Thomas
324e21e70c
Refactoring
2 years ago
Hugo Persson
4ee3d7ac3d
fix(activities-table.component.ts): remove subtraction of activity value in base currency for 'SELL' and 'LIABILITY' types
The subtraction of activity value in base currency for 'SELL' and 'LIABILITY' types was causing incorrect calculations. By returning null instead of subtracting the value, we ensure that the total value is not affected by these types of activities.
2 years ago
Hugo Persson
771fb107ac
fix(activities-table.component.ts): subtract valueInBaseCurrency from totalValue when activity type is 'SELL' or 'LIABILITY' to calculate correct total value
2 years ago
Thomas Kaul
5fe07cb85f
Bugfix/fix value in holdings table ( #2182 )
* Fix missing value
* 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
cd67ce82fa
Feature/rename queries to presets in market data table of admin control ( #2165 )
* Rename queries to presets
* Update changelog
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
68a9a7f6f9
Feature/add queries to market data table in admin control ( #2153 )
* Add queries
* ETF_WITHOUT_COUNTRIES
* ETF_WITHOUT_SECTORS
* Update changelog
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
c25f532487
Improve product pages ( #2143 )
2 years ago
Thomas Kaul
c434b730a8
Feature/hide average buy price in position detail chart if no holding ( #2133 )
* Hide the average buy price if no holding
* Update changelog
2 years ago
Thomas Kaul
2d23c566f1
Feature/setup personal finance tools pages ( #2135 )
2 years ago
Thomas Kaul
ba220eaee9
Bugfix/fix sorting by currency in activities table ( #2122 )
* Fix sorting by currency
* 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
Thomas Kaul
e62da06c5c
Feature/extend scraper configuration support ( #2110 )
* Extend scraper configuration support
* Update changelog
2 years ago
Thomas Kaul
0a465f125d
Feature/add pagination to market data table in admin control panel ( #2108 )
* Add pagination
* Update changelog
2 years ago
Arghya Ghosh
6a802a62a0
Add ability to search for indices and fix gf-symbol-autocomplete validation ( #2094 )
* Bugfix/Fix gf-symbol-autocomplete validation
* Feature/Add ability to search for indices
* Update changelog
2 years ago
Thomas Kaul
58d9816f01
Feature/extend symbol search component by asset sub classes ( #2087 )
* Add asset sub classes
* Update changelog
2 years ago
Francisco Silva
a9526430c2
Improve column headers in holdings table for mobile ( #2071 )
* Improve column headers in holdings table for mobile
* Update changelog
2 years ago
Arghya Ghosh
fce3b2084e
Feature/extract symbol search to component ( #2003 ) ( #2056 )
* Extract symbol search to component (#2003 )
* Update changelog
2 years ago
Thomas Kaul
06dfb91f82
Release 1.280.1 ( #2069 )
2 years ago
Thomas Kaul
7931e6950d
Feature/add support for liabilities ( #1789 )
* Add support for liabilities
* Update changelog
2 years ago
Thomas Kaul
04eb452e04
Add missing guards ( #2067 )
2 years ago
Thomas Kaul
6077bfa754
Feature/change direction of ellipsis icon to horizontal in tables ( #2055 )
* Change direction of ellipsis icon to horizontal
* Update changelog
2 years ago
Thomas Kaul
a53461d257
Feature/migrate currency to unit in value component ( #2043 )
* Migrate currency to unit
* Update locales
2 years ago
Thomas Kaul
d630fb900d
Feature/add investment streaks ( #2042 )
* Add investment streaks
* Current streak
* Longest streak
* Add unit to value component
* Update changelog
2 years ago
Thomas Kaul
ae57a188f5
Feature/improve tab navigations ( #2031 )
* Improve tab navigations
* Update changelog
3 years ago
Thomas Kaul
206b6567fd
Feature/improve activities import dialog ( #2016 )
* Improve activities import dialog
* Update changelog
3 years ago
Thomas Kaul
144b6b2211
Bugfix/handle undefined in decode data source ( #2013 )
* Handle undefined data source
* Update changelog
3 years ago
Thomas Kaul
19333ab084
Fix warnings ( #2011 )
3 years ago
Thomas Kaul
b3baeb8a5d
Feature/support case insensitive names in portfolio proportion chart ( #2004 )
* Sum up case insensitive names
* Update changelog
3 years ago
Thomas Kaul
215f5eafa6
Feature/set asset profile as benchmark ( #2002 )
* Set asset profile as benchmark
* Update changelog
Co-authored-by: Arghya Ghosh <arghyag5@gmail.com>
3 years ago
Thomas Kaul
86296b3591
Feature/improve local number formatting in value component ( #1992 )
* Improve local number formatting
* Update changelog
3 years ago
Thomas Kaul
4d700e3b83
Feature/add error message if importing duplicates ( #1984 )
* Add error messages if import include duplicates
* Update changelog
3 years ago
Thomas Kaul
19e6df4fb2
Fix exception ( #1979 )
3 years ago
Thomas Kaul
7fc3fff431
Bugfix/fix storybook setup ( #1976 )
* Fix Storybook setup
* Update changelog
3 years ago
Thomas Kaul
edd690850c
Feature/setup open startup page ( #1967 )
* Setup Open Startup page
* Update changelog
3 years ago
Visrut
9c30139b86
FIX #1951 : select checkbox state fix for duplicates ( #1958 )
* FIX #1951 : select checkbox state fix for duplicates
* Update changelog
3 years ago
Visrut
7d6a74a67d
Feature/improve check for duplicates in import #1932 ( #1940 )
* Improve check for duplicates in import
* Update changelog
3 years ago
Thomas Kaul
32c1e6b390
Feature/upgrade to nx 16.0 ( #1943 )
* Upgrade to Nx 16.0
* Update changelog
3 years ago
FabioAzevedo0619
e1892d2870
Feature/platform management ( #1922 )
* Added platform management to admin control panel
* Update changelog
3 years ago
Thomas Kaul
e3c9316486
Feature/improve tooltip of portfolio proportion chart ( #1919 )
* Hide title
* Update changelog
3 years ago
Thomas Kaul
15c96a9757
Feature/add allocations by platform chart ( #1915 )
* Add allocations by platform
* Update changelog
3 years ago
Thomas Kaul
1ca3792a4b
Feature/clean up initial values from x ray ( #1914 )
* Clean up initial (original) values from X-Ray
* Refactor current to valueInBaseCurrency
* Update changelog
3 years ago
Thomas Kaul
f4c748f67a
Feature/extend support for impersonation mode ( #1898 )
* Support impersonation of all users for local development
* Update changelog
3 years ago
Francisco Silva
67e758365f
feature: allow to delete all activities of a user ( #1880 )
* Allow to delete all activities of a user
* Update changelog
3 years ago
Thomas Kaul
3daf55a0dd
Bugfix/remove sort header in comment column of activities table ( #1883 )
* Remove sort header
* Update changelog
3 years ago
Thomas Kaul
aafedd5f75
Feature/increase robustness if live data is missing ( #1884 )
* Continuously persist today's market data
* Add fallback to historical market data if data provider does not provide live data
* Update changelog
3 years ago
Francisco Silva
32956ae04c
Fix: performance column header alignment ( #1881 )
* Fix: performance column header alignment
* Update changelog
3 years ago