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Merge branch 'main' into bugfix/ignore-future-dated-account-balances-in-portfolio-calculation

pull/7436/head
Thomas Kaul 1 month ago
committed by GitHub
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0ba18bf474
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  1. 5
      CHANGELOG.md
  2. 9
      apps/client/src/app/components/account-detail-dialog/account-detail-dialog.html
  3. 21
      apps/client/src/app/components/holding-detail-dialog/holding-detail-dialog.html

5
CHANGELOG.md

@ -7,6 +7,11 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
## Unreleased ## Unreleased
### Changed
- Moved the tags to the overview tab of the account detail dialog (experimental)
- Moved the tags to the overview tab of the holding detail dialog
### Fixed ### Fixed
- Ignored future-dated account balances in the portfolio calculation - Ignored future-dated account balances in the portfolio calculation

9
apps/client/src/app/components/account-detail-dialog/account-detail-dialog.html

@ -112,6 +112,11 @@
>Platform</gf-value >Platform</gf-value
> >
</div> </div>
@if (user?.settings?.isExperimentalFeatures) {
<div class="col-12 mb-3">
<gf-tags-selector [readonly]="true" [tags]="tags" />
</div>
}
</div> </div>
</div> </div>
</mat-tab> </mat-tab>
@ -179,10 +184,6 @@
/> />
</mat-tab> </mat-tab>
</mat-tab-group> </mat-tab-group>
@if (user?.settings?.isExperimentalFeatures) {
<gf-tags-selector [readonly]="true" [tags]="tags" />
}
</div> </div>
</div> </div>

21
apps/client/src/app/components/holding-detail-dialog/holding-detail-dialog.html

@ -331,6 +331,17 @@
>ISIN</gf-value >ISIN</gf-value
> >
</div> </div>
<div class="col-12 mb-3">
<form [formGroup]="holdingForm">
<gf-tags-selector
formControlName="tags"
[hasPermissionToCreateTag]="hasPermissionToCreateOwnTag"
[readonly]="!data.hasPermissionToUpdateActivity"
[tagsAvailable]="tagsAvailable"
[tagsReadOnly]="tagsOfAccounts"
/>
</form>
</div>
@if (dataProviderInfo) { @if (dataProviderInfo) {
<div class="col-md-12 mb-3 text-center"> <div class="col-md-12 mb-3 text-center">
@ -419,16 +430,6 @@
} }
</mat-tab-group> </mat-tab-group>
<form [formGroup]="holdingForm">
<gf-tags-selector
formControlName="tags"
[hasPermissionToCreateTag]="hasPermissionToCreateOwnTag"
[readonly]="!data.hasPermissionToUpdateActivity"
[tagsAvailable]="tagsAvailable"
[tagsReadOnly]="tagsOfAccounts"
/>
</form>
@if ( @if (
data.hasPermissionToAccessAdminControl || data.hasPermissionToAccessAdminControl ||
(dataSource?.data.length > 0 && (dataSource?.data.length > 0 &&

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