard
* Update changelog
1 year ago
Thomas Kaul
6341a6de6a
Feature/refactor X-ray summary ( #4116 )
...
* Refactor report statistics
1 year ago
Ed
febb4119c6
Bugfix/fix jsonpath import ( #4115 )
...
* Fix jsonpath import
* Update changelog
1 year ago
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
0e01674552
Feature/set hashedKey of ApiKey to unique ( #4103 )
...
* Set hashedKey to unique
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
45095cfac0
Feature/expire cache entries immediately in case of errors in portfolio snapshot calculation ( #4099 )
...
* Expire cache entries immediately in case of errors
* Update changelog
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
c6525ec0f4
Feature/refresh cryptocurrencies list 20241127 ( #4077 )
...
* Update cryptocurrencies.json
* Update changelog
1 year ago
Thomas Kaul
66bbbc2cb8
Feature/improve error handling in Ghostfolio data provider ( #4079 )
...
* Improve error handling
1 year ago
Thomas Kaul
8fe767a4e3
Feature/increase default request timeout ( #4075 )
...
* Increase default request timeout
* Update changelog
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
9ca901f6e6
Feature/improve api key management of ghostfolio data provider ( #4069 )
...
* Improve API key management
* Add fallback for language code
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
Thomas Kaul
0bc52fd80e
Feature/harmonize log messages in data provider services ( #4064 )
...
* Harmonize log messages
1 year ago
Thomas Kaul
a8ea8a4599
Feature/refactor types in EOD historical data service ( #4063 )
...
* Refactor types
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
Thomas Kaul
0e7482938b
Feature/add black weeks 2024 blog post ( #4049 )
...
* Add Black Weeks 2024 blog post
* 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
9c27fb70aa
Feature/minor improvements in data provider service ( #4017 )
...
* 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
db53ef54c4
Feature/use log levels to conditionally log prisma query events ( #4003 )
...
* Use LOG_LEVELS for prisma query events
* Update changelog
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
Thomas Kaul
6a195a7a36
Feature/extend sitemap.xml by resources sub pages in de ( #3993 )
...
* Extend sitemap.xml
2 years ago
Sony Thomas
c790d0df21
Feature/Restructure resources page ( #3978 )
...
* Restructure resources page
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
dw-0
d4c5d58781
Feature/Switch prefer-optional-chain eslint rule from warn to error ( #3983 )
...
* Switch prefer-optional-chain eslint rule from warn to error
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
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
51b68e561f
Feature/add support for mutual funds in eod historical data service ( #3970 )
...
* Add support for mutual funds
* Update changelog
2 years ago
dw-0
4c658a1f6a
Bugfix/fix export was not found warning ( #3963 )
...
* Fix export was not found warning
* Update changelog
---------
Signed-off-by: Dominik Willner <th33xitus@gmail.com>
2 years ago
Thomas Kaul
308d3b64b1
Feature/Remove empty constructors ( #3958 )
...
* Remove empty constructors
2 years ago
Thomas Kaul
04b056e4e5
Feature/switch to adjusted market prices in get historical of eod historical data service ( #3934 )
...
* Switch to adjusted market prices in getHistorical()
* Update changelog
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
Thomas Kaul
144e5da753
Feature/add units to x ray rule settings ( #3926 )
...
* Introduce unit
* Update changelog
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
Thomas Kaul
aee5e833a5
Feature/harmonize processor concurrency environment variables ( #3913 )
...
* Harmonize processor concurrency environment variables
* Update changelog
2 years ago
ceroma
c44da0bce3
Feature/expose portfolio snapshot computation timeout as environment variable ( #3894 )
...
* Expose portfolio snapshot computation timeout as environment variable
* 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
dandevaud
252fb3fe11
Bugfix/Handle exception in historical market data gathering of derived currencies ( #3858 )
...
* Handle exception in historical market data gathering of derived currencies
* Update changelog
---------
Co-authored-by: Dan <dan@ddev.ch>
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
feb3de768a
Feature/add unit test for redact attributes of object helper ( #3846 )
...
* Add unit test for redactAttributes()
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
f59e8c8798
Feature/add feature graphic for hacktoberfest 2024 blog post ( #3800 )
...
* Add feature graphic
2 years ago
Thomas Kaul
be09acdb24
Feature/expose concurrency of data gathering processor as environment variable ( #3799 )
...
* Expose concurrency of data gathering processor
* PROCESSOR_CONCURRENCY_GATHER_ASSET_PROFILE
* PROCESSOR_CONCURRENCY_GATHER_HISTORICAL_MARKET_DATA
* 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
e918970feb
Feature/expose concurrency of portfolio snapshot calculation as environment variable ( #3796 )
...
* Expose PROCESSOR_CONCURRENCY_PORTFOLIO_SNAPSHOT
* Update changelog
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
Thomas Kaul
7761e4d712
Feature/add hacktoberfest 2024 blog post ( #3790 )
...
* Add blog post: Hacktoberfest 2024
* Update changelog
2 years ago
Thomas Kaul
cb472c0884
Feature/improve ghostfolio po polsku ( #3782 )
...
* Improve Ghostfolio po polsku
2 years ago
Thomas Kaul
4865aa1665
Feature/add fallback in get quotes of eod historical data service ( #3776 )
...
* Add fallback to previousClose in getQuotes()
* 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
8c322b4e81
Bugfix/fix historical market data gathering in yahoo finance service ( #3737 )
...
* Switch from historical() to chart()
* 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
Shaunak Das
7ea9061852
Feature/execute scraper configuration instantly ( #3723 )
...
* Execute scraper configuration instantly
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
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
bc51f106e9
Feature/expose log levels as env variable ( #3704 )
...
* Expose log levels as env variable
* Update documentation
* 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 )
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* 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 )
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* Refactoring
2 years ago
Thomas Kaul
8f6203d296
Feature/manage tags of holdings ( #3630 )
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* Manage tags of holdings
* Update changelog
2 years ago
Thomas Kaul
02db0db733
Feature/persist view mode of holdings tab on home page ( #3624 )
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* 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 )
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* Change color assignment to annualized performance
* Update changelog
2 years ago
Thomas Kaul
97db144e01
Feature/skip derived currencies in get quotes of data provider service ( #3610 )
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* Skip derived currencies
* 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 )
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* Handle non-existent access
* Update changelog
2 years ago
Thomas Kaul
3f6319e00b
Feature/setup catala ( #3593 )
...
* Set up Català
* 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 )
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* Optimize 7d data gathering by prioritization
* Update changelog
2 years ago
Thomas Kaul
6c1317f978
Bugfix/fix search for holding in assistant ( #3569 )
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* Fix search for holding
* Update changelog
2 years ago
Thomas Kaul
9d6214e93a
Bugfix/fix fees calculation in portfolio summary ( #3567 )
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* Fix fees calculation
* Update changelog
2 years ago
Thomas Kaul
9ecc3176a5
Feature/improve treemap chart for holdings ( #3563 )
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* 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 )
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* Add id as secondary sort criterion to ensure consistent ordering
* Update changelog
2 years ago
Thomas Kaul
35b4aef06f
Feature/improve market state logic for forex in eod historical data service ( #3550 )
2 years ago
Thomas Kaul
d49b90d7a5
Feature/refresh cryptocurrencies list 20240706 ( #3544 )
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* Refresh cryptocurrencies list
* Update changelog
2 years ago
Thomas Kaul
ffc6309850
Feature/refactor thresholds of x ray rules ( #3545 )
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* Refactor thresholds
* Update changelog
2 years ago
Achal
7067aca04b
Feature/replace twitter.com with x.com ( #3535 )
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* Replace twitter.com with x.com
2 years ago
Thomas Kaul
1c9805bb96
Feature/improve allocations by etf holding for impersonation mode ( #3534 )
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* Improve allocations by ETF holding for impersonation mode
* Update changelog
2 years ago
Chang-Yen Tseng
8227a2d91a
Feature/improve detection of json used via scraper configuration ( #3539 )
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* Improve detection of json
* Update changelog
2 years ago
Thomas Kaul
dcec3accf0
Feature/improve caching of benchmarks ( #3530 )
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* Improve caching
* Update changelog
2 years ago
Thomas Kaul
f08b0b570b
Feature/support derived currencies in currency validation ( #3529 )
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* Support derived currencies in currency validation
* Update changelog
2 years ago
Thomas Kaul
8386fec98a
Feature/automatic deletion of unused asset profiles ( #3525 )
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* 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 )
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* Add benchmarks preset
* Update changelog
2 years ago
Thomas Kaul
58d1abbd38
Feature/clean up imports ( #3514 )
...
* Clean up imports
2 years ago
Thomas Kaul
ba979cbae2
Bugfix/fix addition of manual asset without market data ( #3516 )
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* Provide default value
* Update changelog
2 years ago
Thomas Kaul
8cda43bb63
Bugfix/persist intraday market data only if market state is open ( #3509 )
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* Persist INTRADAY data only if market state is open
* Update changelog
2 years ago
Eduardo Marinho
ff121243e4
Feature/extend asset profile for currency ( #3495 )
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* Extend asset profile for currency
* Update changelog
2 years ago
Thomas Kaul
a201fc7a97
Feature/upgrade stripe dependencies 20240617 ( #3499 )
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* Upgrade Stripe dependencies
* Update changelog
2 years ago
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview ( #3493 )
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* Add benchmarks dialog in markets overview
* Update changelog
2 years ago
Thomas Kaul
bf20a5de82
Feature/improve date validation in activity endpoints ( #3489 )
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* 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
Thomas Kaul
af65a99398
Feature/extend personal finance tools 20240604 ( #3457 )
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* Add Koyfin
* Add Navexa
* Add Stonksfolio
2 years ago
Eduardo Marinho
1a0cb561cd
Feature/add ability to close user account ( #3444 )
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* Add ability to close user account
* Update changelog
---------
Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
98a9523eee
Feature/extend personal finance tools ( #3448 )
2 years ago
Thomas Kaul
0e08d8830e
Handle reduce of empty array ( #3446 )
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
Thomas Kaul
812ff5cbdc
Feature/refresh cryptocurrencies list 20240514 ( #3411 )
...
* Refresh cryptocurrencies list
* Update changelog
2 years ago
Thomas Kaul
5ea3a187f4
Feature/upgrade body parser to version 1.20.2 ( #3406 )
...
* Upgrade body-parser to version 1.20.2
* Update changelog
2 years ago
Gerard Du Pre
8319b216bb
Feature/support delete activities with filtering ( #3394 )
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* 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
9b5e350e3b
Feature/harmonize log message ( #3343 )
2 years ago
Thomas Kaul
f2cb671c7f
Feature/optimize get porfolio details endpoint ( #3366 )
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* 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 )
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* 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 )
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* Fix historical market data gathering for asset profiles with MANUAL data source
* Update changelog
2 years ago