Tree: 554136cdcd

feature/disable-extended-prisma-client

feature/optimize-get-range-query-in-market-data-service

feature/rename-subscription-to-subscriptions-in-database-schema

feature/rename-user-to-user-in-subscription-database-schema

main

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Commit Graph

364 Commits (554136cdcd4acb939adff140af9d05931eda867e)

Author	SHA1	Message	Date
Thomas Kaul	07661d9262	Feature/integrate dividend into transaction point concept (#3092) * Integrate dividend into transaction point concept * Update changelog	1 year ago
Thomas Kaul	c54392b7bb	Bugfix/fix exception in account value calculation (#3109) * Fix exception in value of account calculation caused by liabilities * Update changelog	1 year ago
Thomas Kaul	c37ad9bad4	Bugfix/fix activities import (#3095) * Fix query parameter handling of booleans * Update changelog	1 year ago
Thomas Kaul	4ab3f81384	Extract getFactor() (#3089) * Extract getFactor() * Refactoring	1 year ago
Thomas Kaul	b932bac9aa	Feature/optimize summary calculation (#3088) * Optimize calculation * Update changelog	1 year ago
Thomas Kaul	5596e5f03b	Feature/integrate wealth items into transaction point concept (#3084) * Integrate (wealth) items into transaction point concept * Update changelog	1 year ago
Thomas Kaul	7f67430685	Bugfix/readd value in base currency to activity (#3078) * Readd valueInBaseCurrency * Update changelog	1 year ago
Thomas Kaul	2115745471	Bugfix/fix issue with exchange rate calculation of wealth items in accounts (#3065) * Fix exchange rate calculatio of wealth items in accounts * Update changelog	1 year ago
Thomas Kaul	3615e2f057	Feature/improve handling of activities without account (#3060) * Improve handling of activities without account * Update changelog	1 year ago
Thomas Kaul	15cc294581	Feature/move break down of performance from experimental to general availability (#3047) * Move break down of performance to general availability * Update changelog	1 year ago
Thomas Kaul	2e9d40c201	Feature/switch to performance calculations with currency effects (#3039) * Switch to performance calculations with currency effects * Improve value redaction in portfolio details endpoint * Update changelog	1 year ago
Thomas Kaul	6f7cbc93b9	Add missing type (#3023)	1 year ago
Thomas Kaul	67ae86763e	Handle premium data provider in getQuotes() (#3020) * Handle premium data provider in getQuotes()	1 year ago
Thomas Kaul	2518a8fd9d	Feature/add accounts tab to position detail dialog (#3012) * Add accounts tab to position detail dialog * Update changelog	1 year ago
Thomas Kaul	e921ed7f52	Reorder imports (#2988)	1 year ago
Thomas Kaul	c9237146e2	Feature/add investment value to chart (#2948) * Add investment value to chart * Update changelog	1 year ago
Thomas Kaul	4434d0315f	Remove unused timeline calculation (#2947)	1 year ago
Francisco Silva	3df8810412	Feature/Add support to grant private access with permissions (#2870) * Add support to grant private access with permissions * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	1 year ago
Cédric Meuter	a5ed49fe4c	Feature/Add date range selector to assistant (#2905) * Add date range selector including WTD and MTD to assistant * Update changelog	1 year ago
Cédric Meuter	4e9e3f7b6b	Feature/Add `wtd` and `mtd` as possible values for date range (#2902) * Add `wtd` and `mtd` as possible values for date range 'wtd': week-to-date (from the start of the week) 'mtd': month-to-date (from the start of the month) * Update changelog	1 year ago
Thomas Kaul	6167f105fe	Refactoring (#2897)	1 year ago
Thomas Kaul	8d5f2fd91d	Fix fee conversion (#2896) * Fix fee conversion * Update changelog	1 year ago
Thomas Kaul	7b45a8b3fc	Introduce type (#2885)	1 year ago
Thomas Kaul	ba3cf82c6e	Feature/increase robustness of exchange rates by always getting quotes (#2875) * Always get quotes (with fallback to historical data) * 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
gizmodus	be801b481e	Feature/Add exchange rate effects to portfolio calculation (#2834) * Add exchange rate effects to portfolio calculation * Update changelog --------- Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>	1 year ago
Thomas Kaul	23d323073d	Fix performance percentage for 1d (#2814) * Fix performance percentage for 1d * Improve response of positions endpoint * Update changelog	1 year ago
gizmodus	b183c45027	Time weighted portfolio performance calculation (#2778) * Implement time weighted portfolio performance calculation * Update changelog	1 year ago
underwater	7d68905f1b	Feature/use has permission annotation in endpoints (#2771) * Use HasPermission in endpoints * 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
Thomas Kaul	377ba75e4c	Add support to delete a cash balance (#2707)	1 year ago
Thomas Kaul	6f4fd0826c	Feature/respect with excluded accounts flag in get account balances (#2697) * Respect withExcludedAccounts in getAccountBalances() * Update changelog	1 year ago
Thomas Kaul	2b491dc732	Extend performance endpoint by net worth per day (#2574) * Extend performance endpoint by net worth per day * Update changelog	1 year ago
Thomas Kaul	8898d02442	Bugfix/fix cannot read properties of undefined reading items in get position (#2667) * Fix "Cannot read properties of undefined (reading 'items')" * Update changelog	1 year ago
Thomas Kaul	93b6011ddc	Feature/refactor get range in market data service (#2631) * Refactor to unique asset in getRange() * Update changelog	1 year ago
Thomas Kaul	35f98b9d2d	Bugfix/handle failing database query for account find many (#2598) * Handle issue with account.findMany() -> where: { id: { in: [ null ] } } * Update changelog	2 years ago
Thomas Kaul	fa627f686f	Bugfix/fix chart for account excluded from analysis (#2534) * Fix chart for account excluded from analysis * Update changelog	2 years ago
Thomas Kaul	30e561c06f	Feature/extend assistant with search for asset profile (#2499) * Extend assistant with search for asset profile * Extend search results by currency, symbol and asset sub class * Update changelog	2 years ago
Thomas Kaul	550e646079	Feature/introduce assistant (#2451) * Introduce assistant * Update changelog	2 years ago
Thomas Kaul	8236091477	Feature/add support for search query in portfolio position endpoint (#2443) * Introduce search query filter * 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	0b2f6a312c	Sort imports (#2399)	2 years ago
Thomas Kaul	0f7c6ff0fe	Bugfix/fix asset class of cash position for empty account (#2378) * Fix assetClass and assetSubClass * Update changelog	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	b21884eb66	Feature/harmonize logger output (#2321) * Harmonize logger output * Update changelog	2 years ago
Thomas Kaul	bc33e5f147	Feature/remove deprecated environment variable base currency (#2255) * Remove the deprecated environment variable BASE_CURRENCY * Update changelog	2 years ago
Thomas Kaul	0b59fc639d	Feature/upgrade prettier to version 3 (#2163) * Upgrade prettier to version 3.0.2 * Prettify code * 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
Hugo Persson	cef7fa79de	Fix total account value calculation for liabilities (#2184) * Fix calculation * Update changelog --------- Co-authored-by: Thomas <4159106+dtslvr@users.noreply.github.com>	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