Thomas Kaul
583c14128b
Feature/extend public api with portfolio performance metrics endpoint ( #3762 )
* Extend Public API with portfolio performance metrics endpoint
* Update changelog
1 year 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>
1 year ago
Thomas Kaul
0ef2b82852
Bugfix/fix destructuring in activities filters ( #3756 )
* Provide default value during destructuring
* Update changelog
1 year 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>
1 year 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
1 year ago
Thomas Kaul
dc1948016f
Feature/clone or edit activity from holding detail dialog ( #3644 )
* Clone or edit activity from holding detail dialog
* Update changelog
1 year ago
Thomas Kaul
41f5801b5e
Feature/refactor unique asset type to asset profile identifier ( #3636 )
* Refactoring
1 year ago
Thomas Kaul
8f6203d296
Feature/manage tags of holdings ( #3630 )
* Manage tags of holdings
* Update changelog
1 year ago
Thomas Kaul
519827045a
Feature/add dialog for benchmarks in markets overview ( #3493 )
* Add benchmarks dialog in markets overview
* Update changelog
1 year 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
e31b4c64cb
Feature/refactor holding detail dialog to standalone ( #3407 )
* Refactor holding detail dialog to standalone
* Update changelog
2 years ago
Fedron
5616bc4956
Feature/validate account balance creation/update using DTO ( #3400 )
* Validate create account balance using DTO
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
782d131b0d
Feature/add indicator for active filters ( #3398 )
* Add indicator for active filters
* Update changelog
2 years ago
Thomas Kaul
61f0da35bc
Feature/disable delete all activities if filters are active ( #3389 )
* Disable delete all activities button if filters are active
* Update changelog
2 years ago
Thomas Kaul
4ad4fa2b30
Feature/clean up deprecated GET api/portfolio/positions endpoint ( #3373 )
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
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
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
34d9ceb009
Feature/add support to immediately execute queue job ( #3259 )
* Add support to immediately execute queue job
* 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
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
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
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
helgehatt
a0ddd1f9b9
Fix date conversion in import of historical market data ( #3117 )
* Fix date conversion in import of historical market data
* 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
Thomas Kaul
eb75be8535
Optimize details endpoint ( #3123 )
* Make summary optional
* Introduce dedicated holdings endpoint
* Update changelog
2 years ago
Thomas Kaul
4ab3f81384
Extract getFactor() ( #3089 )
* Extract getFactor()
* Refactoring
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
e1371a8d2b
Clean up ( #3018 )
2 years ago
Thomas Kaul
e921ed7f52
Reorder imports ( #2988 )
2 years ago
Thomas Kaul
9fe90273c7
Feature/move assistant to general availability ( #2977 )
* Move assistant from experimental to general availability
* 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
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
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
* Add account selector to assistant
* 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
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
2 years ago
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
* Extend assistant by tag selector
* Update changelog
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
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
Thomas Kaul
b22edff16b
Feature/add support for column sorting to lazy loaded activities table ( #2738 )
* Add support for column sorting
* 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
833982a9de
Bugfix/fix biometric authentication registration ( #2713 )
* Remove token on device registration
* Update changelog
2 years ago
Thomas Kaul
377ba75e4c
Add support to delete a cash balance ( #2707 )
2 years ago
Sanjeev Sharma
ed4dd79c72
Add cash balances table to account detail dialog ( #2549 )
* Add cash balances table to account detail dialog
* Update changelog
---------
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
8c1b45f35b
Bugfix/fix exception in webauthn page ( #2564 )
* Remove useBrowserAutofill option in startAuthentication()
* Update changelog
2 years ago
Thomas Kaul
a7baad10d1
Feature/improve import of historical market data ( #2559 )
* Improve historical market data import
* Update changelog
2 years ago
Aldrin
0af37ca1d7
Extend asset profile dialog form ( #2535 )
* Extend asset profile dialog form
* Update changelog
2 years ago
Rafael
2dcc7e161c
Improve validation of activities import ( #2496 )
* Improve validation of activities import: expects positive values for fee, quantity and unitPrice
* Update changelog
---------
Co-authored-by: Rafael Claudio <rafacla@github.com>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago