Arshad Jamal
e82dcc8ace
Feature/fix export in lazy-loaded activities table ( #2939 )
* Fix export in lazy-loaded activities table
* Update changelog
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Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
be93ca8968
Feature/migrate allocations page to work with filters of assistant ( #2933 )
* Migrate portfolio allocations to work with filters of assistant
* Update changelog
1 year ago
Thomas Kaul
0436cc6487
Migrate ngx-skeleton-loader components to self-closing tags ( #2935 )
1 year ago
Thomas Kaul
857708dc4d
Migrate gf-* components to self-closing tags ( #2934 )
1 year ago
Thomas Kaul
1ca4f885b0
Feature/migrate holdings page to work with filters of assistant ( #2932 )
* Migrate portfolio holdings to work with filters of assistant
* Update changelog
1 year ago
Thomas Kaul
f3ee99fb2b
Feature/extend assistant by account selector ( #2929 )
* Add account selector to assistant
* Update changelog
1 year ago
Thomas Kaul
2c10cd7edf
Bugfix/remove holdings with incomplete data from top3 bottom3 performers ( #2921 )
* Remove holdings with incomplete data
* Update changelog
1 year ago
Thomas Kaul
e763bfb2e2
Feature/improve labels in portfolio evolution chart and investment timeline ( #2892 )
* Improve labels
* Update changelog
1 year ago
TobiasXy
1b2d2a9860
Feature/Add holdings tab to account detail dialog ( #2853 ) ( #2864 )
* Feature/Add holdings tab to account detail dialog (#2853 )
* Update changelog
1 year ago
Thomas Kaul
5fa3388609
Feature/break down performance into asset and currency ( #2863 )
* Break down performance into asset and currency
* Nullify values
* Update changelog
1 year ago
Thomas Kaul
a47829082e
Bugfix/fix hidden fifth tab on mobile ( #2848 )
* Fix hidden fifth tab
* Update changelog
1 year ago
Thomas Kaul
d7f72819de
Feature/extend assistant by tag selector ( #2838 )
* Extend assistant by tag selector
* Update changelog
1 year ago
Thomas Kaul
ac0f6f40cf
Remove closing tags ( #2816 )
1 year ago
Thomas Kaul
4c30e9459d
Feature/extend assistant by date range selector ( #2815 )
* Extend assistant by date range selector
* Update changelog
1 year ago
Thomas Kaul
d089662dab
Feature/improve the style of the top 3 and bottom 3 performers ( #2807 )
* Refactor to ordered list
* Update changelog
1 year ago
Thomas Kaul
337ca328c3
Feature/drop activity id on import ( #2769 )
* Drop activity id on import
* Update changelog
1 year ago
Thomas Kaul
96f90c7259
Feature/add lazy loaded activities table to import activities dialog ( #2754 )
* Add lazy-loaded activities table
* Update changelog
1 year ago
Thomas Kaul
5599b41b83
Bugfix/fix edit of activity in lazy loaded activities table ( #2749 )
* Fix edit
* Update changelog
1 year ago
Thomas Kaul
b22edff16b
Feature/add support for column sorting to lazy loaded activities table ( #2738 )
* Add support for column sorting
* Update changelog
1 year 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
1 year ago
Sanjeev Sharma
ed4dd79c72
Add cash balances table to account detail dialog ( #2549 )
* Add cash balances table to account detail dialog
* Update changelog
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
1 year ago
Thomas Kaul
b4de06fcf0
Feature/add platform icons to account selectors ( #2633 )
* Add platform icons to account selectors
* Update changelog
2 years ago
Thomas Kaul
7804c6879d
Clean up ( #2543 )
2 years ago
Basim Mohammed
2992a0da4c
Verify current benchmark before loading it ( #2541 )
* Verify current benchmark before loading it
* Update changelog
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
b8626c2086
Feature/change fees interest and search to general availability ( #2525 )
* Change features to general availability
* Fees on account level
* Interest on account level
* Search for a holding
* Update changelog
* Add documentation for experimental features
2 years ago
Don L
ac0ad48a65
Display invalid activity in csv import ( #2460 )
* Display invalid activity in csv import
* Update changelog
2 years ago
Aldrin
3b5a34f6f3
Use fab-button in access management tab ( #2456 )
* Use fab-button in access management tab
* Refactor fab container
* Update changelog
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
8ad6492477
Feature/various improvements in client ( #2434 )
* Various improvements
* Update changelog
2 years ago
Thomas Kaul
5fa0540936
Feature/add emergency fund setup to static portfolio analysis rules ( #2400 )
* Add new static portfolio analysis rule: Emergency fund setup
* Update changelog
2 years ago
Thomas Kaul
884b7f4de7
Clean up ( #2342 )
2 years ago
Thomas Kaul
b12349a148
Feature/add support for interest on account level ( #2354 )
* Add support for interest
* Update changelog
2 years ago
Thomas Kaul
c668d7b456
Feature/improve preselected currency in create or update activity dialog ( #2349 )
* Preselect currency based on account's currency
* Update changelog
2 years ago
Thomas Kaul
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
Thomas Kaul
6f6ff94979
Improve sidebar ( #2343 )
* Improve sidebar
* Improve style of system message
* Update changelog
2 years ago
Thomas Kaul
d0112968e8
Feature/introduce sidebar navigation on desktop ( #2340 )
* Introduce sidebar navigation on desktop
* Update changelog
2 years ago
Thomas Kaul
ab691bb27a
Feature/remove account type from user interface ( #2335 )
* Remove account type from user interface and set it optional
* Update changelog
2 years ago
Frane Caleta
369386f976
Add drop file functionality on import ( #2323 )
* Add drop file functionality on import
* Update changelog
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
45aefb6a45
Reorder charts ( #2253 )
2 years ago
Thomas Kaul
4955555ddd
Release 1.301.1 ( #2247 )
2 years ago
Thomas Kaul
0fd3db3228
Bugfix/fix cash position rows in holdings table ( #2237 )
* Fix cash position rows
* Update changelog
2 years ago
Thomas Kaul
0821086e41
Bugfix/fix various styles after angular material 16 upgrade ( #2212 )
* Fix styles
* Update changelog
2 years ago
Thomas Kaul
d85d83a0f5
Feature/improve alignment of region percentages ( #2203 )
* Improve alignment
* Update changelog
2 years ago
Thomas Kaul
d4fea075af
Feature/include unavailable data in allocations by market chart ( #2190 )
* Include unavailable data in allocations by market chart
* Update changelog
2 years ago
Thomas Kaul
622bb8b0cf
Feature/add allocations by market chart ( #2171 )
* Add allocations by (advanced) market
* Fix public page
* Update changelog
2 years ago
Thomas Kaul
ea101dd3bd
Refactor value to valueInBaseCurrency ( #2167 )
* Revert value to valueInBaseCurrency refactoring
2 years ago
Thomas Kaul
bdf72164b1
Feature/break down emergency fund by cash and assets ( #2159 )
* Break down emergency fund in cash and assets
* Update changelog
2 years ago
Thomas Kaul
455a2d2e92
Refactor value to valueInBaseCurrency ( #2160 )
2 years ago
Thomas Kaul
30f1a3514a
Feature/add hints to activity types in create or edit activity dialog ( #2150 )
* Add hints
* Update changelog
2 years ago
Thomas Kaul
92382e0b4d
Feature/improve loading state during filtering on allocations page ( #2141 )
* Improve loading state
* Update changelog
2 years ago
Arghya Ghosh
0d421e7181
Bugfix/fix adding 'Item' and 'Liability' activities ( #2119 )
* Fix adding activities of type item and liability
* Update changelog
2 years ago