Ajay
20cefaba19
Improve usability and validation in cash balance transfer ( #2552 )
* Improve usability and validation in cash balance transfer
* Update changelog
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Thomas Kaul
f5ad1d2d24
Feature/set validation rule to positive number in cash balance transfer ( #2544 )
* Add validation rule (positive number)
* Update changelog
2 years ago
Pavol Kolcun
7ae49eb839
Add endpoint for account balances ( #2484 )
* Add endpoint for account balances
* Update changelog
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Co-authored-by: Pavol Kolcun <pavol.kolcun@student.tuke.sk>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Aldrin
0ac97bd112
Transfer cash balance between accounts ( #2455 )
* Transfer cash balance between accounts
* Update changelog
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Aldrin
e60fe48fdd
Add dialog for cash transfer between accounts ( #2433 )
* Add dialog for cash transfer between accounts
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Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
2 years ago
Sanjeev Sharma
4fb88859b2
Improve form in account dialog ( #2408 )
* Improve form in account dialog
* 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
Thomas Kaul
c9353d0a39
Support account balance time series ( #2166 )
* Initial setup
* Support account balance in export
* Handle account balance update
* Add schema migration
* Update changelog
2 years ago
Thomas Kaul
9116443305
Feature/support note in accounts ( #2063 )
* Add support for a note in accounts
* Update changelog
2 years ago
Francisco Silva
8ba15f8f72
Optionally update cash balance when adding activity ( #1926 )
* Optionally update cash balance when adding activity
* Update changelog
2 years ago
Thomas Kaul
f4c748f67a
Feature/extend support for impersonation mode ( #1898 )
* Support impersonation of all users for local development
* Update changelog
2 years ago
Thomas Kaul
513a564e2c
Restructure services ( #1891 )
2 years ago
Thomas Kaul
261a0fb0b9
Refactor AuthInterceptor ( #1764 )
* Refactor AuthInterceptor
* Refactor JwtStrategy
2 years ago
Thomas Kaul
eed4f57f30
Clean up ( #1669 )
2 years ago
Yash Solanki
a79f31b006
Feature/add accounts import export ( #1635 )
* Add accounts to activities export
* Add logic for importing accounts
* Update changelog
2 years ago
Thomas Kaul
2e7f46ad78
Feature/allow account for activity of type item ( #1641 )
* Support linking wealth items to account
* Update changelog
2 years ago
Thomas Kaul
52b3ad6dc3
Feature/refactor value redaction interceptor ( #1624 )
* Reuse redactAttributes()
* Update changelog
2 years ago
Thomas Kaul
c2df99072d
Feature/refactor filters ( #1299 )
* Refactor filters
Co-Authored-By: Zakaria YAHI <9142557+ZakYahi@users.noreply.github.com>
3 years ago
Thomas Kaul
f01a3f893d
Exclude accounts ( #1289 )
* Exclude accounts
* Update changelog
3 years ago
Thomas Kaul
c0f19d56ec
Feature/add account detail dialog ( #1047 )
* Add account detail dialog
* Update changelog
3 years ago
Thomas Kaul
5cb6e5dec6
Feature/support filtering by asset class on the allocations page ( #926 )
* Support filtering by asset class
* Update changelog
3 years ago
Thomas Kaul
160335302a
Feature/group filters by type ( #922 )
* Add groups to activities filter component
* Update changelog
3 years ago
Thomas Kaul
c1d460cead
Improve filtering ( #901 )
3 years ago
Thomas Kaul
67f2b326f3
Switch to new calculation engine ( #814 )
* Switch to new calculation engine
* Clean up old portfolio calculation engine (#815 )
* Rename new portfolio calculation engine (#816 )
* Update changelog
3 years ago
Thomas Kaul
3de7d3f60e
Bugfix/improve account calculations ( #737 )
* Improve account calculations
* Update changelog
3 years ago
Thomas Kaul
4ec351369b
Bugfix/add fallback to default account in import ( #709 )
* Add fallback to default account if account id is invalid
* Update changelog
3 years ago
Thomas Kaul
bcb7f5f522
Feature/add feature toggle for new calculation engine ( #649 )
* Add feature toggle for new calculation engine
* Update changelog
3 years ago
gizmodus
f15b33e950
Portfolio calculator rework ( #632 )
* Portfolio calculator rework
Co-authored-by: Reto Kaul <retokaul@sublimd.com>
3 years ago
Thomas Kaul
d09cad4e05
Feature/read only mode ( #520 )
* Setup read only mode and update permissions dynamically
* Update changelog
3 years ago
Thomas Kaul
aed8f5cf04
Feature/upgrade prisma to version 3.6.0 ( #518 )
* Upgrade prisma from version 2.30.2 to 3.6.0
* Update changelog
3 years ago
Thomas Kaul
e1932eb5a1
Bugfix/exclude drafts from transaction count ( #473 )
* Fix transactions count (exclude drafts)
* Improve wording (summary page)
* Update changelog
4 years ago
Thomas Kaul
3032126508
Feature/add footer row to accounts table ( #471 )
* Add footer row to accounts table with total balance and value
* Update changelog
4 years ago
Thomas Kaul
d2fabe7ce4
Feature/add value column to accounts table ( #468 )
* Add value column
* Update changelog
4 years ago
Thomas Kaul
dcee651098
Feature/support unlimited currencies ( #387 )
* Support unlimited currencies
* Update changelog
4 years ago
Matthias Frey
63ee33b685
Use 'import type' to import types, eliminate webpack warnings ( #358 )
4 years ago
Thomas Kaul
05b0efef82
Feature/add restricted view ( #295 )
* Add restricted view
* Update changelog
4 years ago
Thomas Kaul
0ee2258af8
Feature/improve impersonation mode ( #293 )
* Improve the impersonation mode
* Update changelog
4 years ago
Valentin Zickner
308b218487
introduce basic module structure for data provider ( #278 )
* introduce basic module structure for data provider
* introduce DataGatheringModule
* introduce ExchangeRateDataModule
* introduce ImpersonationModule
* move RulesService
* cleanup portfolio module
* Sort imports
Co-authored-by: Valentin Zickner <github@zickner.ch>
Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>
4 years ago
Thomas
3589e72aea
Harmonize prisma service ( #266 )
4 years ago
Thomas
bb76ace95d
Feature/improve support for draft transactions ( #265 )
* Improve support for draft transactions
* Update changelog
4 years ago
Thomas
f22991b090
Feature/respect cash balance in analysis ( #203 )
* Respect cash balance in in analysis
* Update changelog
4 years ago
Thomas
2c19d8c8e7
Feature/add balance to account ( #193 )
* Add balance attribute and calculate total balance
* Update changelog
4 years ago
Thomas
abd0e08566
Introduce @ghostfolio/common lib ( #102 )
4 years ago
Thomas
c973ffd3ba
Feature/reorganize helper lib ( #100 )
Reorganize helper lib (Move interfaces and types)
* InfoItem
* PortfolioItem
* PortfolioOverview
* PortfolioPerformance
* Position
* PortfolioPosition
* PortfolioReport
* PortfolioReportRule
* User
* UserSettings
* DateRange
* AdminData
* AccessWithGranteeUser
* OrderWithAccount
* Granularity
* UserWithSettings
* RequestWithUser
4 years ago
Thomas
90a2fea7d6
Feature/create and update accounts ( #60 )
* Allow to create and update accounts
* Activate account selector in transaction dialog
* Refactor analytics and report from platforms to accounts
4 years ago
Thomas
c70eb7793e
Feature/migration to accounts ( #58 )
* Migrate transaction table
* Add accounts page
* Add account page logic
4 years ago